Case Management


FIRST STEPS Overview: Clients Overview: Security Overview: Groups Overview: Create Cases FAQs: LOCAL DISCOVERY More System Requirements: LOCAL DISCOVERY	USERS AND GROUPS Overview: Security Overview: Groups Control System Access Using Groups, Users, Roles, and Privileges More Add a User Edit or Remove a User Add a Group Edit or Remove a Group	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 More Configure Production Shield Work with Stop Words and Key Words Review or Change Database Records Manage Coding Forms Manage Multi-Field Sort Indexes	CASE TOOLS Overview: Case Utilities Index Maintenance Repair Case Databases Back Up/Archive and Restore Case Data More Tag Multiple Documents (Bulk Tagging) Globally Search and Replace Field Data Globally Check Spelling Normalize Data Validate File Paths and System Fields	RESOURCES FAQs: LOCAL DISCOVERY Videos: LOCAL DISCOVERY System Requirements: LOCAL DISCOVERY

Version: 2023.8.12

Last Revision: 11/8/2023