Ipro for Enterprise Administrator Virtual Instructor Led Series

December 1 – 4, 2020
Tuesday, 8:00 a.m. – 11:00 a.m.
Wednesday, 8:00 a.m. – 11:00 a.m.
Thursday, 8:00 a.m. – 11:00 a.m.
Friday, 8:00 a.m. – 11:00 a.m. (Arizona)* Daylight Savings not observed.

Webinar: Zoom Meeting

Learning Objectives:

Are you looking to advance your understanding of Ipro for enterprise?  Are you ready to become your firm’s Ipro for enterprise Administrator?  Are you not able to attend an in-person training at Ipro? Then this four day, 3 hour per session series is meant for you!  Our Ipro Training team will help to equip participants with a greater detail and understanding of the functionality and workflow of Ipro for enterprise.  We will take an in depth look at the key functions of enterprise including creation, configuration, and management of cases. We will cover processing data into review utilizing enterprise and eCapture plus handling of errors. The eCapture QC will be covered as well as reprocessing images.  Lastly, we will cover analytics, reviewing data, and productions. This course meets the prerequisite for becoming Ipro for enterprise Administrator Certified.

This training will be in a lecture format. Follow along at your discretion with the understanding that the trainer will be unable to troubleshoot any issues you run into in your instance of Ipro for enterprise. Prior to the training Ipro will provide a standardized sample data set and workbook of assignments for you to complete on your own throughout the course.



4-Days, 3-Hours each


Required Skill Level:

This course is designed for new users or users with an intermediate / advanced skill level with E-Discovery software.



In order to enroll in this Administrator Series, you must meet the following prerequisites:

  • You must own this Product; and
  • You must be on Version 2020.8.0 or higher


Cost:  $1,000 per person.  Promotional Pricing:  20% off if booked before October 31, 2020.  Use Promo Code:  FALL20

Cost of Certification Exam:  $500.00 (per person, due when scheduling exam)


Day One:

Case Administration Creating a New Case
System Settings Editing Project Options
Media Management Settings Self-Service
Media Manager Handling Errors via eCapture
Handling Errors in Media Manager Eclipse Admin Module overview
Modifying filter fields Importing Third Party Data


Day Two:

Overview of enterprise Review interface Creating a Keyword List
Creating and Modifying Coding Forms Smart Folder Management
Searching with Keywords Using Review Rules
Review Pass Management Review Pass Reports
Reviewing Documents in a Batch Admin Case Settings


Day Three:

Searching from the Grid Searching from the Document View
Understanding Visual Search Creating a Visual Search
Viewing Results Mass Tagging
Using the Timeline Advanced Searching
Analytics Concept Searching


Day Four:

Preparing for Production Imaging Configurations
Flex Processor Rules Reprocessing in eCapture QC
Creating Export Sets Using the Production Shield
Running your Production First Steps in Ipro Analytics
Utilizing Email Threading in Review


Note: We do not record Administrator training classes. When you book your training or sign up for an open session please make sure, well in advance, that all attendees are able to attend. Rescheduling on the day of training is not permitted and refunds will not be granted if you are unable to attend. Training must be completed within 30 days of the first scheduled session.


Please Note: Courses are non-refundable. Users may change course dates by notifying Training@IproTech.com at least 2 business days prior to course start date.  Expires 6 months from purchase.