- Review
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Introduction to the Review Module 4 min
- Review Button Options
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Review Button Menu
- Searching in Review
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Introduction to Searching in Review 2 min
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Quick Search
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Advanced Search
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Search Expression
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Relationships 1 min
- Work in the Case and Record Views
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Edits to Field Data 2 min
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Edit Grid Display 1 min
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Create & Apply an Index
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Tally 1 min
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Merge Records
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Split Records
- Case Folders Pane
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Working in the Case Folders Pane
- Document Details Pane
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Work in the Document Details Pane - Image Part 1
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Work in the Document Details Pane - Image Part 2
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Work in the Document Details Pane - Text, Quick View, & Productions
- Working with Tags
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Introduction to Tagging in Review 1 min
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Tag Palette
- Sending Documents to Fact Management/Presentation
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Sending Records from Review to FM/TrialDirector
- Transcripts in Review
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Introduction to Transcripts in Review 2 min
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Transcripts in Review
- Assessment
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Review Assessment 2 min
LOCAL DISCOVERY: Administrator Review Module
Gain an advanced understanding of the Review Module including: The Layout, Review/Edit Fields, Tagging, Foldering, Annotating, Searching, Transcripts, Send to Fact Management/Presentation
What You Will Learn:
1. How to edit the Grid Display
2. How to add a Redaction
3. How to add a Smart Folder
4. How to edit field data in Case and Record View
6. How to tag records
7. How to conduct searches
8. How to add a transcript
9. How to send documents to Fact Management/Presentation
***PLEASE NOTE:*** Self-guided courses purchased a la carte will expire 60 days after registration. Annual subscription-level access to this course expires one year from date of subscription purchase.