Overview
The Production Wizard guides the User through configuring and executing a document production or export. Productions compile reviewed documents into a structured, numbered output set for delivery to opposing counsel, a client, or a regulatory body. The wizard is organized into sequential tabs, each covering a distinct configuration area. Settings can be saved as templates for reuse across productions.
Getting There
Productions are initiated from the Work Folder panel.
- In the Work Folder panel, right-click the production folder and select Create New Production/Export from the context menu.
- The Production Wizard opens to the Getting Started screen.
Getting Started
Step 1
Select the method for creating this production and click Continue to Basics.
| Option | Description |
|---|---|
| Start Fresh | Creates a new production with default settings. All configuration options are available on subsequent screens. |
| Use Existing Production as Template | Copies settings, including prefix, numbering type, and output options, from a previous production in the room. Bates numbers will be unique to the new production. |
| Use a Defined Template | Applies settings from a pre-configured production template. Useful for standardizing production configurations across a matter. |
Step 2 - Basics
Configure identification, numbering, and sort order for the production.
Identification
| Field | Description |
|---|---|
| Production/Export Internal Name | Name of the folder that will contain the produced documents. Required; 80-character limit. |
| Production/Export Volume Name | The value that appears in the volume name of the production. Also used to name the ZIP file containing the production output. Optional; 128-character limit. |
Numbering Configuration
| Field | Description |
|---|---|
| Numbering Type | Sets whether Bates/control numbers are assigned at the document level or the page level. |
| Bates/Control Number Prefix | Characters that appear before the numeric portion of each Bates number. Required; 25-character limit. |
| Start Number | The first number in the Bates sequence. Defaults to 1. |
| Document Padding | The number of digits in the numeric portion. A preview updates as values are entered. |
Document Ordering
Click Configure to set a sort order for numbering. Child documents (attachments) are always produced immediately following their parent document, regardless of sort criteria.
Step 3 - Image Options
Select how images will be produced for this volume.
| Option | Description |
|---|---|
| Produce PDF | Generates branded PDF files for each document in the production. |
| Produce TIFF/JPG | Generates TIFF or JPG image files per document page. Select the image format from the dropdown: Black and White TIFF, Color for Color TIFF, or Color for Color JPG. |
| Do Not Produce Images | No image files are produced. Only native files and/or load files are included in the output. |
Additional Options
| Option | Description |
|---|---|
| Produce Native when Image Cannot Be Created | If a document cannot be converted to an image (PDF/TIFF), the native file is produced instead, accompanied by a slipsheet placeholder image. |
| Slipsheet Image when Document Produced Natively | For documents produced natively, such as audio, video, or spreadsheets, a slipsheet placeholder image is included in the image set. |
Step 4 - Branding and Naming
Configure stamps to appear on produced images and set custom file naming rules. Click Add Branding to create a branding rule, or click Apply Template to load a saved branding template.
| Field | Description |
|---|---|
| Branding Source Type | Determines what value is stamped on the image. Options include Bates, Document Code, Tag, or Custom Text. |
| Select Code/Tag Name | Available when Bates is selected as the source type. Allows selection of Responsiveness, Issues, Confidentiality, or Privilege codes. |
| Add Custom Brand Text | Enter custom text to appear on the stamp. Required when Custom Text is selected as the source type; 80-character limit. |
| Font Size / Font Color | Sets the size (px) and color of the stamp text. |
| Brand Location | Sets the position of the stamp on the produced image (e.g., Bottom Left). |
| Apply stamp to produced images | When enabled, the stamp appears on image files. Uncheck to apply file naming only, without stamping images. |
| Append to File Name | Optionally appends text to the produced file name when documents match the branding criteria (e.g., _Confidential). 50-character limit. |
| Apply File Naming To | Selects which output file types receive the appended name: Image Files (PDF/TIFF), Native Files, or Text Files. |
Step 5 - Native Options
Configure whether and how native files are included in the production.
| Option | Description |
|---|---|
| Produce/Export All Documents Natively | All native files are included in the production. No additional file type configuration is required. |
| Produce/Export Specific File Types Natively | Native files are included only for specified file types or extensions (e.g., xlsx, docx, pdf). Specify by file extension or file type. |
| Do Not Produce/Export Native Files | No native files are included. Only images/PDFs and load files will be produced. |
Additional Options
| Option | Description |
|---|---|
| Produce natively redacted documents (spreadsheets) as redacted native files | Spreadsheets with native redactions are produced as redacted native files, with redacted cells hidden or removed. |
| Do not produce native files for image redactions | Documents with image-based redactions exclude the native file from the production. Only the redacted image or PDF is produced. |
| Custom Native Slipsheet Text | Text to appear on slipsheets for documents produced natively. Defaults to "Document Produced Natively"; 255-character limit. |
Step 6 - Text Options
Configure whether text files are included in the production. Text files contain the extracted text content from each document and are commonly required for full-text search indexing, OCR text for image-only documents, and discovery load file requirements.
Step 7 - Production Overrides
Define document-level overrides that change how specific documents are handled, independent of the default production settings.
How Overrides Work
All matching overrides are evaluated for each document. The most restrictive action takes precedence: a Slipsheet override takes priority over Produce, and No Override defers to the production's default settings.
Match Criteria Types
| Criteria Type | Description |
|---|---|
| File Type | Matches by system file type (e.g., Excel, Word). |
| File Extension | Matches by file extension (e.g., .xlsx, .docx). |
| Code | Matches by coded value (e.g., Privileged, Confidential). |
| Page Count | Matches documents with a page count at or above the specified threshold. |
| Redaction | Matches documents that contain redactions. |
| Saved Search | Matches documents included in a saved search. |
Override Actions
Specify what happens when a document matches this override.
| Action | Description |
|---|---|
| Image/PDF Action | Sets the action to apply to the Images/PDF output: No Override, Produce, or Slipsheet. |
| Native Action | Sets the action to apply to the Native output: No Override, Produce, or Slipsheet. |
| Text Action | Sets the action to apply to the Text output: No Override, Produce, or Slipsheet. |
| Metadata Action | Basic Fields only: Bates, attachments, file links, and page count. |
| Custom Slipsheet Text | Optional text to display on slipsheet pages. |
Withheld documents: If documents are designated as withheld, apply the corresponding settings outlined below. The expected output shall include slip-sheeted images and slip-sheeted text files that mirror the image content. Native files must not be included in the production.
Step 8 - Load File Options
Configure the load file format, delimiters, and field list.
Format Settings
| Setting | Description |
|---|---|
| Produced DAT | Generates a Concordance DAT file with metadata fields. |
| Produced OPT File | Generates an OPT image load file. |
| Character Encoding | Sets the encoding for the load file. UTF-8 is recommended. |
| Delimiters | Configures the field delimiter, text qualifier, and newline character. |
Load File Fields
Configure which metadata fields to include in the load file. Fields can be reordered by dragging rows. Click Add Field to include additional fields, Apply Template to load a saved field configuration, or Reset to Defaults to restore the default field list.
When adding a field, select from the following categories or search by name:
- System Fields
- Custom Fields
- Tags
- Room Codes
- AI / TAR Code Predictions
Step 9 - Pre-Production Checks and Finalizing
Once all configuration tabs are complete, initialize and finalize the production from the Status panel.
- Click Save Settings to save the current configuration.
- Click Initialize Production. The Status panel updates to show the production has been initialized.
Status panel - Initialized state Show the Status panel immediately after initialization.
- Click Run Pre-Checks to validate the production volume. The Pre-Production Checks tab displays document count, precache status, and a document statistics summary.
- Click Number Docs to assign Bates numbers. The Bates range and document/page totals are displayed in the Status panel once numbering is complete.
- Review the Status panel summary, then click Finalize to complete the production.
Status panel - Finalize step Show the Status panel with the Finalize button visible after numbering.
After finalization, the Production Complete banner displays. Click Download Production to download the output ZIP file.
Notes
- Saving as a template: Click Save Settings below the initialized production, or use the Actions dropdown in the Status panel and select Save as Global Template or Save as Environment Template.
- Clearing Bates numbers: If documents have been numbered and the production needs to be reconfigured, click Clear Bates from the Actions dropdown to remove assigned numbers without deleting the production.
- Deleting a production: Select Delete Production from the Actions dropdown in the Status panel.
- Production folder naming: The Production/Export Volume Name is also used as the name of the output ZIP file. If left blank, QuikData uses the internal name.
- Child documents: Attachments are always produced immediately after their parent document, regardless of sort order settings.
- Override precedence: When multiple overrides match a document, the most restrictive action wins. Slipsheet overrides take precedence over Produce.
- Supported text options: Text file configuration determines whether extracted or OCR text is included in the output. This is commonly required by receiving platforms for full-text indexing.
Actions dropdown - Save as Template options Show the Actions dropdown open with Save as Global Template and Save as Environment Template visible.
Version History
| Version | Date | Notes |
|---|---|---|
| v5.9 | August 2026 | Documents the nine-step Production Wizard workflow, including full Production Overrides configuration (match criteria, override actions, and withheld document handling). |
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