Frequently Asked Questions
Review and Admin Questions
Uploads and Production Questions
Homepage
Homepage Articles
Search
Creating Searches with the Query Builder
- Search Overview and Examples
- Building Logical Queries
- Searching Through the Content of Documents
- Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
- Searching by Bates Number (or Doc ID)
- Searching Metadata
Search Term Reports
Results Table
Results Table Articles
- Results Table Overview
- Preview a Document
- Results Table Toolbar
- Results Table Toolbar: Batch Actions
- Results Table Toolbar: Grouping
- Results Table Toolbar: Refresh Search Results
Review
Review Window Features and Image View
- Review Window Layout
- Toolbar
- Navigation and Document Scrolling
- Metadata
- Coding Panel
- Coding Presets and Code as Previous
Text Document Review
Native Document Review
StoryBuilder
StoryBuilder Tools
Messaging
Sharing Documents and Message Center
Case Admin
Case Administration
- Importing Codes and Other Review Product
- Production Mode and Custom Redaction Stamps
- Users and Groups
- Organizations
- Codes and Coding Rules
- Setting up Persistent Highlights
Assignments
- Introduction to Assignments
- Reviewer Focused Assignment Help
- Administrator Focused Help - Creating Assignment Groups
- Administrator Focused Help - Modifying and Managing Assignments
- Daisy Chaining Assignments Together
- Sample Assignment Workflow - Substance Review
Predictive Coding
Analytics
Closing a Case
Billing
Uploads
Uploading Documents
Canonical Metadata Fields
Production
Producing Documents
Product Updates
Release Notes
- Principal Changes of the 4/21/2017 Release
- Principal changes of the 2/16/2017 release
- Principal changes of the 12/12/2016 release
- Principal Changes of the 8/26/2016 Release
- Principal Changes of the 7/22/2016 Release
- Principal Changes of the 05/13/2016 Release
In-Product Explanations
Predictive Coding
See What's New
See What's New- April 2017: Improved persistent highlights and more. Catch up here.
- Check out previous release notes
Announcements
Announcements- We recently completed a SOC 2 Type II security audit. Read what our Director of Policy and Compliance has to say about it here.