Table of Contents
- Starting a thread
- Message threads
- Message actions
- Inbox actions
- Advanced search
- Message notifications
- Exporting your threads
The message center is your hub for communication on Everlaw. Here, you can correspond with individual colleagues or groups, share Everlaw objects and documents, receive platform notifications, and reach out to Everlaw Support. You can access the message center at any time by clicking the envelope icon in the navigation toolbar.
Similar to your email, the message center sorts your messages into folders. When you craft a new thread, that thread will filter into your Sent folder, and will only appear in the Inbox folder after you receive a reply to that thread. Everlaw filters your threads by the following categories: Inbox, Unread, Favorites, Sent, and Message types. The Message types folder also has three subfolders: User messages, Support messages, and Platform messages. These subfolders filter messages between yourself and your colleagues, messages with Everlaw support, or notifications from Everlaw, respectively.
Starting a thread
To send a message and create a new thread, click the “+ New message” button in the upper left corner of the message center. From the message creation dialog, choose your message recipients from the dropdown menu. Recipients can be a user, a user group, or a project role. For example, to message admins on your project, select “All project admins” under project roles. Next, choose an optional subject line for your new thread and craft your message. Replies to your message will be contained in a thread named after the subject line.
Messages can also contain objects like searches, drafts, or binders. When you share an object, the share dialog will appear, and you can choose recipients and craft a message. Everlaw will fill in a subject line, which you can edit by clicking the pencil icon.
Learn more about sharing objects.
You can use the following background color schemes to quickly identify the viewed status of the message threads in your inbox:
- Threads highlighted in yellow are currently being viewed
- Threads with white backgrounds have at least one message not yet viewed by you
- Threads with light gray backgrounds do not have any messages not yet viewed by you
Expand a thread’s previous messages by clicking on the thread in the inbox list. Here, you’ll be able to review all the previous replies sent to you. The message at the bottom of the thread is the most recent message sent to you.
You can select the “Reply” or “Reply all” buttons at the bottom of the thread to reply to the most recent message. You can also select the “Forward” option to forward the entire message thread to new recipients.
All messages in the thread also have a three dot menu with more options. This menu will allow you to reply to a message older than the most recent message, forward the message thread up until a certain message, mark a message as unread, delete a message from your view, or split the message thread into a new thread. Splitting one thread into a new thread will allow you to preserve message history while selecting new recipients and a new subject line.
You can select individual threads or a group of threads in the inbox list to batch favorite or unfavorite threads, mark threads read or unread, or delete threads. By default, your threads will be sorted by their most recent messages. Click the thread count at the top right of the list to sort by newest or oldest thread.
In addition to narrowing by selected folder, you can type into the search bar to search for particular messages. By default, your search will filter message recipients, senders, attachments, subject lines, and message content across messages and threads. If you’d like to limit searches to a particular field, use the following sequences before your search:
Spaces will separate searches unless contained within parentheses. For example, “text: peanut butter” will return search results for “peanut” and “butter” while “text:(peanut butter)” will only return search results for “peanut butter.” Wildcard, fuzzy, and proximity searches are also possible in the message search. Clear your search results by clicking “Clear search results” underneath the search bar.
By default, you will receive a notification email every time you get a message in the Everlaw platform. The email will display the body of the message unless restricted in Project Settings. From your email inbox, you can directly reply, reply-all, and cc other project users in the thread. Replying to the email will have the same result as replying to the message from inside the Everlaw message center.
Within email notification messages, you can see the name of any attachment sent. However, in order to open an attachment, you must log in to Everlaw.
If you do not want to receive an email every time you get a message through Everlaw, click on the “Settings” option in the bottom left of the message center, and uncheck "New messages”. Here, you can also choose to receive email notifications for completed uploads and productions.
Exporting your threads
If you’d like to export all your messages, click on the “export” option in the bottom left of the message center. A CSV (comma separated value) file will be generated with details about your messages, organized by thread. You can download the file from the task completed card, or from the appropriate card on the homepage, under the “Batches & Exports'' column.