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Reveal Review Publication

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.

  • Under the Create pane Indexes renders text data searchable.

  • 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:

See the Reveal Review Manager Functionality Matrix for an illustration of administrative tasks allotted to each application.