Create a Project

Projects in Reveal are databases often equivalent to a specific legal matter, investigation, or analytical assessment. A project is where users review and classify documents for analytics and production.

A Company is required in order to create a new Reveal project. Users assigned to the company may then be assigned to projects created within that company and given appropriate role permissions. Clients can be created within the company as well to facilitate billing reporting.

Create your project

In Reveal, there are multiple locations where you can create a project:

• The landing page

• In landing page > Projects

• In landing page > Companies > Projects

In any of the above three areas:

1. Press +Create Project.
    

2. In the Create Project modal:

   2. Name: Name your project. Project names may be descriptive and can include spaces and certain special characters.

      Note

      The following characters are not permitted in project names:
      \ / : * ? " | ' { [ < } ] > �

   3. Id: Type a short alphanumeric ID for the project.

   4. Company: Assign a company to the project using the dropdown.

   5. Client: Assign a client to the project.

   6. Features: Select which of the below features to use for your project.

      1. Enable Document-Level Security – Extend Reveal security for Document Access to individual documents.

      2. Use as Template for Future Projects – Name and reuse your project settings.

   7. Time Zone: Set the time zone for project data in Reveal and Processing to automatically normalize email metadata shown in HTML, extracted text and tiff-on-the-fly views to match the time zone that is set for your project here. Reveal will also normalize email metadata shown in images when performing a production or print job.

      Warning

      A project’s time zone cannot be changed after case creation.

   8. Processing Template: Select an existing Processing project template from the dropdown.

3. Click SAVE to create your project.

A “creating project” status box will open as Reveal sets up various components to your project including processing, database, and analytics. When complete, the project can be loaded and is ready to be populated with data for review.