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We've prepared a number of resources and best practices of using our application for your review. Use the links below to view and download our recommendations.
Read about potential options for your CR site, both before setup time and what you can customize yourself through the application interface. This Best Practices document also provides information on features that can be turned on or off at a site level.
Near Duplicates and Email Threading are identified by Equivo processing. Read about how to use this information in the attached document. These best practices serve as a guide to planning, managing, and executing review projects in the CR Review Module. Tips on setting up the module, creating effective forms for your reviewers, and common mistakes to avoid are also provided.
If you are trying to decide the best method to run your review through Catalyst CR, see Best Practices to help you make that decision. Catalyst has options and with this guide, you can determine which strategy is the best for your project.
Productions can be tricky. Read the Production Guide to make sure you go through the proper steps to ensure you don't produce privileged documents, you check for consistent coding of families, you are not producing documents that have already been produced, and other mistakes. Use the checklist at the end to make sure you have completed all of the QC steps.
For text searching within Static (Public, Private and Shared) Folders, follow these simple steps.
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