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Getting started
- Quick start guide
- What's new?
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Training
- Training Courses
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Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
- Exporting documents
- Document metadata
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Collections, Binders and Bundles
- Understanding Collections
- Using Collections to work with documents
- Exporting Collections
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Chronology and Characters
- Working with Chronology events
- Exporting Chronology data
- Characters
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Transcripts and Designations
- Uploading transcripts
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Managing transcripts and designations
- How to Create a Designation
- How to Export a Designated Transcript
- How to Export Designations
- How to Import Designations
- How to Create a Designation on a Transcript
- How to link a transcript and exhibits
- How to Annotate a Transcript
- How to Edit the Properties of a Transcript
- How to Filter by Work Product
- Transcript exports
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Projects
- Project management
- Working with projects
- Data visualisation
- Working with tags
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Worksheet management
- Using Worksheets
- Worksheet configuration
- Using Search
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Administration
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User management
- Overview of user management
- User roles and capabilities
- Add Users to a Project
- Adding or Removing Users from a Team
- Adding Teams to a Project
- Assigning Project Roles to Users and Groups
- Reset password
- Platform Authentication Options
- Creating a Team
- Creating Project Roles
- Add users to the System
- Managing locked and suspended users
- Removing Teams from a Project
- Resending Activation Link for a User in Platform
- Creating, Updating, and Assigning System Roles
- Account Profile
- Usage and user activity
- Access control
- Project archives
- Integrations
- Single Sign On
- Technical requirements
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User management
- Frequently Asked Questions
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Using AI
- Document management with AI
- Transcript management with AI
- AI video guides
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Portals
- Designing Portal pages