Discovery Generator

Overview

Discovery Generator is a utility in the Legal Productivity Suite for Microsoft Word by Craftware Solutions LLC. It outputs discovery content using a loop consisting of up to three sections: (1) discovery > (2) response > (3) supplemental response. Each of these three sections, which can be included or omitted as needed, contain options for title and text content. The utility can also convert pre-existing lists and content in tables into any of the three content sections.

Discovery Generator at a glance

Support

If you require support, please don't hesitate to contact us.

Operations

General options for the Utility tab and processing performed.

Show instructions on Utility tab

Toggles the display of instructions on the Utility tab. Hiding the instructions allows for more room to view selections in the task pane.

Show descriptions on Utility tab

Shows or hides descriptions on the Utility tab. Enable or disable as desired once familiarity with the application is obtained.

Show descriptions on Settings tab

Shows or hides descriptions on the Settings tab at your convenience. We bring these instructions into the application so settings and options are clear.

Title and content options

The settings below affect the title and content sections on the Utility tab.

Default loop count

Sets the default number of loops if content is not collected from the discovery, response or supplemental response text section(s).

Reset paragraph style lists

Resets the style lists for all title and content sections. Press this button if a style is created after the utility is launched so it will be reflected in the lists of styles.

Title options

The settings below only affect the discovery, response and supplemental response title sections on the Utility tab.

Text case appearance

Sets the distinction for the capitalization of title. Options are uppercase, title case, lowercase and "do not modify." Character formatting (e.g., bold, underline, small caps, etc.) can be applied through the style.

Ending text

Provides options for text that will be displayed at the end of the title. Options are colon, period, en dash, em dash and none.

Content options

The setting below only affects the discovery, response and supplemental response content sections on the Utility tab.

Clear collections

Clears all of the content stored from the document selection and table column collection process. This content is removed automatically when the Legal Productivity Suite for Microsoft Word is closed or started and is never transmitted to a database.

Refers to the discovery, response and supplemental response title sections on the Utility tab.

Title text

Specifies the text content that appears as the title. This text content can be set (i) through the selected style or (ii) by selecting Specify.

Incorporated in selected style

Defaults to the content and/or numbering in the style selected. Use this option if your firm has approved styles reserved for discovery (e.g., Interrogatory 1, Interrogatory 2, etc.). Discovery Generator will hide the options below from the task pane.

Specify

Allows for a selection to be entered in the Specify [section] title menu that appears. If none of the selections from the menu are relevant to your filing, a new one can be typed.

Numbering

Sets the numbering that appears after the title content.

Static numbering

Inserts numbering as regular text. This numbering will not update if an entry is removed or added after the workflow is completed.

SEQ fields

Inserts numbering using Microsoft Word's SEQ field. If an entry is removed or added after the workflow is completed, selecting the document in its entirety and pressing the F9 key will update the SEQ fields (i.e., the numbering) to reflect the modified content.

Starting number

Allows for a numerical value to be entered as the start of the numbering sequence. Use this option when propounding or responding to a discovery set after the first that doesn't start with one.

Direct formatting attribute(s) to apply

Allows for the selection of character formatting attributes to apply to the current section title. Uncheck this option if you intend to control formatting through a style.

Refers to the discovery, response and supplemental response content sections on the Utility tab.

Text content

Provides options for content to be placed after its respective title, whether it's a blank paragraph or pre-existing content.

Content collection

Collects pre-existing content to be output after the discovery, response or supplemental response title. Content collection for each of the three content sections is managed separately.

Document selection

Collects content as a selection of paragraphs. To engage, select the paragraphs in the document and press the button.

Table column

Collects content from the table column specified by the column and start row selections. To engage, place your cursor in the table and press the button. If needed, content can be collected from multiple tables for the discovery, response or supplemental response content sections.

A paragraph style selection is required for each section selected for the workflow. The Paragraph style menus in each section contain all the styles in the document (sans table styles) and operate independently of each other.

Title sections

Allows for granular control over the content and character formatting for the title.

Title content

In addition to specifying the title content (e.g., interrogatory, document request, etc.) through Discovery Generator, you can also use your own content that may be stored in outline styles created by your firm (e.g., RFP_L1, RFP_L2, etc.).

Character formatting

Used in conjunction with the Text case appearance setting on the Settings tab, titles can be displayed in a variety of ways (e.g., with small caps, underlining, bold, italics, etc.).

Content sections

Provides flexibility for the styling of the text paragraph(s). Since style selection is separate between each section, if formatting should differ between sections (e.g., if the discovery and the response text should be single-spaced and double-spaced, respectively), separate styles can be selected to control the formatting for each section as needed (e.g., "Body Text First Indent" for the discovery section and "Body Text First Indent 2" for the response section).

How many loops will Discovery Generator make?

The number of loops Discovery Generator makes will depend on whether or not any content is collected.