Project administration

User and security settings

• Adding and Removing Users
• User Groups and Project Permissions
• Location Whitelisting
• Create an Everlaw Account and Edit User Settings
• Multi-Factor Authentication (MFA)
• January 2019 Permissions Update

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
• Uploads FAQ
• Locating Uploaded Documents on Everlaw
• Reprocessing Everlaw and Non-Everlaw Processed Documents
• Upload Notifications
• 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 Microsoft Teams Files

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 and data exploration

Creating Searches with the Query Builder

• A Downloadable Guide to Everlaw Search
• Search Overview and Examples
• Preview a Document
• Building Logical Queries
• Searching Through the Content of Documents
• Advanced Content Searches (Wildcard, Proximity, Fuzzy, Regular Expression)

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Data exploration

• Search Term Reports
• Data Visualizer

Document review

Viewing and navigation in review window

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

Coding documents

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

Batch modifications

• Batch Actions
• Batch Redactions

Review tools

• Notes and Highlights
• Redaction
• Using Hit Highlighting to Search Within Documents
• Metadata
• Unitization Tool
• Translating Non-English 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
• Administrator Focused Help - Creating Assignment Groups
• Administrator Focused Help - Modifying and Managing Assignments
• Daisy Chaining Assignments Together
• Sample Assignment Workflow - Substance Review

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Collaboration

• Sharing and Object Permissions
• Message Center Overview

Analytics

Project Analytics

• User Activity
• Project Analytics: Evaluating Your Review Progress
• Project Analytics: Evaluating Your Reviewers
• Project Analytics: Evaluating Your Project

Predictive Coding

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

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StoryBuilder

Introduction

• Introduction to StoryBuilder

Chronology

• Creating, Accessing, and Navigating Chronology
• Adding/Removing Documents in Chronology
• Chronology Labels
• Creating and Viewing Events in Chronology
• Creating People Profiles in Chronology
• Chronology Collaboration, Sharing, and Exporting

Outlines

• StoryBuilder Outlines
• Bookmarking Documents in Outlines
• Exhibits
• Internal Use Cases for StoryBuilder Outline

Productions and Exports

Producing Documents

• Creating a Production Protocol
• Creating Productions in Everlaw
• Sharing Productions and Production Access Logs
• Production Modification Tools
• Production FAQ
• Production Workflow Guide and Best Practices

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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 9 articles

Billing and account management

Billing and account management

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

Product updates

Release notes

• June 28, 2019 Release: auto-code context groups, improved object permissions, and more
• June 6, 2019: Data visualizer dashboard, native production improvements, and more!
• May 3, 2019: SFTP downloads, faster document deletions, and more!
• April 5, 2019: Project templates, weighted terms, and more!
• March 15, 2019: Review window updates, new data visualizations, and more!
• Principal Changes of the February 8, 2019 Release

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Frequently asked questions

FAQ

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