Review

FIRST STEPS

Overview: Review Module

Overview: Case View Pane

Overview: Document Details Pane

Customize the Review Workspace

Workflow: Review a Case

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CASE FOLDERS AND FILES

Overview: Case Folders and Files

Overview: Administrative Folders

Overview: Personal Folders

Overview: Journals

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CASE RECORDS

Overview: Case View/Case Table

Work at the Case-Level in Case View

Work on Records in the Case View/Case Table

Get Started in Record View

Work in Record ViewKeyboard Shortcuts: Case View

Send Documents to Fact Management and Presentation

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DOCUMENT TAGGING

Tags and Related Documents

Tag a Document or Page

Set Tagging Options

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CASE DOCUMENTS

Overview: Image Tab

Use the Quick View Tab

Copy, Print, or View Extracted Text on the Extracted Text Tab

View and Print Production Documents on the Production History Tab

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SEARCH

Overview: Search

Enter Search Expressions

Build Multi-part Search Expressions

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REPORTS

Overview: Reports

Generate, Export, and Print an Affidavit/Responsive Report

Generate, Export, and Print Case Management Reports

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EXPORT

Overview: Export and Replicate

Export Case Data

Replicate a Case

Work in a Replicated (Mobile) Case

RESOURCES

FAQs: discovery ][ Local

Videos: discovery ][ Local

System Requirements: discovery ][ Local