Table of Contents
Q. How do I get trained?
We have a variety of training resources that will help you get started on Everlaw. Please see our list of available options here.
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 way to report bugs that you've encountered. You can also see, and search across, help articles and videos.
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 feel free to submit feedback about the walkthroughs via the Walkthrough Feedback survey available in the menu.
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, he/she 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.
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 12 characters long and cannot be reused from a previous password.
Q. What browser versions is Everlaw compatible with?
Everlaw is compatible with Chrome (38+), Firefox (25+), Internet Explorer (11+), Safari (8+), and Edge (40+).
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: To troubleshoot upload issues, please click on the “Examine” portion of the card. This will take you to a search of the documents that did not convert properly. From there, you can check the metadata panel to see the filepath of the document and navigate to it on your local computer. Once you are looking at the document, you can see if it’s encrypted, won’t open locally, or has other issues that will prevent successful conversion.
If the document appears fine when viewing it locally, please reach out to Everlaw support (firstname.lastname@example.org).
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. The uploader will then accept the file, even though it contains multiple other files. 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 is a bad 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.
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. You can also click on the icon in the center of the upload card on the part highlighted below.
Functionality - Review:
Q. How do I search for all documents in my database?
A: You can use the Bates search term and select "Any Prefix" followed by "1-" in the text input box. Alternatively, you can locate the All Documents search card on the homepage and favorite it by clicking the star icon in the bottom right of the card.
Q. How do I negate search terms?
A: You can negate search terms by clicking on the term in the query builder. Please refer to the relevant section in our Search Overview article.
Q. How do I do proximity searching? How do I do phrase proximity searching?
A: Everlaw supports advanced search functionality. Proximity searching and other advanced content searches are described in the article here.
Q. How do I code a document?
A: You can use the coding panel in the review window or results table to code a document. The coding panel is located at the bottom of the page, indicated by a large arrow which opens the coding panel. You can also use the coding filter and keyboard shortcuts to code a document more quickly. Finally, if you find that you are applying a similar set of labels to different documents, you can consult our article on Coding Presets and Coding as Previous.
Q. How do I migrate codes from pre-produced documents to the produced versions of those same files?
A: Refer to our walkthrough at the bottom of the Production FAQ article.
Q. How can I get the total page count of a search?
A: To find the page count once you have a search open in the results table, you can export a .csv of the documents, making sure you choose to include the number of pages field in your export. Then, 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.
Q. My document looks strange in the review window! What's going on?
Most review work in Everlaw is done in the PDF view of the review window. This is where you can apply highlights and redactions to your document.
Some document formats, such as spreadsheets and multimedia files, do not display well in the PDF view. To review these documents, you should use the native view.
If a document looks strange in the image or native view, there may be an issue with the Everlaw viewer. To check, you can click on the download icon in the native view (below) to download the native file. Then, open the file on your computer. (If your document does not have a native version, you can download it from the image view.) If the file looks different than when viewed in Everlaw, there is an issue with the viewer, and you can reach out to email@example.com for assistance.
Q. How do I see the attachments that are associated with an email?
A. There are a couple of ways that you can view an email’s attachments. One way is by performing a grouping operation in the results table. Clicking on the Options icon will allow you to group documents by attachment family, among other options. To read more about grouping documents, see the Grouping article.
You can also view an email’s attachments in the review window. Open a document in the results table to view the review window. The context panel is on the left of the screen and displays several options for viewing a document’s family members. Clicking on the paperclip icon will show the attachments for the document that you are currently viewing; if no paperclip icon is visible, the document does not have any attachments. Clicking on the envelope icon will display the document’s email thread, as well as any attachments associated with these emails. You can then use the “Update Selected” button to apply codes, ratings, and other review material to the entirety of the group. For more information on the context panel, see the Context Panel article.
Q. Why can my colleague see cards that I can’t?
A: Binders, searches, assignments, and outlines need to be affirmatively shared before showing up on the homepage of someone who did not create them. Alternatively, you might not have proper permissions to access a feature, such as StoryBuilder.
Q. Can I delete searches?
A: You can remove searches from your homepage. This will not delete any documents. If you are having trouble navigating to important cards on the homepage, you can favorite cards and then click on the Favorites tab to easily view them. You can also use homepage folders to adapt your view.
Functionality - Admin:
Q. How do I add a user?
A: If you are a project admin, you can add users. Go to the project settings page on the navigation bar.
Q. How do I add a code or a coding category?
A: Every code you create needs to be part of a coding category. For a more thorough walkthrough of how to add both, please consult our article on Codes and Coding Rules.
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/canonical 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. Canonical 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.
StoryBuilder - StoryBuilder, Everlaw’s post-review toolkit, allows review teams to seamlessly move between their review and post-review workflows. Two tools compose StoryBuilder: Chronology and Outlines.
Chronology/Master Chronology - Everlaw’s Chronology feature allows you to select the most important documents in a case and arrange them based on their date to create a coherent story. By default, every case has a default Chronology, the Master Chronology.
Outline - StoryBuilder’s Outlining tool allows you to build outlines for your case. Common use cases for Outlines include creating depositions, arguments, or case strategy outlines. You can export an exhibit list within Outlines, including highlights, bookmarks, description, relevance, and a table of contents.