Setting up your first case in KuhstomDiscovery is straightforward. Follow this step-by-step guide to get started.

• Active user account with case creation permissions
• Understanding of your case requirements
• Documents ready for upload (optional)

1. Navigate to the Cases section from the main menu
2. Click the "Create New Case" button
3. You'll be directed to the case setup wizard

Fill in the required case details:

Choose a descriptive name that clearly identifies the case. Best practices:

• Include client name or case number
• Use consistent naming convention
• Avoid special characters

Provide a brief summary of the case including:

• Case type (litigation, investigation, compliance)
• Key parties involved
• Expected timeline

Configure the following options:

• Privacy Level: Public, Private, or Restricted
• Retention Policy: Set document retention period
• Review Workflow: Choose from predefined templates

Add team members who will work on this case:

1. Search for users by name or email
2. Assign appropriate roles (Reviewer, Admin, Observer)
3. Set permissions for each team member

You can upload documents during case creation or later:

• Supported formats: PDF, DOC, DOCX, TXT, EMAIL
• Maximum file size: 100MB per file
• Batch upload supported for multiple files

Configure AI classification settings:

• Enable/disable automatic classification
• Select classification models
• Set confidence thresholds

1. Review all settings and configurations
2. Click "Create Case" to finalize
3. You'll be redirected to the case dashboard

After creating your case:

1. Upload additional documents if needed
2. Configure custom tags and labels
3. Set up review workflows
4. Begin document processing

• Permission Errors: Contact your administrator
• Upload Failures: Check file formats and sizes
• Configuration Problems: Refer to the advanced settings guide

• Learn about [Document Processing](ocr-configuration)
• Set up [Review Workflows](review-workflow-setup)
• Explore [AI Classification](training-custom-models)