Reference Guides

20a. How to create organization redaction categories
Each organization that uses the system has the option to designate certain users as Organization Admins. This guide will cover how to use the Redactio...
Sun, 6 Jun, 2021 at 4:08 PM
20b. How to edit user access
Each organization that uses the system has the option to designate certain users as Organization Admins. This guide will cover how to use the Edit Use...
Sun, 6 Jun, 2021 at 4:07 PM
20c. How to use default access permissions
Each organization that uses the system has the option to designate certain users as Organization Admins. This guide will cover how to use the Default ...
Sun, 6 Jun, 2021 at 4:10 PM
22. How to upload a document
How to upload a document to your CaseLines bundle/ Comment télécharger un document dans votre offre lot CaseLines. To view the guide for this topic, pleas...
Sun, 6 Jun, 2021 at 4:35 PM
22a. Accepted file formats for upload
This guide includes a list of the most common file types currently accepted to be uploaded in the system. To view the guide for this topic, please cli...
Fri, 11 Jun, 2021 at 4:10 PM
23. How to review for duplicate documents
When uploading documents, the system uses extensive logic in the background to automatically identify any duplicate documents. The list of possible duplicat...
Sun, 6 Jun, 2021 at 4:36 PM
24. How to use the presentation feature
The Presentation feature allows for a quick and easy way for interested parties to follow their choice of presenter and for users to easily mark and unmark ...
Sun, 6 Jun, 2021 at 4:37 PM
26. How to create departments
Within each organization that uses the system, certain users can be designated as Organization Administrators. As an Organization Administrator, you can set...
Sun, 6 Jun, 2021 at 4:42 PM
27. How to create a sub-bundle of documents
Create a sub-bundle / Créer un sous-lot To view the guide for this topic, please click the link below: https://answers.legalprof.thomsonreuters....
Sun, 6 Jun, 2021 at 4:44 PM
28. How to apply redactions – stage 1
Redacting requires a methodical approach, following three stages.   This guide covers Stage 1 - please access the related guide How to apply redactions ...
Thu, 10 Jun, 2021 at 8:51 PM