Product Support | UK

Working with Files 2

• Uploading Files
• Downloading Files

Custom Views and Search 2

• Finding Documents & Channels
• Switching Views

Account Preferences 2

• Setting Up Your Account
• Email Notifications

Preparing Documents for Upload 2

• Inserts & Replacements
• Upload Guide

Checklists 2

• Arbitration E-Bundle Checklist
• Litigation E-Bundle Checklist

Creating 3

• Creating Basic Annotations and Notes
• Replying to Notes
• Strategic Hyperlinking From an Annotation

Copying 2

• Copy Text from a Document or Transcript
• Copy Mode

Reviewing 3

• Notes Tab
• Sharing Notes
• Filtering Notes When In a Document

Tagging 2

• Note Tags - Creating and Applying
• Highlight Mode

Creating 2

• Adding a New Character
• Adding Documents and Transcripts to Characters

Hyperlinking 2

• Linking Chronology Entries to Characters
• Linking Notes to Characters

Navigating 1

• Customising the Characters Tab

Bulk Organise 1

• Using Bulk Organise

Chronology 4

• Adding to a Chronology
• Chronology Filter
• Exporting a Chronology
• Managing a Chronology

Custom Bundles 4

• Adding Hyperlinked Documents to a Custom Bundle
• Creating Custom Bundles
• Populating a Custom Bundle
• Viewing/Amending Custom Bundles

Exports and Printing 6

• Documents
• Export Manager
• Index (Metadata)
• Notes Report (with Documents)
• Search Report (with Documents)

View all 6

Hyperlinking 2

• Referencing Overview (Hyperlinking)
• Show Links Tool

Searching 6

• Advanced Searching
• Applying Tag to Search Results
• Basic Searching
• Exporting Search Report
• Searching through Metadata (Find)

View all 6

Tags (Documents) 3

• Document Tags - Applying
• Document Tags - Creating
• Reviewing Tagged Documents

Transcript 4

• How to Pause the Realtime Transcript
• Realtime Chat Functionality
• The Transcript Wall
• Transcript Navigation

Troubleshooting & FAQs 10

• FAQ - Clearing Your Browser Cache
• FAQ - Exports
• FAQ - Functionality Not Working
• FAQ - How can I create Expert/Witness Packs? (L)
• FAQ - Login Issues

View all 10

Video Tutorials 14

• Advanced Searches
• Characters - Adding a New Character
• Chronology - Adding a New Entry
• Creating Notes and Annotations
• Custom Bundles

View all 14