Deploying and using Clearance

This topic organizes the setup, customization, and operation of Clearance into stages. Use it to make sure you are getting the most out of Clearance.

Step	Description	Where to find more information
Account setup and user management
1	Set up your account: Configure your account information and establish your organization's network of users, groups, departments, and categories.	Activate your account Configure account information Create departments Create user groups Create users Create categories
2	Define policies: Control access to and set retention policies for cases and evidence files.	Learn about permission levels Define security policies Refer to the security policy definitions list Define video request policies Refer to the video request policy definitions list Set retention policies for cases and files
3	Configure report templates: Determine the contents and style of the reports used by your organization.	Configure report templates
Operations
1	Build cases: Create cases to document and track your investigations.	Create cases Example of a case in Clearance Assign personnel to a case Change access policies for cases Upload files to cases Preview evidence in cases
2	Manage files: Use files to support your cases.	Review list of supported file formats Configure file details Change access policies for files Search for cases or files Create a file request
3	Audit investigations: Create reports that summarize and show actions performed on cases and files.	Create a case summary report Create an eDiscovery receipt View the audit trail of a case View the audit trail of a file Learn about dashboards Configure dashboards