- Review
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Overview of the Review Module 4 min
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Edit Grid Display 1 min
- Edits in Review
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How To: Add a Redaction 1 min
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How To: Add a Smart Folder 1 min
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Edits to Field Data 2 min
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How To: Edit in Case View 1 min
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How To: Edit in Record View 1 min
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Tagging in Review 1 min
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How To: Tag a Document or Page 1 min
- Searching in Review
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Searching in Review 2 min
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How To: Perform Basic Search Procedures 1 min
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How To: Use Advanced Search 1 min
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Tally 1 min
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Relationships 1 min
- Transcripts in Review
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Transcripts in Review 2 min
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How To: Add a Transcript within Review 2 min
- Sending Documents to Fact Management/Presentation
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How To: Send Documents from Review to Fact Management/Presentation
- Assessment
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Review Assessment 2 min
LOCAL DISCOVERY: Review Module
Gain an 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.