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User Guide (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)
View all 6
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
View all 14
Troubleshooting and FAQs
10
FAQ - Login Issues
Clearing Your Browser Cache
FAQ - Managing Your Account
FAQ - Exports
FAQ - Sharing Notes
View all 10