Customizing Full Screen Panel in Review Window

Table of Contents

To watch a video on the full screen mode, see below or click here. You can take an in-platform tour of the review window by clicking "Walk Me Through" in the bottom right of your screen and choosing "Customize Your Review Window" under Review.

 

Intro

Besides a few legacy accounts, all new projects default to full screen mode in the review window. However, all projects can toggle between the two views. For more information on classic mode, please read this article.

In full screen mode:

  • Codes, ratings, annotations, redactions, translations, and other review tools live in a panel next to your document view
  • Project admins can save project layouts that can be loaded and used by all reviewers within that same project
  • The layouts are customizable so you can add, remove, resize, and rearrange tabs in a way that best suits your workflow
  • Your last full screen panel layout is remembered and restored from session to session within a case.
  • You can save a user layout and load them at a later time within the same project

Additionally, a series of keyboard shortcuts is available in the review window to increase the efficiency of your review process. To access the full list, press the "?" (shift + /) key.

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Accessing full screen mode

All projects will be in full screen mode by default when opening the review window (unless specifically requested otherwise by your organization). Everlaw will remember your preferences, so if you exit the review window while it is in full screen mode, the review window will open in full screen the next time that you open a document for review.

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In full-screen mode, panel content is organized into tab groups, and you can add, remove, and reorder your review tools the way you want them. The Everlaw Default Review Window layout includes all tabs and toolbar items by default, except Document Access Management, and Document History. If Machine Translation is not enabled for your project, the Languages tab will be hidden by default as well. From here, you can begin immediately reviewing documents. Visit our other help documentation to learn about coding, annotating, highlighting, redacting, etc. 

Full_Screen_Configured_Modules.png

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Load and save layouts

You can load a new layout by clicking Save/Load at the bottom of the panel. Select load. You can select layouts from three lists: Your Layouts, Project Layouts, and Default Layouts. 

When loading a layout, you have the option to keep your coding presets, or replace them with the layout’s presets if they exist.

Loading a layout will replace any layout you’re currently using. If you’ve customized your current layout view, you will need to save it, or it will be overridden when you load a new layout.

coding_presets.gif

To save a layout, click “+ New Layout” under Your Layouts. Give the layout a name, then click Save. If you are a project admin, you can save layouts project-wide under “Project Layouts." This means any user on that project can access it. To overwrite a previously saved layout, click that layout, enter a new layout name, and click "save." 

To delete a layout, click “save/load” and then select delete. You can choose any of your user layouts to delete. Unless you’re an admin, you won’t be able to delete project layouts.

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Add and remove tabs and toolbar icons

You can customize which tabs you'd like to view in your panel. Note that your user permissions might affect what is available to add.  Click Edit Layout, or drag and drop a tab from the left side staging area to add it to your review panel. In the example below, we will add codes, annotations, and hit highlights.

You can also group tabs together to clean up your panel. For example, if you want to have access to metadata but don't need to see it all the time, you can drag and drop it next to codes to create a tab group.

You can also rearrange the panel by dragging and dropping tabs to the bottom.  You can adjust the height of each tab group, and the width of the panel. There are endless possibilities for how you can organize your tabs and tab groups. Remember, you can save and reload layouts, which allow you to create multiple iterations of tab groupings. 

Click Done Editing at the top of the staging area, or toggle Edit Layout at the bottom of the screen to view your custom panel. You can always go back to Edit Layout to add, remove, or rearrange tabs or toolbar icons. 

arranging_tabs.gif

You can expand an entire panel by clicking the expand icon next to it on the right. The icon will turn blue. You can always collapse it back to the previous view by clicking it again.

To edit toolbar items, Edit Layout at the bottom of the panel. Then click Edit Toolbar. Click or drag icons to the left of the panel into the panel. Click the red “x” next to toolbar icons to remove existing ones. When you’re happy with your toolbar, click Back to Tab Layout.

Toolbar.gif

You cannot rearrange toolbar icons once they are added since they have a predetermined order. Also note that some toolbar icons do not apply to the various format views, regardless of whether you've added them. For example, the redaction tool or highlighter will never appear when you are in text view because you can't use those tools in that view.

 

Configure individual tabs

Within each individual tab, you can configure its layout. To do this, click Edit Layout. Then click the gear icon next to the name of the tab.

The tabs vary in complexity and number of configuration options. A table of each tab and its configurations is below in the next section (see "list of tabs and configuration options").  In the example below, you can see the annotations settings, which includes three components: notes, highlights, and redactions. 

You can rearrange the components within the tab by dragging and dropping them. You can toggle in and out of edit mode by clicking Edit Layout at the bottom of the screen to see how your proposed configuration will look. 

configure_codes.gif

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List of tabs and configuration options

Each tab is unique in that the components you can include within the tab differ.  Below is a table where each column is a tab in full screen mode. Within the column are the available components you can include. The Coding Presets, Language, and Predictive Coding tabs have no additional options and are therefore not included in the table below. 

Annotations

Codes

History

Hit Highlights

Metadata

Notes

Coding Filter: use the keyboard to apply ratings, codes, etc. to the document

Same as current history view: all, view, rate, binder, code, note, conflict, upload

All hits

Every metadata field, along with options to show unpinned, empty, and raw metadata fields.

Highlights

Currently Applied: see ratings, codes, etc. on the document

 

Search hits

 

Redactions

Everything Else: access elements from all sections you have removed

 

Custom hits

 
 

Rating: allows you to select hot/warm/cold for documents

 

Persistent hits (will only appear when a persistent highlight appears in that document)

 
 

Binders: collections of documents created by you or a colleague

     
 

User Fields

     
 

Viewed By

     
 

Coding Categories: you can choose any coding category to focus on those codes

     
 

Processing Info: information about Everlaw's processing of the document

     

 

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List of toolbar options

You can include or exclude the following options in your full screen mode toolbar:

  • Zoom in
  • Zoom out
  • Zoom to height
  • Zoom to page width
  • Rotate counter-clockwise
  • Print
  • Download
  • Share
  • Text selector
  • Highlight
  • Redact
  • Add to Stories, Depositions, or Drafts
  • Undo coding (reset to previous state)
  • Text wrap 

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Keyboard shortcuts

Keep in mind that there are keyboard shortcuts in the review window to make your job easier. There are a couple small differences between the shortcuts in the regular review mode, and the full screen mode. These differences are listed in the overlay (which you can view by typing "?" while in the review window). A preview of some shortcuts are below. 

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Note differences between a few of the shortcuts in the regular review window and full screen mode. For example, in the regular review window, the spacebar expands and collapses the coding panel. In full screen mode, it will bring the coding tab forward, as long as the coding tab is in the layout panel.

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