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Catalyst provides partners, clients and users with access to many training help videos and recorded training sessions.
Click on the links on this page to view training videos for Catalyst CR. To access training for Catalyst XE, click here.
Power Search new! Run hundreds (or even thousands) of searches at once using Power Search. You can get hit counts, folder results and run reports to assist in developing a key terms list with a click of a button.
FAST Track Processing new! With Catalyst’s FAST Track processing, you can zip your native files, FTP them to us and watch them appear on your site in a matter of hours. Watch this video to see how easy it is.
All CR Users
Assigned Review Module With Catalyst CR 7.0 we have released an Assigned Review Module that makes it easy for individual reviewers to work through their assignments. As they review, documents automatically move through the review workflow. (Time 6:17)
Catalytics CR 7.0 provides results-driven analytics to assist in case analysis and assessment. Create complex searches across any volume of documents. Analyze results by key concept, key fields or key text information extracted from the results. This video guide will show you how to take advantage of these capabilities. (Time 4:57)
Redaction Module Our redaction module allows reviewers to redact documents as they review and to create redaction sets. For native files, we allow you to convert them to PDF before redacting. This video guide shows you how to use our redaction module. (Time 11:30)
Search Folders Folder searches allow a focus search within public, private and shared folders on specified fields previously set up by the site administrator. (Time 4:05)
Shared Folders Shared folders are an addition to the existing Public folders and Private folders that are currently available. They allow users to create folders and share them with specific users. Unlike Public folders, that all users can see, or Private folders, that are only available to the individual user, Shared folders are a combination of the two, giving the user the ability to select who they want to share the folder with. (Time 17:10)
Translations Catalyst allows you to search, review and analyze documents in more than 70 languages. With the release of CR 7.0, we have expanded our foreign language capabilities to include translation on the fly as well as a translation assistant. This video guide will explain how to use these new features. (Time 1:56)
Administrative Users
Administrative Functions Catalyst CR has a number of options open to site administrators. This video guide will cover default fields, default display, filed names, audit trails, highlight administration and non-indexed documents. (Time 16:19)
User Administration Module Our User Administration Module allows site administrators to manage users on the site along with review forms, private fields, and security groups, This video guide will help you learn to use these new and powerful management features. (Time 17:20)
Forms Administration Forms Administration is available for Administrators who want to edit or create new forms on CR. Listen to this video to learn about this powerful feature and read the chapter on Forms Administration in the CR Administrator’s Guide. (Time: 13:31)
Batching Module The batching module allows certain users to create batches of documents and folder those documents in public or shared folders. This guide will show you how to assign equal batches of documents to review teams in order to conduct quick review of documents. (Time 5:59)
Assigned Review Module for Administrators The Assigned Review Module gives administrators greater control over the review process. This video will show you how to set up a review project and take advantage of the many features offered with assigned review. (Time 12:59)
Redaction Administration Module Our redaction module's admin capability allows assigned redaction admin users to create redaction sets, create redaction shortcuts via buttons, and to review redactions within each redaction set. This video guide shares with you how to take advantage of these capabilities in the conduct of document review. (Time 9:18)
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