Room Administration & Reference

Advanced Tools - Technical Reference

• Understanding Concept Clustering in QuikData

Adding a New Room

• Creating a New Room/Template
• New Room Quickstart Guide & Best Practices

Room Management

• Manage Document Deletion & Orphan
• dtSearch Configuration
• Room Settings
• Managing Room Tags
• Managing Room Codes
• Managing Room Custom Fields

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Managing Room Users & Permissions

• Inviting New Room Users
• Managing Room Users
• 2nd Level Approval for Room Invitations
• Managing Room Groups & Folder Permissions

Reports

• Activity Report
• Upload Sessions Report
• Processing Status Report
• Productions Report
• Import Report

Using Templates

• What are Templates?
• Saving a Room as a Template

Dedupe

• Executing Dedupe

Advanced Tools

• Batching (Review Sets)
• Redacting Documents
• Native Redaction
• Auto Redaction
• Autoredaction Syntax Guide
• Communication Analyzer

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