Batch printing allows you to print what is seen in the viewer formultiple documents. In Concordance Desktop, batch printing is known as CDV Printing. The CDV Printing feature allows you to print markups (annotations), add synopsis and separator sheets, and add headers/footers and watermarks.
If you want to print documents or images from concatenated databases, each database must be similar in structure, contain media keys, a current .CIB file, and you must have a minimum of ReadOnly access.
When printing documents, be aware of the following:
•If you are printing documents that have been reviewed and redacted in the viewer, be aware that any redaction placed on the document will print transparent revealing the text underneath. If you want to print redactions as opaque, you must run the documents through the Production process in Concordance Desktop, then print the produced document.
•Printing documents that contain markups to Adobe PDF using the File > Print option, does not permanently burn the markups in the document. If you want markups burned in, you must run the documents through the Production process in Concordance Desktop, then print the produced document.
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The CDV Printing bulk printing feature is only available in Concordance Desktop when you are using the viewer for reviewing and annotating documents. |
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When including Synopsis and Separator Sheets in a bulk print job, you may experience delayed print times. This is due to how Concordance Desktop processes the synopsis and separator sheets at print time. |
Before scheduling a batch print run, you first need to identify and locate the documents you want to print using one of the Search tools available in Concordance Desktop. See, Available search tools.
Identifying Documents for Printing
1.In Concordance Desktop, open the database containing the documents you want to print.
2.Run a search query to locate the documents you want to print.
Using CDV Printing
1.In Concordance Desktop, from the Tools menu, click CDV Printing.
2.Specify the printing parameters.
3.When finished, click Start.
Setting Print Run Parameters
1.Select the Printer you want to use for printing the documents/images.
2.Select the appropriate Document Range:
•To include all the documents in the query, click All.
•To include a selected set of documents from the query, click Range, and then specify the range of documents you want to print. The default range is the complete range of documents in the current Concordance Desktop query.
3.Select the appropriate Page Range:
•To include all the pages of a document in the query, click All.
•To include a selected set of pages of a document in the query, click Range, and then specify the range of pages for a document.
4.To include data from Concordance Desktop fields that you have Read access (minimum):
•Select Yes for Concordance Desktop Synopsis.
•In the DBCB Field Names field, click the field, and then click the Browse button 
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•In the DBCB Fields dialog box, select your desired database fields:
oTo select all the fields, click Select All.
oSelect specific fields by clicking the check box for each desired database field you want to include on the Synopsis sheet.
oTo change the order of database fields on the Synopsis sheet, select the field and click the Move UP or Move DOWN buttons.
oClick Save in the DBCB Fields dialog box.
•In the Synopsis Font field, click the field, and then click the Browse button .
•In the Font dialog box, do the following:
oIn the Font list, click the font.
oIn the Font Style list, click the font style.
oIn the Size list, click or type the font size.
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The Synopsis Separator sheets may, together, contain up to 32 unique database fields. Both sheets may contain the same database fields, which counts as a single unique field. For example, if you add three fields, BegNo, Admin1, and Filepath field to the Synopsis sheet, and two fields, BegNo, and Date Sent to the Separator sheet. You have added four unique fields. The BegNo field counts as one unique field. |
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The synopsis page prints the first 60 characters of data within the specified Concordance Desktop database fields. If security is enabled, only those fields with a minimum of "Read" access are displayed. |
5.To add separator sheets at the beginning of each document:
•Select Yes for Separator Sheets.
•In the Separator Sheets Text field, click the field, and then click the Browse Button .
•In the Separator Sheet Editor dialog, select your separator sheet options:
oType the text you want to appear on the separator sheets.
oTo insert a Concordance Desktop macro, right-click on the edit box and then select any the Concordance Desktop Macros (Date, DateTime, DocNo, Time) from the list that displays.
oTo insert a Concordance Desktop database field to display, right-click on the edit box and then select the field from the list that displays. The fields are displayed in the order they appear in the corresponding database. If security is enabled, only those fields with a minimum of "Read" access are displayed.
•In the Separator Sheets Font field, click the field, and then click the Browse Button .
•In the Font dialog box, do the following:
oIn the Font list, click the font.
oIn the Font Style list, click the font style.
oIn the Size list, click or type the font size.
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When you add print macros or select database fields, they appear in the text between angled brackets <>. When the print job is executed, the information associated with the macro or database field appears within the text where the macros or database fields were placed. There is no limit to the number of macros or database fields you can add. |
Setting Print Format Parameters
1.From the Printing Format Parameters section, in the Orientation list, do one of the following:
•Click Portrait.
•Click Landscape.
•Click Rotate to Fit — allows more of the image to fit within the margins of the printed page.
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Some document types, such as .xls, the landscape option will split the page by columns and orientated as portrait. |
2.In the Color Setting list, do one of the following:
•To print the documents using the document's original colors, click Color (default).
•To print the documents to shades of gray, click Grayscale.
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To ensure the print job prints the documents as expected, make sure that the printer's color properties are set appropriately. |
3.In the Copies to Print field, type the number of copies you want to print. The maximum number of copies is 100 and the copies are automatically collated.
4.When printing a PDF document, in the Optimize for PDF/Postscript Printing field, click Yes.
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The Optimize for PDF/PostScript Printing option resolves the issue where some older printers and the PDF Distiller and Writer may not properly invert printouts resulting in reversed prints (black background and white foreground). When selected, this produces a bitmap of the current document/image that is sent to the printer giving accurate printouts for the problematic printer or print driver. However, selecting this option results in slower print time and a larger print spool file. |
Specifying Markups to Include in Printing
From the Markup Types section, do any of the following:
•To include all markups, in the Select All list, click Yes.
•To exclude all markups, in the Select All list, click No.
•To include some of the markups, for each mark up you want to include click Yes from the corresponding markup list.
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When printing viewer documents, any documents that contain redaction markups are printed with transparent redactions. If you want the redactions to print opaque, you need to use the Production tool in Concordance Desktop to produce the document(s) and then print the produced document. |
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Due to how the markups are rendered during printing, if you want to include any applied crossout, strikeout, highlight, or underline markup in a print job, please note that all four markups are treated as one and all four if applied will be included in the printed file. For example, if a crossout and highlight markup are applied to a document, if the crossout markup is selected in the CDV Printing parameters, both the crossout and the highlight markup are printed. |
Adding Headers/Footers and Watermarks
Headers and footers are a string of text assigned to a specific location within a document. For productions and printing, the text is not restricted to just the top and bottom margins of a document, you can also place them in the right and left margins of a document.
A watermark is a semi-transparent string of text that appears behind the existing document content. A watermark appears across each printed document from bottom left to top right and has a transparency setting of 20%.
1.In the Printing Run Parameters dialog box, select the Include Hdr/Fts Spec check box.
2.Click the Edit Headers/Footers and Watermarks button.
3.Click the (+) sign next to the Header/Footer or the watermark you want to edit.
4.For each header, footer, or watermark, do one of the following:
•Type the text you want to be displayed.
•Type % to display the available macros list, and then select the macro(s) you want to add.
6.To edit the font for the all the text, click the Font button, and then in the Font dialog box, specify the font name, style, and size.
7.Click List to review the applied header/footer and watermark text and macros set for the production.
8.Click Edit to make any changes.
9.When finished, OK.
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Printing and Production header/footer and watermark settings are separate entities. Parameters you set in the Printing dialog box are only available for printing. |
Available Macros
Keep the following in mind when adding macros to headers/footers, and watermarks:
•Each line of a header or footer can use multiple macros. For example, you can add %Date %Time to the Top Left header. This prints the date and time in the location you specified on each page of the print.
•All macro values are case insensitive, except for the %FIELD_ macro.
•All settings in the Header and Footers dialog box are saved for all documents and images in the Wind
Macro |
Description |
%FIELD_ |
Inserts database field data up to 60 characters for a each specified field. For example, %FIELD_OCR1 %FIELD_OCR2, would print the first 60 characters of the OCR1 field and the first 60 characters of OCR2 field. If security is enabled, only those fields with a minimum of "Read" access are displayed. |
%Date |
Inserts the current date |
%SysDatePlusDays(0) |
Inserts a date the specified number of days after the system date. Replace the 0 a number to indicated the number of days. |
%Time |
Inserts the current time the print is executed based on a 12-hour clock |
%MilTime |
Inserts the current time the print is executed based on a 24-hour clock |
%Title |
Inserts the current title of the document |
%Page |
Inserts the page number of the document |
%TotalPages |
Inserts the total number of pages of the document |
%BatesPgNo() |
Inserts a page number (x) to include for each printed document. The number entered is the beginning page number for each document. Multi-page documents are numbered incrementally. For example, %BatesPgNo(0001) would print 0001 on each single-page document. However, if a document had more than one page, the first page would appear as 0001, the second as 0002, and so on. |
%Login, %User |
Inserts the user name of the person who executed the print |
%Hostname |
Inserts the hostname of the machine where the print was executed from |
%IPAddress |
Inserts the IP address of the machine where the print was executed from |
%% |
Inserts a single % character |
© |
Inserts a copyright symbol |
® |
Inserts a registered trademark |
%AUTO_ |
Inserts database field data AND increments field content ending with a numeric value by 1 for each page. Field must be specified. Do not use with fields where special characters such as % are present. Does not account for gaps or suffixed numbers within a document. |
Saving Print Parameters
1.Set the printing parameters.
2.Do one of the following:
•To save the parameters as a named parameter set, in the Parameter Set Selected field, enter a name, and then click Save Parameter Set.
•To save the parameters as the default set, click Save as Default Parameter Set. The default parameter set is loaded each time the CDV Printing command is executed.
All the parameters are saved, with the exception of document range as this always defaults to 1-n, where n is the total number of documents in the current Concordance Desktop query.
Using Saved Print Parameters
1.In the Parameter Set Selected list, click the parameter set you want to load.
2.Click Load User Parameter Set.
Monitoring Print Jobs
When a print job is executed, the Print Console is displayed. The Print Console displays the progress of the files as they are processed and sent to the selected default printer.
