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Table of Contents
INTRODUCTION.................................................................................................. 2
OVERVIEW.............................................................................................................................. 2
PROJECT SETUP.................................................................................................. 2
PROJECT TAB CREATING
DAT........................................................3
Introduction
Overview
1. ViewPoint is made up of two applications
a. ViewPoint Review
i. Document Review takes place here
ii. View manager Used to create views, tags, and advanced
analytics
iii. Exports/Productions are done from here
b. ViewPoint Processing
i. Used for importing data to ViewPoint
ii. All projects are initially created here
iii. Tiffing, OCR, indexing, and posting to review
2. The ViewPoint environment can only be accessed through terminal services
a. All internal and external users will need to have Active Directory
accounts, ViewPoint accounts, and have access to the TS machine(s)
Project Setup
Project Tab Creating new project, custodian, and scope
1. Create new Project
a. In project window: Right-click, new
b. Under Project, enter Client Name Database Name
2. Create Custodian
a. Click Custodian icon
i. In custodian window: Right-click, new
1. Enter Custodian in the last name field
3. Create Data Location
a. Call it Network
4. Create new Scope
a. Scope Description = Job # and Title
b. Select Custodian
c. Select data location (Network)
7. Select Template
a. To import Evolve Standard LAW output, select Evolve
DAT_Internal template
b. For custom DAT import
i. Click Create New to create new template and map fields
ii. Save as you go and reference Evolve DAT_Internal
template for Edoc and Email tab mappings
iii. Details for custom field mapping found on page 93 of
processing manual:
iv. \\atlas\it_projects2\__DEFAULTS\__MANUALS\ViewPoint\View
point 5.4 Processing Manual.pdf
8. Options
a. Execute trial run for first 500 records to preview import
b. Confirm settings and data mapping
c. Append vs Overlay
i. Create and Edit This is equivalent to the Relativity
Append/Overlay option. Use this for importing new
records
ii. Edit only Use this to overlay existing records
10.
Click Import
a. Importing will now be distributed to workers
4. Import