The first page you see when you login to Everlaw is the homepage.
Here is a video introduction to the homepage:
The homepage is a user- and project-specific hub that keeps track of your activity in the project, and also displays anything that others on your team have shared with you. Most of the information shown on the homepage is private to the individual user. For example, running a new search will add an associated search card onto your homepage, but not to the homepage of others on the review team, unless you explicitly share the card. You can return to the homepage at anytime by clicking on the "home" icon in the navigation bar, or by clicking the Everlaw banner in the top left.
Information on the homepage is displayed via design elements called cards, and arranged into columns by category. Each card represents a discrete object or event, and shows pertinent information and modification options, if available.
Regardless of any card type or permission, you can always click on a card to access the card's content. Beyond that, the other actions you can take on a card are dependent on the card type as well as the permissions you have. Some possible actions you can take on cards are sharing, removing, deleting, and renaming (described more below). If you created a card, you will always see a three-dot menu icon in the top right corner. Clicking on this icon will present options that will differ depending on the card type and your permissions on that card. If a card was shared with you and you only have view permissions on it, then no three-dot menu icon will appear.
Deleting cards: You can delete any card (except searches) from the homepage. To delete a card, click on the three-dot menu icon, and click delete. If you do not see the delete option, it means you do not have permissions to delete it.
Once you click Delete, you will have a chance to confirm your decision. If you have shared one of these cards, it will be deleted for others as well. You can delete cards within a homepage folder, and note that it will delete that object entirely throughout your project.
Removing search cards: Unlike other cards, you cannot permanently delete a search card; however, you can remove it from any view (including a homepage folder). When removing a search, you are removing it from your view only. You will not remove it for other users whom you've shared it with, or from any folders the search is in (shared or personal).
To remove one search card, simply click the three-dot menu icon and click Remove. Confirm your removal.
To remove multiple search cards in a batch action, you can enter multiselect mode, select the searches you'd like to remove, click Remove Searches in the top right, and confirm removal.
There are three ways to enter multiselect mode:
- Longpress a card
- Press "x" on your keyboard
- Click the multiselect icon in the top right of your homepage
Cards exist within columns, which exist in a static order on every homepage. In homepage folders, only columns with cards will appear.
Here is a list of homepage columns:
- Assignments: Allocate documents or review batches of documents assigned to you
- Only Project Administrators, or those with CREATE or ADMIN Assignments permissions, can allocate documents
- Search: Create searches that identify documents across your entire project
- Binders: Organize arbitrary sets of documents
- StoryBuilder: Create chronologies and outlines for post-review
- Document Sets: Access uploads and productions
- Batches & Exports: Track and undo batch actions; track and download document exports
You can expand a column to take over your homepage view by clicking on the column header. That column will expand, and the others will collapse. Your cards will be rearranged in alphabetical order.
To filter your cards, search by keyword in the top left of the homepage. As you type, the cards will be automatically filtered.
Additionally, the folders menu on the left-hand side allows you to view and organize your homepage according to your needs. The filtering and folders article provides a more in-depth overview of this feature.
You can use keyboard shortcuts to efficiently navigate the homepage. To access the full list of shortcuts, press the "?" (shift + /) key.