Add Evidence to your Story

Table of Contents

Introduction

Storybuilder, Everlaw’s narrative building and trial preparation platform, lets you organize your evidence in a Story. This evidence includes documents, specific highlights from a document, or testimony from a deposition transcript. You can view your Storybuilder evidence in your timeline, reference evidence in your collaborative writing with Drafts & Depositions, and organize your evidence with information like names, dates, descriptions, labels, and people.

1.Dashboard.png

Return to table of contents

Access the Storybuilder tab

In the full-screen review window, you can easily add an individual document to a Story or standalone Draft with the Storybuilder tab. 

SB_Tab_1_with_red_box.png

By default, the Storybuilder tab is included in the “Project default layout” of the full-screen panel. To add the Storybuilder tab to a custom layout, select the Storybuilder quill icon followed by “+Add tab to layout” from the resulting dialog box. You can also add the Storybuilder tab to your layout by clicking the “Edit” button at the bottom right corner of the full-screen panel and selecting Storybuilder from the Tab Layout menu. Once the Storybuilder tab has been added to your layout, you can click the Storybuilder quill icon to expand/collapse the tab. In the classic review window, the Storybuilder quill is available in the toolbar at the top of your screen. 

SB_Tab_-_add_to_layout_looped.gif

Learn more about managing and customizing panel layouts in the full-screen review window.

Return to table of contents

Add Evidence

You can add an entire document, a specific highlights from a document, and/or testimony as evidence to Storybuilder.

Add Documents

To add a document to Project Story within the Storybuilder tab, select +Add this document to Project Story. You will see a green check on the Storybuilder quill icon if the document has been added to at least one Story or standalone Draft in your project. 

If you have Edit permissions on multiple Stories or standalone Drafts, Select your desired Story or standalone Draft from the dropdown menu within the Storybuilder tab. If a Story or standalone Draft has a blue check and “Added” next to the title in the dropdown menu, the document has already been added. Note that once a Story or standalone Draft has been selected from the dropdown menu, it will appear as the default selection.                   

Screenshot 2024-01-05 at 3.25.14 PM copy.png               Screenshot 2024-01-05 at 3.25.43 PM copy.png

You can remove a document from a Story by clicking the red “Remove from Story” button within the Storybuilder tab. Note that removing a document from a Story will delete all work product associated with the document from that Story (i.e. Story information).  

Return to table of contents

Add Document Highlights

Some documents have multiple relevant sections that you might want to reference as independent pieces of evidence. You can reference multiple relevant parts of a document by highlighting them and adding each highlight as evidence to your Story.

To add a highlight to your Story:

  1. Make a new highlight or select a highlight in the review window.
  2. In the highlight pop-up, select + Add highlight to Project Story or select your Story from the drop-down if your project has multiple stories.

You can add as many highlights as evidence to your Story as you want.

2.Highlight.png

If you use the text selector to create a text highlight, the text in the highlight will display throughout Storybuilder. When you add a document highlight as evidence to your Story, the entire document is present in the Story. When you preview the highlight, Storybuilder opens the preview at the cited highlight. Use the clipboard icon to copy the highlight text with a Bates citation. 

3.Highlight.png

Add Testimony

To add testimony to your Story, navigate to a deposition transcript in Storybuilder. Add a highlight to the transcript and choose “Add to Story” on the highlight’s pop-up dialog. 4. Testimony.png

The text in the testimony will display throughout Storybuilder. Opening testimony jumps you to the cited portion of the transcript. Use the clipboard icon to copy the testimony text with a page and line citation. Learn more here about using testimony in Storybuilder.

Add Story Information

Once you add evidence to your Story, add or edit information pertinent to the document directly from the Storybuilder tab.

Add Story updated gif 2024.gif

This information will be associated with the document in your Story and displayed in your Story’s Timeline: 

  • Name: The name of a document within a Story is pre-populated by its prioritized metadata value. You can also input a custom value or choose from a dropdown menu of other available metadata values pulled from the Name priority list. 

  • Date: Story date is also pre-populated according to its Date priority list settings. You can edit this date by choosing an existing metadata date field or a custom date from the dropdown. Unlike name fields where you must first add the metadata field in the Name priority list for it to show up as a renaming option, Everlaw populates all possible date metadata values as date options regardless of what has been added or removed from the Date priority list. If you choose to enter a custom date, you can enter date, date and time, month only, or year only. All dates, custom or metadata, will be displayed according to your project’s timezone. Please note that the Story date of a document exists separately from the metadata associated with the document, so any edits to the Story date does not change the document’s underlying metadata. 

  • Description and Relevance: Add a description of the document by clicking “+Add description,” typing in the applicable text and then clicking “Save.” Similarly, you can add information about the relevance of the document by clicking “Add relevance,” typing in the desired information and then clicking “Save.” If there are existing notes applied to the document, you are given the option to copy the content into the description or relevance fields. To copy an existing note into the description or relevance field, click the “Copy note to…” button and then click the  “Insert” button next to the note that you want to copy.

  • Labels: Apply new or existing Storybuilder labels (e.g. events, issues, and people) to the document by clicking the “+” icon under the “Labels” section. To create and apply a new Storybuilder label, click the “+” button, type in the new label name, then select a new or existing category. 

  • References: Add the document to any Depositions and Drafts in that Story that you have at least Edit permissions on. 

Return to table of contents

Batch add documents from the results table

To batch add documents to your Story, run a search and then go to the results table. By default, all documents are selected, but you can choose a smaller set using the checkboxes on the left side of the table. 

From the results table toolbar select the Modify option from the Batch icon, or press the spacebar on your keyboard to expand the batch coding panel. Scroll down to the Storybuilder category and select the Story, Depositions, and Drafts you would like to add the document to. Remember, documents added to Depositions and Drafts will automatically be added to the associated Story, but not the other way around. 

To batch remove documents from a Story and/or Depositions and Drafts, click the tag a second time. The tag will appear under the Remove section in the batch panel and will be outlined in red. You can both add and remove documents in a single batch action. 

Once you are done making your selections, click Apply. The documents will be automatically named and dated in the Story according to the Name and Date priority list settings.

Return to table of contents

Document Names and Dates Settings

Documents added to a Story will be automatically named and dated according to the highest prioritized metadata value from a pre-populated name and date priority list in the associated Timeline. This can be configured in the Timeline’s settings under “Document names and dates.”

SB_Timeline_Settings.png

Anyone with Edit permissions on the Story can set the priority of metadata fields that Everlaw uses to date and name your documents when they are added to the Story. We recommend that a designated person, such as a Project admin, manages this setting so that it stays consistent.

By default, Everlaw titles the documents in the following order of metadata fields: 

  1. Title
  2.  Subject
  3.  Filename
  4.  Bates number
  5.  Control number 

The default order of date fields is: 

  1. Primary Date
  2. Family Date
  3. Date Sent

To edit this priority order, drag and drop the fields in their preferred order. You can add additional fields by typing them into the bottom of the panel. You can remove a field by pressing the red "X" next to it. Once you have set your priority order, click "Save."

Please note that updating the priority list settings will not modify the names or dates of existing documents in the Timeline; it will only impact the documents added afterwards.

If a metadata field is included in the Name priority list, it appears as a renaming option if you click to edit the title of any document in the Story. If you choose to edit a document's date value you can select any of the metadata values associated with it, even if they are not on the Date priority list.

Untitled drawing (1).png

Note: For document highlights added as evidence, these settings only impact the Date. For name, document highlights always receive the Bates number and the page number the highlight is on. For example, a highlight on the second page of document ABC001 is named "p.2 of ABC001."

Have more questions? Submit a request

0 Comments

Article is closed for comments.