-
Getting started
- Quick start guide
- What's new?
-
Training
- Training Courses
-
Working with documents
- Documents and files
- The Documents page
- The Document viewer
- Annotations and redactions
- Document links
- Exporting documents
- Document metadata
-
Collections, Binders and Bundles
- Understanding Collections
- Using Collections to work with documents
- Exporting Collections
-
Chronology and Characters
- Working with Chronology events
- Exporting Chronology data
- Characters
-
Transcripts and Designations
- Uploading transcripts
-
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
-
Projects
- Project management
- Working with projects
- Data visualisation
- Working with tags
-
Worksheet management
- Using Worksheets
- Worksheet configuration
-
Using Search
- The Search page
-
Administration
-
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
-
User management
- Frequently Asked Questions
-
Using AI
- Document management with AI
- Transcript management with AI
- AI video guides
-
Portals
- Designing Portal pages
-
Procedural Timetable and Tasks
- Procedural Timetable
- Tasks