Create New Managing Clients and Clients

Complete the following steps to define managing clients and clients in ADDAutomated Digital Discovery.

Note : In the ADD configuration pages, required entries are marked with a red asterisk, *.

1. Get started:

   1. Review About Managing Clients and Clients.

   2. Gather the following information:

   • Names for managing clients and clients – consider naming conventions to help ensure consistency and clear identification.

   • For each client, make sure the needed managing client is defined first. Also, a data directory1For Process cases, this is the equivalent of the eCapture client directory, in which all discovery/processing/ export information is stored. For review cases, the data directory stores all database-specific files and other files required for the case. is required . This is an existing folder in which case and related files are located. It must be a UNCThe Universal Naming Convention (UNC) is a way to identify a shared file in a computer without having to specify (or know) the storage device it is on. path and a location to which all ADD products and components have access.

2. Click Case Management on the ADD Home page (or Case Management on the main menu).

3. In the left pane of the Case Management page, click Case Management, and then continue with step 4 and/or step 5.

4. To create a managing client:

   1. Click in the Managing ClientManaging clients provide the basis of the relationship between cases and reviewers (groups and users). This can be thought of as a one-to-one relationship. For example, the law firm is called Attorney Group Limited, PLLC, and it would have multiple managing clients (Globex, Consolidated Industries, etc.). These managing clients will then have their own clients and cases. For Service Providers, who host their own multiple customers, all clients may be associated with a single managing client. For example, the managing client is called Service Providers, Inc., and it may have one or more clients that are associated with it. These managing clients will then have their own clients and cases. column and select Add Managing ClientThe highest level in the ADD hierarchy. A Client is required to create a case..

      Note: Click the button on any existing managing client. For new installations, only the UNASSIGNED managing client will be listed2The UNASSIGNED managing client can be renamed and used or can be deleted after you have at least one other managing client.. The UNASSIGNED managing client can be renamed and used, or can be deleted after you have at least one other managing client

   2. Enter the needed name and click Save.

5. To create a client:

   1. Click in the Managing Client column and select Add Client.

   2. Enter the client’s name.

   3. Optional: Select a different managing client.

   4. Enter the needed data directory (full path and folder name in UNC format). The folder must exist.

   5. Optional: To define a new case for this client immediately after defining it, select the Launch Create Case on Save option.

   6. Click Save.

6. Repeat these steps to define additional managing clients and clients.

Note: Additional (product-specific) details can be defined in ADD Review and ADD Processing.