How to Create a Project

This article provides both visual and written instructions for setting up a new project in Reveal.


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Projects in Reveal are often equivalent to a specific legal matter or case.  Projects are associated with specific Companies and Clients. There may be multiple projects for each Client (along with multiple Clients for each Reveal Company instance). Client Users are grouped and assigned to Projects, security is set, data is loaded and processed, and archives of projects may be created.

The creation and management of Projects is done by project managers within the Company Admin section of Reveal's Admin menu option. Here are the steps to setting up a new Project, first in Company Admin in the Reveal user interface, then in Reveal Review Manager.

Create a Project in Company Admin64 - 01 - Create new project (blank) in Company Admin

  1. Log in to Reveal as an Administrator.
  2. Click Admin for any Project in the Project Hub.
  3. In the Project Admin screen, click the Flyout Menu button in the upper left-hand corner.
  4. Select Company Admin.
  5. Company Admin will open to the Projects screen, listing current projects.
  6. Click the Create new project button in the upper left corner. This will launch the create project screen.

    • Name the project (required).

    • Assign a project ID (required).

    • Associate the project with a Company, selecting from the dropdown list (required). The User list below populates when the Company is selected.

    • Associate the project with a Client, selecting from the dropdown list (required).

    • Set your project's review Time Zone to automatically normalize email metadata shown in HTML, extracted text and tiff-on-the-fly views to match the timezone that is set for your project here. Reveal will also normalize email metadata shown in images when performing a production or print job. NOTE: The time zone cannot be changed after case creation.

    • Select Enable document-level security to extend Reveal security for Document Access to individual documents; this must be selected for use.

    • Enable artificial intelligence is enabled for all projects by default.

    • Assign Users to the project.

    • Select a Group for each user who is added to the project. The group is what is used to assign permissions for the user for this project. You must add at least one user - ideally an Admin or Client Admin - to finish creating a project.

  7. Confirm your information and click the Save button to create the project. It will look like this to show that the project is being created: 64 - 02 - Create new project spinny

  8. A pop-up will notify that the project has been successfully created.64 - 03 - Create new project (filled) in Company Admin

 

Last Updated 9/09/2022