• Welcome
  • Installing
    • Preliminary Planning
      • Preparing for Concordance Desktop
        • Preparing for Concordance Desktop on a Server
        • Best practices for planning
        • Data hosting
        • Network directory setup
        • Working with Concordance Desktop
        • System requirements
        • Server setup and user management
        • Best practices for server setup
        • Concordance Desktop server security
        • Ongoing maintenance
        • Scheduling administrative tasks
        • Backups and data recovery
        • Updating considerations
      • Licensing and Product Activation
      • Additional Recommendations
    • Installing Concordance Desktop
      • Before installing Concordance Desktop
      • Installing Concordance Desktop
      • Activating/Resetting a Server or Mobile license
      • Installing language packs
      • Registry key locations
      • Performing silent installs
      • Customizing the start-up view
      • Upgrading shortcut (.fyi) files
  • Getting Started
    • Accessing Concordance Desktop
    • Navigating Concordance Desktop
    • Opening a database
    • Viewing records
    • Customizing view fonts
    • Defining preferences
  • Document Review
    • Basic Searching
      • Available search tools
      • Running quick searches
      • Running simple searches
      • Using persistent search
      • Finding attachments
    • Advanced Searching
      • Running full-text searches
      • Using the Advanced Search panel
      • Running relational searches
      • Running complex clause searches
      • Searching by tally
      • Searching by tags and issues
      • Creating a synonyms list
    • Saving Searches
      • Saving search queries
      • Reviewing search queries
      • Running previous search queries
    • Basic Tagging
      • Tagging records
    • Advanced Tagging
      • Organizing tags
      • Creating queries from tags
      • Searching by tags and issues
      • Viewing tag history
      • Viewing tag statistics
    • Sorting Records
      • Using sorting layouts
      • Using table layouts
    • Editing Records
      • Creating edit layouts
      • Editing records
      • Formatting field text
      • Copy field data from record to record
      • Searching for edited records
      • Searching for documents with redactions
      • Deleting records
    • Working with Transcripts
      • Adding Quick Marks to transcripts
      • Adding notes to transcripts
      • Applying issue tags to transcripts
      • Adding attachments to transcripts
      • Reviewing transcript notes
    • Printing
      • Printing individual records and transcripts
      • Batch Printing with Concordance Desktop Viewer
      • Batch Printing with Concordance Viewer
      • Printing transcript annotations
      • Printing standard reports
      • Tallying records for reports
    • Exporting database table view data
    • Productions
      • Learning more about productions
    • Protecting Data
      • Saving and restoring snapshots
      • About backing up databases
      • About other maintenance tasks
    • Concordance Desktop Viewer
      • Concordance Desktop Viewer basics
        • Navigating the document viewer
        • Displaying documents and records in the viewer
        • Opening views
        • Magnifying records in the viewer
        • Using the media information pane
      • Annotating documents
        • Applying markups
        • Applying images and stamps
        • Applying redactions
        • Editing markups
      • Printing individual documents with Concordance Desktop Viewer
    • Concordance Viewer
      • Concordance Viewer basics
        • Displaying documents in the Concordance Viewer
        • Navigating the Concordance Viewer
        • Opening views
        • Magnifying records in the viewer
        • Using the document information pane
      • Annotating documents
        • Applying redactions
        • Applying markups
        • Applying images and stamps
        • Editing markups
      • Printing individual documents with Concordance Viewer
  • Administration
    • Server Administration
      • Opening the Admin Console
      • Verifying connectivity - checklist
      • Manage Licenses
        • Adding new license keys
        • Removing license keys
        • Setting up license notifications
      • Manage Users
        • About user setup & management
        • Before user setup
        • User Authentication Setup
          • About user authentication setup
          • About Active Directory authentication
        • Adding/modifying users
        • Administrator Accounts
          • Adding administrator accounts
          • Deleting administrator accounts
        • Deleting users
        • Resetting a user's password
        • Automatically refreshing the users and connections lists
        • Disabling and re-enabling user accounts
        • Limiting user access to a database
        • Restricting user field rights and menu access on databases
        • Managing User Sessions
          • About managing user sessions
          • Setting user connection options
          • Extending user sessions
          • Sending broadcast messages
          • Disconnecting user sessions
      • Clients, Matters and User Groups
        • Managing clients
        • Managing matters
        • Managing user groups
      • Monitoring Server Status
        • About monitoring server status
        • Starting and stopping a server
        • Setting the refresh rate
        • Setting watchdog services
      • Applying Advanced Server Settings
        • About applying advanced server settings
        • Adjusting port settings
        • Adjusting time-outs
        • Adjusting indexing settings
        • Adjusting dictionary cache settings
        • Setting up email notifications
        • Setting up SMTP options
        • Changing the default Registration Directory
        • Setting the snapshot path
        • Setting the authentication type
        • Selecting a matter for new database registration
        • Authenticating Admin Console Users
        • Enabling access control audit logs
      • Scheduling Jobs
        • About scheduling jobs
        • Adding and managing jobs
        • Troubleshooting jobs
        • Indexing and reindexing considerations
        • Using Windows Scheduled Tasks
      • Managing Logs
        • About managing logs
        • Viewing activities
        • Setting server log options
        • Customizing logs
        • Opening log files
        • Saving log file activities
        • Deleting log files
        • Log descriptions
      • Backing Up Concordance Server
        • About backups and data recovery
        • Backing up FYI.db files
        • Backing up authentication files
        • Backing up registry settings
        • Disaster recovery protocols
        • Data recovery and retrieval
    • Database Administration
      • Supporting Reviewers
        • Supporting reviewers
      • About Databases
        • About Concordance Desktop databases
        • About Concordance Desktop database files
        • Managing data files
        • About fields
        • About punctuation
        • Basic database fields
        • Reviewing load files
      • About Creating Databases
        • About delimiter characters
        • About OCR
        • About native imagebase load files
        • About e-documents
      • Creating Databases
        • Creating a new database from load files
        • Creating a new e-documents database
        • Creating a new e-mail and attachments database
        • Creating/updating a transcripts database
      • About Migrating Databases
        • Database migration preparation
        • Migrating databases to Concordance Desktop
      • Optimizing documents to PDF
      • About Adding More Files to Databases
        • Adding Files to Concordance Desktop DBs
          • Adding e-documents to CND databases
          • Adding extra e-mail & attachments
          • Adding delimited text files
          • Adding extra OPT files to a database
          • Overlaying existing imagebase
        • Adding Files to Migrated Concordance 10.x DBs
          • Adding e-documents to CN 10.x databases
          • Adding e-mail & attachments to a migrated Concordance 10.x E-mail database
          • Adding records in a DAT database
      • Setting data validation
      • Updating existing database records
      • Creating a database template
      • Moving a registered database
      • Indexing Databases
        • Indexing and reindexing updates
        • Finding the database indexing time
        • Updating the stopwords list
        • Adjusting punctuation settings
        • Reviewing the dictionary
      • Creating and Managing Tags
        • Creating tags
        • Organizing tags
        • Importing and Exporting Tags
        • Writing tags in the TRK file
        • Writing tags in the INI file
        • Creating tags from data
        • Applying tags to queries
        • Querying tags and folders
        • Managing tags and folders
        • Viewing tag history
        • Storing tag history
        • Viewing tag statistics
        • Tracking tags in the TRK file
        • Scheduling tag backups
        • Restoring tags from a backup
        • Additional tag backup tools
      • Setting Preferences
        • Defining preferences
        • Using table layouts
        • Using sorting layouts
        • Creating edit layouts
        • Adding custom menus
      • Managing Databases
        • Assigning database administrators
        • Taking a database offline
        • Reloading databases
        • Registering/unregistering a database
        • Synchronizing databases
        • About editing records
        • Editing records
        • Removing rich text from multiple records
        • Using Ditto to copy field data from record to record
        • Searching for edited records
        • Adding field groups to the .INI file
        • Creating authority word lists
        • Making global replacements
        • About attachments
        • Updating hyperlinks file path
        • Checking for duplicate records
        • About deleting records
        • Deleting records in Concordance
        • Packing the dictionary
        • About modifying databases
        • Managing Persistent Search
      • Publishing Databases Using Shortcut (.fyi) Files
        • Working with Concordance Desktop shortcut (.fyi) files
        • Supporting Concordance Desktop shortcut (.fyi) files
        • Creating shortcut (.fyi) files
        • Distributing the shortcut (.fyi) file to users
        • About snapshots
      • Managing Imagebases
        • Renaming file paths and folders
        • Editing media keys
        • Exporting a CIB file to OPT format
        • Converting existing CI imagebases
        • Converting Concordance Desktop Viewer Imagebases to Concordance Viewer
      • Concatenating Databases
        • Designing concatenated databases
        • Organizing document types
        • Managing concatenated databases
        • Indexing and reindexing concatenated databases
        • Joining multiple databases (concatenating databases)
        • Opening a concatenated file set
        • Deleting a concatenated file set
        • Removing a database from a conatenated file set
        • Reviewing concatenated databases
        • Saving searches in concatenated databases
        • Adding field groups to the INI file
        • Printing from concatenated databases
      • Backing Up and Archiving Databases
        • About Concordance Desktop database files
        • About archiving databases
      • Exporting Data
        • Exporting databases
        • Exporting delimited text files
        • Exporting database structures
        • Exporting transcripts
        • Exporting to Concordance Desktop Viewer
      • Preparing Productions
        • Creating a production
        • Running a standard production
          • Locating documents to produce
          • Annotating documents for production
          • Capturing tag activity
          • Production numbers for viewer documents
          • Production with Concordance Desktop Viewer
          • Production with Concordance Viewer
          • Monitoring productions
          • Saving production parameters
          • Verifying produced files
        • Running a native file production
        • Generating a production attachment range
        • Creating a production database
      • Creating Reports
        • Exporting Concordance data
        • Printing transcript annotations
        • Printing with the Report Writer
      • Troubleshooting
        • Isolating issues
        • Resolving common database issues
      • Unicode Support
        • About the Unicode standard
        • Installing language packs
  • Reference Information
    • Keyboard shortcuts
    • Sending Us Feedback
    • Additional Resources
    • PDF Guides
    • Copyright Information