LegalSifter

LegalSifter Review User Training

Sara Doutt

Kevin Miller

Resources for LegalSifter Review Users and Admins

LegalSifter Review

LegalSifter Review Log In and Home Page

Learn to Sift .docx and pdf files with our product in easy steps. (Please convert doc files to docx prior to Sifting).

How to Sift New Documents in LegalSifter Review

Make edits directly to the Sifted document in LegalSifter Review

Edit Sifted Documents

Learn how to export a Sifted document to Microsoft Word.

Exporting a Sifted Document

Learn to organize your sifted documents in different folders.

Manage Folders

Delete, restore, and trash your sifted document.

LegalSifter Review: Delete Sifted Documents

Learn the basic vocabulary associated with our LegalSifter Review product.

LegalSifter Review: Basic Terminology

Learn how to share Sifted Documents with other LegalSifter Review users in your organization.  Users MUST have their own user access to share.

LegalSifter Review: Document Sharing

Learn how to search for text in your Sifted Document

Search in Sifted Document

Easy steps to accessing and using our LegalSifter product.

LegalSifter Review User Resources

Learn how to find and use the Sifter Summary in your Sifted Document

The Sifter Summary: an Important Navigation and Workflow Tool

Use the bulk dismiss and restore all features to Sift more efficiently

Workflow Features: Bulk Dismiss and Restore All

This article will help Users explore how they can collaborate through the Document Sharing feature in LegalSifter Review.

User Collaboration through Document Sharing

LSR Workflow Features

Learn how to add new playbook to your organization's LegalSifter Review site's Playbook Library.  **Please note:  Playbooks were formerly referred to as "Document Types."

How to Add Playbooks

Easy steps to manage organizations and files in our LegalSifter product.

LegalSifter Review Administrator Resources

See how Sifter Settings are important and how each setting will impact your team.

Sifter Settings Overview

Use Sifter Settings to add, remove, edit, activate, and more!

Edit Sifter Settings

Use these settings to optimize your Sifting experience

LegalSifter Review: Adjusting the Found and Missing Sifter Settings

Sifter Settings

Client Admins have access to Admin and editing their own organizations.

Organization Administration

Learn to apply Multi-Factor Authentication to your entire organization's users.

MFA Administration

Organization Settings

Video: What is a Sifter?

How do Sifters work and how are they measured?

Video: Sifter Performance

Learn how to use and find out more about the Sifters in our product.

Sifters

See what browsers are compatible with LegalSifter Review.

LegalSifter Supported Browsers

See which browsers are compatible with LegalSifter Review's Document Editor.

Document Editor Supported Browsers

Learn to enable Multi-Factor Authentication as a user.

MFA User Guide

This article provides information about Single Sign-On (SSO) and SSO implementation.

Single Sign-On (SSO)

LegalSifter Review Technical 

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