Best Practices: Basic Training
Organize documents or pages with customizable and color-coded issue tags.
Mark documents privileged or confidential.
Import documents directly from USB drive, cloud storage, Citrix, Microsoft One, etc.
Import Adobe PDF files.
Apply customized Bates numbers to hundreds or thousands of documents quickly and easily.
Highlight, annotate, redact, and zoom.
Create virtual “sticky notes “.
Instant reports that include Bates range, notes, tags, and issue codes.
Search through the case for the file name.
Organize documents into witness or issue folders.
Share the case file with other users using the cloud or USB.
