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Ringtail 9.5 Online Help
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User Help
Get started with Ringtail
Get started with Ringtail
Log in and log out
Manage your password
Navigate the interface
View notifications
Customize the workspace
Select a color theme
Keyboard shortcuts
Client computer requirements
Search for documents
Search for documents
Set search preferences
Perform a quick search
Browse and filter documents
Perform an advanced search
View the document history
Load a search file
Search query syntax
Analyze documents
Analyze documents
Assess document sets using cubes
Assess document sets using cubes
Work with cubes
Analyze document content using mines
Analyze document content using mines
Work with mines
Analyze communications using social network analytics
Reduce the number of documents to review
Reduce the number of documents to review
Work with email threading
Work with email threading
Submit documents for thread analysis
Search for threaded documents
Review threaded documents
Email threading example
Remove duplicate documents
Work with assignments
Work with assignments
Get your assignments
Clear completed assignments
Suspend your assignments
Create assignments: add and remove documents in a phase
Review documents in the Map pane
Review documents in the Map pane
About the Map
About the Map
About the Map interface
About concepts and clusters in the Map
Map system requirements
Customize the Map display
Review strategy for reviewing documents in the Map
Navigate the Map
Navigate the Map
View and search in the Map
Work with concepts and clusters in the Map
Work with concepts and clusters in the Map
Select documents and clusters
Compare document similarity: cluster documents
View concept information in the Map pane
View concept information in the Browse pane
Stop concepts in the Map
Code and sweep documents in the Map
Code and sweep documents in the Map
Code documents in the Map
Remove coded documents from the Map by sweeping documents
Work with coded documents in the set-aside clusters
Reload the Map
Review documents in the Working list
Review documents in the Timeline pane
Review documents in the Timeline pane
Configure the Timeline pane
Work with documents in the Timeline pane
Review documents in the List pane
Review documents in the List pane
Configure columns in the List pane
Review documents in the View pane
Review documents in the View pane
View a document
Display keyword highlights
Review documents in the Office Online viewer
Review documents in the Image viewer
Review Bloomberg chat documents
Download a document
Code documents
Code documents
View document coding
Quick code documents
Code documents using hints
Code documents in the Conditional Coding pane
Code document fields
Code documents to issues
Code documents to binders
Code documents to people or organizations
Link documents to other objects
Annotate documents
Annotate documents
Highlight and redact documents
Convert highlights and redactions
View or hide annotations
Add notes to a document
Work with similar documents
Work with similar documents
Work with related documents in the Related pane
Find documents with similar concepts
Locate documents with the same coding
Create image files of documents
Create image files of documents
Create image files of documents with Imaging
Create image files of documents with TIFF-on-the-Fly
Print documents
Report on documents
Report on documents
View document counts
Report on document coding values
Review transcripts
Review transcripts
Transcript formatting requirements
View a transcript
Search and filter transcripts
Annotate transcripts
Link transcripts to other objects
Refresh the transcripts list
Report on transcript annotations
Export and print transcripts
Work with renditions
Work with data in a data model: entity items
Work with data in a data model: entity items
About data models
Configure the workspace to work with data models
Search for entity items
Create entity items
Connect and disconnect entity items
Work with connected entity items
Code entity items
Download a report of entity items
Delete entity items
Process documents
Process documents
Index and analyze documents
Run OCR processing
Translate documents
Update documents
Update documents
Update pages in a document
Add a document to a case
Add or remove source documents and attachments
Case Administrator Help
Case Administrator Help
Case Home page overview
Review Setup
Introduction to Review Setup
Review Setup Summary page overview
View workflows, phases, teams, and assignments
Create teams
Create workflows and phases
Add teams to a phase
Set security for workflows
Create assignments
Manage phases, assignments, and teams
Manage phases, assignments, and teams
Manage phases
Manage assignments
Manage teams
Delete workflows, phases, and teams
Analysis
Introduction to Analysis
Cubes administration
Cubes administration
Add a cube
Build and schedule a cube
Edit a cube
Delete a cube or dimension
Mines administration
Mines administration
Add a mine
Edit a mine
Automatically route a mine
Delete a mine
Populations and Samples
Predictive coding
Work with predictive coding
Preliminary steps for predictive coding
Perform predictive coding using Continuous Active Learning (CAL)
Perform predictive coding using the standard workflow
Work with the Review Dashboard
Search Terms
Stop concepts
Case Setup
Introduction to Case Setup
Annotations
Binders
Binders
Mobile Binders
Bookmarks
Case Defaults
Coding templates
Coding templates
Work with conditional coding templates
Work with traditional coding templates
Column Templates
Correspondence Types
Document Types
Fields
Issues
Note Categories
Page Footers
People and Organizations
Quick Codes
Saved Searches
Search Term Families
System Fields
Manage Documents
Introduction to Manage Documents
Deletions
Import and export
Import and export documents
View import and export jobs
Upload files
Import documents
Import flat files
Export documents from Manage Documents
Export documents from the Documents page
File repositories
Hashes
Imaging
Ingestions
Levels
Load file templates
Work with load file templates
Create a load file template
Delete a load file template
Productions
Introduction to productions
Productions workflow
Set security for productions
Prepare the production document population
Create a production
Perform quality control checks
Lock a production
Print a production
Manage text files for redacted documents
Work with production export templates
Export a production
Other productions actions
Other productions actions
Unlock a production
Delete an unlocked production
Delete documents from a production
View production job history
Work with the Variable Builder
Work with the Production Pages page
Security
Introduction to Security
Administrative access
Features
Groups
Levels
Objects
Security Overrides
Users
Data models administration
Administer data models
Create data models
Add entities to a data model
Create entity fields
Create coding templates for entities
Create column templates for entities
Set default column templates for entities
Add connections between entities
Enable the data models feature
Edit entity field properties
Download a report of entity fields
Delete data models
Email threading administration
Timeline administration
Transcripts
Transcripts administration
Create transcript types
Create transcript formats
Add transcripts
Manage transcript annotations
Manage noise words for transcripts
Edit transcripts
Index transcripts
Delete transcripts, transcript types, and transcript formats
Portal Administrator Help
Portal Administrator Help
Portal Home page overview
User Administration
Work with User Administration
Account Settings
Work with Active Directory
Identity Provider Settings
Work with users
Work with users
Add users
Work with cases in User Administration
Manage users
Organizations
Cases and Servers
Work with cases and servers
Cases
Cases
Case settings
Work with case settings
Case Options
Case Disclaimer
Case Content File Type Rank
Case Indexing Options
Analysis Options
File repositories
Servers
Clone Case Table
UI extensions
Processing
Processing dashboard
Index Status
Jobs
Scheduled Jobs
Supervisors
Capacity
Errors
Portal Management Reports
Settings
Work with portal settings
Portal Options
Help Options
Portal Disclaimer
Case Finalization
Set Service Account
RPF coordinator
IP Address Rules
Portal Content File Type Rank
Portal Indexing Options
Clone Settings
Aspera Connect Server
Notifications
Portal security table
Developer Resources
Ringtail Developer Resources
Ringtail Connect API
Ringtail Connect API
Concepts
Concepts
API terminology
Make API calls
Use the Ringtail Connect API
Use the Ringtail Connect API
Manage security for the Ringtail Connect API
Access and use the Ringtail Connect API Explorer
Integrate Microsoft Excel with the Ringtail Connect API
Use HTTP GET and POST requests to query the Ringtail Connect API
Query the Ringtail Connect API from PowerShell
Reporting examples
Reporting examples
Reference documentation
UI Extension SDK
Glossary
Legal
Documentation
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Popular Help Topics
Browse and search
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Browse and filter documents
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Perform a quick search
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Perform an advanced search
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Search query syntax
Work with the List
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Standard view
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Threaded view
Work with the Map
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Review documents in the Map pane
View and code documents
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View documents
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Code documents
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Work with similar documents
Print and report
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Print documents
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Report on coding values
Review assignments
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Get your assignments
Work with transcripts
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View transcripts
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Search and filter transcripts
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Annotate transcripts
Productions
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Work with renditions
Data Models
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Work with data in a data model: entity items
References
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Keyboard shortcuts
Case Administrator
Popular Help Topics
Security
Case Setup
Manage Documents
Review Setup
Analysis
Email threading administration
Timeline administration
Transcripts administration
Data models administration
Portal Administrator
Popular Help Topics
User Administration
Organizations
Cases and Servers
UI extensions
Processing
Errors
Portal Management Reports
Settings
Notifications
Quick Links
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Ringtail Basics (PDF)
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Keyboard shortcuts
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Search query syntax
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Import and Export Data Standards (PDF)
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Blank Ringtail load file (.mdb)
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Latest release notes
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Glossary
Developer Resources
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Ringtail Connect API
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User Interface Extension SDK
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