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)

If you export documents to CSV or PDF, it will respect the sort and grouping order of the results table. Importantly, 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. 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.

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

Select the specific metadata fields you wish to export, if any.  You must also give the export a name and select one of two options: a single zip file with each document as a separate PDF, or a large PDF file that includes all the documents with document separator pages. Exporting as a single PDF will respect the sort and grouping relationships reflected in the results table. 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 also give you the option of maintaining the sort and grouping order of documents ("Preserve sort order in file naming"). By default, documents are named with their Bates number. Choosing to preserve the sort order will append a number corresponding to the position of the document in the results table to the beginning of the name. 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 add any or all of the following:

  • A Bates range separator page that comes before the document indicating the Bates range
  • The Bates number stamped on each page
    • 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.
  • Highlights and notes associated with the document(s)
  • The document's metadata, which will be printed on a page before the document

Once you have established these criteria, 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.

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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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