Expected US Release: November 18, 2022
Expected International Release: December 2, 2022
Expected Federal Release: December 9, 2022
With this release, we’ve added Export production reports, endorsing multiple metadata fields during production, and more — read on for more information about the features coming out this month! If you would like to learn more about the features in this release, join us for a live training session.
Improvements in this release:
- Identifying linked documents from all document types
- Render linked images on processing
- Production report export
- Reselect production recipients from previous production
- Endorse multiple metadata fields during production
- Update templating workflow for Database Setup Requests
- New Share button
- [Organization Admin] Update access to binders and folders
Identifying linked documents from all document types
Previously, Everlaw identified linked documents only from emails that are processed on Everlaw. With this release, linked documents will be identified across all types of documents processed by Everlaw.
Learn more about the context panel in Everlaw.
Render linked images on processing
During processing of documents such as emails, HTML and MHT files, and calendar events, Everlaw will now automatically attempt to securely retrieve any linked images that may have appeared to the original recipient in the body of the native document. The image will be presented both in the PDF view generated by Everlaw and in the native view in the review window. The image presented will be the image located at the URL at the time of retrieval, i.e. during processing for the PDF, and during view for the native. Previously, these images were only shown within the Everlaw platform as links in the document body. In many browsers and email applications, these images may have been visible in-line to the original recipient, so this feature better aligns the reviewer experience with how Custodians saw these images.
This setting for processing will be configurable within the upload wizard under the Advanced settings > Image details section. For existing projects this setting will be set to off by default. For all newly created projects, this setting will default to on.
Learn more about navigating and viewing documents in the review window.
Production Report export
You will now be able to export a production report containing information on all of the productions in a project. In the export, you can select between a variety of fields in the dropdown menu such as Bates range, number of pages, password, and production size.
The option to create a production report export will be located on the upper right corner of the Productions page. This feature is available to users with production admin permissions.
To find out more about productions, see creating Productions on Everlaw.
Reselect production recipients from previous production
When choosing to share a production through email, you will now be able to reselect the emails of previous production recipients. Clicking on an email from the dropdown menu will automatically propagate it in the email recipient text box. When you begin typing an email, the dropdown menu will narrow the emails it displays to match your typed criteria. This feature is available to users with production admin permissions.
Learn more about Sharing Productions and Production Access Logs.
Endorse multiple metadata fields during production
You can now endorse the images in your productions with multiple metadata fields instead of just one.
The process for selecting multiple metadata fields to endorse is the same as the existing process for selecting multiple codes. First, navigate to the “Image Details” step of the production protocol creation wizard. Once there, you will see the same “Endorsement - Metadata” dropdown as before. After selecting the desired placement on the page from the dropdown, you will see a dialog box where you can select multiple metadata fields for endorsement. You can include any number of metadata fields, and all metadata fields will receive the same placement on the page.
After metadata fields have been added to the dialog, you can select whether each metadata endorsement should appear in black text (the default) or red text. You can also select which set of production images each metadata endorsement should appear on.
To learn more about metadata field endorsements, please visit Creating a Production Protocol.
Update templating workflow for Database Setup Requests
The Database Setup Request page has been updated and you can now use existing ECA projects as templates when setting up a new ECA database. In order to use a project as a template, you must have both project and database administrator permissions on the existing project and database.
When setting up a new ECA database using this workflow, you now have the option for selecting either or both a template ECA project and a template review project, as well as the ability to choose subsets of project settings to copy from the template project to the new project.
When setting up a new review database using this workflow, using an existing review project template remains similar, and you now have the ability to choose subsets of project settings that you can copy to the new project being created. For example, you can copy all the codes from the template project but not the permissions and users to the new project.
More information about project creation and templating can be found in the Projects article.
New Share Button
Everlaw is rolling out a new share button for collaborative objects to help you easily check who the object has been shared with. You will see these updated share buttons on Homepage folders, Search Term Reports, Assignments, Predictive Coding Models, Stories, Depositions, and Drafts.
To share an object, click the “Share” button on the left. To see who an object has been shared with or to edit their permissions, click the permissions icon on the right.
To learn more about sharing items and managing who can access objects, visit sharing and object permissions.
[Organization Admin] Update access to binders and folders
Everlaw is updating organization admins’ default permissions on all binders and folders to provide more visibility into users’ work and make it easier to support teams. If you have organization admin permissions, you can now view all folders and edit all binders on projects in your organization (previously, organization admins did not have default access to users’ folders and could view, but not fully edit, users’ binders).
Organization admins can add and remove documents from any binder on a project, and can view all folders on the homepage under Folders in the left hand menu. Organization admins can also view/edit permissions on all folders and binders, as well as rename, share, and delete them. Updates to organization admin access to searches will be added in an upcoming release.
Learn more about Organization and Project Administration.