You can take a tour of the homepage in-platform by clicking "Walk Me Through" in the bottom right of your screen and choosing "Homepage Overview" under Homepage.
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. Any card that you create will contain a three dot menu icon, and you can rename or share any of these cards. You can delete any card from the homepage that you create, except for searches which you can remove from view. To delete a card, click on the three-dot menu icon, and choose the action you wish to take. If you delete an item, 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.
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 a search, longpress a card, or press "x" on your keyboard, or click the multiselect icon in the top right of your screen. Then, select the searches you'd like to remove. Click the red Remove Searches in the top right and confirm removal.
Here are the columns that appear on the homepage:
- 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
Additionally, the filtering and folders menu on the left-hand side of the homepage 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.