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Use Layout Tools to Simplify View in Concordance

#DidYouKnow: you can configure the Edit View in Concordance to quickly add important information to database records and limit the number of edit fields you see on screen.

Example: Attorneys often take detailed notes during document review and paralegals may need to add missing information such as dates, authors, or keywords to the database to produce better search results.

Add important information to your database and customize your view to show only relevant fields on your screen

 

Ready to Get Started?

Open Edit View to find the toolbar on the bottom of the workspace with addition editing options.

  • Edit Layout option provides the ability to customize the view to display only those fields you want to edit and in what order you want to see them.
  • Split Screen option allows you to see your data simultaneously in multiple formats including Browse View or Table View helping you move efficiently through database records.

Create an Edit Layout

 

 

 

 

 

Do one of the following:

  1. On theView menu, point to Edit View, and then click Edit Layout.
  2. On theStandard toolbar, click theEdit button arrow, and then click Edit layout.
  3. On the Standard toolbar, click theEdit button, right-click within a field, point to Layout and then click Edit Layout.
  4. Click “New” in the lower left corner of the Edit Layout window to create a new layout.
  5. Type a name for your new layout.
  6. Select the fields you want to add to the layout by doing any of the following:
  7. Click and drag a field to the new layout.
  8. Double-click a field to add the field to the new layout.
  9. Press CTRL+click or SHIFT+click to select multiple fields and then drag the fields to the new layout.

NOTE:  The order the fields are listed in the Layouts tree is the order the fields will appear in the Edit view.  To change and reorder the fields, simply click the field, and drag it to the desired position.

When finished, click OK.

Your new layout view will be displayed in the Edit view.

NOTE:  If all the fields are removed from a layout, then the layout itself is removed.  The active layout cannot be deleted.

View Saved Edit Layouts

In the Edit view you can switch between the different edit layouts created for the selected database.

  1. Do any of the following:
  2. On the View menu, point to Edit View, and then click the layout name to view.
  3. On the Standard toolbar, click the Edit button arrow, and then click the layout name to apply.
  4. On the Standard toolbar, click the Edit button, right-click in a field, point to Layout and then click the layout name to view.

 

The check mark next to a layout indicates the edit layout currently displayed in the Edit view.

 

 

For additional resources and more information on creating Edit Layouts, visit the Concordance Answer Center.

3. Click the Add New button.

CloudNine New Account Sales Surge to Record High, Bolstered by Growing Partner Network and New Technology Innovation

Achieving Sales Milestone, Prominent eDiscovery Technology Company Now Prepares to Assist Clients and Partners to Tackle Massive Wave of COVID-19 Litigation and eDiscovery Activity

HOUSTON – May 27, 2020 – eDiscovery technology company CloudNine set a company record for new sales bookings in April. Recent months have been transformational for the company as CloudNine has steadily expanded channel partnerships and launched innovative new technology solutions with more to come.

Tony Caputo, CEO of CloudNine, remarked, “We are incredibly proud of our sales team for achieving record new bookings in April. CloudNine has consistently grown its partner network and driven initiatives for new and existing technology solutions. We anticipate a massive wave of litigation and eDiscovery projects will become a lasting legacy of COVID-19. The pandemic continues to impact global business, government entities, and individuals with no end in sight. Our challenge now will be to assist proactive clients and partners as they address the upcoming surge of eDiscovery work catalyzed by the COVID- 19 pandemic.”

CloudNine VP of Sales and Marketing Ellery Dyer said, “We are seeing unprecedented growth at CloudNine and are thrilled to have set a new sales record in April. In the coming months, as the COVID- 19 fallout takes shape, our business and technology teams will help partners and customers to leverage CloudNine technology to best advantage, as they will need our assistance more than ever.”

Erin Perczak is Senior Digital Evidence Investigator and Owner at Perin Investigations, a CloudNine partner. Perczak commented, “Being a CloudNine partner is incredibly important for our company. We have consolidated our software needs with CloudNine because their technology is best-in-breed. Their commitment to our success sets them apart from other eDiscovery technology companies Our mutually beneficial relationship with CloudNine will help us tackle the COVID-19 aftermath, which is likely to become a series of monumental litigation events.”

Find out more about CloudNine’s company, team, technology, and career opportunities at www.cloudnine.com or email info@cloudnine.com.

About CloudNine Discovery: Every day, more than 1,000 corporations, law firms, government agencies, and legal service providers answer their most pressing eDiscovery questions using CloudNine applications. By offering CloudNine Collection Manager™, Data Wrangler™, Explore™, Review™, LAW™ and Concordance® as individual or comprehensive and integrated solutions, hosted and on-premise, CloudNine delivers market-leading flexibility and performance. For company information, visit www.cloudnine.com or email info@cloudnine.com.

For more information, contact:
Christy Burke, President, Burke & Company PR
cburke@burke-company.com
917.623.5096

10 Years of eDiscovery Daily – Thank You For Your Support

Thinking today about the scores of eDiscovery professionals we’ve had the privilege of connecting with daily to share insights on industry news, analysis and educational tips.  The very first eDiscovery Daily Blog published on September 20, 2010 and in these past 10-years, we’ve seen our industry encounter and overcome many challenges.  From legislative amendments raising standards on ESI preservation to penalties for non-compliance, flexibility and responsive technology has been essential to support the ever-evolving needs of the eDiscovery industry.

As business and commerce around the world face the impact of COVID-19, the legal community is not immune to the adaptations required by local mandates to shut down physical work locations.  Without a doubt, an “on-premise”, remote work environment can produce its own challenge, especially when the “new office” is occupied with children or pets and their own unique approach to get through the workday.

However, despite temporary closures of court systems throughout the country, our clients are reporting a steady stream of business and are projecting a consistent rise to help their clients navigate the inevitable onset of new legal issues.  In parallel, the dependency on cloud-based technology to support secure, remote review is stronger than ever and essential to fill the needs of a remote-centric workforce.

As the eDiscovery Daily always concludes each blog with a question, we’d love to hear your observations.  Please share your comments in the discussion fields below.  Or, if you’d like to learn more about CloudNine, let’s talk.

Sponsor: This blog is sponsored by CloudNine, which is a data and legal discovery technology company with proven expertise in simplifying and automating the discovery of data for audits, investigations, and litigation. Used by legal and business customers worldwide including more than 50 of the top 250 Am Law firms and many of the world’s leading corporations, CloudNine’s eDiscovery automation software and services help customers gain insight and intelligence on electronic data.

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by CloudNine. eDiscovery Daily is made available by CloudNine solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Daily should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

CloudNine Will Showcase Enhancements to its Suite of eDiscovery Applications at Legalweek NY

New Features Will be Released and Unveiled for CloudNine Explore, LAW, Concordance, Collection Manager, and Review Solutions

HOUSTON – January 30, 2020 – At Legalweek New York, CloudNine will release updates to CloudNine Explore™, LAW™, Concordance®, Collection Manager™, and Review™.

“In response to customer and partner feedback, our development team has added substantial new functionality to improve the overall user experience for every CloudNine solution,” said CloudNine CEO Tony Caputo.  “Even Collection Manager, launched just two weeks ago, will have enhancements released during Legalweek.  The CloudNine development teams have worked tremendously hard to advance our full line of software, striving to provide exceptional technology for our valued clients and partners.”

Highlights of new features being released or unveiled at Legalweek include:

Release of CloudNine Explore 7.3 with Indexing and Search Enhancements
Marking its fourth enhancement release in 12 months, CloudNine Explore 7.3 includes enhanced search and filter capabilities.  Explore 7.3 also introduces multi-agent indexing to more quickly prepare data for searching and tagging.

Launch of CloudNine LAW 7.3 with New Turbo Import Options
LAW 7.3 is the product’s fourth enhancement within the past year.  LAW’s discovery data processing and production technology has improved Source Management for its Turbo Import engine.  eDiscovery professionals can now quickly sort, filter, and delete imported data sources from a central import interface.  Enhanced support is now available for scanning, image replacement load files, and raw image imports.   CloudNine will also be previewing a more updated look to LAW’s user interface.

Preview of Business Intelligence for LAW and Explore
CloudNine will also introduce the upcoming, data-driven Business Intelligence (BI) module available for LAW and Explore. This new BI solution will provide in-depth insight into single and cross-case transactions.

Release of CloudNine Concordance Desktop 1.08 with New Viewing Capabilities
The Concordance Desktop review platform has been updated with a new viewer to speed navigation within document collections, support color images, and enhance document markup support.  Print and production wizards provide a document preview function, and users can choose to print redactions as transparent or opaque.  Concordance Desktop supports both original and new viewers for greater flexibility.

Preview of CloudNine Collection Manager Enhancements
New data extraction solution CloudNine Collection Manager will soon support single user collections from Office 365, tie extracted OneDrive attachments to source messages, and collect Calendar data.  Data Catalogue and Filtering Capability will allow organizations to inventory and organize data for selective processing and reporting, and repair corrupt container files.

Launch of Enhanced CloudNine Review: New Metadata Fields, Rule-Based Tagging and Document Navigation Options
One of several enhancements to CloudNine Review includes the ability to assign metadata fields to groups with visibility options and ordering across groups.  Also, new rule-based tagging extends tags to document families, and the Metadata pane includes more document navigation icons for greater efficiency. 

All technology described above will be demonstrated next week in 1:1 suite meetings and at CloudNine’s Legalweek booth# 3000 in the Hilton’s Americas Hall 2.  To set up a demo, visit https://cloudnine.com/legal-week-2020-demo-request/ or email info@cloudnine.com.

About CloudNine Discovery: Every day, more than 1,000 corporations, law firms, government agencies, and legal service providers answer their most pressing eDiscovery questions using CloudNine applications. By offering CloudNine Collection Manager™, Explore™, Review™, LAW™ and Concordance® as individual or comprehensive and integrated solutions, hosted and on-premise, CloudNine delivers market-leading flexibility and performance.

Built on values of superior performance, continual development, and excellent customer service, CloudNine is committed to the success of its clients,employees, and a global network of service partners. Established in 2002, CloudNine has offices in Houston, Raleigh, and Dayton, as well as remote employees throughout the USA. For more information, visit cloudnine.com or email info@cloudnine.com.

For more information, contact:
Christy Burke, President, Burke & Company PR
cburke@burke-company.com
917.623.5096

CloudNine Announces 2020 NineForum Discovery Education Series Speaker Lineup for Legalweek NY Featuring eDiscovery Thought Leaders

Global eDiscovery Technology Company’s Second Annual NineForum Sessions will Convey Cutting-Edge Strategies and Modern Best Practices for Electronic Discovery and Information Governance.

HOUSTON – January 22, 2020CloudNine just announced the dynamic speaker lineup for its second annual NineForum Discovery Education Series, a unique presentation of 9 TED-style talks held during Legalweek New York on February 4-5.

NineForum features prominent eDiscovery thought leaders who will be presenting up-to-the-minute content on compelling topics impacting lawyers, discovery, and legal professionals.  Presented in CloudNine’s booth 3000 in the Legalweek Americas Hall 2, NineForum sessions are free of charge to all Legalweek badge holders.

 “Once again, NineForum will be a powerful, insightful and informative series of talks from influential eDiscovery thought leaders,” remarked CloudNine CEO Tony Caputo.  “Speakers will deliver condensed, practical advice about pressing eDiscovery issues of the day.  Featuring high-level speakers from prominent eDiscovery organizations like ACEDS and EDRM and law firms, corporations, and discovery service providers, NineForum offers a fusion of valuable discovery-related education not available anywhere else.  See you in New York!”

2020 NineForum Speaker Schedule:

Tuesday, February 4

Session 1:  10:30-10:50am
Speaker: Tom O’Connor, founder and Director of Gulf Coast Legal Technology Center
Topic: Do’s and Don’ts of a 30(b)(6) Witness Deposition

Session 2:  11:00-11:20am
Speaker: 
Philip Weldon, Manager, eDiscovery & Practice Technology at Fried Frank
Topic: 
5 Secrets to “Crushing” eDiscovery Processing in 2020

Session 3:  1:00-1:20pm
Speaker: 
Mike Quartararo, President of ACEDS
Topic:  Skills that eDiscovery Professionals Need to Succeed in 2020

Session 4:  1:30-1:50pm
Speaker: 
Mary Mack, Chief Legal Technologist at EDRM
Topic: 
Bold eDiscovery Predictions for 2020:  What to Expect and How to Prepare

Session 5:  3:30-3:50pm
Speaker: 
Rick Weber, President of Elijah Ltd.
Topic:  The Threat Within:  Protecting Against Employee Data Theft


Wednesday, February 5

Session 6:  10:00-10:20am
Speaker:  Robert Conley, VP Forensics and Strategic Operations at Rational Enterprise
Topic:  A Day in the Life of Practical Information Governance

Session 7:  10:30-10:50am
Speaker: 
Kelly Twigger, Founder of eDiscovery Assistant and Principal of ESI Attorneys
Topic:  Five Most Significant eDiscovery Cases of 2019:  Their Impact on 2020 and Beyond

Session 8:  12:00-12:20pm
Speaker: 
Joy Murao, Founder and CEO of Practice Aligned Resources
Topic:  Foresight is 2020:  Why Legal Professionals Should Be More Proactive in Maximizing Technology Benefits

Session 9:  12:30-12:50pm
Speakers: 
Bradette Groves, Director of Project Management and Neil McLean, Discovery Consultant of Complete Legal
Topic: 
Transforming Your Plaintiffs Practice:  Leveraging eDiscovery to Maximize the Value of Your Case

About CloudNine Discovery: Every day, more than 1,000 corporations, law firms, government agencies, and legal service providers answer their most pressing eDiscovery questions using CloudNine applications. By offering CloudNine Collection Manager™, Explore™, Review™, LAW™ and Concordance® as individual or comprehensive and integrated solutions, hosted and on-premise, CloudNine delivers market-leading flexibility and performance.

Built on values of superior performance, continual development, and excellent customer service, CloudNine is committed to the success of its clients,employees, and a global network of service partners. Established in 2002, CloudNine has offices in Houston, Raleigh, and Dayton, as well as remote employees throughout the USA. For more information, visit cloudnine.com or email info@cloudnine.com.

For more information, contact:
Christy Burke, President, Burke & Company PR
cburke@burke-company.com
917.623.5096