Xera Video Library.

Welcome.

Platinum offers world class support and training for our users, free of charge. However, many clients prefer to choose what training they want, when they want it. For them, we’ve created a video library covering everything you need to get started and some special videos for those who want more.

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Basics

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Review

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Export

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Customize

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Troubleshoot

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Power Use

Basic Training.

Get started with the fundamentals.

Basic Training.

Play Video

Everything you, the new Xera user needs to get started with your review. 

General Overview.

Play Video

A general overview of the Xera platform that some users may find useful in getting started. Check it out!

Tagging.

Play Video

Tagging and foldering is seamless in Xera and can be used as a workflow tool in creative ways. 

Quick Search.

Play Video

Learn quick searching, then review the returned query results.

Metadata Fields.

Play Video

Here we discuss Platinum’s standard metadata field layout in Xera.

More Quick Search.

Play Video

More information around basic searching with the Quick Search tool in Xera.

Reviewing with Xera.

Deeper knowledge brings bigger rewards.

Batch Management.

Play Video

It’s really easy to work through a ton of documents with a good collaboration and batching strategy. Here’s how.

Search: Bates & Dates.

Play Video

Learn how to find data faster by searching bates and date ranges in Xera.

Facets with Xera.

Play Video

Learn more about your data collection with less search, by eliminating what you dont want, revealing what’s relevant.

Field Editing.

Play Video

Learn how to edit writable fields in Xera.

Doc Grouping.

Play Video

Learn doc grouping, mass coding, family nesting and different document groups.

iView Visualization.

Play Video

iView, a visualization tool great for tracking progress or visualizing clusters of information.

Exporting with Xera.

Because sometimes the grass is greener on the other side..

Exporting PDFs.

Play Video

A quick tutorial that will have you exporting PDFs like a pro in minutes.

Export to Spreadsheet.

Play Video

Learn how easy it is to export simple metadata views to Excel format.

Printing with Xera.

Play Video

Document based printing in Xera. If you need to print, Xera’s got you covered.

Bulk Printing with Mass Actions.

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You can do a lot with the built in mass actions in Xera. In this video we cover bulk printing.

Xera Customization.

Shape your document review how you want it.

Organize with Foldering.

Play Video

Here’s a quick walkthrough of foldering with Xera. Folders can be used as moving or comparison blocks for a number of tasks.

View Customization.

Play Video

Here’s a great video by Olivia Cain at iConect, demonstrating how the view is easily customized in Xera.

Troubleshooting.

Some of our top support tickets and how to solve them.

Natives & Images.

Play Video

Learn how to review a both imaged and native document collection in Xera.

Browser Scaling.

Play Video

Learn how to scale the real estate of your Xera interface with any browser.

Power User Program.

From Olivia Cain at iConect. The Official Program.

View Customization.

Play Video

Make the Xera Interface to work for you with powerful view customization.

Redact & Markup.

Play Video

Redact and annotate documents like a champ in Xera.

Coding and Comments.

Play Video

Enhance work product and increase recall with coding and comments in Xera.

Foldering.

Play Video

Organize and search content with simple and reliable foldering in Xera.

Reviewing Results.

Play Video

Reviewing the results of a query or sort in Xera.

Search Basics.

Play Video

Beginner content for anyone searching in Xera.

The Dashboard.

Play Video

Meet the Xera dashboard. A powerful analytic deck for decision making.

Getting Started.

Play Video

Another great getting started video, this one delivered as part of the Power User program by iConect.

What’s New? (March ’17)

Play Video

Check out what’s new in Xera for Q1 2017!