Onboarding - Project Administration

Company Administration

• Create and Manage a Company - Reveal 11

• Create Users - Reveal 11 & Review Manager

• Manage Users - Reveal 11 & Review Manager

Project Permissions

• Create Teams

• Create Roles

• Create Role Groups

• Set User Team Membership & Permissions

• Permissions Administration

Project Assignments

• Create & Manage Assignments

Project Fields

• Manage Fields

• Create Pick List Fields

• Create Custom Relational Fields

• Make an ID Field Searchable

• Create and Use Search Profiles

Project Tags

• Create & Manage Tags

• Tag Validation Rules - Set, Test & Use

Project Redaction Labels

• Manage Redactions

Project Wordlists

• Create & Manage Wordlists

Project Work Folders

• Create Work Folders

• Set Work Folder Permissions

Project Settings

• Manage Default Project Settings

Uploading Data

• Upload Data

Project Reporting

• View Project Statistics

• Tagging Reports

• Custodian Reports

• Reviewer Reports

• Document Reports

Team Documents

• Team Documents

Direct Data Upload to R11 Web

• Upload Data

• Security Policy for Files Uploaded

Review Manager Project Admin

• Review Manager Functionality Matrix

• Create Document Text Sets

• Index Data

• Using Is Native File Function

• Bulk Image Documents

Troubleshooting

• Troubleshoot Login