Organization Admin: Create a New Database

Work on Everlaw begins by creating and naming a database. The database is the place where all of your uploaded data will be stored for a particular conceptual matter, and represents the aggregate of the data for that particular matter that you will be billed for. It is also the umbrella source for projects.

This article covers how to create a new database. 

Requirements

You must be an Organization Admin to create new databases.

Create new a database

To create a new database and project:

1. Go to Organization Home > Projects & Users.
2. Select + Add new Database.
   
   This opens the New database dialog.
   
3. In the Database name field, enter a name for your new database.
4. In the Database type field, choose one of the following:
   • Review
   • ECA (Learn about ECA databases)
5. [Optional] If you want to use an existing project as a template by select the project from the Copy settings from an existing project field.
   Visit our Projects article to learn more about using a project as a template.
   

   Note

   If you are creating an ECA database, you will be able to select two different projects, an ECA project and a review project, to use as templates.

   Note

   If you are using a template that you are not a user on and you choose to copy over the users and permissions from the template project, you will be added to the new project in the "Template Administrators" permission group that is created when the new database is created. If you do not copy over the Users and Permissions, then you will be added to the "Project Administrators" permission group when the new database is created.

6. If the button at the bottom of the dialog says Next you will need to define a one ore more database fields. Select Next. Then enter values for the listed fields.
   
   Otherwise, skip this step.
7. Select Create to automatically create both a database to upload documents to, as well as a project in which you can conduct review work.
   Once you have created the database, you will be redirected to the project’s Project Settings page.

Now what?

After creating your database, we recommend considering the following actions:

• Add users to your project: You can add users to your case as you normally would through the Project Settings page. As you assign users to groups, remember that users must be a Project Admin or have Upload permissions to upload native documents to Everlaw. To learn more, visit User Groups and Project Permissions.
• Set up multifactor authentication: You can also enable multifactor authentication (MFA) through the General section on the Project Settings page.   
• Set up codes: You can create your coding sheet as you normally would through the Codes section on the Project Settings page.
• Deduplication: Organization admins can find options for deduplication in the General tab of Project Settings. Please refer to our article on admin deduplication settings for information.
• Time zones: The project time zone determines what time zone should be displayed in the metadata panel for documents. You can specify the project time zone in the General section of the Project Settings page. To learn more, visit Work with Time Zone Information on Everlaw.
• Persistent highlights: If you would like certain terms to be highlighted on all documents in your project, you can create persistent highlights through the Persistent Highlights page under the General section of the Project Settings page. For more information about persistent highlights, visit Configure Persistent Highlights.  
• Language tools: Everlaw offers two ways to translate non-English text using machine translation:
  • Ad Hoc Translation: our standard, all-access non-English translation functionality
  • Everlaw Translation: Everlaw AI’s stored batch translation tool

[Case subscriptions] Creating a new database without an Organization Admin

Clients on a case subscription do not have an Organization Admin. Reach out to your Everlaw team to set up a new case.

To do this, select the help (?) button in the upper right of the Everlaw platform to open the help menu. Then select Buy a new case button, fill out the form, and your Everlaw team will be in touch within one business day.

If your request is urgent, if you have questions about your request, or if you do not hear back within one business day, contact support@everlaw.com.