Administrators on Everlaw can set up a new environment for certain users that contains a subset, or all, of the documents in the original project. The documents in a new project do not contain any of the annotations or labels applied to those same documents in the original project, nor are any of the user-editable metadata fields created. In essence, projects are "clean" versions of the original environment that do not contain any of the review or work product accumulated during the course of review.
Use cases for projects include setting up separate review environments for outside experts or co-counsel. Users on separate projects are able to create and apply their own annotations and metadata fields without affecting any other project. Everlaw supports unlimited project creation from an underlying database at no extra charge.
Creating a new project
To create a new project, navigate to the "Projects" tab under the case 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.
By default, projects contain no documents. You can create a partial project at any time. If you would like to create a project with the entire document set, AKA a complete project, please contact your Everlaw support. 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
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.
- After creating the project in case settings, you must add the desired subset of documents via the results table. In other words, you cannot add documents to a project directly from the project page.
- Once you are viewing the documents you want to add to the project in the results table, click the batch button in the results toolbar and then select "add to project." Remember that, by default, all of the documents in a results table are selected. You can, however, select only a subset of the documents by utilizing the checkboxes in the far left column.
- 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 caught in the original search, you may continue to perform searches and add documents from the results table to the same project.
Once a project has been created, you can open it by clicking on the project name on the top left corner of the page 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 the case settings tab.