Full Screen Review Window Customization

The review window includes lots of tools to analyze and apply review work to your documents. Your need to access different tools might vary from project to project, or at different phases of a case. To optimize your experience with review, you can customize your review window to make sure the tools you use are easy to access, and the tools you don't use are hidden.

Everlaw supports two variations of the review window:

• Full screen (recommended and default)
• Classic

This article covers the (recommended) full screen review window. In this version of the review window:

• 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

Customize a layout

You can customize your review window layout by adding and removing tabs and toolbar icons, and configuring individual tabs. To begin, select the Edit button in the layout section of the panel, just before the toolbar.

Add and remove tabs

To customize which tabs are included in your review window:

1. Select the Edit button in the layout section of the panel just before the toolbar.
   
   This opens the layout editor.
   
2. Make your edits:
   • [Optional] To add a new tab: Select it from the layout editor, or drag and drop it from the layout editor into your panel.
   • [Optional] To remove a tab: Select the remove button.
   • [Optional] 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.
3. [Optional] You can also customize aspects of each individual tab. For more information on how to do this, see the section below on how to Configure individual tabs.
4. When you've finished editing your tabs and toolbar, select the Save current layout as button to save your changes as a new layout, or select Done editing to save them to your currently selected layout.
   

Add and remove toolbar buttons

You can include or exclude the following options in your review window 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

To customize which toolbar buttons are included in your review window:

1. Select the Edit button in the layout section just above the toolbar.
   
   This opens the layout editor.
2. Select Edit toolbar.
   
3. Make your edits: 

   • [Optional] To add an item: Select it in the layout editor.

     Note

     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.

   • [Optional] To remove an item: Select or drag it from the toolbar back to the layout editor, or click the associated remove button.

     Note

     You cannot rearrange toolbar icons. They have a predetermined order.

4. When you're happy with your toolbar, select Back to Tab Layout.
5. When you've finished editing your tabs and toolbar, select the Save current layout as button to save your changes as a new layout, or select Done editing to save them to your currently selected layout.
   

Configure individual tabs

You can also configure the content of each individual tab.

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. Hit Highlights, Metadata, and Predictive Coding.

To configure an individual tab:

1. Select the Edit button in the layout section just before the toolbar.
   
   This opens the layout editor.
2. Select the tab you want to configure. The select its settings button.
   
3. Rearrange the components within a tab by dragging and dropping them.
   
4. Select the close X button next to any component you want to remove.
5. When you've finished editing a tab, select Back to Tab Layout.
6. When ready, select the Save current layout as button to save your changes as a new layout, or select Done editing to save them to your currently selected layout.
   

Additional customization options

Reorder code categories

You can reorder code categories in your review window layout's Code tab. Reordering individual codes within a category, however, can only be done by Project Admins via Project Settings > Codes. 

To re-order code categories in the review window's Codes tab:

1. Select the Show unpinned button.
   
2. Drag and drop the code category stack to a new location in the list to reorder.
   
3. Select Hide unpinned.

Customize the Metadata tab

To learn how to customize the Metadata tab, see our Metadata Tab of the Document Review Window article. This article describes how to customize the fields that you see.

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 ? key on your keyboard. A preview of some shortcuts is below. 

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.

Manage layouts

You can save multiple layouts to load later and share layouts with other users.

Load a layout

To load a different layout, select the layout name from the layout section of the panel, directly below the toolbar.

If you’ve customized your current layout and want to use it later, save it before loading a new layout; otherwise it will be overridden. 

Loading a layout replaces any layout you’re currently using.

Save a layout

To save a layout after you've customized it:

1. Select the Save current layout as button. 

   
   This opens the Save layout dialog.
   

2. Select + New layout and enter the new name. Alternatively, select an existing layout to overwrite it.
3. When you're done, select Save.

Save a layout as the project default

Required permission: Project Admin

Project Admins can save any layout as the project's default. This means any user on that project can access it. This does not overwrite their ability to use their own saved layouts. 

To make a layout the default layout, select Make this layout the project default when you save it. Users currently working in the default layout will not see this new layout until they reload the project default layout.

Manage and share layouts

To rename, share, delete, or hide a layout from the layouts list:

1. Select the Manage layouts button.
   
   If you are not currently editing a layout, this option is listed under the layout sections three-dot menu.
   
   This opens the Manage layout dialog.
   

2. Here you can perform any of the following actions on your layout of choice:

   • Rename: Select the Rename layout button

   • Share: Select the Share layout button

     Note

     When you share a layout, pinned metadata fields are not included with that layout. Additionally, any changes that you make to the layout later will not be reflected on the other user's review window.

   • Delete: Select the Delete layout button
   • Hide/Show: Select the Hide layout in menu button or the Show layout in menu button

3. When ready, select Save.

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.