A project belongs to a database, which is where all of your uploaded data will be stored for a particular conceptual matter. The database represents the aggregate of the data for that particular matter that you will be billed for. Work on Everlaw begins by creating and naming a database, which is then the umbrella source for one or more projects.
Each new database automatically includes one accompanying complete project. Projects are the user-facing environment where review work takes place. Complete projects contain all documents in a database, and partial projects can contain all or a subset of the documents in your database. You can create more than one project per database, and each one is treated as a separate matter. The same underlying set of documents can exist between projects; however, projects have separate permissions, project settings, messages, and work product. One common use case for projects is to create a separate project for an outside expert reviewer. The reviewer will be able to go into their project and perform the review without ever seeing the review product of the other projects. In essence, projects are "clean" versions of the original environment that do not contain any of the review or work product accumulated in other projects during the course of review. Everlaw supports unlimited project creation from an underlying database at no extra charge.
Any user with Database Administration permissions can create new partial projects. Organization Administrators can create complete projects.
Creating a new project
To create a new project, navigate to the Projects tab in the Database Settings page. Click on the "Add a New Project" button in the upper right. You will be prompted to enter a name for your new project. Once you are done naming, either click "add", or press enter.
To rename a project click the pencil icon and input a new name. To delete a project click the trash can icon. To export the project, including image, text, native files, load files, and review work, click the Export icon under Actions. For more information on project exporting, see this help article.
If you have Organization Administration permissions, you can click the multiple documents icon to the new project name to add all documents from the database to that project. This will start a batch task and create a complete project. The type column tells you whether or not the project contains all the documents (complete), or just a subset (partial).
For a complete project, all documents that are added to the database will automatically be uploaded to the project. This means you will not see the name of the complete project in the export tab of the results table as a possible destination, as the project will already contain all of the documents available in the database.
Adding documents to your partial project
By default, projects contain no documents. You can create a partial project at any time and add documents to it. If you are a Project Administrator, you will, by default, have access to add documents to that partial project. The Partial Project Document Management permission, which will only exist on partial projects, controls the ability to add documents to, or remove documents from, the partial project. For other user groups that do not include this permission by default, you can assign it to a group by navigating to the Permissions tab in Project Settings.
Unless you are adding all of the documents in a database to a project (and are therefore creating a complete project with the help of your Everlaw support), follow these steps to add documents to a partial project.
- Go to any results table, whether it be associated with a search, binder, assignment or StoryBuilder. Select the documents you wish to add to a project.
- By default, all of the documents in a results table are selected. You can select only a subset of the documents by utilizing the checkboxes in the far left column.
- Choose the Batch option and select Add to Project.
- Choose the project you want to add/remove the documents to/from, and then press "Modify Project".
If you would like to add additional documents to the project which were not included in the original search, you may continue to perform searches and add documents from the results table to the same project.
You can navigate between projects by clicking on the project name on the top left corner of the screen and typing in the desired project name. Alternatively, you can click on the caret icon next to the project name and select your project from the dropdown menu.
Once in the project, you can administer it (add users and user groups, set up categories and codes, etc.) via Project Settings. You should also see the documents from your first project in your second project homepage. Remember that no review work is transferred, so even though the documents are copied from the first project, they are blank slates and will not include ratings, codes, notes, highlights, redactions, etc.