Onboarding - Project Administration

Links to articles that can help expedite the onboarding process for new Reveal users.

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

Troublshooting

• Troubleshoot Login