Project administration

User and security settings

• Adding and Removing Users
• User Groups and Project Permissions
• Document Access Management
• Location Whitelisting
• Create an Everlaw Account and New Project
• Multi-Factor Authentication (MFA)

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Review settings and preparing for review

• General Settings
• Administering Codes for Review
• Using Coding Rules to Structure Review
• Metadata, Aliasing, and User Editable Fields
• Production Tools and Custom Redaction Stamps
• Setting up Persistent Highlights

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Database administration

Database administration

• Database and Project Permissions: Overview
• Database Administration and Permissions
• Deleting Documents
• Projects

Homepage

Homepage Articles

• General Homepage Overview
• Homepage Views and Foldering
• Binders

Uploads

Uploading Documents

• Introduction to Uploading on Everlaw
• Locating Uploaded Documents on Everlaw
• Reprocessing Everlaw and Non-Everlaw Processed Documents
• Advanced Settings for Uploads
• Uploads FAQ
• Migration Workflow Guide and Best Practices

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Uploading Native Data

• Uploading Native Data to Everlaw
• Preparing Native Data for Upload
• Supported Native Data Types
• How to Handle Uploads With Multiple Custodians
• Identifying and Troubleshooting Native Upload Errors
• Uploading Exported Google Vault Files

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Uploading Processed Data

• Uploading Processed Data on Everlaw
• Standard Format for Processed Data
• Sending Physical Media to Everlaw
• Non-Standard Data

Canonical Metadata Fields

• Canonical Fields

Search

Building Searches and Managing Results

• A Downloadable Guide to Everlaw Search
• Search Overview and Examples
• Building Logical Queries
• Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)
• Deduplicate, Sample, Group, and Remove Search Hits Via "More Options"
• Search Deduplication Options and Definition of "Duplicate"

See all 11 articles

Query Builder Search Terms

• List of Search Terms and Their Definitions
• Searching Through the Content of Documents
• Searching by Bates Number, Control Number, and Doc IDs
• Searching Metadata
• Searching Emails
• Searching Categories, Codes, and Annotations (notes, highlights, redactions)

See all 9 articles

Document review

Viewing and navigation in review window

• Navigating and viewing documents in the review window
• Customizing Full Screen Panel in Review Window
• Classic Review Window

Coding documents

• How to Code a Document in the Review Window and Use Coding Presets
• Reviewing Documents in Accordance with Coding Rules
• Context Panel: View and Batch Code Related Documents in Review Window

Batch modifications

• Batch Actions

Review tools

• Notes and Highlights
• Redaction
• Using Hit Highlighting to Search Within Documents
• Metadata
• Unitization Tool
• Translating Foreign Language Documents

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Media and spreadsheet review

• Media Review
• Spreadsheet Review and Redactions

Review administration

Assignments

• Introduction to Assignments
• Receiving an assignment
• Creating Assignment Groups
• Modifying and Managing Assignments
• Linking Assignments Together
• Sample Assignment Workflow - Substance Review

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Collaboration

• Sharing and Object Permissions
• Message Center Overview

Project and user analytics

Project and User Analytics

• User Activity
• Review Progress, Time, and Pace
• Evaluating Your Reviewers Using Project Analytics
• Evaluating Your Project Using Project Analytics

Document analytics

Search Term Reports

• Search Term Reports

Data Visualizer

• Data Visualizer

Predictive Coding

• A Beginner's Guide to Predictive Coding
• Creating a Predictive Coding Model
• Interpreting Your Predictive Coding Model
• Improving Your Predictive Coding Model
• Basic and Rigorous Performance Statistics
• Predictive Coding Terms and Definitions

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Storybuilder

Story

• Introduction and Setting up a Story
• Story Timeline
• Storybuilder FAQ

Depositions

• Deposition 1 of 3: Preparation
• Deposition 2 of 3: During the Deposition
• Deposition 3 of 3: Summary and Transcript View

Drafts

• Storybuilder Drafts

Storybuilder by Everlaw

• Storybuilder by Everlaw

Productions and exports

Producing Documents

• Creating a Production Protocol
• Creating Productions in Everlaw
• Sharing Productions and Production Access Logs
• Production Modification Tools
• Everlaw Australia Production Options
• Production FAQ

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Exports

• Download Exports or Productions using SFTP
• Exporting Documents
• Exporting to ZIP

Organization administrator

Organization administrator

• Organization Admin: Organization and Project Administration
• Organization Admin: Dashboard Tabs
• Organization Admin: Databases and Projects
• Organization Admin: Creating New Databases
• Organization Admin: Single Sign-On
• Organization Admin: Assign Bates

See all 8 articles

Billing and account management

Billing and account management

• Billing and Pricing FAQ
• Suspension and Exporting Options
• Reviving a Closed Project

Product updates

Release notes

• September 11, 2020 Release: Save and share results table views, Organization Administration design improvements, and more!
• August 7, 2020 Release: 'All Text' and 'All Date' search terms, add review criteria in the assignments wizard, and more!
• July 10, 2020 Release: Project size reporting, homepage folder filtering, and more!
• June 12, 2020 Release: Upload folders directly, production improvements, and more!
• May 15, 2020 Release: Copy work product between projects, Organization Administrator improvements, and more!
• April 17, 2020 Release: Project search, auto-convert text to documents in Storybuilder, and more!

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Frequently asked questions

FAQ

• Everlaw User Training
• General FAQ
• FAQ: Reviewing Emails on Everlaw
• Keyboard Shortcuts