LOCAL DISCOVERY: Administrator Learning Path

LOCAL DISCOVERY: Administrator Learning Path

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What You Will Learn in the LOCAL DISCOVERY Administrator Series Path:

  • Case Management Module
    • Managing Access & Security
    • How to add a User, Group, and Client
    • How to create and edit a Case
    • Common case creation workflows
  • Administration Module
    • Import load files
    • Common workflows
    • Creating and managing batches
  • Processing Module
    • How to ingest native and image files
    • How to utilize the QC Module
    • How to bulk TIFF and bulk OCR
    • Common workflows
  • Review module
    • Advanced walkthrough of Review Module
    • How to add a Redaction and a Smart Folder
    • How to edit field data in Case and Record View
    • How to tag records
    • How to conduct searches
    • Working with Transcripts
    • How to send documents to Fact Management/Presentation
  • Productions, Exports, Reports, & Utilities
    • How to create a Production
    • Common production workflows
    • How to export case data
    • How to run reports
    • Utilizing Utilities features
  • Fact Management Module
    • How to edit case details
    • How to add a Party, Issue, Designation, and Exhibit Label
    • How to add and associate Facts, Cast members, and additional documents
    • How to create Workbooks
    • How to add Transcripts
    • How to create Clips
    • How to review Issues
    • How to run Reports

LOCAL DISCOVERY: Administrator Case Management Module
LOCAL DISCOVERY: Administrator Case Management Module
Gain an advanced understanding of Managing Groups, Users, Clients and Cases
Not currently available
78 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Case Creation Administration Case Management Admin
LOCAL DISCOVERY: Administrator Administration Module
LOCAL DISCOVERY: Administrator Administration Module
Gain a deep understanding of how to Ingest 3rd Party Data and further manage your cases
Not currently available
7 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Administration Admin
LOCAL DISCOVERY: Administrator Processing Management Module
LOCAL DISCOVERY: Administrator Processing Management Module
Gain an advanced understanding of how to Ingest Natives and Images, Bulk Imaging and OCR, and Scan
Not currently available
42 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Ingestion Administration Processing Admin
LOCAL DISCOVERY: Administrator Review Module
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
Not currently available
17 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Review Admin
LOCAL DISCOVERY: Administrator Productions, Reports, & Exports
LOCAL DISCOVERY: Administrator Productions, Reports, & Exports
Gain a deep understanding of how to create a Production Set, Export Case Data and Run Reports.
Not currently available
1 hr 23 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Administration Productions, Promotions & Exports Admin
LOCAL DISCOVERY: Administrator Fact Management Module
LOCAL DISCOVERY: Administrator Fact Management Module
Gain an advanced understanding as to how to Manage Facts, Cast, Workbooks, Evidence, and Create Associations
Not currently available
25 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Fact Management Admin End-User
LOCAL DISCOVERY: Administrator Learning Path Certificate
LOCAL DISCOVERY: Administrator Learning Path Certificate
Not currently available