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Creating Email Portfolios for Small EDD Productions

By Rick Borstein

I took a close look at the Acrobat 9 packaging and didn't find any mention of EDD (Electronic Data Discovery).

Despite that, I'm hearing from more and more law firms that would like to use Acrobat to capture, review and produce email as part of a case.

A great solution is an Email Portfolio. Acrobat can convert an entire folder of email in Outlook or Lotus Notes into well-organized PDF Portfolio which lets you sort, filter and search.

The Outlook integration provide by Acrobat offers the following:

1. Convert individual email messages to PDF
2. Adds attachments in their native format into the PDF of the message
3. Combines all of the converted messages into a PDF Portfolio
4. Adds a full-text index to the PDF Portfolio

Acrobat's email archiving feature is intended to be a personal email archiving tool, however with a bit of tweaking (and perhaps a plug-in like Evermap's AutoPortfolio), you may be able to use it successfully to manage small EDD productions.

New to Email Portfolios? Learn about the basics of Email Portfolios by watching this short movie.

In this article, I'll discuss:

1. How to create a new User Account for production
2. Setting up a "null user" in Outlook
3. How to load PST and MSG files into Outlook
4. How to convert email messages into an PDF Email Portfolio
5. Reviewing documents in the Email Portfolio
6. Producing Documents from the Email Portfolio
7. Converting an Email Portfolio to a PDF Binder
8. How to use Evermap's AutoPortfolio tool to move data to a litigation support product like Summation or Concordance

Full post as published by Acrobat for Legal Professionals on November 01, 2009 (boomark / email).