Principal Changes of the 7/28/2017 Release

Our July 2017 release is a big one - we’re excited to announce full screen mode for the review window as well as a host of other awesome features!

Throughout the last year, we spent many hours with you, our users, to understand what improvements you’d like to see in the review workflow (you can read all about our user research in our latest blog post!).  After getting a better understanding of what can make the review workflow more efficient, we have released the full screen mode for your review window. We have also released exciting additions to productions, including automated privilege logs and metadata stamping. You will also see a handful of small user-facing changes, like the ability to export category or code fields to CSV, searching large lists of Bates numbers across prefixes, and notifications when your uploads and productions are complete.

 

Full screen mode in the review window:

This release includes a fully customizable mode for document review called the “full screen review mode.” In this mode, all of your review tools (with the exception of the context panel) are organized on the right-hand side of the window in the full screen review panel. Panel content is organized into tab groups, and you can add, remove, and reorder your review tools the way you want them.

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There are multiple benefits to this new review layout:

  • Customize your workspace exactly as you prefer. For cases with a particularly complex coding sheet, you can now use more screen real estate to display your codes without obscuring the document.  Alternatively, if your case involves using ratings and binders to categorize documents, those can be displayed instead. You can even choose which metadata fields to display alongside documents. The possibilities go on, but we’ll leave it at this for now.
  • More of the document is visible. In particular, we moved the coding panel so it doesn’t obscure the document when you access it. Toolbar items at the top of the screen are now moved and condensed as well.
  • Your last full screen panel layout is remembered and restored from session to session within a case. You can also save layouts and load them at a later time.
  • Case admins can save project layouts that can be loaded and used by all reviewers.

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Learn more about how to use the full screen mode here, and give it a try!

 

Additional review improvements:

Along with the full screen review window, we have made a couple of quality of life improvements that make document review easier in either mode:

  • Pin categories: Whether you are in the standard review window or in the new “full screen mode,” you can now pin your most-used coding categories for easier access.  In the standard window, you can pin a category, which will then appear on the collapsed coding panel and at the top of the expanded coding panel. If you do not pin any categories, the collapsed panel will continue to behave as it has in the past, selecting categories recently used to display.

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  • Edit user fields in coding panel: You can now access user-editable fields in the coding panel of the default review window view. Again, this feature will be implemented in the original coding panel (collapsed at the bottom of the screen).

Read more about the improvements here!

 

Production enhancements:

In order to make Everlaw’s production feature even more powerful and customizable, we have added several features, described below:

  • Simplified privilege workflows: In the productions wizard, you can now create multiple privilege rules when withholding privileged documents. You can customize the placeholder text for each of these privilege rules. Additionally, you now will see another section in the wizard called “Privileged Log” where you can select metadata to create a privilege log from your privileged, withheld documents.
  • Metadata endorsement: You can now endorse docs with their metadata values, such as filename, MD5 hash, etc.
  • Production sort order: You can now choose to sort your produced documents by any metadata property. This means if you want to sort by date, you can!

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You can read more about the production enhancements and see where they fit into the overall production workflow here.

Other:

This release also contains some other features that you have been asking for! 

  • Select individual categories/codes for CSV exports:  You can now select individual codes and categories to export to CSV. Previously, if a document had more than one code applied, all of those codes would be listed upon export in the same cell. Now, you can separate codes and/or categories as their own column. More on this in our help article about exporting.

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  • Search large list of Bates at once: You can now simultaneously search for Bates numbers across prefixes. Once you include the Bates search term in the query builder, click “Advanced” within the term to enter in your Bates numbers searches.  The advantage of the advanced search is that your list can be any combination of Bates prefixes! Read more on that here. 
  • Process additional file types: We have added support for AccessData (AD1) files and EnCase forensic and logical images (E01, L01) files, even in multiple parts. In addition, Lotus Notes (NSF) files are now also supported. To learn more about Everlaw’s processing system, please consult our documentation here.
  • Get notified upon upload or production completion: Uploaders and/or admins who create productions will now receive an automated message as soon as uploads or productions are complete. You will get a message in the “case messages” section of Everlaw, as well as an email notification if that setting is turned on in your message preferences.

 

 

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