Prepare a defensible production

Configure the source population, production format and quality controls before staging a delivery.

Prototype workflow

MER-2026-014 / production wizard

New production set

Progress is shown for reference. Submitting and file generation are disabled in this prototype.

Production register

✓Destination 2Production options 3Settings 4Other settings 5Summary 6Status

Destination & production identity

Production action

Template

Production name *

Selected source media

Available review populations

Select source sets to include

2,410 DOCS SELECTED

	Media / source name	Original docs	Duplicates
Custodian: Jordan Park
	Outlook mailbox · MSG	914	27
	Teams workspace · native	338	0
Custodian: Riley Chen
	SharePoint files · mixed	772	14
	Project archive · ZIP	386	3

Duplicate options

No de-duplication Project-level de-duplication Custodian-level de-duplication

Source advanced options

Exclude system files Exclude archive containers Include non-email parent-child family Include email thread family based on selected criteria Treat orphaned children as parent documents Exclude documents with selected tags

Step 3 · Production settings

Output format

Bates prefix

Starting number

Preserve document family relationships in load files Include extracted text and agreed metadata fields Include native files for selected file types

Step 4 · Other settings and exceptions

Include redaction burn-in after second-level QC Include exception report with delivery package Require approval from authorized matter lead

Confirm recipient specifications, production protocol and any agreed deviations before creating output.

Step 5 · Summary preview

Source populations4 selected

Documents2,410

Duplicate handlingNo de-dupe

FormatTIFF + text

Bates rangeNW-MER-0000001+

ReleaseApproval required

Step 6 · Status and handoff

After a real system validates the configuration, it would stage a production job, record the manifest, run QC and show delivery status here. This sample page does not submit or export.

← Back to review

Draft changes are local only.

Defensibility check: reconcile population counts, de-duplication rules, parent-child handling, redactions, metadata fields, Bates range, exceptions and approvals against the production protocol.