In this release, we improved the look and feel of many features, such as coding presets, coding rules, notes, and the help center. We’ve also included a number of backend performance enhancements that will make the site faster and more accessible. For example, you will see improved performance in results table sorting and persistent highlights, and increased accuracy in email threading deduplication.
Features included in this release:
- Updated search dialogue box
- Extract comments and notes from Office docs upon processing
- Increased coding presets accessibility
- Notes improvements
- No export size limit
- Search for all uploads in one place
- Easily visualize selected logical containers when building searches
- Improved help section and bug reporting
- Maintaining document order when exporting to a zip of PDFs
Updated search dialogue box interface
We have updated the search dialogue boxes that appear within coding rules, search term reports, productions, assignments, and other locations throughout the site. The search terms are now grouped together in simple dropdown menus, simplifying the interface and reducing space, without compromising the ability to search for what you need.
Exhibit 1: Search term report dialogue box, before and after
In coding rules, the dialogue is now a wizard, which will make the process of creating a rule easier to understand. In addition, the list of available requirements has been expanded: you can now require that documents have notes, redactions, and/or highlights.
Exhibit 2: Coding rules before the release
Exhibit 3: New coding rules wizard
Extract comments and notes from Office docs upon processing
Everlaw will now extract comments and notes from Word documents and Excel spreadsheets. Comments in Word will be included at their respective page locations in PDF format, and comments in Excel will be included in their respective cell in native format. The comments/notes will only be extracted if documents were processed as native uploads on Everlaw.
Increased coding preset accessibility
We’ve introduced a coding presets button in the bottom right corner of the review window. By clicking the coding presets button, you have the option to view, access, and apply your coding presets without having to open the coding panel. You can still apply presets via keyboard shortcuts or the coding panel. To edit or remove presets, you will still need to open the coding panel.
We’ve made changes to notes that will improve the user experience of this popular feature:
- Notes previews
- Ability to create a note directly from the coding panel, context panel, and coding filter
You will now see a preview for the first note applied to the document, and can access the notes panel by clicking on the sticky note icon in the preview. Just like the notes icon in the toolbar, this icon will display the number of notes applied to the document. If you don’t want to see the preview, you can always turn it off by opening the notes panel and toggling the settings.
You’ve asked for it and we listened! You can now add a note directly from the coding panel and coding filter. You can also batch add a note when coding duplicates, email threads, attachments, and versions in the context panel.
Exhibit 4: Applying a note from the coding filter
Exhibit 5: Applying a note directly from the coding panel
No export limit for Zip files
We removed the 2 GB limit for exporting Zip files from Everlaw. This will allow you to download larger Zip files. You can view a time estimate of your export on the associated card under the “Batches & Exports” column. There is still a 2 GB export cap for PDF exports.
Note that native PDF downloads will take considerably longer than other file types.
Search for all uploads in one place
The "processed" search term has now been replaced with a more inclusive “uploads” term. This will allow you to search for all uploaded data: native, pre-processed, or produced. You can select “Any native upload” if you want to just search for native data that was processed on Everlaw. Native uploads are indicated by a pink color band. Processed and produced uploads are indicated by an orange color band.
Easily visualize selected logical containers when building searches
You will also notice a change in how selected logical operator containers are highlighted when creating any nested search. A blue outline now surrounds the selected container, and any search terms that you want to add will go directly into the selected, outlined container.
Improved help section and bug reporting
We know that everyone has different preferences for how to find the answers they need. When clicking the “?” in the top right of your screen, you will now see a revamped help section with training videos and written resources drawn directly from our help center.. The default suggested videos and help articles are context-specific, and will change depending on the page you are on when accessing the help overlay. You can also easily search across the entire help center using the search box at the top.
Something wrong? You can now report a bug from the help overlay. Bugs will be submitted directly to our support team, reducing the turnaround time it will take to solve your issue.
Maintaining document order when exporting
We're improving our exporting functionality to allow you to maintain the sort and grouping order of documents in the results table when you export to a zip of PDFs. This allows you to control the order in which documents appear in an exported folder. For example, you might want to export in chronological order or by order of exhibit. By default, documents are exported in Bates order.
To export documents by sort order, first sort the table, then navigate to the 'Export to PDF' tab in the export dialogue. Select the 'ZIP of Individual PDFs' option, and toggle the "Preserve sort order in file naming" checkbox that appears. The exported documents naming will change to reflect the sort order. By default, the name is just the Bates number. However, if you choose to preserve the sort order, the Bates number will be preceded by a number corresponding to the document's position in the results table.