Creating an eDiscovery receipt in Clearance - Clearance

To capture a digital proof of receipt for evidence being shared between Attorney and Defence offices, use the eDiscovery receipt. The eDiscovery receipt is sent to the recipient to obtain a dated acknowledgment and signature. The report is then kept as a digital record of evidence shared, how it was sent, and includes a list of the items shared.

1. Open an existing case.
2. Click More () and click Create report.
3. In the Select a report dialog box, click eDiscovery receipt.
4. In the Create eDiscovery receipt dialog, complete the following:
   1. (Optional) In the Sender details section, enter a Name and Title.
      If the sender title field is left blank, the user string is used as the default title. For example, "eDiscovery receipt for files shared with user."
   2. In the Recipient details section, click Select to choose a recipient and enter their Title if applicable.
   3. (Optional) In the Case information section, enter the District court details, Defendant name, and Cause number.
5. (Optional) Click Modify eDiscovery receipt acknowledgments if you need to amend the terms of acknowledgment.
   
6. Click Create report.
   

   A copy of the eDiscovery receipt report PDF is stored in Clearance.
7. Click Download.
   The eDiscovery receipt is saved as a PDF format file. For example, CaseAuditLog_Case1652.pdf

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