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.
Get started with the fundamentals.
Everything you, the new Xera user needs to get started with your review.
A general overview of the Xera platform that some users may find useful in getting started. Check it out!
Tagging and foldering is seamless in Xera and can be used as a workflow tool in creative ways.
Reviewing with Xera.
Deeper knowledge brings bigger rewards.
It’s really easy to work through a ton of documents with a good collaboration and batching strategy. Here’s how.
Search: Bates & Dates.
Learn how to find data faster by searching bates and date ranges in Xera.
Facets with Xera.
Learn more about your data collection with less search, by eliminating what you dont want, revealing what’s relevant.
Learn how to edit writable fields in Xera.
Learn doc grouping, mass coding, family nesting and different document groups.
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..
A quick tutorial that will have you exporting PDFs like a pro in minutes.
Export to Spreadsheet.
Learn how easy it is to export simple metadata views to Excel format.
Printing with Xera.
Document based printing in Xera. If you need to print, Xera’s got you covered.
Shape your document review how you want it.
Some of our top support tickets and how to solve them.
Power User Program.
From Olivia Cain at iConect. The Official Program.
Meet the Xera dashboard. A powerful analytic deck for decision making.
Another great getting started video, this one delivered as part of the Power User program by iConect.
What’s New? (March ’17)
Check out what’s new in Xera for Q1 2017!