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Veritas eDiscovery Platform (Clearwell) 8.x: For Users Training

Course Details
Code: eDisc8-U
Tuition (USD): $2,400.00 • Classroom (3 days)
Course Details
GSA (USD): $1,926.95 • Classroom (3 days)

The Symantec eDiscovery Platform 8.0: 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, andProduction stages of the Electronic Discovery ReferenceModel (EDRM).

Skills Gained

  • Explain how data is discovered and collected.
  • Describe early case assessment and data
  • culling.
  • Describe Symantec 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
  • Symantec 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 Symantec eDiscovery Platform. The course is designed for the users of the Symantec 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, Symantec strongly suggests that you have a basic understanding of electronic discovery and the Symantec eDiscovery Platform.

Course Details

Introduction to Electronic Discovery

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

Introduction to Symantec eDiscovery

  • Symantec eDiscovery appliance overview
  • Symantec eDiscovery Login and UI fundamentals
  • All Cases area and create new cases
  • High-level workflows with Symantec eDiscovery

Legal Holds and Sending Hold Notices

  • Overview of legal hold
  • Creating and sending hold notices
  • Send Custodian Notice

Customizing Notices and Managing Confirmations

  • Customizing notice language and surveys
  • Managing custodian confirmations

Legal Hold Tracking and Management

  • Legal hold tracking and release
  • Setup and maintenance activities

Tags and Folders

  • Tags
  • Folders
  • Bulk operations

Document List, Filters and Analytics

  • Document List page
  • Search filters
  • Analysis tools

Advanced Searching

  • Advanced search
  • Keyword search
  • Saved search
  • Concept search
  • Audio Search

Review Mode and Review Management

  • Review mode
  • Redaction
  • Review management

Exporting Data: Native Only and Metadata Exports

  • Printing
  • Export workflow
  • Metadata export

Creating and Exporting Productions

  • Production definition and workflow
  • Creating productions
  • Exporting productions

Transparent Predictive Coding Survey (Optional)

  • Basics of Transparent Predictive Coding