New Hire Packet

Signatures One Call Now Electronic Communications Organization and Filing Guidelines Non-Billable Matters Contact Manager Mobile Device Data Plan Reimbursement Policy Mimecast iScrub iManage Email Management Searching for Documents Searching Tips Document & Folder Security Sharing My Matters Creating and Managing Workspace Subfolders iCreate Change-Pro Redact-It Timekeeping Policy Expert Time Creating Time Entries Working with Timers Expert On the Go Time Billback Network Print Control Making Copies Faxing Cost Recovery Exception Reports

CREATING A BROWN RUDNICK Creating a Brown Rudnick SIGNATURE Signature 1. Go to http://www.brbi.dom/signature/. Your highlighted signature should look like: 2. Click on a signature type to begin the process. You may select from the Standard Signature, Signature with Mobile Phone or one of the signatures that include awards or blog links. 3. When prompted, enter your full email address 8. Press CONTROL + C or right-click on the (i.e., [email protected]), then click selected signature then choose COPY from the SUBMIT. menu. 4. If the information displayed is missing or ADD YOUR NEW SIGNATURE TO OUTLOOK incorrect, click on the EDIT INFO RMATIO N≫ link to update information. 1. Open Microsoft Outlook, locate the FILE tab and choose O PTIO NS. 5. Provide updated information then click SUBMIT. 2. Click on the MAI L option on the left side of the dialog box. 6. Click the VIE W UPDAT E D S IGNAT U RE B LO CK link to proceed. 3. Click on the SIGNATURE S… button on the right side of the dialog box. 7. Highlight the signature text displayed below the red line (see graphic below). TIP: Start from the bottom right (to the right of \"Please consider the environment…\") and select upward. This helps to prevent selecting unnecessary spaces above your signature. 4. Click on the NEW button, enter a name for your new signature then press the OK button. Page 1 of 2

5. Place your cursor in the EDIT SIGNATURE text email in messages on a case by case basis. This is handy window and press CONTROL + V or right-click when creating messages requiring additional contact and then choose PASTE from the menu. information. The Signature box will look similar to the graphic below. Looking for a second signature suggestion? Try creating a signature that includes your Soundpath or Global Meet dial-in details for your clients. Note: You are not required to keep the last sentence: “Please consider the environment before printing this email.” 63188781 v7 6. Click the SAVE button to store your signature. 7. Click the NE W ME SSAGE S: drop-down arrow to set the signature as your default for all new email messages. 8. Click the RE PLIE S/FO RWARDS: drop-down arrow to add your signature to replies and forwards if applicable. 9. Click the OK button to save your changes. PREFERRED PRONOUNS Many Firm leaders, among others, have chosen to add their preferred gender pronouns to their signatures. This should be added after all other parts of the signature block. Suggested templates: 1. Inclusion and self-expression are professional and personal values of mine. One way I practice these values is to share my preferred gender pronouns. Mine are he / him / his. 2. Preferred gender pronouns: she / her / hers. ADDITIONAL SIGNATURE OPTIONS Outlook provides an option to create multiple signatures that can be used to replace your default Page 2 of 2

9/14/2018 WHAT IS ONE CALL NOW? e. Enter and confirm a password for your account. One Call Now is a group calling service that uses contact NOTE: Your password must be at least 6 characters long. information provided by you to send you firm emergency announcements, service interruptions and short-term office 3. Accept the application’s TERMS OF USE then click on closures. the SAVE button. One Call Now also provides a SELF UPDATE PORTAL where You will be asked to “Please check your inbox to you can update your emergency notification connections. complete the profile verification process. Controls on this page will be enabled once verified.” CREATING YOUR SELF UPDATE ACCOUNT 4. Check the email address you provided in step “d” for To use the SELF UPDATE PORTAL, you will need to create a your SELF UPDATE PROFILE VERIFICATION email. profile. 1. To create your account, navigate to 5. Open the verification email and click the VERIFY EMAIL link to complete your profile verification. https://www.mycallnow.com/?G=QbBzjVPOqJ2r1rY3PY% 2fjaw%3d%3d. 6. After you click VERIFY EMAIL, you can follow the steps under “EDITING EXISTING CONNECTIONS” below. 2. Locate the “First time users…” section of the page, then LOGGING IN TO ONE CALL NOW AND CHANGING click on the SIGN UP button to create your account. YOUR NOTIFICATION SETTINGS a. Enter your name in the designated fields. Once you have created your SELF UPDATE account, you may b. Enter a phone number where you would like to add additional notification connections, change your current settings and your profile password by logging into the SELF receive emergency notifications from Brown UPDATE PORTAL. Rudnick. 1. Navigate to c. Check the RECEIVE TEXT MESSAGES box to receive text messages on this phone number. https://www.mycallnow.com/?G=QbBzjVPOqJ2r1rY3PY% d. Enter the email address where you currently 2fjaw%3d%3d . receive emergency notifications from Brown 2. Enter the email address and password that you used Rudnick. when creating your profile, then click SIGN IN. If you do not recall the email address that you used or The contact information currently in use for your you did not use an email address as an emergency profile will be listed on the MY SETTINGS screen, notification connection, please enter your Brown which is displayed by default once you have logged in. Rudnick email address here. Page 1 of 2

EDITING EXISTING CONNECTIONS 9/14/2018 Once logged into the Portal, you may edit your connections. A dialog box containing instructions will be displayed on-screen while you wait for the call. 1. Click on the EDIT button located to the left of any phone number or email address displayed on the MY 3. Once you receive the call, follow the prompts to verify. SETTINGS screen. You will notice a change in status on the My Settings screen once the number has been verified. When editing a phone number for the first time, you If you opted to stop receiving emergency notifications will be asked to verify the number before One Call Now on a specific phone number, One Call Now disables the will allow you to make any changes. connection but does not remove it from My Settings. If you have identified a home phone number as your Note: If you elected to have text messages sent to this phone emergency notification connection, consider making your number, you will also receive a verification text message. edits from home in order to receive your verification call! Follow the prompts in the text message to verify the number. ADDING A NEW CONNECTION You may also add connections to your profile. 1. Click on the ADD button. 2. Select the type of connection you are adding (email/phone) then enter the connection details. You will be asked to verify all new phone numbers and/or email addresses before they can be added to your connections list. 3. Once you have verified your connection, you must agree to ONE CALL NOW’S TERMS OF USE, press the SAVE button to complete the process. OTHER PROFILE CHANGES You also have access to update your name or change your SELF UPDATE PORTAL password. 1. Click on the drop down arrow next to MY SETTINGS. 2. Click the CALL ME button. 2. Select MY PROFILE from the list to modify your name. There will be a brief delay (less than a minute) as ONE CALL NOW attempts to dial the number. 3. Select CHANGE MY PASSWORD to create a new password. Page 2 of 2 61162766 v6

HANDLING ELECTRONIC COMMUNICATIONS 9/14/2018 Many email messages constitute business records of the Electronic Communications Firm. To safeguard client and Firm business communications, Organization and Filing Guidelines it is the user’s responsibility to review and process received and sent email (including attachments) and voicemail 5. Select the parent folder (Inbox, etc.) for your new messages according to their content. View the full Electronic sub-folder from SE LECT WHE RE TO P LACE THE F OLDER Communications policy on the Policies list. page www.brbi.dom/policies/policies.asp. 6. Click the OK button to create and add the folder to CLIENT COMMUNICATIONS the selected parent folder. You will be prompted with a dialog box asking you if you 'd Messages sent (email) or received (email/voicemail) like to link your Outlook sub-folder to iManage. containing substantive advice, agreements or information potentially of importance to the client should be organized CREATING IMANAGE FILING FOLDERS IN OUTLOOK and retained according to the following guidelines: 1. If possible, restrict content to one client/matter and When you link an Outlook folder to an iManage folder, any email dragged to the Outlook folder will be saved in iManage. move messages containing substantive content into 1. Create a new Outlook folder and select YES when corresponding client/matter folders - in either Outlook or the document management system - daily. prompted to link the folder to a WorkSite folder. 2. Profile and save email and voicemail in the document 2. From the LINK NEW FOLDER OPTIONS dialog box, click management system at the conclusion of the matter to ensure completeness of the client files. the FILE MESSAGES TO lookup button to browse to and select the targeted Workspace and sub-folder. CREATING OUTLOOK SUB-FOLDERS 3. Select additional filing options from the dialog box then click OK to complete the linking process. Messages retained in Outlook should be moved from the Inbox or Sent Items folder to sub-folders organized by client/matter. To create an Outlook sub-folder: If you anticipate forwarding email to colleagues working on a case, consider storing this content in iManage instead. The central location allows for the creation of a complete repository of electronic communication on a matter, from multiple colleagues, while providing teams with instant access to the content. 1. Click once on your Inbox folder to select it, then click on the FOLDER tab on the ribbon. 2. Click on the NEW FOLDER button. The Create New Folder dialog box is displayed. When linked, the Outlook folder icon changes and [WorkSite] 3. Type the name of your sub-folder in the NAME field. is added to the end of the folder name. Sub-folders used for client correspondence should The envelope icon on filed email also changes when the Leave use the client/matter name or number as the sub- messages in Outlook after filing box is checked. folder name. 4. Verify that the FOLDER CONTAINS field defaults to MAIL AND POST ITEMS.

FILING EMAIL FOR CLOSED MATTERS 9/14/2018 Electronic Communications Messages retained in Outlook sub-folders should be moved Organization and Filing Guidelines to the corresponding client/matter Workspace in iManage at the conclusion of the matter. While dragging email from 4. Click on the ACTIONS drop-down arrow, then select Outlook to iManage is always an option, there are more either COPY FOLDER or M OVE FOLDER from the menu. efficient ways to accomplish this task. You may link Outlook sub-folders to iManage at any time.  C OP Y FO LDE R creates a copy of the Outlook sub- Doing this will save the contents of the sub-folder to folder structure and its contents in iManage. iManage. 1. Right-click the Outlook sub-folder, select PROPERTIES  M OV E F OL DE R creates a copy of the sub-folder structure in iManage and deletes the folder contents from the menu, and then click the FILE TO IMANAGE from Outlook after saving it in iManage. tab in the PROPERTIES dialog box. 5. From the ADD TO FOLDERS dialog box, browse to and select the targeted Workspace and sub-folder. 1. Select the FILE ITEMS IN THI S FOLDER TO IMANAGE 6. Confirm the name of your new iManage sub-folder by radio button. clicking OK when the CREATE NEW FOLDER dialog box is displayed. You may also modify SECURITY at this 2. Click the lookup button at the end of the FILE time. MESSAGES TO field to browse for and select the targeted Workspace and sub-folder. 3. Select additional options from the FILE TO IMANAGE tab, then click OK to complete the linking process. When linked, the Outlook folder icon changes and [WorkSite] is added to the end of the folder name. The envelope icon on filed email also changes when the Leave messages in Outlook after filing box is checked. iManage will automatically delete filed email from a sub- Your sub-folder structure will be re-created in iManage folder when this box is unchecked. immediately, but sub-folder email contents will be filed at a You may also duplicate existing Outlook sub-folder structures slower pace. in iManage while moving or copying the sub-folder contents. The envelope icon will change for each email successfully 1. Click once on the Outlook sub-folder to select it then filed in iManage; however, there is no change to the folder locate ACTIONS on the EMAIL MANAGEMENT icon when using this process. TOOLBAR. iManage will automatically delete filed email from Outlook You will only need to select the parent sub-folder - additional sub-folders when M O V E F O L D E R is used. child folders will automatically be included in the folder creation process. 62460937 v6 Page 2 of 2

9/14/2018 Johnson, Ann E. O'Leary, Mark F. <[email protected]> Friday, November 30, 2012 4:46 PM From: Firm Sent: Non-Billable Matters Cost Recoveries To: APPROVED NB MATTERS FOR COSTS.pdf Subject: Attachments: Throughout the Firm, we aim for consistent use of our resources to serve our clients' needs. In the area of cost recovery (e.g., on-line research tools, postage, courier, copies, and long-distance telephone), it is important that we properly allocate our expenses to the correct client or administrative matter. In order to better monitor our non-billable use of these resources, only four types of codes may be used for cost recovery items: (1) client matter numbers; (2) client-specific or practice-group-specific marketing codes; (3) practice group matter numbers; and (4) administrative matter numbers. Beginning Monday, December 3rd, personal timekeeper codes (e.g., 1/5459) will no longer be accepted for cost recovery items (they will still be valid for timekeeping purposes). The client matter number should be used for all client-related matters, whether or not the client has agreed to reimburse the Firm for that cost. In the event that the client has arranged with us not to be invoiced for that type of cost, we will write it off and will not invoice the client for it. We still need to monitor these expenses for internal purposes; charging client-related expenses to a practice group or administrative budget does not comply with Firm policy. LEAs are required to record document production time and time spent on paralegal tasks without exception. Attached is a chart showing all non-billable codes. Attorneys, paralegals, and GL&S professionals should charge non-billable items to their practice groups. LEA's should charge their own non-billable items to 2/8000, except that if LEA's are charging for a particular attorney, paralegal, or GL&S professional, please use the non-billable number for the practice group for that attorney, paralegal, or GL&S professional. While it should be clear that firm assets should be used to promote our business purposes, it is also the case that, for convenience, we each need to make reasonable use of some of these resources for personal purposes (e.g., long-distance telephone). Reasonable personal use continues to be permitted, of course. When dialing long-distance for a personal phone call, for example, please enter your practice group code if you are an attorney, paralegal, or GL&S professional. All other staff should enter your administrative code. For long-distance phone calls and other cost recovery items that are client-related, continue to enter the client matter number. The chart attached shows all non-billable codes that are available for cost recoveries. We will track usage by practice group and administrative function and work with the Cost Center Managers listed below to manage these costs going forward. Please let me know if you have any questions.

DEPARTMENT COST CENTER MATTER # CORPORATE & CAPITAL MARKETS ENERGY, UTILITIES & ENVIRONMENTAL 000001.0039 CORPORATE & CAPITAL MARKETS CORPORATE & CAPITAL MARKETS GL&S BOSTON 000001.7034 CORPORATE & CAPITAL MARKETS CORPORATE & CAPITAL MARKETS GL&S WASHINGTON 000001.7032 CORPORATE & CAPITAL MARKETS CORPORATE & CAPITAL MARKETS INTELLECTUAL PROPERTY 000001.0043 DISPUTE RESOLUTION DISPUTE RESOLUTION REAL ESTATE 000001.7031 DISPUTE RESOLUTION DISPUTE RESOLUTION TAX 000001.0322 DISPUTE RESOLUTION RESTRUCTURING & FINANCE CORPORATE 000001.7029 RESTRUCTURING & FINANCE RESTRUCTURING & FINANCE GOV'T CONTRACTS 000001.0064 INTELLECTUAL PROPERTY LITIGATION 000001.0074 LITIGATION & ARBITRATION 000001.7030 WHITE COLLAR DEFENSE & GOV'T INVESTIGATIONS000001.0065 INTERNATIONAL ARBITRATION 000001.0323 SPECIAL SITUATIONS & DISTRESSED DEBT 000001.0038 FINANCE 000001.0041 RESTRUCTURING 000001.7028 ADMIN ADMINISTRATIVE & OFFICE SERVICES 000002.8000 ADMIN BENEFITS 000002.8080 ADMIN CENTER FOR PUBLIC INTEREST 000001.7020 ADMIN DIVERSITY COMMITTEE / WOMENS INITIATIVE 000001.7043 ADMIN FINANCE / ACCOUNTING / BUSINESS RELATIONS 000002.8060 ADMIN FIRM MANAGEMENT 000001.7012 ADMIN INFORMATION TECHNOLOGY 000002.8100 ADMIN BUSINESS DEVELOPMENT & MARKETING 000002.8160 ADMIN PROFESSIONAL DEVELOPMENT 000002.8083 ADMIN RECRUITING 000002.8084 ADMIN RESEARCH SERVICES & LIBRARIES 000002.8120

9/14/2018 Contact Manager Installation & Contact Preparation WHAT IS CONTACT MANAGER iii) On contact records with complex name information, click on the FULL NAME button to verify that the TITLE, CONTACT MANAGER is a robust database that collects, organizes FIRST, MIDDLE, LAST NAME and SUFFIX have been stored and provides desktop access to the Firm's business in the correct fields. development and client relationship contacts. CONTACT MANAGER seamlessly integrates with Outlook, providing iv) On contact records with more than three lines of convenient access to share and search for contacts using a address data, click on the BUSINESS button, in the familiar interface. ADDRESS section, to verify that the data has been stored in the appropriate fields. We use CONTACT MANAGER for: v) Verify that the FILE AS: field displays your contacts by • Business Development last name then first name. • Reimbursements (such as client activities) Only business fields will be imported into CONTACT MANAGER. No home, personal information or notes entered in the NOTES • Research pane will be imported into the database. • Cultivating lists for updates, alerts, mailings and VERIFYING LEA DELEGATE ACCESS event invitations If you would like your LEA to help you manage your contacts BEFORE YOU BEGIN and update CONTACT MANAGER, he or she will need DELEGATE access to your CONTACTS folder. If you have marked contacts There are a few things that you should do before installing PRIVATE to exclude them from CONTACT MANAGER, your LEA will and using CONTACT MANAGER: also need access to view PRIVATE items. To verify that your LEA has the necessary access to your • Prepare your contacts OUTLOOK CONTACT folder: 1. Open MICROSOFT OUTLOOK then click on the FILE tab. • Verify LEA access to your Contacts 2. Click on the ACCOUNT SETTINGS button and select DELEGATE PREPARING CONTACTS FOR CONTACT MANAGER ACCESS. i) If your LEA’s name is already displayed in the Contact entries provide more functionality when they contain as much up-to-date business information as possible. Some DELEGATES tab, select their name and click on the contacts, such as your dentist or florist, should not be shared. PERMISSIONS button to verify their access. Follow these best practices when reviewing your contacts for CONTACT MANAGER: 1. Identify contacts that you do not want to share. i) Select one or more contact record then click on the PRIVATE button, located in the TAGS group on the OUTLOOK RIBBON, to exclude them from being shared with CONTACT MANAGER. 2. Identify contacts that you would like to share. i) Verify that the information contained in the contact record is up-to-date and includes as much information, such as business mailing address and phone details, as possible. ii) If some of the information in the contact record is not up-to-date, but you are still in touch with the contact, delete the outdated information from the record before sharing it with CONTACT MANAGER. A colleague may have additional information in CONTACT MANAGER that will complete your entry. Once you've shared a contact, you will start receiving updates when a colleague has additional or alternate information for that shared contact. You may decline updates that are not current. NEED ASSISTANCE? PLEASE CONTACT USER SUPPORT AT EXT. 8444

ii) If your LEA’s name is not displayed in the DELEGATES 9/14/2018 tab, click on the ADD button. Contact Manager iii) Select your LEA's name from the GLOBAL ADDRESS LIST Installation & Contact Preparation and click OK. 3. Double-click on the SOFTWARE CENTER application when it 3. Edit or verify the following information in the DELEGATE appears at the top of the search menu. PERMISSION dialog box: i) Ensure that your LEA has EDITOR rights to your 4. Click on the AVAILABLE SOFTWARE tab then locate and CONTACTS folder. select OUTLOOK CONNECTOR FOR CONTACT MANAGER. ii) Verify that the DELEGATE CAN SEE MY PRIVATE ITEMS box 5. Click the INSTALL button to install the software. is checked. Your view will move to the INSTALL STATUS tab, where you may 4. Click OK to exit the DELEGATE PERMISSIONS dialog box then monitor the installation status. When the installation is click OK again to exit OPTIONS. complete, close the SOFTWARE CENTER dialog box. PLEASE NOTE: Giving your LEA access to “see my private items” 6. Open MICROSOFT OUTLOOK to initiate CONTACT mapping. gives them access to view private items in any category, INBOX, CALENDAR and CONTACTS; for which they have delegate access. A dialog box will be displayed while your CONTACTS are being mapped. The process can take up to 10 minutes to complete, INSTALLING CONTACT MANAGER based on the number of CONTACTS you have, but you may continue to work in Outlook during the process. 1. Close MICROSOFT OUTLOOK. 7. Click on your CONTACTS folder to verify that the CONTACT 2. Click on the WINDOWS START button then type SOFTWARE MANAGER group has been added to the HOME tab. CENTER in the SEARCH PROGRAMS AND FILES field. Page 2 of 2

ACCESSING CONTACT MANAGER 9/14/2018 Once CONTACT MANAGER has been installed, you will access the Contact Manager application from within your Outlook Contacts folder. Sharing and Updating Contacts • When you click on the CONTACTS folder, you will see the i) Click on the SHARE ALL button to share all entries with CONTACT MANAGER group on the HOME tab. Contact Manager. The entries will be removed from the SEND UPDATES tab. • From within an open contact record, you will see a ii) Click on the SHARE NONE button to remove all entries CONTACT MANAGER group, with slightly different from the SEND UPDATES tab without sharing them options, on the CONTACTS tab. with CONTACT MANAGER. If you do not wish to share these entries, best practice is to mark them PRIVATE • Approximately 60 minutes after opening OUTLOOK, the so they do not appear on SEND UPDATES in the future. PROMPT TO CHECK FOR UPDATES… dialog box pops up, providing the option to check for updates to your iii) Click DEFER to keep the selected entries on the SEND shared contacts as well as share new contacts. UPDATES tab for review at a later date. 3. Double-click on and individual entry to review the data being shared with CONTACT MANAGER. SHARING MULTIPLE CONTACTS i) Click once on a green arrow to stop that piece of data from being shared with CONTACT MANAGER. If you've reviewed your contacts and marked records that you don't want to share PRIVATE, you're ready to share the rest After completing this process, it's likely that subsequent entries with Contact Manager. displayed on the SEND UPDATES tab will be previously shared items that have updated, unshared information. See doc #62653566 for detailed instructions on preparing your contacts for Contact Manager. 4. Click on the RECEIVE UPDATES tab to view your shared contacts whose information has been updated in 1. Click on your OUTLOOK CONTACTS folder then click on the CONTACT MANAGER. You have several options for handling VIEW UPDATES icon in the CONTACT MANAGER group on the changes that CONTACT MANAGER is suggesting. HOME tab. i) UPDATE ALL will apply all of the changes from CONTACT 2. Click on the SEND UPDATES tab to view a list of your MANAGER to your OUTLOOK CONTACTS, with no option contacts that have not been marked PRIVATE. You have to review or undo the action. We don't recommend several options for processing the displayed entries. using this feature. NEED AN OVERVIEW OF CONTACT MANAGER? PLEASE CONTACT ANN JOHNSON @ EXT. 8277

ii) UPDATE NONE will reject all changes from CONTACT 9/14/2018 MANAGER, making no changes to your contact records and removing the entries from the RECEIVE Contact Manager UPDATES tab. Sharing and Updating Contacts DUPLICATE CHECK dialog box opens to display a list of iii) DEFER keeps the selected entries on the SEND UPDATES potential company matches already in the database. tab so that you may review them at a later time. i) Select an entry that accurately completes your contact record then click IMPORT. 5. Double-click on an individual entry to review the data - Or - that CONTACT MANAGER would like to update in your ii) Click the CANCEL button if none of the entries applies contact record. to your contact record. i) Click once on a green arrow to stop that piece of 4. Click SAVE & CLOSE to complete your entry. data from being shared with CONTACT MANAGER. 5. If prompted, select the desired action from the SEND UPDATES dialog box. SHARING A NEW CONTACT i) Clicking OK to the YES option will provide the When adding new contacts in Outlook, CONTACT MANAGER will opportunity to review the business data being automatically check the database for potential matches in the shared and exclude selected fields from being shared database. You may import information from n from the with CONTACT MANAGER. database to complete your contact entry or continue entering the information on your own. ii) Clicking OK to the YES option, with the SHARE ALL 1. Open a new contact entry screen in OUTLOOK as you FIELDS box checked, will share all business fields in your contact without providing the review option. normally would. iii) Clicking NO will save your contact in a non-shared Note: New contact entries must be created from the Attorney’s status. If you do not intend to share this contact CONTACT folder in order to be shared. LEA contact folders will record, you should mark the entry PRIVATE. not synchronize with the CONTACT MANAGER database. UN-SHARING A CONTACT 2. Enter the contact’s name in the FULL NAME field then tab to the next field. The CONTACT DUPLICATE CHECK dialog box Once a contact record is shared with CONTACT MANAGER you opens if CONTACT MANAGER finds potential matches for may not delete it from CONTACT MANAGER. You may, however, the name entered. remove yourself as a CONTRIBUTOR of that record. 1. Open the contact for which you no longer wish to be a i) Select an entry that accurately completes your contact record then click IMPORT. CONTRIBUTOR. 2. Click on the SHARED icon located on the CONTACT tab. Depending on the data available in CONTACT MANAGER, you may find that your entry is complete after selecting IMPORT. When prompted, select the NO option to remove yourself as You would then simply click SAVE & CLOSE in Outlook. a CONTRIBUTOR. The SHARED icon changes to a SHARE icon, providing the option to re-share the entry in the future. - Or - ii) Click the CANCEL button if none of the entries applies to your contact record. Importing contact name data automatically identifies you as a CONTRIBUTOR for this entry and displays the contact as SHARED in your Outlook account. 3. Enter the contact’s company in the COMPANY field, if necessary, then tab to the next field. The COMPANY Page 2 of 2

FIRM POLICY 9/14/2018 Administrative staff, whose role requires that they monitor Mobile Device Data Plan and respond to Firm email during non-business hours, are Reimbursement Policy eligible for reimbursement of up to $45.00 per month for data costs on their mobile device. REQUESTING REIMBURSEMENT Participation in this plan needs to be approved by your Submit your completed C HE C K R E Q U I S I TI ON form, signed by Manager and is contingent on you adding your Firm email your Manager, to the Director of Information Technology or account to your mobile device. Brendan Reaney, Administrative Assistant to the Director of Information Technology. GETTING STARTED Your C HE CK R E Q U I S I TI ON form must be accompanied by a Talk to your Manager about their expectation regarding copy of the data portion of your mobile bill. monitoring your Firm email account after normal business hours. Your Manager will then approve your participation in To access a C H E CK R E Q U I S I T I O N form: this program. 1. Open MICR OSOFT WORD. If you are expected to monitor your email after normal business hours, you may add your Firm email account to your 2. Click on the ICREATE tab, then click on the NEW mobile device. Contact User Support at ext. 8444 for button. instructions. 3. Expand the ADMINISTRATION group in the right pane. Alternatively, you may monitor your email using the O U T L O O K W E B A P P L I C A T I O N or C I T R I X . Refer to 4. Expand either the FINANCE FORMS- US or the documents #60752116 and #61141561, respectively, for FINANCE FORMS- UK sub-groups to select the instructions on accessing these applications. appropriate CHECK REQUISITION form four your location. Once your participation in the program is approved, you will need to submit a monthly C H E CK R E Q U I S I TI ON form, along The Paris office uses the U K C H E Q U E R E Q U I S I T I O N form. with a copy of the data portion of your mobile bill, to be reimbursed. 5. Complete the form, attach a copy of the data portion of your mobile bill and obtain your Manager's signature. 6. Submit the completed package to Keith Schultz, Director of Information Technology or Brendan Reaney for processing. Page 1 of 1 62764363 v2

9/14/2018 WHAT IS MIMECAST? USING THE MSO TAB IN OUTLOOK Mimecast is a unified solution that provides a single If you have a large number of “held” messages, or if you browser based “command center” from incoming mail. are waiting for an email that you suspect may be blocked, Mimecast provides 100% virus protection against you may review your held messages at any time from the incoming email as well as a high rate of spam blockage, all MIMECAST tab. while prioritizing the delivery of legitimate email. 1. Click on the MIMECAST tab, located at the top of the RELEASING “HELD” MESSAGES Outlook application window then click on the ON HOLD MESSAGES link in the EMAIL GATEWAY group. You will receive an email of newly “held” messages from Mimecast once per day. To receive the Mimecast Digest The contents of your PERSONAL ON HOLD MESSAGES folder will 4 times per day, contact User Support at ext. 8444. be displayed in a separate pop-up window. Paris – 10:00 p.m., London – 9:00 p.m., US East Coast – 4:00 p.m., US West Coast – 1:00 p.m. 1. Open the “ON HOLD” message in your Inbox. 2. Click on one of the links provided – RELEASE, BLOCK or 2. Click on a “held” message then use one of the action PERMIT - to process the selected message. links on the right side of the screen to control how Mimecast displays an html page confirming the action you the message should be handled. have taken on each “held” message. REPORTING SPAM IMPORTANT NOTE: messages left in the On Hold folder are automatically deleted from Mimecast 30 days after receipt. If you believe you have received a spam message, you may report it to Mimecast for possible inclusion in future MIMECAST SERVICES FOR OUTLOOK firmwide rules. You will not receive any response or update from Mimecast regarding this event. Mimecast Services for Outlook (MSO) appears as an additional tab in Outlook from where you may manage 1. Click on the message(s) in Outlook that you your ON HOLD MESSAGES, BLOCKED SENDERS and more. would like to report, then click on the REPORT SPAM button on the Mimecast More importantly, MSO ensures that you will have ribbon. continued access to receive and send email in Outlook in the event of an Exchange issue. The incident will be reported to Mimecast, the email(s) will be moved to your Deleted Items folder, and the sender will be added to your Blocked Sender list. Page 1 of 2

9/14/2018 MANAGING PERMITTED & BLOCKED SENDERS QUICK SEARCH There are two options on the MSO tab that can be used to 1. Click in the QUICK SEARCH field on the MSO tab and control the email addresses and domains that send you enter your search tem. emails. Mimecast searches the Subject, Message body and headers, Attachment type, name and content components BLOCK SENDER over the past year. Quickly add the address or domain of a selected Outlook 2. Click on a message in the SEARCH RESULTS screen to email to your BLOCKED SENDER list. view, respond to (reply, reply to all, forward) or 1. Click on an email in Outlook from a sender that you export your message. Using the EXPORT option will allow you to export a copy of would like to block. the selected message to Outlook. You will be prompted to 2. Click on the BLOCK SENDER select an email folder destination for the export. drop down list and choose 3. Click on the SEARCH button on the MSO tab in Outlook either the SENDER’S ADDRESS to launch the SEARCH EDITOR dialog box. or SENDER’S DOMAIN option. 4. Modify the search text, date range and sent fields on MANAGED SENDERS the BASIC screen to generate a simple search. Provides you with the option to view individual addresses 5. Click on the ADVANCED link in the SEARCH EDITOR dialog that have been added to the BLOCKED SENDER, PERMITTED box to access additional fields and controls for an SENDER and the AUTO (Auto Allowed) list. You may also ADVANCED SEARCH. add additional addresses and domains in this view. RIGHT CLICK SEARCH OPTION NOTE: Mimecast tracks the addresses used in outbound emails to build the AUTO ALLOWED list, a personal trusted To perform a quick search based on the address or subject sender database that bypasses all spam checks for these of an email in Outlook, simply right click on the email and addresses, preventing legitimate emails from being Held. select Archive Search and then the desired option. 1. Click on the MANAGED SENDERS button on the Mimecast tab. The BLOCKED SENDERS list is displayed. USING ARCHIVE FOLDERS 2. Click on either the PERMITTED, BLOCKED or AUTO link(s) The MIMECAST ARCHIVE FOLDERS feature provides access to to view the contents of these lists. view your email in Mimecast in the same folder format that you use in Outlook. 3. Click on the ADD button on either the BLOCKED or 1. Click on the ARCHIVE FOLDERS icon on the MSO tab in PERMITTED link(s) to modify the contents of these lists. You will not be able to edit the contents of the Auto list. Outlook. SEARCH YOUR ARCHIVE A new window opens to display the synchronized folder list on the left with the contents of the selected folder The MSO tab provides you with access to your historical displayed on the right. email stored in Mimecast via the tools contained in the ARCHIVE group on the Mimecast tab in Outlook. Key features of the ARCHIVE FOLDER view:  Displays all folders created by you in Outlook, even if you have since deleted them from Outlook.  Displays the current location for each email or, and if an email has been deleted, displays the last location of the email before it was deleted. Page 2 of 2 61726627 v2

9/14/2018 Metadata Removal Tool WHAT IS METADATA? Metadata is the retained information in a saved electronic Low A minimum amount of metadata is scrubbed, file. This information can include the identity of the file, such as Comments, Hidden text, and Hyperlinks frequency of edits, and under some circumstances, text and you may click on the CUST OMI Z E that has been deleted from a file. OPT IO NS button to view or change scrub settings. Removing metadata protects Brown Rudnick from inadvertently sending out confidential information. Note: Selecting this setting leaves Track Changes in the scrubbed document! iScrub manages metadata from Microsoft Word, Excel, PowerPoint and PDF files, while providing additional tools High The highest scrub level without changing the and options for viewing and printing metadata reports. scrubbed document into a PDF. This level allows only minimal changes to the scrub ISCRUB EMAIL ATTACHMENTS settings. Users are prompted to manage metadata in e-mail attachments as soon as they click Send. iScrub identifies the number of Word, Excel, PowerPoint and PDF files attached to the e-mail that have not been managed. 1. From a new email message that contains attachments, click the SEND button. The Manage Attachments dialog box opens. If PDF files are attached, you will see the PDF/A disclaimer. Clicking on the CUSTOMIZE O PTIO NS button when this level is selected will let you view the metadata types being removed from each attachment type. High w/PDF The High w/PDF scrub level applies the same scrub settings as the High level, also allows only minimal changes to the scrub settings and converts your attachments to Searchable PDF files. 2. Select M A N A GE AL L A T T A C H M E N T S A T LE V E L to 4. Select additional checkbox options as desired. apply the same scrub setting to all attachments or choose P R O MP T F O R E A C H A TTA C H ME N T to manage “Zip files” –Check to Zip the attachments after metadata separately for each attachment. scrubbing. 3. Select the desired scrub level. “PDF” – Check to convert document to a PDF file after metadata management. “Apply MetaSealant” – Check to protect the document from further edits. The new document maintains its formatting, can be opened, viewed and printed, but the document can no longer be edited or saved as a new document. “Do not manage attachment metadata” – The email will be transmitted without managing any metadata in the email attachments. “S E N D A F T E R M E T A D A T A M A N A G E M E N T ” - The email will be transmitted automatically when metadata management is complete. Page 1 of 2

9/14/2018 Metadata Removal Tool Select S E N D A F T E R M E T A D A T A M A N A G E M E N T to MANAGE METADATA automatically send an e-mail after processing. Otherwise, the email will remain onscreen after processing. This feature analyzes the current document and generates a report listing the metadata contained within it. The 5. Click the C US TOMIZE O PTIO NS button to view the iScrub 7 Metadata Manager is available in Microsoft Word, specific metadata types found in each attachment. Excel and PowerPoint. 6. Click the START button to initiate iScrub. 1. Open the document you wish to analyze. 2. Click on the MANAGE ME TADATA button on the IDENTIFYING METADATA IN WORD, EXCEL AND POWERPOINT DOCUMENTS ISC RUB ribbon. 3. Check one of the SAVE AS options. By clicking the START button, the “managed” document will be displayed on screen as a new document with a temporary name and you will be prompted to save the document with a new name. The iScrub ribbon in Word, Excel Or check one of the alternate options to: and PowerPoint contains options that can be used to view and “SAVE AS ORIGINA L” saves over the original manage metadata in documents. document. This provides users with the ability to analyze in-house IMPORTANT! Selecting “Save as Original” will remove the documents and use metadata management tactically. metadata from the current document permanently, (this option is not generally recommended). VIEW METADATA “PDF” converts the clean document to a PDF. 1. Open the document you wish to analyze. 2. Click on the VIEW METADA TA button from iScrub “APPLY ME TASE AL ANT” will protect the document from further edits. The new document maintains its ribbon. formatting, can be opened, viewed and printed, but The Metadata Viewer analyzes the current not edited or saved under a different name. document and displays a list of metadata contained in the document. METASEAL ANT is only available when saving results as a new document. 3. Click SAVE REPORT to generate a report. 4. Make selections under US ER PRE F E RE NC E S , if available. 5. Click the C US TOMIZE O PTIO NS button to make additional changes to the current document’s preferred management level. 6. Click the START button to initiate iScrub. 7. Save your document to iManage when prompted. 2364688 v7 Page 2 of 2

9/14/2018 Metadata Definitions METADATA LEVELS - DEFINITIONS WORD ATTACHMENT – LOW SCRUB iScrub manages metadata from Microsoft Word, Excel, Items Preserved Items Removed PowerPoint and PDF files.  Diminutive Fonts (font  Text Fields (usually used Metadata management occurs automatically when sizes smaller than 5 pts.) with Word Forms) sending attachments outside the firm. You may also “scrub” documents in their native applications before  Document Properties  Linked Objects (if an attaching them to an email message. such as Author, object is linked to another Company and file, the link is removed) There are two scrub setting available for each Keyword application:  Document Versions Low A minimum amount of metadata is scrubbed WORD ATTACHMENT – HIGH SCRUB and you may click on the CUSTOMIZE OPTIONS button and change scrub settings. Items Preserved Items Removed  All that are removed High The highest scrub level without changing the  True Type fonts (this scrubbed document into a PDF. You will be ensures pagination and from the LOW Setting able to make limited changes to the scrub the way the document AND: settings. displays)  Bookmarks High w/PDF The High w/PDF scrub level applies the  All font colors to black same scrub settings as the High level and before the document  Compatibility Options converts your attachments to Searchable PDF prints files.  Field Codes WORD ATTACHMENT – LOW SCRUB  User-defined keyboard shortcuts, menu Items Preserved Items Removed changes, toolbars, styles (will be renamed)  Bookmarks  Attached template (if there is one)  Tracked Changes  True Type fonts (ensures correct  Document Properties  Tracked Changes pagination and such as Category, Author document display) Comments, Last Modified, Manager  Document Properties  Field codes such as Author,  Hidden text Company and Keyword  User defined menus, styles and toolbars  Hyperlinks  Custom XML Parts  Tracked Changes  Comments, comment  Diminutive Fonts (font Author and Date sizes smaller than 5pts are  Tracked Changes re-set to 5 pts.) Author  Document Variables  Picture fields  Macros  Unused styles Page 1 of 3

9/14/2018 Metadata Definitions EXCEL ATTACHMENT – HIGH SCRUB EXCEL ATTACHMENT – LOW SCRUB Items Preserved Items Removed   All that are removed Items Preserved Items Removed from the LOW Setting  AutoFilters (used to  Document Properties AND: filter data quickly, such as Author, AutoFilters may disclose Company, Comments,  Hidden Columns (will be information about the Last Modified By, deleted) drafting process) Manager  Hidden Rows (will be  Custom Number  Comments deleted) formats  Linked Objects (Object  Hidden Sheets (will be  Custom Styles and or file links are dynamic deleted) Views links to another application, websites,  Linked Objects (Dynamic  Diminutive Fonts (less external files, etc.) Object or file links to than 5 pts.) websites, external files,  Macros another application, etc.)  External Links  Tracked Changes  Macros  Formulas  Personal Info  Hidden Columns  Pivot Tables  Hidden Objects and  Macros Shapes  Range Names  Hidden Protected Cells  Diminutive Fonts (font  Hidden Rows sizes smaller than 5pts are re-set to 5 pts.)  Hidden Sheets  Hyperlinks POWERPOINT ATTACHMENT – LOW SCRUB  Pivot Tables  Range Names Items Preserved Items Removed  Document Properties  Document Properties such as Author and such as Category, Company Comments, Last Modified, Manager  Headers  Linked Objects (Object  Footers or file links are dynamic links to another  Hyperlinks application, websites, external files, etc.)  Macros  Comments  Hidden Slides Page 2 of 3

9/14/2018 Metadata Definitions POWERPOINT ATTACHMENT – HIGH SCRUB Items Preserved Items Removed   All that are removed from the LOW Setting AND:  Document Properties such as Author and Company  Headers  Footers  Hyperlinks PDF – LOW SCRUB Items Preserved Items Removed   PDF Document Properties such as Application Creator, Application Producer, Document Author, Keywords, Subject, Title PDF – HIGH SCRUB Items Preserved Items Removed   PDF Document Properties such as Application Creator, Application Producer, Document Author, Keywords, Subject, Title 2979681 v5 Page 3 of 3

WORKING WITH ATTACHMENTS 9/14/2018 SENDING ATTACHMENTS iManage 9.3 Email Management To send documents by email directly from iManage: 1. From either the DESKSITE or FILE SITE DOCUMENT 2. Hover over an attachment then select NEW DOCUMENT from the menu. GRID, right-click on the file(s) and select SEND DOCUMENT from the shortcut menu to send a copy. 3. Locate the desired WORKSPACE by selecting one of -OR- the following options in the SAVE AS dialog box. Right-click on the file(s) and select SEND LINK to send Click the M A T T E R W OR K L I S T icon to select a link to either the latest version or the selected from your 10 recently used Workspaces. version. Click the M Y M A T TE R S icon to select from your Recently Worked list or favorite Workspaces. Reminder - the recipient of an iManage link must be able to access Click on the SE A R CH button in the upper right Brown Rudnick's iManage database to open the link. External corner and select Q U I CK SE A R CH panel to recipients and colleagues viewing iManage links on their mobile search for a Workspace. phone will not have access to the document contents. To send a document while composing an email message: 4. Double-click on the desired Workspace to select it. 1. Open a new mail message or reply/forward to an 5. Double click on any displayed tabs, as needed, to existing email message. locate the desired document folder. 2. From the IMANAGE EMAIL MANAGEMENT toolbar, 6. Double-click the document folder and confirm that click the INSERT ATTACHMENTS FR OM IMANAGE the folder name is displayed in the SAVE IN field. button. 7. Complete the DESCRIPTION, AUTHOR and DOC TYPE The I N S E R T A I M A N A G E D O C U M E N T dialog box is displayed. fields. 3. Select the document to be attached, 8. Click the SAVE button to save the document. and click the INSERT LINK button. The S A V E button remains inactive until all required profile fields -OR- have been completed. Click the INSERT LINK button’s drop- down arrow and select INSERT COPY. SAVING EMAIL ATTACHMENTS - NEW VERSION SAVING EMAIL ATTACHMENTS - NEW DOCUMENT If an earlier version of the attachment already exists in iManage, saving it as a N E W VE R S I ON is a better option. You may quickly save and profile email attachments using 1. Select the email with attachments then select the FileSite without having to open the attachments. 1. Select the email with attachments, then click the SAVE ATTACHMENTS drop-down button on the EMAIL MANAGEMENT toolbar and select NEW VERSION from SAVE ATTACHMENTS button on the IMANAGE EMAIL the menu. MANAGEMENT toolbar.

2. Search for the document for which you'd like to 9/14/2018 create a new version. iManage 9.3 Click the D O CU M E N T W O R K L I S T icon on the Email Management left to select a recently edited document. 1. Select the email(s) that you would like to file then Click on the SE A R CH button in the upper right click on the ACTIONS button and select a filing option. corner and select A D V A N CE D D O CU M E N T SE A R CH to search for an older document. 2. Follow steps #3 thru #6 under “SAVING EMAIL 3. Click once on the document to select it, then click on ATTACHMENTS - NEW DOCU MENT” to complete saving the SELECT button in the lower right corner of the your email. dialog box. The N E W V E R S I O N dialog box will be displayed, providing an USING THE SUGGESTED LOCATIONS/SEARCH FIELD opportunity to add C O M M E N T S . You should not change any additional information; such as C L I E N T , M A T T E R or To save an email message using the SU G G E S TE D D E S C R I P T I O N ; in this dialog box. L O CA T I O N S / S E A R C H field, on the: 1. Select the email(s) that you would like to file then SAVING EMAIL IN IMANAGE click in the SUGGESTED LOCATIONS/ SEARCH field, USING DRAG & DROP IN FILESITE which displays the text SEARCH F OR WORK SPACES. 2. Enter all or part of the Workspace name or Dragging and dropping is the simplest way to file email client/matter messages into iManage. number. To move an email message to an iManage sub-folder: The S U G G E S T E D  Drag and drop the email message from Outlook to LOCATIONS/SEARCH the appropriate FileSite document folder. field expands to display workspaces that match Drag and drop will move the email out of Outlook and into the text entered. iManage. You will no longer have access to the email on your 3. Expand the required workspace and double-click the mobile device or in any version of Outlook. appropriate destination folder. To copy an email message to an iManage sub-folder: Use the B R O W S E L O C A T I O N S button at the bottom of the  Ctrl + drag and drop the email message from expanded field to search for an alternate workspace. Click the C L E A R S E A R C H button in the S U G G E S T E D Outlook to the appropriate FileSite document folder. L O C A T I O N S / S E A R C H field to enter new search criteria.  The message icon changes to a P E N DI N G F I LI N G 4. From the EMAIL MANAGEMENT toolbar, select additional actions that should be applied when your icon until the message is filed. FILE D messages email is filed in iManage, such as DELETE (from appear in your Outlook mailbox with an iManage Outlook), PRINT or marking the email PRIVATE, then completed check mark. click the FILE button. When you find that you are viewing these emails less The message icon on your email changes to a P E N D I N G frequently, you may delete them from Outlook and rely solely F I L I N G icon until the message is filed. on the iManage version of the correspondence. USING SEND AND FILE FOR OUTBOUND EMAIL USING THE ACTIONS MENU IN FILESITE You may save an outbound email into iManage when If you are filing multiple emails or would simply like more sending. To save an email in iManage on send. control, the ACT I O N S button on the I M A N A G E EM A I L 1. Compose your email then in the FILE TO field on the M A NA G E M E NT toolbar provides additional filing options. IMANAGE EMAIL MANAGEMENT toolbar and enter all or part of the Workspace name. Page 2 of 3 62621519 v2

2. Expand the desired Workspace and double-click the 9/14/2018 appropriate DOCUMENT folder. iManage 9.3 3. Click the SEND button to send your email and file it in Email Management iManage. FILING FOLDERS VIEWING FILING INFORMATION Email moved to an Outlook sub-folder may be automatically To view WorkSite filing information for a selected email; moved or copied to iManage by linking the folders. 1. Locate a filed email in Outlook. P L E A S E C O N S I D E R Y O U R C O L L E A G U E S . Saving casual Received emails that have been filed in iManage conversations in iManage makes it more difficult to locate will display a green circle with a white check mark email that is material to the matter. When using the linking over the traditional Outlook envelope icon. option, please ensure that you only move substantive or Email filed on Send will display a white circle with a significant* email to the linked folder. green check mark over the traditional Outlook envelope icon. *A “Significant Document”, as defined in the Oct. 10, 2016 2. Click the ACTIONS button on the IMANAGE EMAIL Scanning/Filing policy, means a Document that today or in MANAGEMENT toolbar. the past is or was significant to the Firm, our personnel, a 3. Select the WHERE FILED option to display the client, or another party involved in our cases, or which may Workspace(s) associated with the selected email. reasonably be expected to be of significance in the future to any of them, but only if such Document is accessed, used, referenced, or reviewed at any time from and after November 1, 2016. LINK OUTLOOK SUB-FOLDERS TO IMANAGE To link an existing Outlook sub-folder to an iManage sub- folder: 1. Right-click the Outlook folder and select PROPERTIES. 4. Click on the displayed Workspace link to 2. Select the FILE TO IMANAGE tab then click the FILE automatically navigate to the destination folder. ITEMS IN THIS FOLDER TO IMANAGE radio button. 3. Click in the FILE MESSAGES TO: field the click on the lookup button to brows for a Workspace. 4. Browse to the appropriate folder and click the SELECT button. 5. Select the appropriate filing options and click the OK button. If you wish to make your email P R I V A T E when filing them in iManage, the best practice is to add security to the folder rather than securing individual email. Securing the folder not only provides consistency in filing, it also displays a visual cue regarding the change in security. Page 3 of 3 62621519 v2

SEARCHING FOR DOCUMENTS 9/14/2018 Whether you're using FileSite or DeskSite, iManage provides iManage 9.3 the same icons and functionality when browsing for or Searching for Documents searching for documents. When the S E A R C H D I A L O G form is displayed, blue BROWSING FOR FILES highlighting calls your attention to fields that contain criteria from your previous search. Visually, iManage is composed of a number of virtual folders, 3. Click the CLEAR button twice. very similar to folder structures one may create on the • Clear once will clear entry fields of criteria used in desktop or a network share. This provides users with the option to browse through folders to locate documents. your previous search. The primary iManage folder structure is displayed in the in • Clear twice will re-set your SE A R CH WI T HI N field to the TR E E FR A M E on the left side of either the FileSite or DeskSite application window. your default iManage library. 4. Complete 1 or 2 profile fields to focus your search. Contains documents that have been opened or 5. Click the RESTRICT SEARCH TO drop down list, located \"checked out\" by the current user. Documents in the C HE CK E D - OU T folder are only accessible at the top of the dialog box, to limit results to only to the current user. email or only documents. 6. Click the OK button to run the search. A list of up to 40 documents, per database, that have been accessed by the current user. Search results are displayed in the D O C U M E N T G R I D . If your search returns a message of >512 items found, please refine Displays a list of the last 10 Workspaces your search criteria to see a more meaningful result list. accessed by the current user. SEARCH TIPS SIDEBAR Contains the R E CE N T LY W OR K E D folder, which is automatically populated with Workspaces The search used most often to find documents is based on a Timekeeper's time entries. the D E S CR I P T I O N search. In iManage the D E S CR I P T I O N field is treated as a full-text search field. Some tips to keep in Provides access to documents and web sites mind when creating DE S CR I P TI ON searches: that you have identified as F A V OR I TE S in 1. Each search term entered in the DESCRIPTION field is iManage. separated by an implicit AND operator. The AND PERFORMING A PROFILE SEARCH operator will return documents containing all of the specified terms, in any order. To search for a specific document: 2. iManage will return documents that contain each 1. Click on the DOCUMENT WORKLIST in the TREE search term, as well as variations, in any order within the DESCRIPTION field, without the use of wildcards. FRAME. 3. iManage ignores STOP WORDS, common words that By selecting the D O C U M E N T W O R K L I S T , any document search carry no inherent meaning themselves, such as will automatically search the entire library. 2. Click on the SEARCH DOCUMENTS icon. The S E A R C H D O C U M E N T S icon is located on the S E A R C H tab in DeskSite and on both the Home tab and the I M A N A G E E - M A I L M A N A G E M E N T toolbar in FileSite.

adverbs, conjunctions and prepositions, as well as 9/14/2018 words such as \"the\" or \"a\", when included in phrase searches. iManage 9.3 4. When two or more words are known, separate them Searching for Documents with an asterisk (*) to take the place of missing words between the know terms. The typed words must be 1. Click SEARCH DOCUMENTS, create the search that in the correct order. you'd like to save, then click the SAVE SEARCH button, located in the lower right corner of the dialog box. For more tips on searching, see iManage 9.3 Searching Tips document #62428407. 2. Browse to select the Workspace and subfolder location where you would like to save your search. PERFORMING A FULL TEXT SEARCH Similar to Document subfolders, Search Folders may only be To locate a document by searching for specific text in the created under an existing subfolder. body of documents: 3. Click the SELECT button to display the CREATE NEW 1. Click on the SEARCH DOCUMENTS icon. 2. Click the CLEAR button twice to clear out SEARCH FOLDER dialog box. 4. On the GENERAL tab, type the name of the SEARCH any previous search criteria and reset the database, if necessary. FOLDER in the first field. 3. Navigate to the LOOK FOR section, located toward 5. Select the SECURITY tab to modify security, if desired. the bottom of the SEARCH By default, S E A R C H F O L D E R S inherit the security setting from DIALOG and click the the Workspace subfolder in which they are created. LOOKUP button . 6. Select the SEARCH CRITERIA tab to review or modify The F I N D D O C U M E N T S the criteria used in your SEARCH FOLDER. C O N T A I N I N G dialog box is displayed. 7. Click the OK button to save the SEARCH FOLDER then 4. Enter the search criteria click the OK button again to run the search. keywords in the appropriate fields and click the OK The S E A R C H F O L D E R will be displayed in the Workspace button to return to the SEARCH DIALOG form. subfolder in which it was created. S E A R C H F O L D E R S are dynamic and produce up to date search results, based on the Separate keywords with a comma. When running a full-text saved criteria, each time the folder is selected. search, include at least one profile field to narrow your search. DOCUMENT SEARCHING IN WORD 5. Click the OK button to perform the search. The search results are displayed in the DOCUMENT GRID. iManage is fully integrated with Microsoft applications and provides several options to search for documents from within WORKING WITH RECENT SEARCHES Word, Excel and PowerPoint.  Open an integrated application then click the FILE tab To view a list of searches performed during the current session: and select OP E N to display the Open dialog box. 1. Expand the RECENT SEARCHES From within the O P E N dialog box, iManage offers several methods for locating a document. option in the TREE FRAME. 2. Right click on a SEARCH and BROWSING FOR DOCUMENTS select REFINE SEARCH from the If you know where the document is located, you may find it menu to view or edit the easier to browse for the document using one of the following: criteria. Click the DO CU M E N T W O R K L I S T icon to access SEARCH FOLDERS a list of the 40 most recently edited documents, per database. SE A R CH F OL DE R S contain pre-defined search criteria, allowing you to quickly re-run a search in a single step. To create a S E A R C H F O L D E R : Page 2 of 3

9/14/2018 iManage 9.3 Searching for Documents Click the M A T T E R W OR K LI S T icon to browse Using E X P R E S S S E A R C H : through the contents of the last 10 Workspaces that you accessed. The EX P R E S S SE A R C H P A N E L provides a quick way to search document contents or profile fields without using Click the M Y M A T TE R S icon to browse through the S E A R CH menu. the contents of your Recently Worked list (if you are a Timekeeper). 1. From Word, click the FILE tab and select OPEN to display the OPEN dialog box. SEARCHING FOR DOCUMENTS The E X P R E S S S E A R C H P A N E L should be displayed above the result pane. If it is not displayed, click the S E A R C H options Using the A D V A N C E D D O C U M E N T S E A R C H : button and select E X P R E S S S E A R C H P A N E L from the menu. The A D V A N CE D D O CU M E N T S E A R CH option provides the greatest number of options for locating a document in 2. In the query box, start typing the name of a profile iManage. field name, such as DES CRIPTION. 1. From Word, click the FILE tab and select OPEN to A list of suggested document property fields is displayed. display the OPEN dialog box. 2. Click the SEARCH options button , located in the upper right corner of the dialog box, then select ADVANCED DOCUMENT SEAR CH from the menu. 3. Press ENTER to insert the document property into the query box followed by a colon. 4. Click in the query box to the right of the colon and enter criteria corresponding to your selection, then press ENTER. When the S E A R C H D I A L O G form is displayed, blue The search results are displayed in the O P E N results pane. highlighting calls your attention to fields that contain criteria Using the Q U I CK S E A R C H and Q U I CK O P E N panels: from your previous search. The Q U I CK S E A R CH and Q U I CK O P E N panels may be displayed on the right side of the OP E N dialog box for quick 3. Click the CLEAR button twice. access to frequently used search fields. To display one or the other of these panels: • Clear once will clear entry fields of criteria used in 1. From Word, click the FILE tab and select OPEN to your previous search. display the OPEN dialog box. • Clear twice will re-set your SE A R CH WI T HI N field to 2. Click the SEARCH options button, located in the upper your default iManage library. right corner of the dialog box, then select either 4. Complete 1 or 2 profile fields to focus your search. QUICK SEARCH or QUICK OPEN. 5. Click the OK button to run the search. 61668906 v4 Page 3 of 3

DESCRIPTION SEARCHING TIPS 9/14/2018 The search used most often to find documents is iManage 9.3 the D E S CR I P T I O N search. In iManage the D E S CR I P T I O N field Searching Tips is treated as a full-text search field. Some tips to keep in mind when creating DE S CR I P TI ON searches: DESCRIPTION SEARCHING USING WILDCARDS 1. iManage will return documents that contain each A wildcard search in IManage is designed to return expanded search term, as well as variations, in any order within variations of the search term(s). Different from stemming, the DESCRIPTION field, without the use of wildcards. this powerful search technique allows you to search for terms in which some of the characters are unknown. 2. Each search term entered in the DESCRIPTION field is separated by an implicit AND operator. The AND There are two wildcards used for searching in iManage; the operator will return documents containing all of the question mark (?) and asterisk (*). specified terms, in any order. 1. Use the question mark (?) as a wildcard in place of a E x a m p l e : A search for B U I L D I N G M A T E R I A L S in single unknown character. IManage is treated as a search for B U I L D I N G AND M A T E R I A L S and will return documents that contain both E x a m p l e : If you are uncertain whether a name is Smith terms in any order and proximity from one another in the or Smyth, enter S M ? T H to return documents that contain document. either name variation. Similarly, a search for B ? R N will return documents that match the word \"born\", \"barn\" or 3. iManage ignores STOP WORDS, common words that \"burn\". carry no inherent meaning themselves, such as adverbs, conjunctions and prepositions, as well as 2. Use the asterisk (*) as a wildcard in place of any words such as \"the\" or \"a\", when included in phrase number of unknown characters (including no extra searches. characters). E x a m p l e : A search for M * O R returns all documents that E x a m p l e : In a search for L O O K A T T H E C A R S the words contain words such as “major”, “mayor”, “mentor” etc. \"at\" and \"the\" are considered stop-words so the actual Wildcards can be used in the beginning, middle or end of a search submitted by IManage will be for L O O K C A R S and search term. A search for * V E R T * would return documents return documents containing \"look at the cars\", \"look at with \"convertible\", \"inverted\", \"vertigo\" and \"covert\". those cars\" and \"look cars\". Similarly a search for A U T O * would match the words \"automobile\", \"autograph\" and \"autobiography\". 4. iManage will search for stemmed* variations of each search term. DESCRIPTION SEARCHING FOR AN EXACT MATCH E x a m p l e : A search for B U I L D I N G M A T E R I A L S will return By default, full-text searches in IManage will return variations documents with variations of the root term for each word. of the search term, known as stemming, which is functionally That means that the search will return documents with different from wildcard searching. Wildcard searching is a “building” as well as “build”, “builds”, “buildings\", simple method of searching for a text string where some “materials” and “material” or even “materialism”. number of characters are unknown. 1. Use quotation marks (\" \") to conduct a phrase search * A N o t e o n S t e m m i n g : Stemming is a sophisticated search method wherein the search term is for the exact term or phrase enclosed between the reduced to its base root, broadening the search to include terms marks. sharing the same root. E x a m p l e : A search for H E L P will return documents which For example, a search for test would return documents with contain the words \"helps\", \"helpful\", and \"helping\". However, \"test\" as well as \"testing\", \"tested\" and \"tester\". However, the a search for \" H E L P \" enclosed in quotation marks will return word T E S T A M E N T would not return without the use of a only documents with the exact term \"help\". wildcard. E x a m p l e 2 : Due to stemming, a search for B U I L D I N G 5. Special characters ~! @ # $ % ^ & * () _ + {} | [] M A T E R I A L S will return documents with variations of the root \\ : ; <> = _ ? , . / are treated the same as spaces term for each word – i.e. documents with \"building\" as well between words. as “build”, “builds”, “buildings”, “materials” and “material” or even “materialism”. However, a search for \" B U I L D I N G E x a m p l e : A search for “ S E L F - E V A L U A T I O N ” enclosed in M A T E R I A L S \" enclosed in quotation marks will return only quotation marks will return documents with \"self-evaluation\" documents that contain the exact phrase \"building materials\" as well as “self evaluation”, “self - evaluation”, “s elf-- in that exact manner and order. evaluation”, “self\\evaluation”, etc. A search for the term S E L F - E V A L U A T I O N (no quotes) is the equivalent of a search for S E L F O R E V A L U A T I O N .

DESCRIPTION SEARCHING USING NUMERIC OR 9/14/2018 ALPHANUMERIC TERMS iManage 9.3 One of the most common types of search terms are those Searching Tips that are not actually real words. Rather, they are codes or numbers representing client or customer ID's, dates, invoices It should be noted that while numbers in the document content etc. When searching for numbers or alphanumeric terms in are limited by default, alphanumeric terms are searchable up to IManage, keep the following tips in mind: 250 characters in the profile D E S C R I P T I O N field. 1. It is possible to search for numbers or alphanumeric SEARCHING AND STOP-WORDS terms that are up to 250 characters long. Stop-words are common words that typically modify the 2. If the search term is for the exact number or meaning of other words but carry no inherent meaning alphanumeric term, then no quotation marks or themselves, such as adverbs, conjunctions and wildcards are needed to return the document. prepositions. Words such as \"THE \" or \"A\" are used too frequently to carry any significance within a search E x a m p l e : If you were searching for a document with the query. As a result, such terms are excluded, or stopped, title I N V O I C E # 5 5 3 7 3 9 , then a D E S C R I P T I O N search when entered as search criteria. Entering a search that for 5 5 3 7 3 9 would return that document. contains only stop-words will return zero hits even though the word may in fact exist in all documents. 3. If the search term only contains a portion of the Stop-words affect searches with or without quotes. number or alphanumeric term, then wildcards are necessary to obtain a result. 1. An unquoted search (the default search) with stop- words will return documents that contain each search E x a m p l e : If you were searching for a document with the term, as well as variations, in any order within the title I N V O I C E # 5 5 3 7 3 9 , but only knew the first three document, ignoring the stop-words. numbers of the invoice code, you would use a search E x a m p l e : In a search for L O O K A T T H E C A R S the words for 5 5 3 * to retrieve documents with terms in the title that \"at\" and \"the\" are considered stop-words so the actual begin with \"553\", including \"Invoice #553739\". search submitted by iManage will be L O O K C A R S . It will return documents with both \"look\" and \"cars\" (along with 4. When searching for dates in full-text, keep in mind stemmed variations) regardless of whether \"at\" or \"the\" exist that special characters are treated differently in the text. depending on whether the search is enclosed in quotation marks. 2. A quoted search with stop-words will return documents that contain the exact phrase in the exact E x a m p l e : An unquoted search for 1 0 / 2 9 / 0 7 is actually manner and order quoted, also ignoring stop-words. interpreted as a search for 1 0 O R 2 9 O R 0 7 and will return documents that have one or any of these three numbers in E x a m p l e : In a search for L O O K A T T H E C A R S , the words any order. Consequently, the best practice when searching \"at\" and \"the\" are considered stop-words so the actual for dates in full-text is to enclose the date string in quotation search submitted by iManage will be \" L O O K C A R S \" and marks. This will yield the best search results. For instance, a return documents containing \"look at the cars\", \"look at search for \" 1 0 / 2 9 / 0 7 \" will return documents with those cars\" and \"look cars\". \"10/29/07\". However, since the slash is a special character the search will also return documents with \"10 29 07\", \"10.29.07\" and \"10-29-07\". CONTENT SEARCHING WITH NUMERIC OR ALPHANUMERIC TERMS When searching for numbers or alphanumeric terms in the document content (i.e. the actual document text) numbers are only searchable up to four digits. E x a m p l e : A search for 1 2 3 will return hits for documents with the exact number “123”. Likewise a search for 1 2 3 4 will return hits for documents with the exact number “1234”. However, a search for 1 2 3 4 5 would return zero results as would a search for 1 2 3 4 5 6 or a search for 1 2 3 4 5 6 7 , etc. Only searches for numbers of four digits or less will yield results when searching the document content, even if that number exists in the document. Page 2 of 2 62428407 V2

SECURITY OPTIONS 9/14/2018 iManage provides two options for securing documents: iManage 9.3 Document & Folder Security Collections of documents may be secured by saving them in an iManage subfolder that has security applied. 4. Click the DEFA U L T S E CU R I TY: drop-down arrow and select the desired security level. Individual documents may be secured by modifying the S H AR ED AS settings in the document profile for the By default, only the Author and the Operator will have access to selected document. view or edit the contents of the subfolder at this point. You may give individual users and groups access to the subfolder The most efficient way to add security to documents is to save and its contents by modifying the T Y PE O F A C C E S S : field. them to a secured subfolder. 5. Click the AD D US ER S .. or AD D G R OU P .. buttons to Security options for both subfolders and documents are: select specific individuals or groups who should have access to the folder, then click the OK button. PR IV AT E Access to content is limited to the document By default, access rights for users and groups is set to FU L L AU T H O R and O P E R A T O R . A C C E S S unless you change the setting. PUB L IC The document AU TH OR and OP E R A T OR have 6. Click on a user or group in the PE R M I S S I ON EN TR I E S FU L L A CC E S S . All others have R E A D / W R I TE A C CE S S . pane, then click on the TYP E O F A CC ES S : drop-down arrow to select one of the following access options: V I EW The AU TH OR and OP E R A T OR have F U L L A C CE S S . N O A C CES S The document cannot be viewed and All other users have R EAD access. will not appear in a search results list. FU L L A CC ES S Users have full document viewing and SETTING FOLDER SECURITY editing privileges and can change the document security rights. The most efficient way to secure documents is to save them R EAD Users can view but not edit a document. A to a secured subfolder. When saving a document to a secure copy of the document can be created but must be subfolder, the document will automatically inherit the profiled as a new document. folder's security setting. R EA D /W R I T E Users have full view and edit privileges to a document, may change some profile Secure subfolders also provide a visual cue that the IN H ER I T fields for the document but cannot change the P E R M I S S I ON S F R OM P A R E N T option has been un-checked for AU T H O R or OP E R A T O R fields or S E CU R I T Y . that folder. To set security for a subfolder: 7. Review the options in the iManage dialog box. 1. Right-click on the desired folder and select ( a) Select Y ES to apply the new security settings to all PR OP ER TIES to display the PR OP ER TIES dialog box. subfolders and documents contained in the parent folder. This is the most common selection. 2. Select the SECURIT Y tab. 3. Clear the I N H E R I T P E R M I S S I O N S F R O M P A R E N T check box to activate the DE FA U L T S E CU R I T Y: drop-down list.

( b ) Check the U P D A T E S E CU R I T Y O N S U B F O L D E R S … 9/14/2018 option to apply the new security setting to child subfolders that have a different security setting. iManage 9.3 Document and Folder Security ( c ) Check the IN H E R I T M E TA D A TA A N D … . option if you would like to re-apply the Workspace security to all 3. Click the S H AR ED AS drop-down arrow and select the subfolders in the Workspace. appropriate security level. Do not change any additional profile fields in this dialog box! Updating the profile metadata may take several minutes, based on the number of documents in the subfolder. By default, only the Author and the Operator will have access to view or edit the document at this point. You may give individual users and groups access to the document by modifying using the Security option. 4. From the S ECU R I TY section, click the *M OD I FY… button to display the FI L E PER M I S S I ON S dialog box. TWO KEYS TO KEYS When the I N H E R I T P E R M I S S I O N S F R O M P A R E N T check box is un-checked, the DEFA U L T S E CU R I TY: drop-down list becomes active, providing the option to select an alternate security setting for the folder; but iManage does not require that you make a change. Best practice is to always select an alternate security setting 5. Click the AD D US ER … button or the AD D G R OU P … when un-checking the INHERIT PERMISSIONS FROM PARENT box. button to search for and provide additional users or groups with access to the document. A key icon appears on the subfolder on which the IN H ER I T P E R M I S S I ON S F R OM P A R E N T option has been stopped. New By default, access rights for users and groups is set to FU L L subfolders created as \"children\" of this subfolder will not A C C E S S , unless you change the setting. display a key. These subfolders automatically inherit permissions from the parent. 6. Click on a user or group in the PE R M I S S I ON EN TR I E S pane then click on the T YP E OF A C CES S drop-down The key icon only appears on the subfolder on which the INHERIT arrow to select one of the following access options: PERMISSIONS FROM PARENT option has been un-checked. FU L L A CC ES S Users have full document viewing and CHANGING SECURITY ON A NEW DOCUMENT editing privileges. They can also change the document security rights. Documents saved in iManage inherit their security setting from the destination Workspace or subfolder. This security R EAD Users can view but not edit a document. A setting may be changed on a document by document basis copy of the document can be created, but must be when saving to iManage. Here's how: profiled as a new document. 1. Begin saving your document in iManage as you R EA D /W R I T E Users have full view and edit normally would, completing all fields: DES CR I P TI ON , privileges to a document. They may change some AUTH OR, DO C T YPE, in the SAVE AS dialog box. profile fields for the document but cannot change the AU TH O R , OP E R A T O R or S E CU R I TY fields. 2. Before clicking the S AV E button, click the DETAI L … button to display the N EW PR OFI L E dialog box. N O A C CES S The document cannot be viewed and will not appear in a search results list. 7. Click the OK button to close the dialog box. Page 2 of 3

9/14/2018 iManage 9.3 Document and Folder Security 8. Click the S A V E button to close the N EW PR O FI L E dialog box, then click the S AV E button to complete saving the document. If there are conflicting levels of access rights, the maximum access rights will take precedence over the more restrictive rights. For example, if a user is granted RE A D / WR I TE access to a document and is a member of a group that has N O A C C E S S , the user will have RE A D / WR I T E access to the document. EDITING SECURITY ON AN EXISTING DOCUMENT You may edit security on an existing document at any time, as long as you are the document AU TH OR or OP ER A T OR . If your document already has multiple versions, you will need to edit the security on each version individually. To edit the security of an existing document: 1. Right-click on the version of the document that you would like to edit, then select PR OP ER TI ES from the drop-down menu. 2. Click the S H AR ED AS drop-down arrow to select a different overall security, or click the M OD I FY… button to edit individual settings. 3. Click the S A V E button to close the PR OP ER TI ES dialog box. Repeat for each version that you wish to modify. VERIFYING SECURITY ON AN EXISTING DOCUMENT You may quickly verify security on a document from the PR OF I L E tab in FileSite or DOCU M E N T PR O F I L E tab in DeskSite. 1. Right-click on the version of the document that you would like to verify. 2. Click on the DOCU M E N T PR O FI L E tab located below the DOCU M EN T G R I D in DeskSite. In FileSite, find the PR OFI L E tab, located below the DOCU M EN T G R I D . 3. Review the DE FA U L T S E CU R I TY line to verify the 62630600 v3 security level of the selected document and version. Page 3 of 3

RECENTLY WORKED 9/14/2018 The R E CE N T LY W OR K E D folder is located under M Y iManage 9.3 M A TTE R S in the iManage Navigation pane. This folder is Sharing My Matters automatically populated with shortcuts to Workspaces that correspond to any matter that a Timekeeper has entered 2. In the SHOW ALL POSSIBLE E NTRIES THA T MATCH field, time against in the last 30 days. type the Timekeeper’s name then click the FIND NOW button. GRANTING RIGHTS TO MY MATTERS - ATTORNEYS 3. From the LOOKUP RESULTS list, double-click on the desired Timekeeper(s) then click the OK button. To share their R E CE NT LY W O R K E D folder with their LEA, The Timekeeper’s M Y M A T T E R S space, with Workspaces, Timekeepers must first give their LEA access to their M Y will appear as a subsection to your M Y M A T T E R S list. M A TTE R S folder by doing the following: 1. Right-click on MY MATTERS, toward the bottom of UNSUBSCRIBING FROM MY MATTERS - LEAS the Navigation Tree, and select PROPERTIES… from If you no longer need access to a Timekeeper’s M Y M A T TE R S the menu. space, you may delete the shortcut by doing the following: 2. Click on the SECURITY tab, then click the ADD USER 1. Right-click on the Timekeeper’s MY MATTERS folder. button. 2. Select DELETE “MY MATTER S (TIMEKEEPER'S NAME)” 3. In the SHOW ALL POSSIBLE E NTRIES THA T MATCH field, type the LEA's name and click the FIND NOW button. from the menu. 4. From the LOOKUP RESULTS list, double-click on the desired Timekeeper(s) then click the OK button. 5. Select the FULL ACCESS option from the TYPE OF ACCESS drop-down list, then click the OK button. SUBSCRIBING TO MY MATTERS - LEAS 3. Click the YES button, when prompted, to delete the shortcut. Once a Timekeeper has given you access to their M Y M A T T E R S folder, you will need to SU B S CR I B E to it to make it You will continue to have access to the Timekeeper’s M Y visible within your M Y M A TT E R S space. To subscribe to M A T T E R S filing cabinet until they change the security on the the M Y M A TTE R S folder of another user: folder. If you need to re-display the folder at any time, 1. Right-click on MY MATTERS in the Navigation Tree simply S U B S C R I B E to it again. then select SUBSCRIBE… from the shortcut menu. Page 1 of 1 62461098 v4

WORKING WITH WORKSPACE FOLDERS 9/14/2018 Users have the ability to create their own subfolder iManage 9.3 Creating and structures in iManage. Managing Workspace Subfolders This functionality provides teams with the ability to logically organize folders and files within a Workspace based on the 4. Click the CLOSE button when the RE-FILING dialog box needs of each individual matter, placing control of case indicates the OPERATION COMPLETED SUCCESSFULLY. information management completely in the user's hands! This capability places greater responsibility for control and MOVING A DOCUMENT TO A DIFFERENT management of matter files on the legal teams themselves WORKSPACE and will require a disciplined approach to folder structure creation. If a document has been saved to an incorrect Workspace or to a temporary Workspace, you will need to R E -F I LE or CREATING AND DELETING SUBFOLDERS M OV E it into the correct Workspace and subfolder. To create a document subfolder: Important Note: Changing a document’s Profile properties will 1. Right-click on any existing subfolder in the Workspace only change the search criteria used to locate the document; it does not change a document’s Workspace location. and select NEW then select DOCUMENT FOLDER… 1. Click into the Workspace and subfolder containing from the shortcut menu. the document to be moved. 2. In the first field on the GENERAL tab, enter the Another Important Note: You cannot M O V E a document from subfolder name. a search results grid or from the D O C U M E N T W O R K L I S T grid. 2. Right-click on the document to be moved and select 3. Select the SECURITY tab and confirm that the INHERIT PERMISSIONS FROM PARENT checkbox is selected. MOVE from the menu. 3. Locate and double-click on the desired Client/Matter 4. Select the PROFILE tab, click the ADD/EDIT… button to select a default DOC TYPE for your subfolder then Workspace. click the SAVE button. 4. Double-click the document subfolder and confirm that 5. Click the OK button to close the dialog box and create the subfolder name is displayed in the LOOK IN field, the new subfolder. then click the SELECT button. 5. Click the YES button, if prompted, to update the EDITING A SUBFOLDER profile of the document to match the subfolder. To edit the properties of any subfolder created by you: W H Y M I G H T Y O U S A Y N O T O U P D A T I N G M E T A D A T A ? If you 1. Right-click on the desired subfolder and select are moving a secure document to a subfolder without security, but in the same Workspace, you might say N O to updating PROPERTIES. metadata in order to preserve document security. 2. Make the desired changes and click the OK button. 6. CLOSE the RE-FILING dialog box, if necessary. 3. Click YES, when prompted, to update the profile metadata for all files and subfolders stored in the edited subfolder.

WORKSPACE & SUBFOLDER SECURITY 9/14/2018 Security settings in iManage are inherited from the parent, iManage 9.3 Creating and beginning at the Workspace, to the subfolder \"children\". Managing Workspace Subfolders 1st level subfolders, those displayed directly beneath the Workspace folder, inherit their security from the Workspace  You may change the inherited security settings on folder itself. Only IT may create and modify 1st level individual documents at any time, as long as you are subfolders. the Author or the Operator. SETTING SUBFOLDER SECURITY To set security for a subfolder : 1. Right-click on the desired subfolder and select PROPERTIES to display the PROPERTIES dialog box. 2. Select the SECURITY tab. In Workspaces created prior to July 2014, there is likely no 3. Clear the INHERIT PERMISSI ONS FROM PARENT check subfolder that would serve as a suitable 1st level from which to box to enable the DEFAULT SECURITY field then click create your own subfolder structure. In those instances, please the DEFAULT SECURITY drop-down arrow and select contact User Support @ ext. 8444, and we will add an the appropriate security level. E L E C T R O N I C F I L E S subfolder to the Workspace. 2nd level subfolders inherit their security from their 1st level 4. Click the ADD USER or ADD GROUP buttons to select subfolder \"parent\". This inheritance feature continues from specific groups or individuals who should have access parent to child unless manually changed. to the subfolder, then click the OK button.  You may change the inherited security settings on 5. Review the options contained in the dialog box: subfolders at any time and at any level in the folder (a ) Select YE S to apply the new security settings to all list, as long as you are the O W NE R of the subfolder. subfolders and documents contained in the parent folder. This is the most common selection.  A key symbol appears on subfolders on which the \"inheritance\" box has been unchecked. A key icon displayed on a subfolder is an indication that the ( b ) Check the U P D A T E S E C U R I T Y O N S U B F O L D E R S … I N H E R I T P E R M I S S I O N S F R O M P A R E N T feature has been turned option to apply the new security setting to child off on this subfolder. Ideally, this would be an indication that subfolders that have a different security setting. an alternate security setting has been applied to the subfolder. ( c ) Check the I N H E R I T M E T A D A T A A N D … . option if you Unfortunately, you may turn off the I N H E R I T P E R M I S S I O N S would like to re-apply the Workspace security to all F R O M P A R E N T feature without making a security change. This folders in the Workspace. is not recommended. Updating the profile metadata may take several minutes,  Documents inherit their security from the subfolders depending on the number of documents in the subfolder. they are saved in. 62428413 v5  Document versions inherit their security from the previous version of the document. Page 2 of 2

9/14/2018 WHAT IS ICREATE? Document Template Package iCreate is a document template package accessible from ICREATE LETTERS AND OTHER FIRM TEMPLATES the iCreate tab in Microsoft Word. Current versions of Firm templates, such as letters, engagement letters, Please use the iCreate templates in Word when creating retainer invoices, etc., are maintained and accessed via new letters, engagement letters, retainer invoices, etc. iCreate. Generic label, envelope and fax cover sheet templates Caution: If you are not using the iCreate templates in Word to are also available in iCreate. generate Firm customized documents, you run the risk of including outdated information on your documents. Caution: Recycling an old letter, engagement letter or memo as a template for a new document can lead to outdated Firm 1. Click on the ICREATE tab in Microsoft Word, then information on your documents. Please start with iCreate. click on the NEW button to display the TEMPLATE LAUNCHER. 2. Click the ALL TEMPLATES option in the NAVIGATIO N P ANE on the left to include non-Word templates in the view. 3. Use the AUTHOR and TYPI ST drop-down lists at the bottom of the T EMPLATE L AU NC HER box to personalize your document. ICREATE OPTIONS Produces a blank document with 12 point, Times New Roman font, 1” margins and a basic outline numbering scheme. Opens the IC RE ATE T E M PLATE LAU NC HER, which contains Firm customized templates. Launch the IC RE ATE E NVE LO PE WI ZA RD or the IC RE ATE L A BE L W IZ AR D. The & Wizard will automatically incorporate names and addresses from an open 4. Select a document template from the right side of iCreate document. Addressees may also the screen, then click OK. be manually selected using the wizard. Based on the template selected, the iCreate Wizard will launch, providing fields for populating your document with Launches the ICREATE FAX WIZ ARD. Fax standard information. cover sheets may be created as separate documents or appended to an open Some templates, such as engagement letters, contain fields document. that require completion in order to generate the document. Launches the ICREATE C AL END A R Some templates, such as the expense reimbursement forms, WIZ ARD. Calendars may be appended to do not utilize an iCreate Wizard. existing iCreate documents or created as separate documents. Page 1 of 2

5. Use the NAVIG ATI ON PANE on the right to view 9/14/2018 Wizard options by group, or choose SHOW ALL to view all customization options at once. Document Template Package 6. Click FINISH to generate your letter, or click on Change Typist SAVE IENCORE to save this data for future use.  Click on the CHANGE TYP I ST button to select WHAT IS AFTER THE FACT TECHNOLOGY? another name from the AUTHO R/TYPI ST list. Office Once your iCreate document is displayed in Word, the Click on this button to change the Office address iCreate tab will change, showing template specific information, if you have used the INCLUDE automation tools in the AFTER THE F ACT group. LETTERHE AD option in your document. The AFTER THE F ACT group provides options for Addressees modifying the current document. The ADDRE SSEE S dialog box provides access to your Outlook contacts or shared (Attorney) contacts. 1. Click the ADDRE SSEES button to add or change addressee information in your document. iEncore Use the IENCORE feature to quickly “recycle” text in an open iCreate document to create a new document. 1. Select any typed text that you would like to re-use in your new document. Any fields completed in the iCreate Wizard will automatically be included in the new document without any intervention required. 2. Click on the IENCORE button in the AFTER T HE FAC T group on the ICREAT E tab. 3. Verify that the CREATE NE W DOCUME NT box is checked. MODIFYING AN ICREATE DOCUMENT 4. Verify that the CREATE NE W DOCUME NT and the I NCLU DE SELEC TED T EXT boxes are checked. Include Letterhead  Click on the INCLUDE LE TT ERHE AD button to insert 5. Change the AUTHOR and the TYPIST data, if desired, then click the OK button. the Firm’s logo into the letterhead or to remove a logo added accidentally. 6. Click FINISH once you have made desired edits to the template. Planning to print your letter on Firm stationery? Remove the logo from the document first. Finish and Clean 1. Click on the FINISH AND CLEAN button to remove all iCreate content controls from the document. Change Author Caution: Selecting F I N I S H A N D C L E A N will remove the A F T E R T H E F A C T group from the iCreate tab in the current document.  Click on the CHANGE AU T HOR button to select You will not be able to change any of the data using iCreate. another name from the AUTHO R/TYPI ST list. Page 2 of 2 2364690 v7

9/14/2018 WHAT IS IENCORE iEncore and Super Copy/Paste iEncore provides a \"save and re-use\" utility accessible MANAGING IENCORE ENTRIES when generating documents using the iCreate Template Launcher. iEncore entries are a combination of text, Modifying an iEncore entry closing, salutation, handling and delivery options and 1. From an open iCreate template (letter, memo, recipient information entered in an iCreate template. Once saved, this information can be inserted into a pleading, etc.), click on the RETRIE VE IE NCO RE new, blank template to quickly create a new document, button located in in the lower left corner of the without having to manually enter the data again! screen. 2. Modify the information as desired, directly in the WORKING WITH IENCORE template. 3. Select the SAVE I ENCO RE button. Creating an iEncore entry 1. Before clicking FINISH to generate your document, click on the IENCORE button in the lower left corner of the iCreate Wizard. 2. Complete the “required” NAME field for your 4. The iEncore profile window will open prompting iEncore entry. you to SAVE your entry (overwriting the existing entry) or SAVE A S NEW. Deleting and iEncore entry 1. Select the NEW icon from the iCreate ribbon or press CTRL+N. 2. Click on the iEncore option listed in on the left hand side of the Template Launcher. 3. Highlight the desired iEncore entry and click the DE L E TE SE L E C TE D EN TR Y button. 3. Complete the remaining iEncore “profile” fields as Sorting iEncore entries desired. This will help you to distinguish multiple iEncore entries from each other. 1. Select the NEW icon from the iCreate ribbon or press CTRL+N. Retrieving an iEncore entry 1. From an open iCreate template (letter,memo, pleading, etc.), click on the RETRIE VE IE NCO RE button located in in the lower left corner of the screen. 2. Click on the desired iEncore entry then click OK to pull the information into your document. Page 1 of 2

Sorting iEncore entries cont… 9/14/2018 2. Click on the IENCORE option listed in on the left After the Fact Technology hand side of the Template Launcher. Paste as Plain Text 3. To sort data in ascending or descending order, click This is the recommended tool for pasting text between the appropriate column heading. documents so that the pasted text adapts to the formatting defined in the target document and does not IENCORE IN THE AFTER THE FACT GROUP corrupt in the process. This option is a shortcut to the Home|Paste, Paste Once your iCreate document is displayed in Word, the Special, Unformatted Text command. iEncore feature in the AFTER THE FACT group on the 1. Select the text to copy and click the COPY icon or iCreate tab enables you to quickly “recycle” text in open iCreate documents to create a new document. CTRL+C. 2. Position the cursor at the destination location. 1. Select the text that you would like to use in your 3. Click the PASTE icon then select PASTE AS PL AI N new document. TEXT. 2. Click on the IENCORE button in the AFTER T HE Super Copy FAC T group on the ICREAT E tab. Super Copy allows you to create a new iCreate document from text in any existing Word document, 3. Check the CREATE NEW D OCUMENT box to providing a corruption-free method to cut and paste generate a new document: otherwise, the current between existing documents. document will be updated with the new selections. 1. Select the text to copy. 2. Click the SUPER COP Y button from the Home 4. Change the AUTHOR and/or the TYPIST data, if desired then click the OK button. ribbon. 5. Click FINISH when you have made all changes. This will automatically launch the iCreate Template Launcher. ICREATE ON THE HOME TAB 3. Select the desired document template from the Once iCreate is installed, the Home tab in Word will Template Launcher. display both standard Word features combined with the iCreate-specific features. 4. Complete the wizard options then click FINISH. The selected text will be pasted into the document at \"Begin Typing Here\" Quick Part as plain text. Super Paste Super Paste allows you to re-use text from outside of Word (i.e., web page, email message) to create a new iCreate document, providing a corruption-free method to cut and paste between documents. 1. Select the text from websites or other applications to copy. 2. In Word, click the bottom of the PASTE icon then select SUPER P A STE . This will launch the iCreate Template Launcher. 3. Select the desired document template from the Template Launcher. 4. Complete the wizard options then click FINISH. 2364696 v4 Page 2 of 2

9/14/2018 WHAT IS CHANGE-PRO Document Comparison Tools C HA NG E - PR O is a versatile document comparison tool that ACCESSING CHANGE-PRO FROM IMANAGE enables you to compare the TOTAL document, including 'compound' Word documents with embedded objects (such You may also launch a Change-Pro comparison from within as Excel, Visio, ChemDraw and SmartDraw) and imported iManage Desksite or from FileSite in Outlook. images (such as jpg, bmp, tiff, png, and more), PDF documents and PowerPoint files. From iManage Desksite: N E W F E A T U R E ! – Using C H A N G E -P R O , you can now compare Word docs to PDF files and PDF to PDF files. 1. Open I M A N A G E DE S K S I T E and locate one of the documents that you’d like to compare. ACCESSING CHANGE-PRO FROM OFFICE 2. Click once on the document to select it. C HA NG E - PR O is fully integrated with iManage and Microsoft Office, providing access to comparison tools from the If both of the documents you would like to compare are visible, C HA NG E - PR O ribbon in each integrated application. Once you may use the Ctrl key to select them both at this time. you have launched Change-Pro, the Comparison menu allows you to select your comparison document from iManage or a 3. Click on the LITE R A option on the menu bar and proceed local drive. to step 4 below. 1. Open one of the documents or presentations that you From iManage FileSite: wish to use in your comparison. 1. Open I M A N A G E F I LE SI T E and locate one of the If you have not saved the file, you will be prompted to do so documents that you’d like to compare. before beginning your comparison. 2. Click on the Change-Pro ribbon then click on the Change- 2. Click once on the document to select it. Pro button. If both of the documents you would like to compare are visible,  Change-Pro will open at the top of the screen with you may use the Ctrl key to select them both at this time. the Comparison ribbon displayed. 3. Right click on the document(s) and select C HA NG E - PR O  Your open document will be displayed in the COMPARISON. Modified field of the Comparison Bar group. 4. The drop down menu may display two options:  Change-Pro  Compare to Previous Version If you would like to compare two different document or if you would like to compare an earlier version, select Change-Pro Comparison. 3. Select C H A N G E -P R O C O M P A R I S O N then identify the comparison status of your selected document. 3. Click on the SW I T CH button to move your selected Change-Pro will open at the top of the screen with the document from the Modified field to the Original field. Comparison ribbon displayed. 4. Click on the DMS folder that corresponds to the Original 4. Click on either the I M A N A G E F OLD E R icon or the L OCA L field to select your document from iManage. F OLDE R icon on the Change-Pro Comparison Bar to select your second document. 5. Click on the Local folder that corresponds to the Original field to select your document from your desktop or other 5. Locate your next version or document in iManage or on local directory. your local drive then double click to add it into the Comparison Bar. 6. Click on the Compare button to compare your selected documents. 6. Use the SW IT CH button to change the document order, if necessary, then click C OM P A R E to begin. Page 1 of 2

ACCESSING CHANGE-PRO FROM OUTLOOK 9/14/2018 You may also compare email attachments in Outlook using Document Comparison Tools Change-Pro. WORKING WITH YOUR COMPARISON 1. Open OU TL OOK and then click on the email that contains the attachment(s) Change-Pro also provides many tools for working with your that you’d like to compare. compared documents, including the option for saving and/or sending your comparison as a T R A CK C HA NG E D document. 2. Click on the LI TE R A ribbon then click on The following features are available in the C OM P A R E the C O M P A R E A T T A C H M E N T S button. O P E R A TI ONS group on the Compare ribbon. If the email selected contains only one attachment:  EDI T R E DLI NE – Select this option to make minor changes to the Redline document, such as spelling  Change-Pro will open at the top of the screen with your corrections, etc., before saving your comparison. document displayed in the Modified field of the Comparison Bar group. Selecting this option produces a 4th document, titled edited redline, which can be saved separately. If the email selected contains two attachments:  N E W – Allows you to initiate another comparison from  The Select dialog box will launch to allow you to identify the open Change-Pro application. which attachment should be used as the Original and  SA V E – Provides several Save options. which should be treated as the Modified document. If you would like to use only one of the attachments in your  PR INT – Provides options for printing, including the comparison, click only on the desired attachment then click OK. option to print only the Redline pages of the comparison. 1. Click on either the I M A N A G E F OLD E R icon or the L OCA L  EM A IL – Change-Pro provides multiple options when F O L D E R icon in the C O M P A R I S O N B A R group to select emailing your comparison, including the option to send a your second document. PDF version or an editable Track Changes version. 2. Use the SW IT CH button to change the document order, if necessary, then click C OM P A R E to begin. CUSTOMIZING YOUR VIEW After the comparison is run, Change-Pro displays your Original, Modified and Compared document for review. 1. Click in the L A Y OU T group on the C HA NG E - PR O tab to modify your view of the documents. N O T E T H E N A M E ! If your attachment has “Redline” in its name, it is not an editable document. Only the “With Track Changes” versions may be edited!  EXIT – Exits the Change-Pro application. Additional options are displayed if you have a dual monitor. 2364689 v2 PAGE 2 OF 2

9/14/2018 ADVANCED EDITING Document Comparison – Advanced Options Change-Pro is a feature rich comparison tool that provides Comparison Options Group users with many options to customize the comparison experience to achieve the best possible comparison output. Styles are useful for applying a standard set of formatting options when comparing documents. However, if you would WORKING WITH THE SESSION TAB like to quickly make a “one time” change to a comparison, the Comparison Options group provides a solution. The Change-Pro SE S S I ON tab provides options for enhancing your comparison based on the content of the documents you Settings in the Comparison Options group that may be are comparing. checked or un-checked are: Style Group  F O R M A T T E D C O M P A R E – compares the document Options in the S TY LE group, located on the SE S S I O N tab, with formatting applied. If a comparison fails to run allow you to edit Change-Pro comparison styles. Comparison or is partially cut off, it is possible that the document Styles determine how elements in your comparison will be is 'corrupt' due to formatting and macros. shown. For example, red text with a strike through or simply as a ^ mark for deletions. Un-checking this option will run the comparison in  Click on the E DI T S TY LE S drop down arrow to choose unformatted text mode, possibly generating a redline for a document that would otherwise have from one of the corporate Styles available. proven to be corrupt. If you select an alternate comparison style, you will need to return to the Compare tab, click on the Compare button and re-  C O M P A R E F O R M A T T I N G - allows you to compare run your comparison with the new style options. font styles and type, line or paragraph spacing and  Click on the N E W button to create and save your own indents. personal comparison style.  SH OW M OV E S will show any moves within the document. If a minimum of three continuous Intelligent Table Comparison \"meaningful\" words are deleted from one location of N E W F E A T U R E ! Older comparison tools compared tables cell by the document and added in another, this will be cell, showing changes in table structure in addition to changes in considered a move. table content. Typically, users are more interested in whether table data has changed than in seeing if data has been broken into two  C O M P A R E H E A D E R S / F O O T E R S compares the rows. document’s headers and footers. Change-Pro’s I N T E L L I G E N T T A B L E A L G O R I T H M is designed to compare the content of a table and ignore the table  C OM P A R E F R A M E S will compare the text in frames structure, providing a more meaningful comparison output. and text boxes. The I N T E L L I G E N T T A B L E A L G O R I T H M setting is active by default. You may turn it off by editing Table Style.  C OM P A R E T A B LE S allows you to turn off table comparison in a document.  C O M P A R E EX CE L T A B LE S will compare or ignore embedded Excel tables in a Word document.  I G N OR E U P P E R C A S E will not consider a word changed if only the case was modified.  K E E P B U L L E T S A N D N U M B E R I N G by default, the redline will preserve bullets and numbering as field codes. If unchecked, they are converted to text.  C HA R A CT E R L E V E L comparison shows the specific characters that have been changed, rather than a complete word deletion and insertion. You can also choose to ignore numbers at character level.  V E R TI CA L L I NE allows you to add an MS Word track changes-like line in the margin, either on all changes or only on additions or deletions.  IM A G E S lists three comparison options. The R E M OV E option is a way to overcome problems caused when comparisons run very slowly or fail to complete due to large, embedded graphics in a document. Page 1 of 2

9/14/2018 EDITING YOUR COMPARISON Accepting or rejecting changes does not change the redline document. Accepted changes will only be shown in the revised Change-Pro provides several options for editing your document created when you use Create Revised Version. comparison and generating a revised document. THE CHANGE MENU GROUP THE CHANGE LIST The C HA NG E M E NU group, located on the C HA NG E - P R O tab, The C HA NG E LI S T panel is displayed when you run a is an alternative way to accept and reject changes in a comparison and shows all changes found in your document. document and create a revised version.  You may close the CHA NG E LI S T panel by clicking on  T OG G LE C HA NG E S turns the selected change from the X in the upper right corner of the panel. the default 'No' (Reject) to 'Accept,' or, once a change has been accepted, to then reject that  You can get it back by clicking on any of the change. L A Y OU TS listed in the L A Y OU T group on the C H A N G E - P R O tab.  AC CE P T A LL selects all of the changes in the C H A N G E L I S T . Once the C R E A T E R E V I S E D V E R S I O N In the C HA NG E LI S T, changes are shown in the A LL button is selected, all of the changes will be (DE F A U LT) list, but are also categorized by location in the displayed in a new, revised document. document H E A D E R , F O O T E R , F I R S T H E A D E R , F I R S T F O O T E R , B O D Y ( T E X T ) and T A B L E S .  R E JE CT AL L de-selects items checked in the C HA NG E LIST.  Changes are highlighted in pink for 'Deletions' and blue for 'Additions'.  AR R OW KE Y S provide the means to quickly navigate through changes in the comparison.  Clicking on any change in this list will synchronize it  The first set of arrow keys will quickly bring you with the Original, Modified and Redline documents to either the first and last changes in the and highlight the changes in each. document.  The second set of arrow keys allow you to  Create a new, revised document by reviewing and navigate through changes one at a time. selectively accepting changes from the C HA NG E LIST. The Create Revised Version button is active only if you selected  Right-click on any change list entry (the row will changes in your comparison to be Accepted. change to a light blue) to accept or reject a change.  Selecting the C R E A T E R E V I S E D V E R S I O N button  Right click anywhere in the C HA NG E LI S T and prompts you to save your changes as a new, revised select C R E A T E R E V I S E D V E R S I O N from the drop document. down menu to apply your selections and create a new document. 2364687 v2 PAGE 2 OF 2

WHAT IS REDACT-IT? 9/14/2018 Redact-It® Desktop is a tool used to remove sensitive Redact-It content and privacy information from documents, Guide to Redacting Text including WORD, PDF, EXCEL and POWERPOINT files. Redaction marks, or REDACTUPS, are saved in a separate ACCESSING YOUR DOCUMENT(S) .XRL file that is layered over the original document. As long as the original file and the Redact-It is not integrated with iManage. You will need .XRL file are saved in the same place, you may to export documents to your desktop to redact them. re-open the original document in React-It in draft mode and edit existing REDACTUPS. FINALIZING the original document results in the creation of two FINALIZING creates a PDF or TIFF version of the redacted additional files, the .XRL file and the PDF or TIFF containing the document, with un-editable REDACTUPS, in which text is REDACTUPS. We recommend creating a folder on your desktop deleted from behind the REDACTUPS, ensuring that it can’t to contain your exported document and other files. be “discovered” using copy & paste or any other method. The original document remains un-edited. 1. Locate your original document in iManage. ACCESSING REDACT-IT IMPORTANT NOTE: Redact-It uses an application’s PRINT SETUP to determine how to display the document in the Redact-It. Redact-It is installed on every computer in the Firm and Before you redact an Excel document, be sure to customize the is listed on the START menu as REDACT-IT DESKTOP TR. You page/print setup for the workbook. may access Redact-It while working in the office or when connected to VPN. 2. Right click on the document and from the menu: Redact-It is not available in Citrix. select SAVE AS… if you are using FILESITE The firm owns 10 concurrent licenses of Redact-It, select EXPORT… if you are using DESKSITE which are assigned on a first come, first served basis when folks open a document in Redact-It. Closing the 3. Click in the DESTINATION PATH: field and BROWSE to application makes the license available again. navigate to your DESKTOP and folder (if created). If you receive an INVALID LICENSE dialog box when 4. Click OK to complete the export. accessing Redact-It, all 10 licenses are in use. If your need for Redact-It is urgent, please contact User GETTING STARTED Support. Once the documents have been saved or exported to your desktop or other local folder, you will need to OPEN them in Redact-It. 1. Click on the WINDOWS START button and search for REDACT-IT using the SEARCH PROGRAMS AND FILES field. 2. Click on REDACT-IT DESKTOP TR to launch the application.

3. Click the OPEN button, located on the toolbar, then 9/14/2018 navigate to your locally saved document. Redact-it Guide to Redacting Text IMPORTANT NOTE: This tool relies on patterns built into Redact- It scripts to locate entries. You will need to review results for accuracy. ICON FUNCTION 4. Click the OPEN button. FIND AND REDACT - allows you to enter, find and Your document will be displayed in Redact-It. redact words and phrases in a document. Case matching and searching for “whole words only” REDACTION TOOLS FOR REDACTING TEXT are also available options. FIND AND REDACT FROM/TO – allows you to run a script that finds and redacts sections of a document between two defined phrases. REDACT USING SCRIPTS & LISTS – (US formats only) allows you to run a pre-defined script to find and redact an entire list of phrases in one action. REDACT PAGE - allows you to quickly redact one or more entire page of a document. ICON FUNCTION BEGIN REDACTING YOUR DOCUMENT REDACT AREA - allows you to draw a rectangle or 1. Click on a redaction tool, located on the toolbar on square shape over text and graphics, blocking the the left side of the screen, to activate a feature. selection from being viewed, searched or copied. The redaction tool selected will remain active until you select REDACT TEXT - allows you to directly select text to another tool or click on the SELECT REDACTUP button. redact all like instances of a selected word, phrase or paragraph. 2. Click and drag over text to highlight the text or area that you would like to redact. Select a word and each instance of that word in the document, in the case selected, is redacted. A transparent block with sizing handles will be displayed over your text, providing the option to review and adjust the Select a phrase or paragraph and each exact redactup prior to finalizing your document. match of that phrase or paragraph is redacted throughout the document. 3. Edit the redactup entity as desired, including moving, resizing or deleting. Unlike the Redact Area tool, selecting single characters (i.e. “a” or “I”) and graphics is not an If the redactup is not currently active, you will not see sizing available option with this selection method. handles to adjust the REDACTUP. Use the SELECT REDACTUP tool to re-activate a specific REDACTUP, then adjust or delete ALLOW AREA (inside redaction) - allows you to “cut as desired. a window” in a redacted area to reveal the text below the redaction mark. SELECT REDACTUPS - allows you to re-select REDACTUP in order to move, resize, copy (stamps only), or REDACT PRIVACY INFORMATION – (U.S. formats only) delete them. provides pre-defined search scripts for finding and redacting Social Security numbers, Phone 4. Repeat steps 1-3 for all areas in the document that numbers, Email addresses, Dates of birth and you would like to redact in the published version. Names. Page 2 of 4

CREATING A REDACTION REASON 9/14/2018 When redacting text, you have the option to assign a Redact-it REASON to your REDACTUPS. REASONS may contain up to 69 Guide to Redacting Text characters and appear in the middle of the REDACTUP. FINALIZING YOUR DOCUMENT Each user creates their own list of REASONS using the REASON TEXT FIELD, found on the properties bar above the To generate your redacted PDF of TIFF file, you must document window. Using a REASON is optional. FINALIZE your document. 1. Click on a redaction tool to activate the feature then Before you FINALIZE your document, you should review all click in the REASON TEXT FIELD and do one of the REDACTUPS for accuracy. following: 1. Click on the FINALIZE drop down arrow and select a Type a REASON in the REASON TEXT FIELD then press PUBLISH option. ENTER to create a new entry. You may PUBLISH your document in two formats: Select and delete an existing REASON then press ENTER to create a BLANK space, if necessary. PUBLISH TO PDF - finalizes your document as a SEARCHABLE PDF. 2. Click in the REASON TEXT FIELD and select either an existing REASON, or the BLANK space, from the drop PUBLISH TO TIFF finalizes your document as a non- down list. searchable PDF IMAGE. ADDING A BANNER Before selecting the PUBLISH button, the firm requires you to add a BANNER to the header or footer of all redacted documents, confirming that the redactions were made using Redact-It. 1. Click on the WATERMARK/BANNERS button at the bottom of the PUBLISH OPTIONS - FINALIZE dialog box. If a reason is not explicitly selected when you begin redacting 2. Click LIST to view BANNERS that you previously text, the last reason used is assigned to the redactup. This will entered. Click EDIT to return to the editable list. be a blank space if no REASON was previously used. 1. Click on the REASON TEXT FIELD drop down arrow and select either a REASON or the blank space. 2. Click and drag over text to highlight the text or area that you would like to redact. REASONS are only visible in the PUBLISHED document. Page 3 of 4

3. Click CLEAR ALL to remove existing BANNER text. 9/14/2018 Redact-it Guide to Redacting Text 2. Click on REDACT-IT DESKTOP TR to launch the application. 3. Click the OPEN button, located on the toolbar, then navigate to your locally saved, original document. 4. Click the OPEN button. Your original document will be displayed in Redact-It with transparent REDACTUPS. 4. Click on a location folder (e.g., Top Left) to select You will not see sizing handles on the REDACTUPS. Use the the location of your BANNER. SELECT REDACTUP tool to re-activate a specific redactup, then adjust or delete as desired. 5. Click in a <BLANK> field and type in “Redacted with Redact-It”. SELECT REDACTUPS - allows you to re-select REDACTUPS in order to move, resize, copy (stamps The lower in the list you type, (i.e. the third <BLANK> field) only), or delete them. the further away from the margin your BANNER appears. 5. Edit the document as desired, including adding, 6. Click OK to apply your changes and close the moving, resizing or deleting REDACTUPS. WATERMARK/BANNERS dialog box. 6. FINALIZE your document after editing to PUBLISH your PUBLISH YOUR DOCUMENT new REDACTUPS to a new PDF or TIFF file. 1. Click the PUBLISH button at the bottom of the PUBLISH You will be prompted to replace your previously redacted OPTIONS - FINALIZE dialog box. PDF or TIFF document. You may also change the file name and save location, if desired. By default, Redact-It will prompt your to save you PDF or TIFF document in the same location as the original document. Change the save location and file name, if desired. 2. Click the SAVE button, when prompted, to save your document to the selected location. MAKING ADDITIONAL EDITS As long as the original document and the .XRL file are saved in the same location, (i.e. your desktop or a folder on your desktop, etc.), you may re-open the original document in React-It and edit existing REDACTUPS. 1. Verify that your original document and the .XRL file of the same name are saved in the same location. Page 4 of 4 2341093 v8

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