When you tag documents with a Privilege-type Mark, the Privilege Metadata option in the Work Product Inspector becomes available. Us this to log information that will be included in a Privilege Log Report.
Important: You must enter and save privilege information for it to be reflected in the Privilege Log Report. Simply marking the document with a Privilege-type Mark will not enter it into the Privilege Log.
To add information for the Privilege Log Report click on the Work Product Inspector under the Tools menu and select the Privileged Metadata tab:
In the Author field, type the appropriate author.
Note: The Author/To/CC/Date fields are populated only if the corresponding metadata was extracted from the document. The populated values can still be edited as needed.
In the To and CC fields, click the arrow at the righ and choose appropriate values from the drop-down list that appears. You can also freely type in these fields.
In the Privilege field, enter the type of privilege you wish to assert. You can select pre-defined privilege types by clicking the drop-down at the right. See Privilege Reasons for for more information on pre-defining privilege types.
In the Date field, click the arrow at the right to open the calendar function, where you can click a date to overwrite the one that appears in the Date filed, or you can type the date.
In the Reason for Privilege field click the arrow at the right and select a reason from the drop-down list that appears. You can also freely type in their fields.
When you are finished, click the Save button at the bottom right of the Privileged Metadata dialogue box.
To view the Privilege Log, click on the Reports icon in the Views:
For more information on the various Reports available go to Reports.