Help Pages

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

LOGGING IN

Login Page 

HOME

Main Case Display

Case Details 

CASE

Contacts 

Add Case Documents 

• Third-Party Upload: Clio 

Download Briefcase 

ANALYSIS

Case Assessment

Case Analytics 

Case Notes 

Custodians

Facts & Issues

Search Term Report

Auto Redaction 

SEARCH

Search (OpenSearch) 

BROWSE

Browse

Near Dup Groups

Email Threading

SHARED FEATURES

Shared Features (Browse & Search)

DISCOVERY

Review Sets

Assisted Review+

Production Job

MANAGEMENT

Manage Custom Doc Fields

Split PDFs

User Profile

Change Password

Third Party Applications 

ACCOUNT

Manage Users

Manage Cases

Manage Billing 

Manage Custom Case Fields

Audit Doc Access

Case Deletion

DOCUMENT VIEWER

Document Viewer

DOCUMENT VIEWER:  Left-Side Panel

HITS

ORIGINAL

HTML 

PAGE

PDF

TEXT 

PRODUCED

TRANSLATED 

REDACTION 

ANNOTATION 

COMPARE 

DOCUMENT VIEWER:  Right-Side Panel

Disc 

Doc 

Notes

Facts 

Related  

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.