LOCAL DISCOVERY User Certification Learning Path

LOCAL DISCOVERY User Certification Learning Path

All LOCAL DISCOVERY Modules - Final Course of Learning Path is an Exam

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What You Will Learn in the LOCAL DISCOVERY User Certification Learning Path:

  • Case Management Module
    • Managing Access & Security
    • How to add a User, Group, and Client
    • How to create and edit a Case
    • How to create a Coding Form
  • Administration Module
    • How to manage batches
    • Import load files
  • Processing Module
    • How to ingest native and image files
    • How to utilize the QC Module
    • How to bulk TIFF and bulk OCR
  • Review module
    • How to edit the Grid Display
    • 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
    • How to add a transcript
    • How to send documents to Fact Management/Presentation
  • Productions & Exports
    • How to create a Production
    • How to export case data
    • How to run a Report
  • 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
  • Presentation
    • How to utilize Data Sync
    • How to work within the Evidence Module
    • How to organize Workbooks for Presentation
    • How to work with Transcripts and Clips
    • How to work within Presentation and Presentation Preview Modes
  • User Certification Exam

LOCAL DISCOVERY: Case Management Module
LOCAL DISCOVERY: Case Management Module
Gain an understanding of Managing Groups, Users, Clients and Cases
Not currently available
30 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Case Creation Administration Case Management Admin
LOCAL DISCOVERY: Administration Module
LOCAL DISCOVERY: Administration Module
Gain an understanding of how to Ingest 3rd Party Data and further manage your cases
Not currently available
12 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Administration Admin
LOCAL DISCOVERY: Processing Module
LOCAL DISCOVERY: Processing Module
Gain an understanding of how to Ingest Natives and Images, Bulk Imaging and OCR, and Scan
Not currently available
24 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Ingestion Administration Processing Admin
LOCAL DISCOVERY: Review Module
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
Not currently available
26 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Review End-User
LOCAL DISCOVERY: Productions and Exports
LOCAL DISCOVERY: Productions and Exports
Gain an understanding of how to create a Production Set, Export Case Data and Run Reports.
Not currently available
26 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Administration Productions, Promotions & Exports Admin
LOCAL DISCOVERY: Fact Management Module
LOCAL DISCOVERY: Fact Management Module
Gain an understanding as to how to Manage Facts, Cast, Workbooks, Evidence, and Create Associations
Not currently available
34 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Fact Management End-User
LOCAL DISCOVERY: Presentation Module
LOCAL DISCOVERY: Presentation Module
Gain an understanding of how to effectively present the work product in your case using the various presentation functionalities.
Not currently available
72 min
LOCAL DISCOVERY Self-Guided Administrator Subscription Basic User Subscription Presentation End-User
LOCAL DISCOVERY User Certification
LOCAL DISCOVERY User Certification
Take the exam to complete your User Certification after taking all of the available LOCAL DISCOVERY courses.
Not currently available
30 min
Exams LOCAL DISCOVERY Basic User Subscription End-User