Setting up Persistent Highlights

Table of Contents

 

 

What are persistent highlights?

Persistent highlights are content highlights that appear for all users in a project. They are used to draw attention to important words or phrases. Highlights appear both on the document and in the right-hand panel in the review window. Reviewers can also easily redact any persistent highlight that appears in the document.

Screen_Shot_2017-04-12_at_2.00.58_PM.png

Return to table of contents

How do I set up persistent highlights?

Highlights can be created on the Project Settings page, under the “General” header.

Screen_Shot_2019-10-04_at_10.10.00_AM.png

Persistent highlights can either be categorized or uncategorized. New categories can be added through the “Add New Category” button.

persistent_hl_category.gif

Terms in the same category will share the same color when rendered in the review window, and will be listed together in the hit highlighting panel. In general, conceptually-related highlights should be grouped together, as this will make it easier on your reviewers to navigate through, distinguish, and make sense of the different content hits that might appear in a document. For example, you can group all the relevant people in one category, entities in another, and privileged terms in a third.  

Screen_Shot_2019-10-04_at_2.47.43_PM.png

Each “label” under a category represents a distinct content search. Generally, each search follows the rules of content searching and advanced content searches. As with normal content searching, phrases without quotation marks will be treated as an OR search.

Screen_Shot_2017-04-12_at_2.30.35_PM.png

One exception to normal content searching is that in persistent highlights, AND/OR/NOT terms will be ignored as operators within a content search. For example, if your search is "peanut AND butter," persistent highlights will ignore the AND, meaning that you are searching for "peanut" or "AND" or "butter."

This hit highlight will look for either “Andrew” or “Fastow” within a document. If you wanted to only highlight the exact phrase “Andrew Fastow”, put the name in quotes:

Screen_Shot_2017-04-12_at_2.32.58_PM.png

To add a new highlight, click on the green “+” icon in the category you wish to add the highlight to. You can also hit “enter” after completing a term to automatically create a new term within the same category.

persistent_hls.gif

If you want to change the color associated with a highlight, click on the appropriate color circle, and choose from the palette. The color for uncategorized highlights can be adjusted at an individual level; the color for categorized highlights can only be set at the category level.

persistenthl_color.gif

Once created, hit highlights can be moved between categories through a simple drag-and-drop action.

persistenthl_rearrange.gif

 

Return to table of contents

 

Importing persistent highlight terms

You can also import a list of highlights by clicking the “Import List” button. The dialog that appears, there are three options for importing highlights: 

  1. Upload a CSV of categories and terms
  2. Transfer from Search Term Reports
  3. Input text to a persistent highlight category

 

1) Upload a CSV or categories and terms: 

You can upload a CSV that you previously exported from another project in Everlaw. You can also create your own CSV, as long as it includes two columns: Category and Term. Any duplicates will be skipped upon import. You can click Download CSV template to ensure that you're using the proper CSV configuration for import. You should create exactly two columns in your CSV, titled Category and Term. 

import_csv.png

Transfer from Search Term Reports:

You can also import terms from your search term report and create persistent highlights. Select a search term report(s) from the dropdown menu. Each report title will become the persistent highlight category name. All search term report terms will be added, except ones that use logical containers (such as NOT) or metadata.

Screen_Shot_2018-10-03_at_11.32.27_AM.png

Note that the date the search term report was last updated. It is not included as part of the original report title; therefore, it will not be included as part of the category name.

3) Input text to a persistent highlight category: 

Finally, you can select a category to add highlights to (including the uncategorized group). You can either copy/paste in the desired terms (one per line) into the window or type them manually. Searches are subject to the general rules of content searching and advanced content searches.

add_terms.gif

 

Return to table of contents

 

How to create a search from persistent highlights

You can create content searches for categories of persistent highlights directly from the persistent highlights tab. At the bottom of the page, there is a search box titled “Create search from persistent highlights”. Upon clicking the box, a drop-down menu will appear listing all of the categories of persistent highlights that have been created for the project. You can select as many categories as you’d like to construct your search. Clicking the blue “Create Search” button will open the results of the search in a results table. The search will be saved to the homepage as a card and can be assigned, exported, and shared like any other search.

persistent_highlights.gif

 

Return to table of contents

Adding personal information highlights

Special content searches that use regular expression to find common patterns of personally identifying information (SSNs, phone numbers, etc.) are grouped together under the “unused” category. You must select them from the dropdown and drag them to another category (including the 'uncategorized' category) if you want them to appear as persistent highlights.

PII.png

Supported PII formats

United Kingdom

  • National Insurance
  • Bank Account Numbers
  • Bank Sort Codes 
  • National Health Service Numbers
  • Passport Numbers

Australia

  • Bank Account Numbers
  • Tax File Numbers 
  • Medical Numbers
  • Passport Numbers

Canada

  • Social Insurance Numbers
  • Bank Account Numbers
  • Health Service Numbers 
  • Passport Numbers
  • Personal Health Information Numbers

United States

  • Bank Account Numbers
  • Passport Numbers
  • Employer Identification Numbers
  • ITINs
  • Social Security Numbers
  • Phone Numbers

International

  • IBAN numbers
  • IP Addresses
  • Email Addresses
  • Credit Card Numbers

Return to table of contents

Removing highlights and categories

In order to remove individual highlights and entire categories, you must enter the “delete mode”. Once in delete mode, select the highlights and categories you wish to delete (they will be bordered in red). Select “yes” to confirm the deletions.

persistentHighlightsDelete.gif

Return to table of contents

Have more questions? Submit a request

0 Comments

Article is closed for comments.