Open Discovery training

Live instruction for reviewers and the people managing review.

GET STARTED

Learn your review environment.

Get comfortable with the interface, document views, searching, and the tasks your role requires.

BUILD YOUR SKILLS

Focus on a particular task.

Refresh your knowledge of tagging, filters, keywords, coding forms, or production workflows.

WORK AS A TEAM

Learn together.

Train your review team in a shared session with time for questions and practice.

Flexible instruction

Training that fits
the way you learn.

Remote sessions can be divided into shorter segments so you have time to practice between them. We can work with your data or practice materials.

Remote training is charged by the hour, not by the person. Contact me to discuss the scope and current rate. Onsite instruction is also available.

Topics we can work through

  • Finding your way around the review interface.
  • Visual search, advanced search, filters, and tallies.
  • Document views, metadata, and search hit highlights.
  • Tagging workflows and coding forms.
  • Keyword management and review administration.
  • Export sets and production preparation.

We’ll match the topics to your version, access rights, and responsibilities.