Creating a Privilege Log allows you to quickly print a report listing the document you have marked as privileged under attorney-client, attorney work product, or any privilege type you determine. You may also print a report listing those documents that are marked as not privileged.
The Privilege Log Wizard is a pre-built report option on the Reports ribbon and is also available in DocPreviewer. The wizard guides you through selecting the privilege types and document fields to include in the log, as well as choosing the order the documents display in the log. You can use the default settings or customize the content of the report to suit your needs. Setting changes are automatically saved for the next time you run the report. When you are finished, the log is printed as a table in Microsoft® Word.
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If you have a subscription to DocPreviewer, the pre-built Privilege Log is also accessible in the Manage Documents pane.
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| 1. | On the Reports menu, click Privilege Log. |
| 2. | In the Select privilege types to include in the log dialog box, select the check box for the privilege types you want to include in the log: Atty Work Product, or Atty-Client. |
| 3. | Click Next to continue. |
| 4. | In the dialog box, notice the default fields that are automatically included for use in the report. |
| 5. | Click the Customize button to select additional fields and/or hide any pre-selected fields for the log, then click OK. |
Click the Show Field or Hide Field buttons  to add or remove fields in the Visible Fields listing.
Use the Move Up and Move Down buttons  to organize the viewing order for the report.
| 6. | Click Next to continue. |
| 7. | Click the Modify button to adjust the field sort order. |
| 8. | In the Sort By listing, select the primary sort field for the log order and then select its Ascending/Descending order. |
| 9. | In the Then By listing, select the secondary sort field and its Ascending/Descending order. |
You have the option to add a third field sort option, if needed.
| 10. | Click OK to save the settings. |
| 11. | Click Next to continue. |
| 12. | Click Finish to print the report in Microsoft Word. |
Notice that all fields selected in the wizard print in the log and in the sort order you determined.
You can now save the report as a Word file or PDF file, and save it in the network folder where you store reports.
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