General Homepage Overview

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.

general1.png

Cards

Information on the homepage is displayed via design elements called 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. 

Cards are ordered from most recently accessed to least recently accessed, within each column. You can click on a card to access the card's content. If you click a card to open it, the card will move to the top of that column when you return to the homepage. The exception to this behavior is any card that is "favorited." To favorite a card, click the grey star icon in the bottom right of a card. The star will turn yellow, indicating that it is favorited. Favorited cards will remain at the top of that column, regardless of whether they were recently accessed. The All Documents card under Searches will be favorited, by default, for any new projects. 

If you create an object, or have greater permissions on an object beyond view only, you will see a three-dot menu icon in the top right corner. To see what permissions you have on an object, you can click the card's three-dot menu icon and select "View/Edit Permissions." Since you receive full permissions on any search that is shared with you, you will not see this option for search cards. You can learn more about sharing objects in this article.

view-edit-permissions.png

Clicking on the three-dot menu icon may also present other options, depending on the card type and your permissions on that card. Possible options are below:

Renaming objects: To rename an object, click on the pencil icon on the card, type the new name of the card, and press Enter on your keyboard.

general2.png

Sharing objects: To share an object's card, click on the Share icon. You can learn more about sharing objects in this article.

Deleting objects: You can delete objects (except searches, which can only be removed) from the homepage. To delete an object, 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. You cannot delete events in the Batches & Exports column, nor can you delete chronologies. 

Once you click Delete, you can 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 searches: You can remove search cards from your homepage and any homepage folder. When removing a search, you are removing it from your view only. You will not remove the search 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. 

homepage.gif

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. remove_search.gif

There are three ways to enter multiselect mode:

  1. Longpress a card
  2. Press "x" on your keyboard
  3. Click the multiselect icon in the top right of your homepage

 

Columns

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.

Filtering

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. 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.