Product Support | UK

Preparing Documents 2

• Upload Guide
• Inserts & Replacements

Tags 3

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

Transcripts 4

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

Annotating and Collaborating 8

• Creating Basic Annotations and Notes
• Sharing Notes
• Replying to Notes
• Creating and Applying Note Tags
• Strategic Hyperlinking From an Annotation

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Searching 6

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

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Custom Bundles 4

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

Exports and Printing 7

• Exporting Documents
• Export Manager
• Exporting a Search Report or Documents From Search Results
• Exporting a Notes Report or Documents From the Notes Report
• Exporting a Chronology

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Referencing Overview 2

• Referencing Overview
• Show Links

Chronology 3

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

Characters 5

• Adding a New Character
• Customising the Characters Tab
• Linking Notes to Characters
• Adding Documents and Transcripts to Characters
• Linking Chronology Entries to Characters

Video Tutorials 14

• Load File Preparation
• Navigating Documents - Video
• Advanced Searches - Video
• Custom Bundles - Video
• Document Tags - Video

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Troubleshooting and FAQs 10

• FAQ - Login Issues
• Clearing Your Browser Cache
• FAQ - Managing Your Account
• FAQ - Exports
• FAQ - Sharing Notes

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