Customizing Full Screen Panel in Review Window

Table of Contents

Introduction to full screen mode

Everlaw supports two modes in the review window. In full screen mode:

  • Codes, ratings, annotations, redactions, translations, and other review tools live in a panel next to your document view
  • The panel layout is customizable, so you can add, remove, resize, and rearrange tabs in a way that best suits your workflow
  • Once you've customized a layout, you can save it and share it with other users and groups in your project
  • Your last full screen panel layout is remembered and restored from session to session
  • Assignment group admins can set a saved layout as the default for a particular assignment group
  • Project admins can save a project layout as the default for all users in the project

All new projects default to full screen mode in the review window (with the exception of a few legacy accounts). All projects can toggle between full screen mode and classic mode. Everlaw remembers 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. For more information on classic mode, please read this article.

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Managing layouts

Loading layouts. To load a new layout, click the current layout name at the bottom of the panel. In the menu, you can select layouts from three lists: My Layouts, Layouts Shared with Me, and Default Layout.

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Loading a layout will replace any layout you’re currently using. If you’ve customized your current layout view and want to use it later, you will need to save it before loading a new layout, otherwise it will be overridden.

Saving layouts. To save a layout after you've customized it, click Save at the bottom of the panel. In the Save layout dialog, click "+ New layout" and enter the new name. Alternatively, select an existing layout to overwrite it. If you are a project admin, you can make the layout the project default. This means any user on that project can access it, and any users currently working in the project default layout will now see this layout. When you're done, click Save.

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Managing layouts. For other options, click the current layout name at the bottom of the panel. Then choose Manage layouts from the menu. When managing layouts, you can rename a layout, share it with others, delete it, or hide it from your layouts menu. In most cases, you can only rename or delete a layout if you are the creator. The exception is for project admins, who can share and delete any shared layouts created by users that have been removed from the project.

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Customizing layouts

You can customize your review window layout by adding and removing tabs and toolbar icons, and configuring individual tabs. To begin, click Edit at the bottom of the panel.

Adding and removing tabs and toolbar icons

You can customize which tabs you'd like to view in your panel. To begin, click Edit at the bottom of the panel. Note that your user permissions might affect what is available to add.  

  • To add a new tab, click it in the staging area, or drag and drop it from the staging area into your panel.
  • To remove a tab, click the "x".
  • To group tabs, drag and drop a tab from one tab group to another. 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 the metadata tab to next to the codes tab to create a tab group. 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.
  • To add or remove toolbar icons, click Edit toolbar.
    • To add an item, click it in the staging area, or drag and drop it from the staging area into the toolbar.
    • To remove an item, select or drag it from the toolbar back to the staging area, or click the red "x".
    • When you're happy with your toolbar, click Back to Tab Layout.
    • You cannot rearrange toolbar icons; they have a predetermined order.
    • 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 never appears when you are in the text view because you cannot use it in that view.

When you've finished editing your tabs and toolbar, click Done editing at the top of the staging area, or toggle Edit at the bottom of the panel.

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Configuring individual tabs

You can also configure the content of each individual tab. To begin, click Edit at the bottom of the panel. Then click the gear icon next to the name of the tab you want to configure. You can rearrange the components within a tab by dragging and dropping them.

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").  

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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.  The table below describes the configuration options available for each tab. 

Tab Configuration Options
Annotations
  • Notes
  • Highlights
  • Content Redactions
  • Native Redactions
  • Metadata Redactions
Codes
  • Binders
  • Coding Categories
  • Coding Filter
  • Currently Applied
  • Everything Else
  • Processing info
  • Rating
  • User fields
  • Viewed by
Coding Presets No configuration options available
History Filter the document history by different kinds of events or information added to the document: All, View, Rate, Binder, Code, Annotation, Conflict, Upload/Download, Production, Metadata.
Hit Highlights
  • All hits
  • Search hits
  • Custom hits
  • Persistent hits (will only appear when a persistent highlight appears in that document)
Language No configuration options available
Metadata Individual metadata fields
Predictive Coding No configuration options available

 

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List of toolbar options

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

  • Zoom to page width
  • Zoom to height
  • Zoom in
  • Zoom out
  • Rotate counter-clockwise
  • Rotate clockwise
  • Undo coding changes
  • Toggle text selection mode
  • Toggle highlight mode
  • Toggle redaction mode
  • Add Stories, Depositions, or Drafts
  • View document access details
  • Share
  • Print
  • Download

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Keyboard shortcuts

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. A preview of some shortcuts is below. 

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There are a few small differences between the shortcuts in the full screen mode and the classic mode of the review window. For example, in the classic mode, 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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