Table of Contents
- Add documents from the review window
- Batch add documents from the results table
You can add documents to a Story (or a standalone Draft) either individually from the review window or in batches from the results table. You must have at least Edit permissions on the Story (or standalone Draft) to add documents to it. Documents added to a Story will be viewable in the associated Timeline. The documents will not be automatically added to associated Depositions and Drafts; however, documents added directly to a Deposition or Draft will automatically be added to the associated Story and its Timeline. The exception is any standalone Draft, which is not associated with a Story.
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.”
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. By default, Everlaw titles the documents in the following order of metadata fields: Title, Subject, Filename, Bates number, and Control number. If you wish to edit this priority order, add and remove metadata fields or reconfigure its positioning with a simple drag and drop before clicking Save.
Please note that updating the priority list settings will not modify the names or dates of existing documents in the Timeline, and will only impact the documents that are added afterwards.
If metadata field is included in the Name priority list, it will also appear as a renaming option if you click to edit the title of any document in the Story.
Add documents from the Review Window
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.
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.
Learn more about managing and customizing panel layouts in the full-screen review window.
To add a document to Project Story within the Storybuilder tab, simply click “+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.
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).
Add Story information
Once you add a document to your Story, add or edit information pertinent to the document directly from the Storybuilder tab.
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. Learn more about prioritized metadata value and 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.
Storybuilder Toolbar Icon
If you are using the classic review window or have not added the Storybuilder tab to your full-screen panel, add the document to a Story by selecting the Storybuilder quill icon. This will bring up a dialog box that functions the same as the Storybuilder tab described above.
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.