Creating new databases and projects
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:
- Go to Organization Home
> Projects & Users..
- Select + Add new Database.
This opens the New database dialog. - In the Database name field, enter a name for your new database.
- In the Database type field, choose one of the following:
- Review
- ECA
- [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.
- If the button at the bottom of the dialog says Next you will need to define a few database fields. Select Next. Then enter values for the listed fields. Otherwise, skip this step.
- 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.
Adding 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 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 multifactor authentication (MFA) through the General section on the Project Settings page.
Deduplication
Organization administrators can find options for deduplication in the General tab of Project Settings. Please refer to this article on admin deduplication settings for information.
Timezone
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.
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, see our help article.
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
To learn more about these options, visit Non-English Language Translation: An Overview.
Creating a new database without an Organization Administrator
Clients on a case subscription do not have an Organization Administrator. Reach out to your Everlaw team to set up a new case. You can do this from the help menu accessed by pressing the "?" in the upper right of the Everlaw platform. Select the "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.