Catalyst CR Standard Site Setup Worksheet (CR in Japan)
Please provide the following information to help us set up your Catalyst CR Standard Site. You
can find help in filling out this form along with sample workbooks and other helpful information
about setting up your site on the Standard Site Set-up Page of our Support Site.
1. General Information
Matter Information
Site Name:
Estimated Volume of Data:
Special Instructions:
2. Matter Contacts
Please supply a billing contact for this matter.
Billing Contact Information
Client Name:
Client Address:
Billing Contact Name:
Billing Contact Phone:
Billing Contact Email:
In rare instances we may need to contact a case lead regarding special maintenance or
downtime for your site. Please list the individuals that should be contacted if this need arises.
Downtime Contact Information
Contact Name(s):
Email Address(s):
3. Standard Fields
We provide more than 90 fields in our standard site set-up (our standard fields include all of the
fields specified in the EDRM Working Group XML Standards). As a site administrator, you can
change the “friendly” field names for any of these fields right from the site, e.g. “Hot Doc” to “Key
Doc.” You also determine which fields are displayed on the forms you use. And, you can remove
unwanted fields from the search drop down list on the site at any time.
877.557.4273 | catalystsecure.com
You can download a copy of the Catalyst CR standard field list by clicking on this link. You can
also find it posted on the Site Setup Page of our Support Site. If you need additional fields, we
can talk with you about creating a Catalyst CR Custom Site. Feel free to discuss field needs with
your Project Consultant.
4. Document Review Forms Setup
We provide two document forms called: “Review” and “Detail.” We have filled out each form with
the fields used in our Standard site. You can change any of the fields or the order of the fields to
meet the needs of your matter.
Field Type Display Options
Field display type options are:
1. Radio Buttons: Allow one selection
2. Drop Down List: Allows one selection
3. Check Boxes: Allow multiple selections
4. Multi-Select Box: Allows multiple selections
5. Single-Line Text: Allows a single line of text to be entered (no formatting)
6. Multi-Line Text: Allows formatted text to be entered
7. Label: Displays data only—the field may not be edited
Default Values
We typically make “null” (or empty) the default value for review fields. However, in some cases
you should choose a specific default value for particular fields. For example, there might be three
possible values for a “ReviewStatus” field:

1-NotReviewed

2-Responsive

3-NonResponsive
The suggested default value would be 1-NotReviewed.
If you want a default value for a review-type field, please provide that information on your Review
form now so we can incorporate it into our set-up. If you add a default field later, we may have to
re-index your site.
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Form Name: Review
Field Name
Display Type
BegControl
Label
ReviewStatus
Radio Button
Privileged
Radio Button
PrivBasis
Check Box
Confidential
Radio Button
HotDoc
Radio Button
RedactionStatus
Radio Button
Values
(Indicate default)
Comments
Typically not an
editable value.
1-NotReviewed(default)
2-Responsive
3-NotResponsive
4-ForFurtherReview
5-TechnicalProblems
1-Privileged
2-NotPrivileged
3-PotentiallyPrivileged
1-AttorneyClient
2-WorkProduct
3-Other
1-HighlyConfidential
2-Confidential
3-NotConfidential
1-No (default)
2-Yes
1-RedactionNeeded
2-RedactionComplete
Example values that
can be changed if
desired.
Example values that
can be changed if
desired.
Example values that
can be changed if
desired.
Rule based to only
display if the
Privileged field is
marked 1-Privileged.
Example values that
can be changed if
desired.
Example values that
can be changed if
desired.
Example values that
can be changed if
desired.
This field is not tied
to actual redactions
in the database.
Values provided by
client.
Issues
Check Box
Comments
Multi-Line Text
General text for freeform comments.
DocHistory
Label with
Hyperlink
Displays the history
of updates on each
document.
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Form Name: Detail
Field Name
Display Type
BegControl
Label
EndControl
Label
BegAttach
Label
EndAttach
Label
Custodian
Label
DocDate
Label
DocType
Label
Subject
Label
DocTitle
Label
Author
Label
Recipient
Label
CC
Label
BCC
Label
DocHistory
Label with
Hyperlink
Values
(Indicate Default)
Comments
Displays the history
of updates on each
document.
All forms provide links at the top for Related/Attached, Email Message Threads, Redactions,
Duplicates and Near Duplicates. These will appear so long as the processed data includes this
information.
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5. Other Setup Information
Dynamic Folders
The Standard Site offers three sets of Dynamic Folders. If you want different dynamic folders,
please talk with your Catalyst Project Consultant. Additional views can be added quickly after the
initial site set-up has been completed.
1. Custodian/Batch No/Review Status
2. Review Status/Custodian
3. DocType/Custodian
Review Module
The Review Module can be used to structure your workflow if you will be using rules and stages
to route documents between reviewers. The Review Module requires additional configuration
after the site has been created. Contact your Catalyst Project Consultant for assistance in
creating your workflow within the Review Module.
Turn On Review Module? (Yes or No)
Batching
We can batch your documents at upload time if you will be using the dynamic folders to structure
your review. This batching is not related to the Review Module and if you plan to use the Review
Module then we do not suggest that you request this type of batching. Typically when we create
batches they are grouped by a field, such as Custodian, so that each batch contains documents
from a single custodian. Most commonly we create batches of 250 or 500 documents.
Would you like batches to be created for the Dynamic Folders?
(Yes or No)
If yes, then:
Which field should we group the batches by?
(Custodian is the default)
How many documents per batch?
(500 documents is the default)
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Duplicate Documents:
If you will be doing your review on a family level then you may not want to allow reviewers to tag
duplicates as it often leads to designation conflicts within a family.
Enable Tag Duplicates? (Yes or No
Checked by default? (Yes or No)
Foreign Languages
If your site contains foreign language documents then we will create two fields, Primary Language
and Secondary Languages, that you can search on to categorize documents by language. If
you’d like we can also turn on our Translation On-the-Fly feature. This enables reviewers to
translate documents within CR, though please note that there is a per document charge for this
service.
Does your site include foreign language documents? (Yes or No)
Do you want to enable Translation On-the-Fly? (Yes or No)
Time Zone
By default, when an email is displayed in preview mode or converted to PDF, the time zone used
is based upon the time settings for the server where the conversion takes place. Since our
servers currently are hosted in Japan, the Japan Time zone is used by default. This can lead to
discrepancies between what is displayed to the user on the document and what was extracted
during processing. Please indicate a time zone to override the server settings and to be used for
all previews or PDF conversions.
Time Zone:
Sub-Collections
The standard site includes up to three document sub-collections, which can be used to organize
different sets of documents. For example, you may want to create a sub-collection for the
documents that you review and produce, and another sub-collection for documents that are
produced to you. If no sub-collections are requested then all documents will be loaded into a
“General” sub-collection.
Sub-Collection
Name
Instructions (How are these documents identified?)
1
2
3
There is an additional charge for the creation of each sub-collection beyond the initial three.
Please contact your Project Consultant for more information on the pricing of sub-collections.
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If you will be using sub-collections to provide access to different security groups, then please
speak with your Project Consultant. Secured sub-collections are not part of a standard Catalyst
site and require custom work.
Conversion Settings
We use a number of standard settings for document conversions. These settings impact the way
that documents are displayed when converted for print jobs, redactions and for productions.
Please review the settings below and confirm that they match your production requirements. If
you would like to change any of the settings then please make a note below.
Setting Name
Standard Configuration
Microsoft Word Documents
Track Changes
Track changes are not shown
Header/Footer
Headers and the footers are shown
Auto date fields are removed and replace
Auto Dates
with the text “AutoDate”
Auto time fields are removed and replace
Auto Times
with the text “AutoTime”
Auto File Name
The auto file name is not printed
Microsoft Excel Documents
Excel files are converted in landscape
Print Orientation
format
Grid Lines
Grid lines are shown as existing
Hidden Rows / Hidden Hidden rows, columns and sheets are left
Columns / Hidden
as existing. This option doesn’t apply if
Sheets
the sheet is password protected.
Print Column Row
Column row headings are printed as
Headings
existing
Comments are printed at the end of the
Print Comments
sheet.
Excel files are converted from left to right
and then down. This preserves
Print Order
information in columns to the right that
won’t fit on the first page
Files are converted to show data in a print
Print Area
area
Auto fit is configured to accommodate
Auto Fit Contents
longer text
Header / Footer
Header and footer data is not shown
Set Zoom
The zoom as existing
Auto date fields are not printed and is left
Auto Dates
blank instead.
Auto time fields are not printed and is left
Auto Times
blank instead.
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Customize Setting?
(Leave blank for default
or indicate requested
customization)
The auto file name is not printed and is
left blank instead.
Microsoft PowerPoint Documents
Print Hidden Slides
Hidden slides are not printed
Print Notes
Speaker notes are printed as existing
Auto date fields are removed and
Auto Dates
replaced with the text “AutoDate”
Auto Times
Auto time values are the in the footer
Auto File Name
The auto file name is printed in the footer
Auto File Name
6. Initial User List
We will create up to 20 logins for your users during the site set-up process. Additional logins can
be created by us for an additional charge or may be created by your site Super Administrators.
We typically create three different types of users:
Users: These users have basic rights on the site. Typically, they are able to review
documents and conduct searches, as well as redact and print documents.
Regular Administrators: These users have all of the above rights, but can also add
values to lookup tables, create batches and use the reporting tools on the Admin page.
Super Administrators: These users have the rights of Regular Administrators, but also
have access to the User Administration module and the Review Administration module.
#
First Name
Last Name
User Level
(User, Regular
Admin or
Super Admin)
Organization/Firm
1
2
3
4
5
6
7
8
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Email
Phone