As a reviewer, you may be allocated documents to review by your case administrator through the assignments feature. You will receive a notification in your Everlaw message center when you are assigned documents. For more detail on the message center, click here.
When receiving a message about assignments in the message center, a light blue assignment card will be embedded. The light blue assignment card will also be automatically added to your homepage.
Each assignment card contains the following properties:
- The name of the assignment group
- The total number of documents contained in the assignment
- A progress bar showing you how far you’ve progressed in an assignment.
Click the assignment card to go to the results table of the assigned documents.
From here, you would review documents as you would normally. For information on the review window, click here.
There are other actions you can take on each assignment card, depending on your permission level:
Favorite: Click the star in the bottom right hand corner to favorite the card. In addition to appearing in your Assignments column, favorited assignments will appear in the Favorites column in the far left of the homepage. You can use this to identify and curate the assignments you should be paying attention to.
Modify assignment: Click the three-dot menu icon in the lower left-hand corner of the card to perform these actions. Note that some of these options may not appear if you have not been given full permissions by your administrator.
- View Review Criteria: It is important to check the review criteria governing the assignment. By default, any rated document is considered reviewed, and counts toward your progress through an assignment. However, admins can set custom review criteria for any given assignment.
Send message: Click on the initials of the assignment group recipient in the top right-hand corner to send them a message.
View unreviewed documents in your assignment
You can find unreviewed documents in your assignment by clicking the “View Review Criteria” button in the bottom left-hand corner of the assignment card.
Then, click "View Unreviewed Documents" to view the unreviewed documents in your assignment.
You can also do a search using the “Assigned” search term to filter your documents by those that are unreviewed. Click the Assigned search term, then select your particular assignment. In the parameter next to the assignment, select “Not Reviewed.”
If you are in the results table of your assignment, you can refine it by just the unreviewed assignments. Click “Refine” in the upper right-hand side, and then filter by “Not Reviewed.” That will return only those documents that are not yet complete.
View review criteria of your assignment
It is important to check the review criteria of your assignment. If you do not satisfy the review criteria when rating and coding a document, that document will not count towards your progress through an assignment. The assignment review criteria can be changed at any point, so if there is an unexpected change to your progress level through an assignment, it is probably due to a change in the review criteria.
In the example below, the review criteria is "documents with any rating AND any code."
Some assignment groups may allow you to to self-assign documents. For example, when creating an assignment group, an admin may choose to assign out only a portion of the documents, leaving a pool of unassigned documents. If you finish your initial assignment, you can check-out a new assignment batch from the pool of unassigned documents.
To see a list of assignment groups that you can self-assign documents from:
- On the homepage, click the plus icon at the top of the Assignments column
- Each available assignment group will be listed alongside the checkout icon; click on the relevant group
- A confirmation dialogue box will appear. Depending on the assignment group settings, you may receive a new assignment of predefined size, or you may be required to decide how many documents you want to claim.
- Click the blue “Claim” button
- A task will begin, and a notification in the bottom right-hand corner will inform you when the task is complete.
You may be given administrative permissions for an assignment group by a case admin. Depending on your permission level, you can either only view the admin assignment dashboard, or also allocate, share, and delete assignments. Click here to learn about assignments for administrators.