- Help Center
- Explore
- Managing Cases
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CloudNine Training Videos
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Did You Know?
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CloudNine Analyst
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CloudNine Review
- CloudNine Review Video Library
- Section 1: Getting Started
- Getting Started: My Projects
- Section 2: Understanding Different Views
- Section 3: Searching
- Section 3A. Smart Filters
- 3b: Search Term Lists
- Section 4: Working with Documents
- Generating Images
- Exporting/Producing
- Section 5: Administrative Functions
- Reporting
- Frequently Asked Questions and Issues
- EULA
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CloudNine Discovery Portal
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LAW
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Explore
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Concordance
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Concordance Desktop
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On Premise Software Q&A
Creating a New Explore Case
- Launch Explore if it's not already open, and navigate to the Case Manager tab.
- From here, click the Create New Case button at the top-left.
- The New Case Settings window will open under the General tab. Enter a Name for your new case into the box provided. This is typically the only required input when creating new cases.
- Ensure that the Case Directory is set to the desired location. You can use the button on the right to open the Browse For Folder window, which will help you navigate to and select a location.
💡 If a local path is used for the Case Directory, you will see a icon appear on the right, indicating that other clients may be prevented from connecting with this location.
- Optional: Refer to the following Answer Center topics to further adjust the available settings tabs:
- When finished, click OK to close the New Case Settings window and create your new case.