Summary - Nuix Discover® Case Manager Training, Online - 29-30 Sep 2026

This two-day certification course takes you through the full case lifecycle in Nuix Discover—from data ingestion and document processing to secure workspace configuration. Learn how to image and index data, manage user access with security groups, and streamline review with custom coding fields, redactions, highlights, and templates. You'll also gain expertise in managing search term families, organizing assignments, and executing efficient production and export workflows.

Course Objectives

Import documents from external sources and seamlessly integrate them into active cases
Enrich imported data with imaging, email threading, and comprehensive indexing
Set up security groups and customize user permissions for controlled access
Build and manage coding fields, templates, redactions, and highlights to streamline review
Organize review assignments and optimize reviewer workflows for efficiency
Produce and export documents with precision for seamless case delivery

Students will be enrolled in the Nuix Discover Case Manager exam to validate their knowledge and skills. Successfully passing this exam is a requisite to the Nuix Discover Master certification.

Who Should Attend

This course is ideal for course is designed for case managers, review team leads, and others involved in case imports, exports, and daily case management.

Key Features

Real-world application with hands-on lab activities via a dedicated virtual machine.