Projects allow administrators to set up a new database for certain users that contains a subset, or all, of the documents in the original database. The documents in a project do not contain any of the annotations or labels applied to those same documents in the original database, nor are any of the user-editable metadata fields created. In essence, projects are "clean" versions of the original database 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 databases for outside experts or co-counsel. Users on projects are able to create and apply their own annotations and metadata fields without affecting the original database. 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 main case 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 main case.
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 export button in the results toolbar. 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.
- Navigate to the "Add to Project" tab and choose the project you want to add/subtract 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 export documents from the results table to the same project.
Once a project has been created, you can navigate to it by searching the project name, and selecting the associated matter (Figure 116). Once in the the case, you can administer it (add users and user groups, set up categories and codes, etc.) via the case settings tab.