Veritas eDiscovery Platform 8.2: For Users

The Veritas eDiscovery Platform 8.2: For Users course is designed for legal professionals that perform Electronic Discovery on Electronically Stored Information. The course is designed to be...

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$2,700 USD GSA  $2,055.42
Course Code eDisc8-2-U
Duration 3 days
Available Formats Classroom
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The Veritas eDiscovery Platform 8.2: For Users course is designed for legal professionals that perform Electronic Discovery on Electronically Stored Information. The course is designed to be delivered over three (3) days. It concentrates on the Preservation, Analysis, and Production stages of the Electronic Discovery Reference Model (EDRM).

Skills Gained

After completing this course, you will be able to:

  • Describe the basics of eDiscovery and the Electronic Discovery Reference Model (EDRM)
  • Explain how data is discovered and collected.
  • Describe early case assessment and data culling.
  • Describe Veritas eDiscovery basic and advanced search capabilities.
  • Setup and send Legal Hold Notices.
  • Manage Legal Holds.
  • Perform a variety of searches.
  • Organize data with tags and folders.
  • Review setup and management.
  • Perform redaction.
  • Use the OCR (Optical Character Recognition) feature for documents containing imbedded text.
  • Understand reporting and exception handling.
  • Print, export, and produce documents in Veritas eDiscovery.
  • Describe the basics of Transparent Predictive Coding.

Who Can Benefit

This course is for customers, support engineers, consultants, and partners who need to maintain and use the Veritas eDiscovery Platform. The course is designed for the users of the Veritas eDiscovery Platform, such as; Attorneys or Paralegals who perform eDiscovery legal hold, searches and export or productions.


There are no required prerequisites. To get the most out of the training session, however, Veritas strongly suggests that you have a basic understanding of electronic discovery and the Veritas eDiscovery Platform. If you are new to electronic discovery or Veritas eDiscovery Platform, Veritas recommends the following options to facilitate a more effective experience:

Course Details

Introduction to Electronic Discovery

  • Electronic Discovery (eDiscovery)
  • EDRM overview
  • How data is discovered and collected

Introduction to Veritas eDiscovery

  • Veritas eDiscovery appliance overview
  • Veritas eDiscovery Login and UI fundamentals
  • All Cases area and create new cases
  • High-level workflows with Veritas eDiscovery
  • Hands-on labs:
  • Log into Veritas eDiscovery
  • Navigate the User Interface
  • Create a new case

Legal Holds and Sending Hold Notices

  • Overview of legal hold
  • Creating and sending hold notices
  • Hands-on labs:
  • Create Legal Holds
  • Send System Admin Notice
  • Send Custodian Notice

Customizing Notices and Managing Confirmations

  • Customizing notice language and surveys
  • Managing custodian confirmations
  • Hands-on labs:
  • Customize Hold Notice Language
  • Create survey questions
  • Respond to hold notices and surveys
  • Create templates
  • Customize reminders and escalations

Legal Hold Tracking and Management

  • Legal hold tracking and release
  • Setup and maintenance activities
  • Hands-on labs:
  • Track Legal Holds
  • Release Legal Holds
  • Manage Legal Holds

Tags and Folders

  • Tags
  • Folders
  • Bulk operations
  • Hands-on labs:
  • Create and assign folders and batch folders.
  • Create tag lists.
  • Use tag variations
  • Perform bulk operations

Document List, Filters and Analytics

  • Document List page
  • Search filters
  • Analysis tools
  • Hands-on labs:
  • Perform basic searches
  • View discussion threads
  • Filter data

Advanced Searching

  • Advanced search
  • Keyword search
  • Saved search
  • Concept search
  • Audio Search
  • Hands-on labs:
  • Perform advanced searches
  • Create and manage saved searches
  • Create search reports
  • Perform concept searches (optional)

Review Mode and Review Management

  • Review mode
  • Redaction
  • Review management
  • Hands-on labs:
  • Review and tag documents
  • Redact documents
  • Generate reports from the review dashboard

Exporting Data: Native Only and Metadata Exports

  • Printing
  • Export workflow
  • Native Only export
  • Metadata export
  • Hands-on labs:
  • Tag documents for export
  • Run a Native Only export
  • Run a Metadata export

Creating and Exporting Productions

  • Production definition and workflow
  • Creating productions
  • Exporting productions
  • Hands-on labs:
  • Plan for a production
  • Run production
  • Export production

Transparent Predictive Coding Survey (Optional)

  • Basics of Transparent Predictive Coding
  • Hands-on labs:
  • Perform Transparent Predictive Coding
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