- The Web Portal & Overview Section
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Getting Started Using the Web Portal 2 min
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Dashboard Overview 1 min
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Overview Assessment 1 min
- Case Management
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Case Creation 5 min
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How To: Create a Case 5 min
- Edits in Case Management Module
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Overview of Edits in Case Management 1 min
Instead of using Tabs to navigate through the Case Management process, Ipro for desktop offers a Case Edit Wizard to assist in the management of cases.
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How To: Change the Tag Palette 1 min
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How To: Change the Redaction Palette 1 min
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Coding Forms 1 min
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Utilities 2 min
Utilities is now located in the upper left of the Ipro for desktop Dashboard. Functionality options remain the same.
- Assessment
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Case Management Assessment 1 min
Transition to LOCAL DISCOVERY: Case Management Module
Differences in Eclipse SE by Ipro and LOCAL DISCOVERY
What You Will Learn:
1. Managing Access & Security
2. Changes in User Interface
3. New Case Creation Procedures
4. New Case Edit Procedures
***PLEASE NOTE:*** Self-guided courses will expire 60 days after registration. Additionally, Transition to discovery ][ Local courses cannot be purchased a la carte. They must be purchased as part of the Transitioning from Eclipse SE to LOCAL DISCOVERY Learning Path.