Updated October 24, 2025

Streamline your litigation workflow with the Fileread platform, which enhances document review, fact-finding, and case preparation across images, text, handwritten notes, and unstructured data—all while maintaining the highest standards of accuracy and security.

Table of contents

Getting Started with Fileread

Fileread transforms your document management workflow with seamless Microsoft authentication and tailored permissions. This guide will walk you through the essential first steps to get your team up and running.

Administrator Setup

Before users can access the platform, administrators need to complete these initial setup steps:

1. User Registration Prepare a complete list of users who need access to the platform, including:
   • Full names
   • Email addresses
   • Required permission levels (see Permission Matrix below)
2. Contact Support Email your user list to our support team:
   • Email: [email protected]
   • Subject: Platform onboard [Your Company Name]
   • Attach: Your user list with permissions
3. Microsoft Authentication Setup Our support team will configure Microsoft authentication based on your submitted information, creating a secure single sign-on experience tailored to your organization.

Permission Matrix

Fileread offers flexible permission settings to maintain appropriate access controls:

Organization Level

• Global Admin: Complete system control and user management capabilities

Workspace Level

• Read: View-only access to documents without modification abilities
• Write: Full editing capabilities including:
  • Content modification
  • Metadata editing
  • File/folder management and organization

Managing Workspaces