Homepage

Homepage Articles

• General Homepage Overview
• Homepage Views and Foldering
• Binders

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

Media and spreadsheet review

• Media Review
• Spreadsheet Review and Redactions

Review tools

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

See all 7 articles

Search

Building Searches and Managing Results

• dtSearch® Translation
• 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 "Search settings"

See all 13 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

Project administration

User and security settings

• Adding and Removing Users
• User Groups and Project Permissions
• Document Access Management
• Approved Locations
• Creating an Everlaw Account and Getting Started
• Multifactor Authentication (MFA)

See all 7 articles

Review settings and preparing for review

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

See all 9 articles

Database administration

Legal holds

• Introduction to legal holds
• Legal holds directories
• Using legal holds

Database administration

• Early Case Assessment Databases
• Database and Project Permissions: Overview
• Database Administration and Permissions
• Deleting Documents
• Projects
• Assigning Other Bates

Uploads

Uploading Documents

• Assigning custom field values and work product during upload
• Introduction to Uploading on Everlaw
• Locating Uploaded Documents on Everlaw
• Reprocessing Everlaw and Non-Everlaw Processed Documents
• Advanced Settings for Uploads
• Native Uploads FAQ

See all 8 articles

Uploading Native Data

• Uploading Documents from Zoom
• Uploading Electronic Common Technical Documents (eCTD)
• Uploading Documents from Slack
• Uploading Documents from Microsoft 365 (also known as Office 365)
• Uploading Native Data to Everlaw
• Preparing Native Data for Upload

See all 13 articles

Uploading Processed Data

• Uploading Processed Data with a Load File
• Uploading Produced PDFs without a Load File
• Overlaying Data
• Processed Data Errors
• Transfer Files to Everlaw Support for Upload
• Standard Format for Processed Data

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Standard Metadata Fields

• Standard Fields

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
• 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
• Predictive Coding FAQs
• Predictive Coding Terms and Definitions
• Creating and Editing a Predictive Coding Model
• Leveraging Predictive Coding for Prioritization and Quality Control
• Interpreting Your Predictive Coding Model

See all 8 articles

Clustering

• Clustering
• Clustering FAQ

Storybuilder

Story

• Adding Documents to your Story
• Introduction to Storybuilder 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, Transcript, and Testimony

Drafts

• Storybuilder Drafts

Storybuilder by Everlaw

• Storybuilder by Everlaw

Productions

Producing Documents

• Production Protocol Templates
• Excluding attachments when producing native emails
• Overview: Creating Productions on Everlaw
• Pre-Production Workflow Guide and Best Practices
• Productions 1 of 3: Creating a Production Protocol
• Productions 2 of 3: Performing Pre-Production QA on Everlaw

See all 12 articles

Exports

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

Exports

Exports

• LFP Export

Organization administration

Organization administrator

• Organization Admin: Database Fields
• 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

See all 7 articles

Cloud Management Administrator

• Cloud Management Administrator

Billing and account management

Billing and account management

• Exporting, Suspending, and Deleting Projects and Databases
• Billing and Pricing FAQ
• Suspension and Exporting Options
• Reviving a Closed Project

Corporate Essentials

Corporate Essentials Workflows

• Corporate Essentials Workflows

Product updates

Release notes

• ★ April 28, 2023 Release: Watermark documents in a production, Storybuilder tab in the full-screen review window panel, and more!
• May 26, 2023 Release: Generate clusters based on search criteria, improvements to the results table, and more!
• March 31, 2023 Release: Icon updates, apply custom metadata and work product during native upload, and more!
• March 3, 2023 Release: Zoom Connector, Database Fields, and more!
• February 3, 2023 Release: DOJ Production Protocol Template, edit Predictive Coding model name/criteria, and more!
• January 6, 2023 Release: Default search grouping, updates to Slack cloud connector, and more!

See all 117 articles

Frequently asked questions

FAQ

• Everlaw Professional Services
• Accessibility FAQ
• Everlaw User Training
• General FAQ
• Email Threading and Reviewing Emails
• Keyboard Shortcuts

Workflows

• Suggested Whitelisted Domains
• Getting Started with DSAR Reviews on Everlaw