Every review is different, but here at Catalyst, we'd like to help and guide you through the process of using our applications for your specific needs.

Over the years, we've collected  a number of great questions and answers, tips, and best practices from our clients, users, and Catalyst staff. In this section we share the very best of these resources with you. We hope you find them helpful as you use our products.

Below you will find a collection of our Catalyst Tips of the Month. If you have a tip you'd like to share, email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Training Tips

1. Forms Admin – Associated Fields, how they work

Associated fields must be active (visible and/or enabled) when you click SAVE or Save&Next in order for the changes to that field to take effect. It is most often an issue in a QC stage of a review when values are being changed (like the priv/privbasis fields).

For example, a reviewer marks a document as Privileged and this makes active the PrivBasis field. The reviewer then chooses the basis Attorney Client in this PrivBasis field (again this is only visible when the Privileged field is marked as Privileged). If the reviewer decides this is not the appropriate code and needs to remove the checkbox from PrivBasis, he must click Save before changing the Privileged field to NotPrivileged, or some other value than Privileged.

2. Forms Admin – Required Fields

When selecting to make a field required on a form, remember that if the field has a default value, it’s not going to require the user to change the value. In other words, fields with default values already have them selected, so making them required doesn’t do anything. The ReviewStatus field is often a good example of this - with 1-NotReviewed already being selected on all records.

3. Redaction - Finding Redacted Documents

By using the fields RedactedInformation or RedactionInfo, you can run searches on your site using the not empty operator to find all documents that have redactions. Check to see what the field name is on your site and use that field to run searches for your redacted documents.

4. Redaction – Multipage Documents Save as you Go

Did you know that in the Redaction Module, as you draw redaction boxes over text in your documents, it’s the paging mechanism that saves the work done on a page-by-page basis? If you are redacting a 100-page document, and you lose your Internet connection, it is saved as an in-process redaction, and your work will not be lost. Just go back to the Redaction Module and start with the In-process redaction document, rather than the original. Remember to click Save & Return when you are done to save it as the final version.

View our past training tips.