Introduction to Uploading on Everlaw

To read more about uploading documents on Everlaw, refer to the articles in our Uploads section.

Table of Contents

• Introduction to uploads
• Required permissions to upload documents
• How Everlaw handles metadata for natively uploaded documents

Introduction to uploads

Everlaw’s uploads feature allows you to add new data to your database at any time of your choosing.

Everlaw accepts:

• Native Files: Everlaw has a cloud-processing system that will automatically process native files for ingestion into the platform. This includes de-NISTing, deduping, and generating text, metadata, and images for your documents.  
• Processed Files: You can  upload document sets with a load file or PDFs without a load file. You can also submit your files to Everlaw support staff if you would like them to upload them for you.

Once documents are successfully uploaded, they are searchable and viewable in your project. You can also find documents by upload:

• On the homepage under the Document Sets column
• By searching for them
• By using the history cards in the uploads page.

Please note the following:

• Native uploads: A native upload can contain one file, or multiple files. You can also retroactively upload new documents to an existing upload (useful if you want to group related documents together. See the “Preparing your native data to upload” section for more information). Uploaded documents go through three stages of processing before being added to your project: examine, PDF, and text. For more information about native uploads, see the native uploads article.

• For processed uploads:
  • If you have submitted your files to the Everlaw team via a File Transfer, processed data upload goes through three phases:
    • The successful transmission of the data to Everlaw
    • The completed processing of the data on the backend
    • The uploading of the transmitted data onto the platform.
      

You can keep tabs on what stage an upload is at via the appropriate card on the “Processed Data” page.

• • For uploads you complete yourself, you go through a step-by-step wizard to:
    • Select identifying fields
    • Map load file fields to Everlaw fields
    • Upload the files into your database

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Required permissions to upload documents

To upload documents, you must have upload permissions, or be a database administrator or Organization Administrator. 

To be granted the Upload permission, a database administrator must grant it to you from the Database Settings page. To read more about granting and receiving database permissions, please see this help article.  

Uploading documents adds the documents to your entire database and can thus affect projects that you are not on.

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How Everlaw handles metadata for natively uploaded documents

Upon native upload, Everlaw automatically detects metadata fields that refer to the same underlying concept, and groups them together. For example, all variations of the custodian field (“Custodian”, “Custdn”, “CUST”, etc.) are grouped into the “Custodian” field.

This automatic grouping is performed for all fields in the project, but particular attention is paid to approximately 40 of the most common metadata fields, determined through an empirical analysis of the types of metadata fields that appear in document sets. These 40 or so fields are referred to as standard fields. Raw metadata fields are mapped to these grouped and standard fields upon upload.

You can view the ‘raw’, unmapped metadata fields for a document in the review window:

1. Select the caret icon on the metadata panel.
2. Select Source or select Both to view both Everlaw and raw metadata on a file. The names of raw metadata are colored blue, and Everlaw metadata is black text.

Because of the mapping, the default name of a metadata field might not be original field name. Hover over the value of a metadata field in the panel to see both the original and mapped field name.

For more information on standard fields, visit our help article about the topic. 

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