Welcome
For people new to Catalyst, we welcome you to this training program for New Users. The information located here will help you get started and make your experience with Catalyst a positive one. Just click through the pages and the links that are provided here.
Catalyst Support
The Catalyst Support Site is your number one resource for product information, announcements, frequently asked questions, training videos, manuals and more. You can access the site here support.catalystsecure.com.
Additionally, you can reach our Support Department anytime. Call, email or chat with support. Any request that you make will be documented in our ticketing system and we will try to resolve your issues as quickly as possible.
Click here to download and print our support contact page for quick access to support information.
Click here to learn more about Catalyst’s support.
Quick Product Information & Guides
Quick Guides to Print
Here are some guides to help you get started quickly. You can print them out and refer to them when needed.
- CR Quick Reference Guide: a guide to show you the lay of the land of Catalyst CR’s main pages that you will use: Settings, Search, Results, Documents & Forms, and Review.
- CR Quick Reference Guide for Reviewers: this guide will focus more on the pages a reviewer will work with on CR: Settings, Review, Dynamic Folders, Linked-to Documents and Redaction.
- Quick Guide to Catalyst XE: the Quick Guide to XE includes navigation tips on the Home Page, Documents, Calendar, Cases and Searching.
Guides
The Catalyst Guides are available to you from your site, under the Search Wizard page in CR and under Help in XE. These guides are full of screen-shots and details on how to do anything you need to do in our applications.
The guides for CR are:
- CR User Guide: the main guide to CR for all users.
- CR Search Guide: a guide to help you search in CR.
- CR Administrator’s Guide: a guide just for Administrative users.
- CR Assigned Review Module Administrator’s Guide: a guide strictly for the users who will setup and manage projects with the Assigned Review Module.
The guides for XE are:
- Catalyst XE User Guide: the main guide to XE for all users.
- Catalyst XE Administrator’s Guide: a guide just for Administrative users.
Click here to access all of the guides.
Training
As a new user, you will attend a training session for your specific site. We have several additional training options available to you. First, we have several short training videos that go over various features. These are organized in the following groups:
CR Training Videos
- All CR Users
- CR Administrators
XE Training Videos
- All XE Users
- XE Administrators
Click here to access our training videos.
Training Options
We also offer a number of certified programs. These include CR Certified Trainer, CR Certified Reviewer and Certified Search to name a few. More information about our training options can be found in the training section of our support site.
Get Started
We've prepared a list of our most frequently asked questions from new users and new administrators. These, along with any other questions and answers can be found on our support site here.
We are delighted to have you as a new user to Catalyst. Please never hesitate to contact us with any questions, comments, or suggestions. We listen to our clients and it's you who make our products better. Contact us any time at support@catalystsecure.com.