The purpose of this session is to aid users in best practices and shortcut tips on how to process, image, OCR, and produce data.

1. Processing, Imaging,
Producing – OH MY!
The capabilities of Ipro for desktop
are endless

2. Private and Confidential – Copyright 2020
The purpose of this session is to aid users in best practices and
shortcut tips on how to process, image, OCR, and produce data.
Oh, and have some fun too!
Processing, Imaging, and Producing

3. Case Creation &
Processing Data

4. Private and Confidential – Copyright 2020
• Create a Client named “Car Wash City”
• Create a Case named “Car Wash City v Car Wash Yeah”
using the Native File Ingestion Template
• No need for tags or redactions at this point.
• Ingest the native files located at:
cld-evlpod001FileShare_Sample DataIpro for desktop
Sample Data2_Imports5_NativesHenrietta Becker
Don’t push Start just yet, wait until
we all get there.
Native File Processing

5. Private and Confidential – Copyright 2020
• Who Indexes during Ingestion?
• Who Indexes post ingestion?
• What is your reasoning?
Audience Participation

6. To Ingest Images
or Not To Ingest

7. Private and Confidential – Copyright 2020
• Who sorts their natives and ingests PDFs separately?
• Who only ingests images when they are prod documents?
• How do you handle the begno vs
prodbegno issue?
• Who never uses this feature?
• Did you know you can Ingest Images
to overlay onto existing documents?
Audience Participation

8. Imaging & OCRing
Data

9. Private and Confidential – Copyright 2020
• Who images EVERYTHING?
• Who images pretty much only on the Fly?
• Who only images based on a saved search?
Audience Participation

10. Private and Confidential – Copyright 2020
• Who OCRs at ingestion?
• Who OCRs at a later time?
• Who OCRs and uses the Replace existing
extracted text option?
Audience Participation

11. Private and Confidential – Copyright 2020
Team Bulky
Use Bulk Tiff with a
saved search
Team Super Fly
Use Tiff on the Fly in
Review.
Processing Challenge
Prompt: You are reviewing and searching for documents in the in the case
“Car Wash City v. Car Wash Yeah”.
Search Criteria for Imaging: Text contains: Car, Wash, Today – but not
Tomorrow.

12. SCAN

13. Private and Confidential – Copyright 2020
• Who uses Scan in Ipro for desktop?
• Who uses eScanit?
• Do you use anything else?
Audience Participation

14. Productions

15. Private and Confidential – Copyright 2020
How do you prepare for productions?
• Tags?
• Saved Search?
• Both?
Do you have a production protocol or
template you load?
Audience Participation – Last One!

16. Private and Confidential – Copyright 2020
There’s no need to reinvent the wheel
• Production Templates
• Copying Production History settings
Production Templates

17. Thank you!
For additional information on Ipro for desktop, go to
iprotech.info/techshow20desktop