Table of Contents
- What are Production Tools?
- How can I tell if production tools are turned on or off in my project?
- What does the metadata redaction toggle do?
- What is the production code wizard?
What are project and custom redaction stamps?
What are Production Tools?
Production Tools include two major functions: the ability to add redaction stamps to your redactions, and access to a code wizard for creating production-oriented codes for your coding sheet. If Production Tools are not turned on, redaction tools will be unavailable in the review window.
How can I tell if Production Tools are turned on or off in my project?
Navigate to the General tab of the Project Settings page. You should see a section for Production Tools.
If Production Tools are turned off, the toggle will be gray and the Productions page will be inaccessible.
If Production Tools are turned on, the toggle will be green and a button for the production code wizard will also be visible. The interface for creating custom redaction stamps (more information in a later section) will appear in the section as well.
What does the metadata redaction toggle do?
When Production Tools are turned on, you will be able to redact and apply redaction stamps to metadata as well.
When you produce documents, Everlaw will generate a production loadfile that includes the metadata you’ve chosen to produce. If you produce a metadata redaction that has a stamp, the metadata will be replaced with the stamp.
If the toggle is on and you produce a metadata redaction that doesn't have a stamp, the metadata will be replaced with the text “Redacted.” If the toggle is off and you produce a metadata redaction that doesn't have a stamp, nothing will be printed in the loadfile for that metadata value.
Please note that non-text metadata fields, such as fields with DateTime values, will still be left blank. This ensures that production loadfiles will remain compatible with Everlaw and other platforms by avoiding introducing text into non-text type fields. However, redaction stamps for non-text metadata fields will appear in the production privilege log, which you can create from the Additional Options step in the production wizard.
What is the code wizard?
The code wizard can help you create production-oriented codes, such as privilege, responsiveness, and confidentiality codes, for your project. If production tools were previously turned off and you toggle them on, the code wizard will automatically pop-up. You can also access the wizard at any time by clicking on the Code Wizard button. The wizard is pre-populated with relevant codes in each category, but you can choose to delete or edit the available codes, or add new ones. In addition, you also have the option to make a category mutually exclusive, which means that only one code from that category can be applied at any given time to a document. Making the appropriate categories mutually exclusive can help reduce potential coding errors such as accidentally marking a document both responsive and non-responsive.
If you don’t want to add production codes, exit the dialog by clicking the “x” in the upper right.
What are project and custom redaction stamps?
Everlaw has two types of redaction stamps: project stamps, created by admin users; and custom stamps, created by individual users from the review window.
When custom stamps are enabled in the project, both types of redaction stamps will be visible in the review window to all users with redaction permissions. Users will be able to apply any visible stamp, including custom stamps created by other users.
To create project redaction stamps, simply input the text of the stamp into the provided text box. An abbreviation is automatically generated, but you can override this with a custom abbreviation.
To enable custom stamps for your reviewers, toggle on custom stamps at the bottom of the production tools section.
Project admins will be able to view all custom stamps on the project in the Production Tools section of the General tab of the project admin page. Each custom stamp will be listed alongside its abbreviation and the user badge of the user who created it.
To delete a project stamp, click on the "X" next to that stamp. Project stamps can only be completely deleted if they are not currently applied to any redaction on the project. If you attempt to delete a project stamp that is in use on at least one redaction, that stamp will be demoted to a custom stamp instead of being completely removed.
If you attempt to create a project stamp that exactly matches an existing custom stamp, the existing custom stamp will be promoted to a project stamp.
Finally, in order to reduce clutter on the project, all custom stamps that are not in use on any redaction on the project will be automatically removed from the project within 24 hours.