Organization Admin: Creating New Projects

Creating New 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, 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.  Next, type the name of your new database and hit “enter” on your keyboard. 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.

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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 Case Settings page.

 

Multifactor Authentication (MFA)

If you would like to increase the security of your project by requiring users to provide a second form of authentication when logging in to Everlaw, you can turn on multifactor authentication for any of your projects. Navigate to the project you’d like to enable MFA on and click the lock icon. Note that you must enable MFA separately for each project. The settings are not database-wide.

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You can also enable MFA through the General section on the Case Settings page.   

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Deduplicating Searches

If you want documents to be deduplicated when conducting on-platform searches, select “Allow deduping of searches” in the General section of the Case 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.”

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Timezone

Review actions, such as codes or annotations, are associated with a timestamp that can be audited by viewing a document’s history. You can specify the timezone for review decisions in the General section of the Case Settings page.

 

Persistent Highlights

If you would like certain terms to be highlighted on all documents in your case, you can create persistent highlights through the Persistent Highlights page under the General section of the Case Settings page.

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For more information about persistent highlights, see our help article.

 

Language Tools

You can translate and search for documents that contain foreign text by turning on the translation tool in the Case 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.

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*Organization administrators have different platform access than case administrators. For a more detailed explanation of the differences, see here.

 

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