Help Pages

The table below contains links to all the eDiscovery Platform help pages, order within each menu tab.

FREQUENTLY ASKED QUESTIONS

FAQs

LOGGING IN

Login Page 

HOME

Main Case Display

Case Details 

CASE

Contacts 

Add Case Documents 

• How to Self-Upload Native Files

• How to Self-Upload Productions with Load Files

• Metadata Mapping of .dat files for Production Uploads

• How to Validate an Upload Batch

• Third-Party Upload: Clio 

Download Briefcase 

ANALYSIS

Case Assessment

Case Analytics 

Custodians

Facts & Issues

Case Notes 

Search Term Report

Auto Redaction 

SEARCH

Search (OpenSearch) 

BROWSE

Browse/Search

Near Dup Groups

Email Threading

DISCOVERY

Review Sets

Production Job

MANAGEMENT

Manage Custom Doc Fields

Split PDFs

User Profile

Manage Password

Third Party Applications 

ACCOUNT

Manage Users

Manage Cases

Manage Billing 

Manage Custom Case Fields

Audit Doc Access

Case Deletion

DOCUMENT VIEWER

Document Viewer

Redaction 

Annotation 

Document Comparison Tool 

CoPilot 

MISCELLANEOUS

Account Billing

Automated Notification of Processing Completion 

Demos and Custom Trainings

Excel 101

Free Upload Policy

Limited Users 

Professional Services

TECHNICAL NOTES

See the full list of technical notes here.