Creating an eDiscovery receipt

2020-06-03Last updated

To capture a digital proof of receipt for evidence being shared between Attorney and Defence offices, use the eDiscovery receipt. The eDiscovery receipt is sent to the recipient to obtain a dated acknowledgment and signature. The report is then kept as a digital record of evidence shared, how it was sent, and includes a list of the items shared.

Before you begin

What you should know

  • In Clearance, an eDiscovery receipt is an audit-compliant digital proof of receipt report (in PDF format) for evidence being shared between two parties. For example, between the District Attorney's office and the Attorney of the defendant. The report includes evidence shared, how it was sent, and a list of items shared.
  • The account information in the header of each report varies depending on your configuration and can include one or more of the following: the account logo, account name, address, or contact information.
  • The terms of acknowledgment statement is typically configured by the account administrator and can include customized criminal code statements which can vary for the office, state, region and so on.
  • Only users with View and Download permissions for the case can access the eDiscovery receipt report.
  • Only users with Access audit trail and create eDiscovery receipt permissions can access the functions.


  1. Open an existing case.
  2. Click More () and click Create report.
  3. In the Select a report dialog box, click eDiscovery receipt.
  4. In the Create eDiscovery receipt dialog, complete the following:
    1. (Optional) In the Sender details section, enter a Name and Title.
      If the sender title field is left blank, the user string is used as the default title. For example, "eDiscovery receipt for files shared with user."
    2. In the Recipient details section, click Select to choose a recipient and enter their Title if applicable.
    3. (Optional) In the Case information section, enter the District court details, Defendant name, and Cause number.
  5. (Optional) Click Modify eDiscovery receipt acknowledgments if you need to amend the terms of acknowledgment.
    The eDiscovery receipt creation page, showing sender and recipient details, and case information fields.
  6. Click Create report.
    A completed eDiscovery receipt, showing organization information, and case details.
    A copy of the eDiscovery receipt report PDF is stored in Clearance.
  7. Click Download.
    The eDiscovery receipt is saved as a PDF format file. For example, CaseAuditLog_Case1652.pdf
The eDiscovery receipt in PDF format, showing organization info and case details.

After you finish

Send the eDiscovery receipt report to the recipient for acknowledgment and signature.