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,
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
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.
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
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
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?
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
By Brittany Thaler & Heather Stewart
As a Client Success Manager at IPRO, Heather Stewart works with a lot of customers who are moving from IPRO’s Eclipse SE legacy product to OPEN DISCOVERY. People want to know not just “How do I optimize my use of OPEN DISCOVERY?”, but also “How do I set myself up for success?” Today’s question is about case database directories and maintaining clean file structures. We asked Heather to share her knowledge and expert tips about this topic.
Making the Leap from Eclipse SE to OPEN DISCOVERY
By Brittany Thaler, ACP eDiscovery
In the ever-evolving field of eDiscovery and the massive influx of content coming through our litigation and investigation doors, we need to be in the know and prepared to take whatever changes come along in the process. That includes making changes to the software and workflows we use on a continuous basis.
I lost your attention there, didn’t I? A big wall went up and
Recent Enhancements to Job Manager in OPEN DISCOVERY
By Kelly Lyons, IPRO Product Learning Experience Team & Scott Kirk, IPRO Product Manager, OPEN DISCOVERY
We are excited to introduce our newest Job Manager release! This point release is customer-feedback driven. You asked and we’re delivering. These latest enhancements will lead to:
increased visibility into submitted jobs
better workflow management
greater flexibility
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Earlier this Spring, IPRO’s OPEN DISCOVERY released version 2022.10.0. This update includes robust new features sure to knock your socks off! It also adds several major updates to the environment, all of which we're ecstatic to share with you. This update incorporates:
Transcripts
Load to Review: Import Series
Performance Management
Hybrid Productions
Transcripts
This long-awaited featu
Have you Heard about IPRO’s Hybrid Model? Do You Want the Inside Scoop?
By Lori Bregenzer, Client Success Manager, IPRO’s Customer Experience Team and Susanne Strong, Content Developer, IPRO’s Learning Experience Team
The term hybrid cloud has become a buzzword across the SaaS industry, but do you know what it really means?
A hybrid model is designed to combine a host of software options to provide a perfect solution for every situation.
IPRO
By Susanne Strong, Content Developer, IPRO’s Learning Experience Team
You know what they say, times, they are a-changing. If you need proof of that, just take a peek inside of Case Settings in your Processing Case, within Case Management. Here, you’ll find several items which were ported over from eCapture. These hidden gems will make your life a heck of a lot easier!
In eCapture, editing your Processing Case is somewhat complex and unless you’re an eCapture guru, it can be
By Brittany Thaler, ACP eDiscovery
As an administrator of Open Discovery (fka discovery ][ Enterprise), it is common to receive already processed data in the form of PDFs named per Bates Number. It is helpful to keep this data in the grid and be able to search for it efficiently. Best case is that the Bates Number becomes the BegDoc number but how do we accomplish this?
Well, today is your lucky day! In this Workflow Wednesday piece, we will wa
By Brittany Thaler, ACP eDiscovery
Best practice says to keep a valid chain of custody for our media and storage files. Are you doing this in Media Manager? If so, are you adding necessary details to keep that chain of custody valid and informative? Would you be able to find that physical device in, let’s say, 5 years?
Media Manager allows Administrators to attach images and other attachments (like a shipping manifest). For us at IPRO, we recommend using these options e
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Do you use Keywords in OPEN DISCOVERY? If not, you’re missing out! Keywords give you the ability to define lists of search terms and immediately find documents containing these key terms. Keyword searching is a basic text search of all indexed fields and can assist with document review.
If you’re looking to get the most out of a keyword list after creating it, you can do so by exporting the list or running
By Brittany Thaler, ACP eDiscovery
Considering upgrading to OPEN DISCOVERY 11.0? Why not!?! OPEN DISCOVERY 11.0 has so much to offer, including:
Enhanced Document Navigation – Document navigation streamlined and more intuitive to get reviewers up to speed faster.
Updated "Save & Next" button replaced with an “Arrow” to function as a save and move to the next document while taking up less real-estate on screen.
By Susanne Strong, Content Developer, IPRO Learning Experience Team
Have you been wanting to dive into Analytics in OPEN DISCOVERY (fka discovery ][ Enterprise), yet been a little nervous about where to start? There’s no need to fret! Here at IPRO, the Learning Experience Team has covered all the bases! From configuring analytics to analyzing each one in the Relationships Pane to setting up effective searches to glean in on only the ones you want to review – OPEN DISCOVERY has it all.
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