Exporting Documents

You can walk through the export process in-platform by clicking "Walk Me Through" in the bottom right of your screen and choosing "Export Results or Documents" under Export.

Please note that exporting documents is not the same as creating a production! To learn more about creating productions on Everlaw, please see the productions section of our help center.

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Accessing the export menu

You can export your search results by clicking the “Export” icon in the toolbar of the results table.

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You have the following export options:

  • CSV
  • PDF
  • ZIP (can include full project data)
  • Production (initiates a production if you have permissions)

Please note that exporting to CSV or PDF is not the same as producing documents. Exporting to CSV or PDF merely generates a CSV file, or a series of PDF files, that reflect the documents contained in the results table. 

By default, every document is selected in your export.  To exclude documents, go to your results table and deselect the checkboxes to the left, which will remove these documents from your export.  You can also deselect all documents by clicking the top checkbox.  

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Export to CSV

CSV exports are useful for generating reports. Exporting documents to CSV respects the sorting and grouping of documents in your results table. The fields displayed in the table are selected in yellow by default. Selected fields are highlighted in yellow and will be included in your export. Add more fields by clicking on them, or remove fields by clicking on the fields highlighted in yellow. The "Select All" button selects all the metadata fields, and the "Select None" button deselects all the metadata fields. You must also give your export a name. You may also choose to expand the aliased fields. Aliased fields are defined by case admins and are a consolidation of multiple fields under one "aliased" name. 

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Please see this article for a list of all grid and special columns that you can export to CSV. Note, if you would like to export Storybuilder data, you must export a ZIP. For information on ZIP exports, read the ZIP exports section of this article.

If you choose to export row numbers, the row number column will automatically be the first column in the export.

You can also export any Everlaw metadata fields and user-editable fields available on your project in the Metadata Columns section. You can also export Prediction Columns, which will export prediction scores for the model you select. 

Finally, you can select individual categories and/or codes to be exported to CSV. If selected, the individual code or category name will be listed as the column header in the CSV. For category exports, the cells will include the name of the code(s) within that category that are applied to the document, or the cells will be blank if no codes in that category are applied. See the example of the “Accounting” category exported below. The category "Accounting" was exported. These documents do not have any codes applied under the category “Accounting”:

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In the example below, the documents were coded as Accounting: Arthur Anderson. The category "Accounting" was exported: 

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If you've selected a category or code to export, and a code is applied to that document, the associated cell in the CSV will list the name(s) of the category and the code(s), in the format "Category: Code." If no relevant coding is applied to the document, the cell will say “null.”

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Once you have established these criteria, click "Export to CSV.”  A task will be created that can be viewed on the homepage and, once completed, can be downloaded from the associated card.

 

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Export to PDF

PDF exports are useful for generating offline binders. First, give the export a name and select one of two options: a single PDF that includes all documents, or a ZIP file of individual PDFs for each document or group of documents.

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Exporting as a single PDF will include a hyperlinked table of contents, PDF bookmarks, and will
respect the sort and grouping relationships reflected in the results table with row numbering matching those in the results table. For example, the first parent will be numbered 1.0 and its attachment would be numbered 1.1. There is a 2 GB cap for single PDF exports. If you try to export a PDF that is greater than 2 GB, you will receive an error at the end of the task. 

Exporting as a ZIP of individual PDFs will by default, result in individual PDFs for each document, named after their Begin Bates. You have the option to maintain the sort and grouping order of documents by selecting "Preserve sort order in file naming." Choosing to preserve the sort order will add its row number at the start of the file name. For example, the first parent might be named 1.0_ABC001.PDF and its attachment would be named 1.1_ABC001.PDF. Alternatively, you can choose to “export document groups as single PDFs” for each group or family to result in one PDF instead of one for each individual document. There is a 500,000-page cap on zip exports of PDFs. Additionally, if any of the individual documents result in a single PDF that is larger than 2 GB, you will receive an error at the end of the task.

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You may also choose to stamp Bates numbers on export. If the documents you plan to export are already correctly Bates stamped, you do not need to select this option. If you would like to stamp documents that have not yet been produced, and/or that have been assigned a different Bates number after upload, select this option. You can additionally choose to only stamp documents that have a # or EVER prefix.

After selecting next, you can then choose a few separate slipsheets that will accompany every document in your export.

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  • Bates separator sheets
    • A page before each document indicating its Bates range.
  • Annotations sheets
    • A page before each document including selected review work annotations. These can include highlights, notes, and redactions. You’ll have the option to also include Storybuilder details like description and relevance. If you choose to include highlights and redactions, those will also appear on the face of your documents. Note that redactions are not burned in, and you must run a production to burn in redactions. If you don’t have proper permissions to view these annotations, they will not appear on the PDF exports.
  • Metadata sheets
    • A page after each document including selected metadata for that document.

Once you've made your selections, click "Export to PDF.”  A task will be created that can be viewed on the home page, and once completed, the file can be downloaded from the associated card. Note that the card under Batches & Exports will expire after 28 days. 

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Export to ZIP

You can also elect to download a ZIP in standard load format, including text, image, natives, load files, and review work of the documents.

For more detail on this export type, see this help article

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Initiate a production (by permission only)

Users with Admin permissions on productions have the ability to initiate productions from the Export menu. All documents that are selected in the far-left selector column will be included in the production. Clicking "Production" will redirect you to the first page of the productions wizard.

To read more about creating productions in Everlaw, please see our productions article.

 

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