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Backing up a Case in LOCAL DISCOVERY

By Susanne Strong, Content Developer, IPRO Learning Experience Team  As a LOCAL DISCOVERY Super Administrator, do you back up your cases on a regular basis? I, for one, can say that it’s one best practice I implement routinely, especially for large matters.  As a former Summation iBlaze user, I remember the days when I had to back up the cases I was working on every single day, and sometimes, multiple times a day. For me, it’s a process that’s ingrained, kind of like clicking

IPRO Information Governance Release 6.6.3

By Susanne Strong, Content Developer, IPRO’s Learning Experience Team It’s finally here: LIVE EDA and ARCHIVE’s new 6.6.3 release! This includes enhancements, security improvements, and resolved issues. A few highlights from IPRO’s 6.6.3 release are: Keyword Hit Reporting: Now available in IPRO Search, the Keyword Hit Report helps users understand the impact of each keyword selection before data collection. This feature provides more insight into searching before collecting or pro

Susanne Strong

Susanne Strong in LIVE EDA

Leveling Up TRIAL DIRECTOR with the Newest Release

By Kelly Lyons, IPRO’s Learning Experience Team TRIAL DIRECTOR version 2023.8.4 is now available, and it includes some exciting new features that our customers have been asking for! Check out a few highlights: Windows 11 and Windows Server 2022 Certification: TRIAL DIRECTOR is now verified to work with Windows 11 and Windows 2022, providing additional options to our users! Print Snapshots: With the new release, you now can conveniently print right from the context menu item to the

Reassigning Your Learning Center Training

By Kelly Lyons, IPRO Learning Experience Team    Training is key when it comes to effectively using any software. It’s essential that everyone using the technology feels comfortable and fully understands the features and functions available to them. Unfortunately, this can be a challenge as employees leave and enter the organization, or as their responsibilities change. To help with this roadblock, IPRO has developed a simple process for reassigning your training seats, allowing you to

OPEN DISCOVERY – The Wizardry that is Placeholder Images

By Susanne Strong, Content Developer, IPRO Learning Experience Team   When running a production in OPEN DISCOVERY, you may need to create a Placeholder Image for documents that are being produced natively. If that’s the case, the Placeholder Image needs to be created from within the Case Management Module before the production is run. Let’s review the steps.  Upon selecting Case Settings from the needed Processing Case within the Case Management Module,    

QC’ing Data in LOCAL DISCOVERY: The Feature we’ve all been waiting for

By Susanne Strong, Content Developer, IPRO Learning Experience Team   Yep, you heard that right: the ability to Quality Control ingested data has now been added to the Processing Module with the release of LOCAL DISCOVERY version 2023.8.0. This long-awaited feature gives users the ability to fix issues that occur after data has been ingested natively. Finally, being able to do this feels like searching for that elusive parking spot at the mall during the holiday season, being about to

Keyword Management in OPEN DISCOVERY: Bigger, better, and faster than before

By Susanne Strong, Content Developer, IPRO’s Learning Experience Team  Keywords in OPEN DISCOVERY give users the ability to define lists of search terms (including words, phrases, or expressions) and immediately find documents containing those key terms. Keyword searching assists with document review and is a basic text search of all indexed fields.  If you’ve taken a gander at Keyword Management within the Review & Transcripts module lately, you may have noticed how diff

What’s New in OPEN DISCOVERY? In-App Guides!

By Denese Davidson, Technical Writer, IPRO’s Learning Experience Team  You may be asking yourself, what is an in-app help guide? It’s a guide that will assist you in getting the information you need without interrupting the review process.    When in OPEN DISCOVERY, look for this icon  and just click to open it.      Different guides will be available, depending on the topic, including videos, multiple guides in one place, and quick definitions.   

Using IPRO’s New Training Registration Portal

By Kelly Lyons, IPRO Product Learning Experience Team  Whether you’ve just purchased a new IPRO product or you’re looking to brush up on some existing skills, you’ll likely find yourself on the Learning Center, our online training platform. After browsing the site and purchasing the training that works best for you, you might wonder what your next steps are. The Learning Experience Team has got you covered! In this blog post, we’ll discuss IPRO’s new Training Registration Portal. 

The Game Changing New Features in LOCAL DISCOVERY and TRIAL DIRECTOR’s New Release.

By Susanne Strong, Content Developer, IPRO’s Learning Experience Team  LOCAL DISCOVERY and TRIAL DIRECTOR’s 2023.8.0 Release includes some pretty exciting features if I do say so myself.  Here are a few highlights:  LOCAL DISCOVERY  Quality Control (QC) Module: This module gives users the ability to QC ingested data. Here, after enabling advanced processing either during case creation or upon editing a case, users can add, remove, and reprocess documen

Pinning a Column to the Results Grid in OPEN DISCOVERY

By Susanne Strong, Content Developer, IPRO Learning Experience Team  Have you ever had the need to Pin a Column to the Results Grid in OPEN DISCOVERY? I know I have! Like the Freeze Pane function in Excel, the ability to Pin a Column is helpful when the need arises to scroll through only certain columns in the grid while keeping others set to the left or the right side. Lucky for us, an option now exists for doing exactly that.   When in the Results Grid, simply select the Ha

What’s New on the Learning Center?

By Kelly Lyons, IPRO Learning Experience Team    Here at IPRO, we know how important training is for empowering you to most effectively use our products. We’re always striving to make it easier for you to learn. To achieve that end, we’ve recently redesigned our Learning Center to provide an enhanced user experience. Check out some of the changes below, as well as a few key tidbits to help you decide where to start!      Courses by Product 

Favorite Feature in LOCAL DISCOVERY

By Brittany Thaler, ACP eDiscovery  My favorite feature in LOCAL DISCOVERY is the Tally feature.  While LOCAL DISCOVERY may not have all the bells and whistles of analytics like OPEN DISCOVERY, Tally can get you a long way in figuring out what you have in your database, what your timelines look like, and how to tackle your review.        The Tally feature in LOCAL allows you to select a column (such as Custodian) and total up the records you have for each custodian.

ZyLAB Searching Frequently Asked Questions

By Brittany Thaler, ACP eDiscovery  Looking for a little searching assistance? Just can’t remember how to find something? Check out these Tech Tips on searching:  Searching for email between two people: Utilize the emailparticipant field and the One-toOne emailclassification field.  For example: emailparticipant=*dodd* AND emailparticipant=*schneider* AND emailclassification= One-to-One. Watch the Finding Emails between Two People video for a visual walkthrou

Susanne Strong

Susanne Strong in ZyLAB

ZyLAB On a Mission

By Brittany Thaler, ACP eDiscovery  Looking for more ZyLAB ONE content on the Learning Center?  Freshly added to the mix is our On a Mission Series where you can go for helpful, quick & easy videos that show you how to get things right on track.   On a Mission  While our Help Center is an awesome resource for all things IPRO, sometimes we just need that extra push, a video or simulation, to get that workflow to stick; that’s why we have our On a Mission series. 

Susanne Strong

Susanne Strong in ZyLAB

LOCAL DISCOVERY: Migration Best Practices

By Brittany Thaler, ACP eDiscovery  You are migrating from Eclipse SE to LOCAL DISCOVERY? Awesome! We can’t wait to show you all the features LOCAL DISCOVERY has to offer your workflow efficiency.  We do want to hit hard on a few key points; this is a pertinent WORKFLOW WEDNESDAY.   This blog isn’t about how to migrate (that can be found here) but rather a best practice workflow once you have completed the migration of one, any, or all of your cases.   Once cases ar

Susanne Strong

Susanne Strong in LOCAL DISCOVERY

A Different View in LIVE EDA

By Brittany Thaler, ACP   LIVE EDA Search interface is composed of different views and tabs, each designed to provide unique insight into your data.  Where do your eyes go? Here are some of IPRO’s favorite ways of looking at data:  Document View: This view displays all your archived documents.  You can set this view to your preferred way of working, viewing, previewing, and searching documents. Be sure to save the changes you make for sorting and displaying before closing you

Susanne Strong

Susanne Strong in LIVE EDA

TrialDirector Presentation Shortcuts

By Brittany Thaler, ACP eDiscovery  When it comes to Trial presentation, time is limited. To increase your efficiency, try some of our Team’s favorite shortcuts in Presentation:  -AD or -AE Using one of these commands will admit the current exhibit into the Admitted workbook. Save a lot of time using this keyboard command instead of dragging and dropping documents into the folder.   ALT+P This shortcut toggle is for Play and Pause.  I

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

Audio Transcripts for Self-Guided and Recorded Learning

By Brittany Thaler, ACP eDiscovery  IPRO now offers text transcripts for your self-guided and recorded learning courses!   Didn’t catch what we said? Could not understand the accent? Just need to see it in text to comprehend what is going on? Our goal is to provide the right education, at the right time, and in the right way; and, like always, we have you covered!  Located in the upper right corner of your lesson, you will notice there is a “details” arrow and a pap

Susanne Strong

Susanne Strong in Learning Center

OPEN DISCOVERY: Customizing an Import Series

By Susanne Strong, Content Developer, IPRO Learning Experience Team  Upon creating a Processing and Review Case in OPEN DISCOVERY, an Import Series is auto-generated. This import series is needed to ingest data into Review. This feature contains the fields required for metadata along with the options for the BEGDOC number to be included in a desired Review Case. While the creation of the initial Import Series is automated, you can always create a customized Import Series, should t

Susanne Strong

Susanne Strong in OPEN DISCOVERY

Uploading Data to Self-Service and Media Manager in OPEN DISCOVERY

By Susanne Strong, Content Developer, IPRO Learning Experience Team  There are a few methods for uploading data into OPEN DISCOVERY. Two of the modules are Self-Service and Media Manager. Each has distinct advantages when it comes to file types, the ability to upload, and customizations.    Here are a few helpful tips to keep in mind when uploading:  Self-Service:  Did you know there’s no limit to the amount of data you can upload through Self-Service?

Susanne Strong

Susanne Strong in OPEN DISCOVERY

Alias is not the plural of Alien: a Feature in TRIAL DIRECTOR

By Brittany Thaler, ACP eDiscovery  “OMG!?! My wrist is killing me!” Has this thought ever crept into your head while linking exhibits in your transcript? I mean, we likely say this when it comes to redacting, but hyperlinking?!? If your transcript marks a never-ending list of exhibits or simply just needs a lot of references, you don’t need to manually insert every link, one by one: Instead, use an alias! Not aliens, alias.    In TRIAL DIRECTOR, aliases allow you to link a doc

Susanne Strong

Susanne Strong in TRIAL DIRECTOR

Quick Reference Guides to Help with Searching in OPEN DISCOVERY

By Susanne Strong, Content Developer, IPRO Learning Experience Team  Are you a reviewer in OPEN DISCOVERY who often finds yourself in need of a little help when it comes to Searching? Whether you’re in the Visual Search Dashboard, Advanced Search or simply trying to create a text search, we’ve got just the thing to help! IPRO has created Quick Reference Guides for Visual Search, Advanced Search, and Quick Search which can make your life a lot easier.  When it

Susanne Strong

Susanne Strong in OPEN DISCOVERY

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