As an organization administrator on Everlaw, you are able to create new databases and projects on the platform. To create a new database and project, navigate to the Projects & Users tab on the Organization Administration page.
Click the “+ Add a new Database” button at the top of the projects list. Then you will have the option to create a blank project or use an existing project as a template. Visit this article to learn more about using a project as a template. This will 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 Case Settings page.
Adding users to your project
You can add users to your case as you normally would through the Case Settings page.
As you assign users to groups, remember that users must be both case admins and part of the “Uploaders” group to be able to upload native documents to Everlaw.
Read our help article about users and groups for more information.
Setting up codes
You are able to create your coding sheet as you normally would through the Codes section on the Project Settings page.
You can also enable MFA through the General section on the Project Settings page.
If you want documents to be deduplicated when conducting on-platform searches, select “Allow deduping of searches” in the General section of the Project Settings page. This option is turned off by default (recommended). For more information on on-platform vs. upload deduplication, see the deduplication help article.
Everlaw can also identify duplicate emails based on their location in a given email thread. To mark such emails as duplicates, select “Use email threading deduplication.” This option is turned on by default (recommended).
The project timezone determines what timezone should be displayed in the metadata panel for documents. You can specify the project timezone in the General section of the Project Settings page.
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, see our help article.
You can translate and search for documents that contain foreign text by turning on the translation tool in the Project Settings page. This will enable the review window language translator. Then, select which languages you expect to be present in your documents. Only expected languages will be indexed and searchable.
* Note that Organization administrators have different platform access than Project Admins.