Guided Learning

Videos without audio but with step through examples

Adding Hyperlinks - part 1
Adding hyperlinks and displaying in your review pages
Thu, 23 Apr, 2020 8:48 AM
Adding Hyperlinks - part 2
Reviewing your hyperlinks in Review mode.
Thu, 23 Apr, 2020 8:48 AM
Reviewing Notifications
How to reorder and remove notifications.
Thu, 23 Apr, 2020 8:48 AM
Bundle Pagination Options
Change the way in which your page numbers appear in your case Bundle
Thu, 23 Apr, 2020 8:48 AM
How to search within a case
A video to show how to search within a case in review mode To view the guide for this topic, please click the link below: https://answers.legalprof.thom...
Wed, 28 Apr, 2021 3:53 PM
Granting Case Access
How to grant access to other parties for your case, how you can restrict access and what it means
Thu, 23 Apr, 2020 8:48 AM
Managing your bundle structure
Managing the structure of your bundle.  Find out what changes you can make and how you can influence how your bundle is presented.
Thu, 23 Apr, 2020 8:48 AM
Using the Date Slice and Paste functionality
This video introduces how you can separate a date from a filename and attribute it to the date field on your document detail. Note this functionality ...
Thu, 23 Apr, 2020 8:48 AM
Downloading Notes Commentary
How to download the notes and commentary that you have access to from your case file.
Thu, 23 Apr, 2020 8:48 AM
Creating Notes in your Case File
How to add notes/comments directly into your case file, further videos deal with adding notes into your review mode
Thu, 23 Apr, 2020 8:48 AM