Getting Started: Project Setup
Once a Company, Client and Project are created under Instance Setup,
the Project Setup pane contains the functions that you need to prepare the structure of a new case including the creation and assignment of Users, Templates, Fields and Mappings;
the Import pane functions ingest document, image and tag data; and
the Create pane functions bind it all together.
You will need to have a Company and Client set up before creating a project.
If you create the project, load and index all the data in one sitting each task window will direct you to the next function by including a button linking to the next logical step at the bottom right corner of each window. If you need to stop in mid-case creation, you can always navigate back to the last step using the menu links within the Options panel.
Basic Workflow for Creating a Database
Get your load file and data in place. Contact Reveal Support to arrange and confirm upload server access and location.
Under the Instance Setup pane click on Companies to confirm that your Company is listed in the Reveal Review Manager. If not, Add New to create the Company.
Click on Clients to confirm that your Client account is listed in the Reveal Review Manager. If not, Add New to create the Client.
Click on Projects and select New in the bottom pane of the work area to create a new case.
Create a unique Case Name.
Create a unique Project ID (alphanumeric code).
Select Company Name from the dropdown list.
Select Client Name from the dropdown list.
Select an existing DB Template.
Select any of the four case options you wish to enable:
Two Factor Authentication
Is Template
Document Level Security
Artificial Intelligence (only this option is turned on be default).
Under the Project Setup pane add Users to your project, assigning each to a Group. At least one is required, as an Admin.
Copy any customized items over from Templates, such as users, teams, groups, profiles, redactions, tags, etc. (Optional)
Review and modify your list of Fields.
Map fields to your load file(s) under Import Mapping.
Under the Import pane load Documents.
Optionally you may load Tags if available.
Load Images.
Build Email Threads. (Optional)
Create Named Entities. (Optional)
Identify Near Duplicates in Clusters/Near Dups. (Optional)
Build Document Folders. (Optional)
It is always a best practice to open the Reveal Review site:
Confirm proper loading of data (particularly field mapping).
Configure default review Settings.
Create and assign any Field Profiles other than Default.
Create and assign any Tag Profiles other than Default.
Create and assign any Redaction Profiles other than Default.
Create and assign any Wordlists needed to start.
Create Reviewer Assignments.
Test Reviewer access using the Impersonate mode under the User menu in the upper right corner of the review screen.
See the Reveal Review Manager Functionality Matrix for an illustration of administrative tasks allotted to each application.