The homepage is the central place to access the objects and activity in your project. It is specific to each user and each project, so two users in the same project may still see different homepage content based on their permissions and recent activity.
In this article, we’ll cover how to navigate the homepage.
Access the homepage
To return to the homepage at any time, select the home button in the navigation bar or select the Everlaw banner in the top left.
Everlaw remembers the last homepage view or folder you used. On object-specific homepage pages, it also remembers whether you were using card view or list view for that project.
To view available homepage keyboard shortcuts, press ? on your keyboard.
Understand the homepage layout
The homepage has two layers of organization:
- The sidebar, which contains homepage views, filters, document overview content, and folders
- The tabs across the top of the main page, which organize homepage objects by type
The homepage tabs are:
- All: Shows homepage content across object types in a single place. This is the best page to use when you want a broad project-level view of the objects you have access to.
- Assignments: Displays assignment batch and admin objects. You can also create new assignment groups, or grab new assignment batches, from this page.
- Searches: Displays saved searches and search term reports you have access to.
- Binders: Displays binders that organize arbitrary sets of documents. Given the proper permissions, you can add and remove documents from binders at any time.
- Storybuilder: Displays stories, drafts, and depositions. Storybuilder helps you organize key evidence and develop case narratives
- Document Sets: Displays uploads and productions. Unlike binders, document sets are defined when they are uploaded or produced.
- Batches & Exports: Displays batch actions and exports so you can track progress, undo eligible batch actions, and download export files
Use the All page
The All page shows homepage content across object types in a single place. This is the best page to use when you want a broad project-level view of the objects you have access to.
Use object-specific pages
The object-specific pages — Assignments, Searches, Binders, Storybuilder, Document Sets, and Batches & Exports — show one object type at a time.
On these pages, you can switch between:
- Card view
- List view
To switch views, select Card view or List view, or press v on your keyboard.
List view displays more items at once and surfaces additional details in columns. The exact columns vary by object type.
Use cards, rows, and object actions
Homepage objects are displayed as cards in card view and as rows in list view. Each object represents either an item such as a binder or search, or an event such as an export task.
To open an object, select its card.
Depending on the object type and your permissions, the three-dot menu can include actions such as:
- Rename
- Share
- View/Edit permissions
- Delete
- Add to folder
To favorite an object, select the star on the card. Favorited objects are accessible from Favorites.
Use multi-select mode
Multi-select mode lets you select multiple homepage objects so you can move them into folders or delete eligible items together.
To enter multi-select mode, select the multi-select button in the top right of the homepage (shortcut: x)
Use the homepage sidebar
The sidebar contains:
- Filters
- Document Overview
- Folders
You can resize the sidebar by dragging the divider between it and the rest of the homepage. The selected width is not persistent, so it resets when you leave the homepage or refresh the page.
To learn more about homepage folders, see Homepage Views and Folders.
Filter homepage objects
Use the filter box at the top of the homepage sidebar to filter objects by keyword.
As you type:
- The objects in your current homepage view automatically filter to match the text
- Counts appear next to views and folders to show how many matching objects they contain
If you use nested folders, keep in mind that a folder’s filter count only reflects cards directly inside that folder. It does not include cards in nested folders beneath it.
Tip: When a filter is applied, expand nested folders in the sidebar so you can see filter counts for folders that would otherwise stay collapsed.
Use document overview
The Document Overview section displays visualizations you have pinned from Data Visualizer.
Select a dashboard card to open that visualization in Data Visualizer, where you can apply filters and explore the data further. You can pin or unpin visualizations from Data Visualizer, and those choices are reflected in Document Overview.
Project Admins can set Document Overview as the default homepage view for new users in Project Settings.
To learn more, see:
Create a search from a homepage view or folder
When you are in a homepage view or folder, use the View documents search button in the upper right to create a search for all documents in that current view or folder.
The search respects any homepage filtering that is currently applied.
If you are working from an object-specific homepage page, the search is limited to that object type.
Searches created from the homepage:
- Are named automatically based on the view or folder, the date and time, and any search criteria
- Reflect a snapshot of the cards in that view or folder at the time the search is run
- Can only be generated when there are 100 cards or fewer in the filtered view or folder