When you tag documents with a Privilege-type Mark, the Privileged Metadata option in the Work Product Inspector becomes available; use this to log information that will be included in a Privilege Log Report.
Important: You must enter and save privilege information for it to enter the privilege log report. Simply marking the document with a Privilege-type Mark will not enter it into the log.
To add information for the Privilege Log Report:
1.From the Tools menu select Show Work Product Inspector. Select the Privileged Metadata tab.
2.In the Author field, type the appropriate author.
Note: The Author/Recipients/Date fields are populated only if the corresponding metadata was extracted from the document. The populated values can still be edited as needed.
3.In the To and CC fields, click the arrow at the right and choose appropriate values from the drop-down list that appears. You can also freely type in these fields.
4.In the Privilege field, enter the type of privilege you wish to assert. You can select pre-defined privilege types by clicking the drop-down at the right. (See Privilege Log Settings for more information about pre-defining privilege types.)
5.In the Date field, click the arrow at the right to open the calendar function, where you can click a date to overwrite the one that appears in Date field, or you can type the date.
6.In the Reason for Privilege field click the arrow at the right and select a reason from the drop-down list that appears. Alternatively, you can freely edit the Reason for Privilege text area. (See the section titled “Privilege Log Settings” in Chapter 3 for more information about pre-defining privilege reasons.)
7.When you are finished, click the Save button at the bottom right of the Priv Log pane.
To view the Privilege Log, navigate to the Reports section of the tool and select Privilege Log.
This report will retrieve documents in review which are marked with a privilege-type mark; if a document is retrieved but has not yet been saved to the Privilege Log, its row will appear gray.
To export the Privilege Log, click the Export button.
Note: Only documents which have been saved to the Privilege Log will be included in a Privilege Log export; documents merely marked privileged but not actually saved to the log (i.e. rows appearing in gray in the Privilege Log report) will not be included in the export.