General Homepage Overview

 

Table of Contents:

Intro

The homepage is a user-and-project-specific 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 after accessing Everlaw.

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: 

Keep in mind that 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.

You can return to the homepage at any time by clicking on the "home" icon in the navigation bar, or by clicking 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.    

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

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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.

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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 will move to the top of that column. To favorite a card, click the gray star icon in the bottom right of a card. The star will turn yellow, indicating that it is favorited. Favorited cards will be accessible  from the "Favorites" tab on the left. 

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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 icon will appear in the top right corner. Clicking on this icon will open a menu of options. Depending on the card type and your permissions, these options include:

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  • Renaming cards: To rename a card, select the Rename option, type the new name of the card, and press Enter on your keyboard.
  • Sharing: 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
  • Deleting cards: 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.
  • Adding 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

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Multi-select mode allows you to select multiple cards to move into folders. You can also delete multiple searches in multi-select mode. To enter multi-select mode either:

  • Longpress a card
  • Press "x" on your keyboard, or
  • Click the multi-select icon in the top right of your homepage

Once you are in multi-select mode, simply click on the cards to select them. To move cards into folders, you can either click-and-drag or select the “Add to Folder” option in the toolbar. To delete selected searches, click the “Delete Searches” option 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 icon next to each column name. When expanded, only cards of that type are shown. By default, they will  be shown in alphabetical order. However, you can change to sort by a date attribute instead.  

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

Filtering

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

If you have nested folders, note that 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. When a filter is applied, you should always expand nested folders in the sidebar to see the hit counts for folders that are otherwise collapsed. To learn more about folders, see this article

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Document Overview

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Unlike other card-centric homepage views and folders, the Document Overview allows you to view pinned visualizations from the Data Visualizer. These pinned data visualizations can cover different attributes of your document corpus.

Clicking on any of the dashboard cards will take you 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 easily search for all cards in that view or folder.  

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

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The cards included in the search will be 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, which are available when certain card columns are expanded

The search is run 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 will automatically be given names that reflect (1) the folder or view the search was run against, (2) the date the search was run, (3) the time the search was run, and (4) any card-type specific search criteria. This will make it easy to identify specific searches. 

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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.

 

 

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