Case Management

FIRST STEPS

Overview: Clients

Overview: Security

Overview: Groups

Overview: Create Cases

FAQs: discovery ][ Local

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USERS AND GROUPS

Overview: Security

Overview: Groups

Control System Access Using Groups, Users, Roles, and Privileges

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CLIENTS AND CASES

Overview: Clients

Add a Client

Edit or Remove a Client

Overview: Create Cases

Create a Case

Migrate Cases from LexisNexis Concordance

Overview: Edit Cases

 

 

CASE MANAGEMENT

Edit Case Details and Perform Basic Case Actions

Edit Database Fields

Edit Groups and Users Assigned to a Case

Change the Tag or Redaction Palette

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CASE TOOLS

Overview: Case Utilities

Index Maintenance

Repair Case Databases

Back Up/Archive and Restore Case Data

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RESOURCES

FAQs: discovery ][ Local

Videos: discovery ][ Local

System Requirements: discovery ][ Local