Resources
Support
New to Discovery Genie? Start with the tutorials. Still stuck? Email support@discoverygenie.com.
- Create a pst From Outlook
FOR OUTLOOK 2013 OR 2016: Click the File tab. Choose Open & Export > Import/Export. Click Export to a file. Click Outlook Data File (pst), and then click Next. Uncheck the include subfolders box.This…
Read more - Create an mbox from Apple Mail
Highlight your “Production” folder from your folder list. Right-click on the “Production” folder, and click Export. Read this part carefully: The “export” feature will place a folder on your Desktop,…
Read more - Explanation of Review pst Bar
WHAT IS A “REVIEW PST” STATUS BAR? WHAT DO I DO? The “REVIEW pst” status will sometimes appear, under specific circumstances described below, after a complex pst is uploaded into Discovery Genie.…
Read more - Export an mbox From Gmail
Go to https://takeout.google.com/settings/takeout . Click “Deselect all.” Scroll down to “Mail”, and check the checkbox. Click “All mail data included” Uncheck “Include all messages in Mail” Click…
Read more - How does the Genie predict privilege?
The Genie predicts how likely an email (and its attachments) is to be privileged with a proprietary algorithm based on the role of the email’s sender and recipients. You classify the role of the…
Read more - How to Connect Your Clio and Discovery Genie Accounts
In Discovery Genie, navigate to Preferences and click on “Clio” in the left-hand sidebar. From this page, you can choose to create a new Clio account or link your existing Clio account. When you…
Read more - How to create a zip file
Document Production” and drop the documents you need to produce into that folder. Then, right-click the folder. If you use Windows, click “send to” => “Compress” to create a .zip file. If you use…
Read more - Redacting Documents
When you check the “redact” box while reviewing a document in Discovery Genie, when you download your document set the Genie puts the document into a separate “To_Be_Redacted” subfolder inside the…
Read more - Redaction Tools
Adobe Acrobat: Acrobat is one of the most popular PDF editing platforms, and can be obtained at Adobe Acrobat Pro DC (https://acrobat.adobe.com). Follow these steps to redact documents using Acrobat:…
Read more - Save .msg files to .pst
Save .msg files to .pst
Read more - Upload and Processing Issues
The Genie works with three file types—pst, mbox and zip. If you are having trouble uploading a job, chances are the Genie received a different type of file that it cannot process. The following…
Read more - What do the document checkboxes do?
Priv (Privileged) Description: Designates document as privileged. Results: Converts to pdf, adds Bates number in “privileged” Bates range, and places pdf in “Privileged” folder and adds document’s…
Read more - What we do here is simplify document production with an emphasis on SIMPLIFY.
BUT WHAT DOES THAT MEAN? It means we take helping you figure out how to use the Genie seriously. We’re here to teach, mentor, cheerlead and even give you a kick in the pants, if that’s what’s called…
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