Table of Contents
- Rename review
- Assign Bates [Organization Admins only]
You can rename your results table, and simultaneously your search, to something more meaningful by clicking on the string of text by the star icon in the left corner, and typing in a new name. This new name will appear on the associated search card on the homepage.
You can update or modify your review using the results table toolbar.
Grouping provides a way to rearrange the results table. It also allows you to pull in other contextually relevant documents not captured by your actual search.You are able to group by attachments, email threads, exact duplicates, or versions.
To group the table, select your desired grouping type, and allow the table to re-populate. Documents that form part of a grouping are indicated with the caret icon.
The results table only shows the parent document for any grouping family. You can expand a grouping to see all children documents by clicking the caret icon. The icon will expand and change orientation to indicate an expanded grouping.
Documents on the results table that were not a part of your original search results will appear in italicized font, allowing them to be easily distinguished.
While navigating the document set in the review window, clicking the “next” button will skip over italicized documents. To add grouped documents for review, click the “Flatten groups” icon. All grouped documents will now become standard search results. The documents will no longer be grouped, and no documents will be skipped during review. More information on grouping is available in this article.
Refreshing a review will update your current review with any changes you or other reviewers might have performed under your search parameters. Documents added to a binder, given a rating, or had a code changed by any user will be updated when the refresh icon is clicked. As a convenience to reviewers, the review table does not update without your permission; this prevents documents from being added or removed from a review without you knowing. A notification will appear under the "Refresh" icon to let you know when documents have been added or removed from your review.
If you create a search that references a prior search, your new search will display the prior search’s newest results, even if the results table for the prior search itself has not been refreshed. Refreshing the prior search later on, however, will not automatically refresh the newer search, and vice versa.
For example, let's say you create a search, Search 2, that references a prior search, Search 1. You last refreshed the results table for Search 1 three weeks ago. Search 2 will incorporate Search 1's latest results, even though you did not directly refresh Search 1's results table. If, however, two weeks later, you decide to refresh the results table for Search 2, it will not automatically refresh the results table for Search 1.
If you want to make changes to your query, but do not want to start over from scratch, click the refine icon. This will bring you back to the search page with the query builder already populated with the correct search terms. From there, you can make any modifications you want.
You can update a batch of documents by clicking the Batch icon. Batch actions include rate, code, add to binder, add user-metadata field, and add annotation (notes). Depending on your permissions level, you can also assign, delete, or reprocess documents using this icon, or add them to projects. Batch actions are explained in detail in the batch icon article.
Assign Bates [Organization Admins only]
Organization Admins can Bates stamp pre-produced documents for easy reference during your review and post-review workflows. First, ensure that your documents are in the desired order in the results table. Then, click the Assign Bates option under the Batch icon. Enter the desired Bates prefix and Begin Bates number, and then click Assign Bates. On Everlaw, assigned Bates values are stored in the Other Bates metadata field.
Note that these assigned Bates numbers will not be burnt into your documents until you have produced the documents. If you would like to use the assigned Bates numbering in your production protocol, select the option to “Use Other Bates metadata for numbering” during production configuration.
Exporting the results table to csv, and the documents to pdf or zip, is accessible from the export icon. Additionally, you can initiate productions of documents from this icon if you have admin permissions.
Select the user(s) with whom you want to share the current review table. You may add a message, and then click send. This will create a message in the user's message center, and they can directly access the results table from the attached search card.
Enter data visualizer, where you can summarize characteristics of your documents visually. You can see how many documents contain certain properties, and filter by any number of properties in any order. You can determine the number of documents with certain characteristics without the need for a predetermined search.
You can save your review by clicking on the star icon. This saves the search to your home page in the favorites column.