Account and Access 7 How can the Administrator reset 2FA for the Firm Subscribers? How to customise notifications? Why does each user need to have their own Disclosure Ready login and account? What subscription options are offered in Disclosure Ready? How to reset password? How to cancel a Disclosure Ready Account?
Annotations 6 How to make annotations? How do I import annotations from Adobe or PDF Expert? How to produce reports of my annotations? How to sync annotations between documents and the disclosure bundle? How to create tags? How to create bookmarks?
Best practice 6 What are Disclosure Ready software integrations? How to integrate eBrief and Disclosure Ready Can I upload password encrypted documents to Disclosure Ready? How to create a Disclosure Bundle What are the benefits of being Disclosure Ready? How can I create a Disclosure Bundle?
Disclosure 4 How to import existing disclosures into Disclosure Ready How to disclose documents in Disclosure Ready How to create a draft disclosure bundle How to add a disclosure date to documents disclosed outside of Disclosure Ready
Document Management 25 Are there limits on file or folder name lengths? How to update the document date How to rearrange the index How to add documents to a matter How does Disclosure Ready classify credit card and bank statements automatically? How to use the Smart Classification feature
Matters and Templates 6 What is auto delete option for matters? How to set matter numbers? How to make matters inactive How to edit a matter name and a party name How to create matter templates How to create a matter?
Privacy and Security 4 What is Two-Factor Authentication (2FA) & how do I enable it? What are Legal Ready key security measures? What browsers supports Disclosure Ready? Legal Ready ISO 27001 Certification
Searching 3 How to search across all documents? Can I search documents by date range? How to use advanced search
Sharing matters and documents 8 How to add additional parties to a matter How to upload documents for your lawyer How to add the opposing party to a matter How to add clients to a matter How to share a document, a download or a disclosure bundle via a Link? How to add colleagues to a matter
