General FAQ

Table of Contents

Getting Help

Q. How do I get trained? 

We have a variety of training resources that can help you get started on Everlaw. Please see our list of available options here. You can also email or find the link to "Schedule a training" by clicking the "?" icon in the navigation bar.

Q. What help resources are available to me?

A: You can click on the "?" icon in the navigation bar to access in-platform help resources.

The help overlay that appears displays our support hours, support phone number, links to message or email support, and a link to contact the Everlaw Account team. You can also see, and search across, help articles and videos.

If you dismissed the Walk Me menu, you can display it again through clicking the "Display Walkthrough Menu" toggle on the upper right. 

Additionally, the help overlay displays your Project ID. Each project has a unique ID. You can provide this idea to Everlaw Support when reaching out about a particular issue on a project.

Q: Why does it say “Walk Me Through” at the bottom of my screen?

A: You can click “Walk Me Through” to open a menu of walkthroughs for various features on Everlaw. The walkthroughs available in the menu will depend on which page you’re viewing in Everlaw, but all walkthroughs are available when you are on the homepage. Please submit feedback about the walkthroughs through the Walkthrough Feedback survey available in the menu. 


Case Setup

Q. I didn’t receive an email inviting me to the platform.

A: Please check your spam folder and check with the case admin to make sure they have an accurate email address for you. If an admin needs to resend your invite, they can do so on the case settings page.  Click “Users” and scroll to the bottom, then click the “Refresh” icon to resend an invite to your email address. For more information, please see this article on adding and removing users. 

Q. How do I reset my password?

A: To reset your password, please click “Forgot Password?” underneath the “Log In” button on the Login screen. Note that you’ll need to input your username to receive a new password.  Passwords must be at least 8 characters long and cannot be reused from a previous password. For more information, please see this article on editing account settings. 


Supported Browsers

Q. What browsers are compatible with Everlaw?

A: Everlaw is compatible with the latest versions of Chrome, Firefox , Edge, and Safari.


Q. What is the minimum browser size supported by Everlaw? 

A: The minimum dimensions supported are 960px wide x 700px high. For supported browser sizes, Everlaw is optimized at 100% zoom. If your browser size is smaller than the minimum-supported dimensions, you may need to zoom out to <100% for full functionality. 


Ingestion/Uploading Documents

Q. How do I migrate codes from another platform?

A: Please follow the steps in our Migration Workflow Guide.

Q. I have issues in my native upload. How can I fix them?

A: If any documents in your upload encountered errors, you will see a count of the errors below the stage of processing in which they occurred (i.e., Examine, PDF Conversion, Text Conversion). To identify and troubleshoot errors, please see this article on native upload errors. 



Q. Why am I unable to upload my documents?

A: One common cause of an upload failure is trying to upload too many files. The uploader will only accept up to fifty files at a time. To upload an entire folder or series of folders, you need to zip up the top level folder unless you’re using Google Chrome, Firefox, or Edge. Information on how to zip up (compress) folders is available here for Windows and here for Mac OS X. 

Another cause of a failed upload could be due to internet connection. If your internet connection is lost, you will receive an error when uploading your documents. For very large files, you can resume uploading them after the upload fails instead of having to start over. You can test your upload speed here. If it is unusually slow, it is likely that your files will not upload correctly.

For more information, please see this article on preparing native data for upload and this article on uploading native data.

Q. How do I access my uploaded files once they've been successfully processed?

A: Once your files have processed, you can find them in the Document Sets column of your homepage. For more information, please see this article on the homepage.

You can also click on the icon in the center of the upload card on the part highlighted below. For more information, please see this article on viewing and managing your native uploads. 

upload card.png


Functionality - Review

Q. How do I search for all documents in my database? 

A: You can click on the "View all documents" button in the upper right corner of the homepage or favorite the All Documents search card on the homepage. Alternatively you can use the Bates search term and select "Any Prefix" followed by "1-" in the text input box.

all documents.png

For more information, please see this article on building searches. 

Q. How do I negate search terms?

A: To negate a search term, simply click on the term name once, or drag and drop a NOT term from the left-hand sidebar over the term. Negating a search term will find documents that do not have that particular property. For more information on negating search terms, please see refer to this article on building searches. 

Q. How do I do proximity searching? How do I do phrase proximity searching?

A: Everlaw supports advanced search functionality. For more information, please see this article on advanced content searches. 

Q. How do I code a document?

A: There are multiple ways to code a document on Everlaw. For coding documents in the review window and using coding presets, please see this article. For creating conditional coding rules and auto-coding documents, please see this article. For batch coding documents from the results table, please see this article. For batch coding documents from the context panel, please see this article. 

Q. How do I migrate codes from pre-produced documents to the produced versions of those same files?

A: When creating a production protocol, you can specify which review work product to migrate to produced documents under Additional Options. For more information on migrating work product, please refer to Migration section in this article on production protocols.  

Q. How can I get the total page count of a search?

A: Navigate to the results table of the search. From there, export a .CSV of the documents that includes the number of pages. When you open the .CSV in a program like Excel, you can sum the page number column to get the overall total number of pages. For more information on exporting a .CSV from the results table, please see this article. 

Q. My document looks strange in the review window! What's going on?

In the review window on Everlaw there are generally three different viewing formats you can utilize: PDF, Text, and Native. 


For some documents, it is recommended to view them in the Native format for the best viewing experience. For more information on these review window formats, please see this article.

Q. How do I see the attachments that are associated with an email?

A. You can see email attachments through a variety of methods on Everlaw. For more information on seeing email attachments in the conext panel, please see this article. For more information on seeing email attachments through grouping, please see this article. 

Q. How can I see speaker notes on presentations?

A: PowerPoint presentations that were processed by Everlaw, such as those that were uploaded as native data with a PPT extension, will display speaker notes in PDF view under the corresponding slide. The presentation's metadata tab can also be used to check if the document contains speaker notes. If there are speaker notes present anywhere in the document, the Speaker Notes field will be set to True. For more information on supported native data types on Everlaw, please see this article. 


Homepage Questions

Q. Why can my colleague see cards that I can’t?

A: You will not be able to see cards if you are not the owner and they have not been shared with you. These include binders, searches, assignments, and drafts. Alternatively, you may not have proper permissions to access a card, such as if you do not have access to a Story. For more information please see this article on sharing and object permissions. 


Q. Can I delete searches?

A: You can remove searches from your homepage through clicking the three-dot menu in the upper right corner of the search card. Removing searches will not delete any documents. For more information please see this article on deleting searches from your homepage.

You can also use homepage folders to adapt your homepage view. For more information, please see this article on homepage folders.

Functionality - Admin

Q. How do I add a user?

A: Navigate to the Users tab under project settings and click the "+ Add Users" button in the upper right. From here you can input the email addresses of users you would like to add. You must be a Project Admin to add or remove users. For more information, please see this article on adding and removing users. 

Q. How do I add a code or a coding category?

A: Please see this article on setting up codes and categories. Note that you must be either a Project Admin or a Codes Admin. For more information on these admin roles, please see this article. 

Platform Downtime

Q. How and when will I be notified of platform downtime? 

A: You can choose to receive email and/or banner notifications at least a week in advance of scheduled downtime. We make an effort to send notifications for emergency downtime at least an hour in advance. Please see this article for more information on how you can turn on notifications for scheduled and emergency downtime. 


Binders - Binders are arbitrary collections of documents, similar to folders. A document can be in multiple binders. Binders can be created from the home page, the batch search panel, or the review window.

Codes - Codes are designations set-up by case admins that reviewers can use to categorize or tag documents. Everlaw has a two-tier coding system: there are categories and codes within categories.

Review window - The review window allows you to view documents and apply codes, notes, highlights, and redactions, along with a wide range of functionality. It appears when you click on an individual document in the results table. 

Coding panel - The coding panel allows you to code and binder individual documents in the review window. It can be collapsed or expanded and can be found on the bottom of the review window.

Results table - The results table provides information about all documents in a given search. It appears when you run a new search or open previous homepage cards like binders or assignments.

Search term report - Search term reports allow you to run multiple searches simultaneously and get a high-level view of the results, including the number of resulting documents. Search term reports are typically used during Early Case Assessment.

Metadata/metadata panel/standard metadata - Metadata is information that describes your data. For example, common metadata fields include date and author, which may or may not be present in the body of a document, but are nonetheless detected and displayed by Everlaw in the metadata panel near the top of the review window. Standard metadata fields are created when semantically related metadata fields are grouped together when documents are uploaded to Everlaw.

Context panel - The context panel is a display that allows you to quickly view the relationship between different documents. These relationships include duplicates, email threads, attachment groups, file structures, and versions. It appears on the left of the review window.

Image/text/native viewer - You can access different document views by clicking on their respective tabs in the upper right-hand corner of the review window.

Story - A collection of Storybuilder objects, all of which can be found by accessing the Story’s dashboard. These objects include the Timeline, which allows you to select the most important documents in a case and arrange them based on their date to create a coherent story; Depositions, functionality to prepare for and use deposition materials after they take place; and Drafts, a tool that allows you to create formatted text outlines with document references in-line. By default, all projects include a default Story.




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