To read more about uploading documents on Everlaw, feel free to refer to the articles in our Uploads section.
Table of Contents
Introduction to uploads
Everlaw’s uploads feature allows you to add new data to your database at any time of your choosing.
- 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 also use the upload page to upload document sets with a load file or as 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 will be searchable and viewable in your project. You can also easily find documents by upload on the homepage under the Document Sets column, by searching for them, or by using the history cards in the uploads page. Please note the following:
- For 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: (i) the successful transmission of the data to Everlaw, (ii) the completed processing of the data on the backend, and (iii) 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 will be taken through a step-by-step wizard that will allow you to: select identifying fields, map load file fields to Everlaw fields, and finally upload the files into your database.
Do I have access to upload documents?
Because uploading documents adds the documents to your entire database and can thus affect projects that you are not on, the ability to upload documents is a database permission. In order 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.
How Everlaw handles metadata
Upon 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.) will be grouped into the “Custodian” field. Though this automatic grouping is performed for all fields in the project, 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 will therefore be mapped to these grouped and standard fields upon upload.
You can view the ‘raw’, unmapped metadata fields for a document in the review window. If you expand the metadata panel and scroll to the bottom, you can expand the ‘raw metadata’ field category. All of the provided fields for a document will be visible. You can click again to hide.
Because of the mapping, the default name of a metadata field might not be original field name. If you hover over the value of a metadata field in the panel, you’ll be able to see both the original and mapped field name.
For more information on standard fields, visit our help article about the topic.