General Homepage Overview

Table of Contents:

• Intro
• Cards
  • Multi-select mode
• Columns
• Filtering
• Document overview
• Search by folder or view

Introduction

The homepage is a hub that keeps track of your activity in the project, and also displays cards, like searches and assignments, that have been shared with you. It is the first page you see when you access Everlaw. The homepage is specific to each user and each project — every user has a unique homepage for each project they have access to.

The homepage consists of various default views (ex. All, Favorites, etc.) and user-created folders. For more information about folders, please see this article.

Here is a video introduction to the homepage: 

The homepage is personalized based on the cards you have access to and your recent activity. Even users who have access to the exact same set of objects can have different homepages based on how recently they opened particular cards.

To return to the homepage at any time, select the home button in the navigation bar, or click the Everlaw banner in the top left. Everlaw remembers the last view or folder you were on, and will return you to that specific page.    

Keyboard shortcuts can help you to efficiently navigate the homepage. To access the full list of shortcuts, press the "?" (shift + /) key.

Cards

Information on the homepage is displayed via cards, and arranged into columns by category. Each card represents either an object (like a binder) or event (like an export task), and shows pertinent information and modification options, if available.

Within each column, cards are ordered from most recently accessed to least recently accessed. You can click on a card to access the card's content. Once opened, the card moves to the top of that column. To favorite a card, click the gray star in the bottom right of a card. The star turns yellow, indicating that it is favorited. Favorited cards are accessible  from the Favorites tab. 

Depending on your permissions, you may have access to various admin options over a card. If there are actions you can take on a card, a three-dot menu is in the top right corner. Click it to open a menu of options. Depending on the card type and your permissions, these options include:

• Rename: To rename a card, select the Rename option, type the new name of the card, and press Enter on your keyboard.
• Share: To share a card with other users, click the Share option and select recipients and permission levels on the pop-up that appears. You can learn more about sharing objects in this article.
• View/Edit permissions: To view and make modifications to existing permissions on a card, select the View/Edit permissions option
• Delete: To delete a card, select the Delete option. Note that this will delete the card entirely throughout your project, including for other users who have access to the card. The exception is searches that have been shared with others: the deletion will remove the search card from your homepage, but will not delete the search for other users.
• Add to folder: To add a card to a homepage folder, click the “Add to Folder” option which will open a dialog where you can select which folders you would like to add the card to.

Multi-select mode

Multi-select mode allows you to select multiple cards to move into folders or to delete. To enter multi-select mode either:

• Longpress a card (hold the mouse button down for a long time)
• Press "x" on your keyboard
• Click the multi-select button in the top right of your homepage

In multi-select mode, click on the cards to select them.

To move cards into folders, you can either click-and-drag or select Add to Folder in the toolbar. To delete selected searches, click Delete Searches in the toolbar. 

Columns

Cards are grouped into columns by type. The columns exist in a static horizontal order (ie. you cannot change the order in which columns appear). The available columns are:

• Assignments: Displays assignment batch and admin cards. You can also create new assignment groups, or grab new assignment batches, from the plus button at the top of the Assignments column. To learn more about assignments, see this article.
• Searches: See and access searches and search term reports you have permissions on. You can also create new searches or search term reports using the plus button at the top of the Searches column. Note that in the All view of the homepage, only the most recent 50 searches, plus all favorited searches, are displayed.
• Binders: Binders allow you to organize arbitrary sets of documents — given the proper permissions, you can add and remove documents at any time. In this column you can see and access all binders you have permissions on. You can also create new binders from the plus button at the top of the column.  To learn more about binders, see this article.
• Storybuilder: See and access stories, drafts, and depositions you have permissions on. You can also create new drafts and depositions from the plus button at the top of the column. Storybuilder is a set of tools that help you organize your most important evidence and develop your case narratives. To learn more about Storybuilder, see this article. 
• Document Sets: You can access uploads and productions from their cards in the Document Sets column. These document sets are defined at the time they are uploaded or produced. While they can be modified, they cannot be updated arbitrarily like binders. To learn more about uploads, see this article. To lean more about productions, see this article. 
• Batches & Exports: Track and undo batch actions; track and download document exports

Columns can be expanded by clicking the expand button next to each column name. When expanded, only cards of that type are shown. By default, they are shown in alphabetical order. However, you can change to sort by a date attribute instead.  

In addition, certain columns have additional card sub-type filters that appear when expanded. For example, when the Search column is expanded, you can filter by searches and search term reports. 

Filter Cards

Filtering allows you to quickly find cards by keyword. The card filter box is available at the top of the homepage sidebar. To filter, start typing in the bar. As you type, the cards in your current homepage view automatically start filtering to match the text string, and counts appear next to each homepage view or folder with the number of cards that are responsive to the filter.  

If you have nested folders, the filter count is only based on cards directly in the folder and does not account for hits in any nested folders. Thus, just because folders higher in the chain display zero results does not mean folders nested under it do not have hits.

To learn more about folders, see this article. 

Document Overview

The Document Overview allows you to view pinned visualizations from Data Visualizer. These pinned data visualizations can cover different attributes of your document corpus.

Click on any of the dashboard cards to go to that specific visualization on the Data Visualizer page, where you can apply filters and further explore your data. You can also pin and unpin different data visualizations from the Data Visualizer page, and your selections will be reflected in the Document Overview. To learn more about the Data Visualizer, see this article.

Project Administrators can set the Document Overview as the default homepage view for new users by toggling the Homepage view setting in Project Settings. You can learn more about setting homepage views in this article.

Search by View or Folder

When in a homepage view or folder, the button in the upper right of the page allows you to create a  search for all documents in that view or folder.  

If a column is expanded, you have the additional option to search only for cards of that particular type. 

The cards included in the search are affected by any filtering that has been applied. Cards can be filtered by:

• Keyword: via the filtering tool at the top of the sidebar
• Card subtypes: available when certain card columns are expanded

The search opens in a separate browser tab. If your browser has blockers to prevent new tabs from opening automatically, you will need to manually allow the search to be opened. 

Searches automatically receive names that reflect:

• the folder or view the search was run against
• the date the search was run
• the time the search was run
• any card-type specific search criteria.

This makes it easy to identify specific searches. 

Note that these searches are generated based on a snapshot of the cards that exist in the folder or view at the time the search is run; searches will not be updated if new cards are subsequently added to a folder or view. You will need to generate a new search. 

Searches can only be generated if there are 100 cards or fewer within the folder or view, taking into account any filters that are applied.