Principal Changes of the November 2, 2018 Release

In this release, we’re introducing batch redactions, which enables search and redaction of words and phrases for multiple documents at once, all from the results table. You can leverage Everlaw’s flexible search capabilities, including all advanced searching, to identify terms to redact as well as use custom redaction stamping and notes for your batch redactions.

For Case Administrators, we’ve introduced the ability to rearrange categories and codes, toggle on the unitization tool from the review window, and edit user fields for produced documents. Finally, we’ve tweaked settings in native uploads and multi-selection in the results table, with a focus on improving your daily user experience.


Redact documents at scale, faster

You can now redact multiple documents at once directly from the results table, increasing redaction consistency and making it drastically more efficient to apply redactions across many documents in your project. The batch redaction panel also allows you to enter and redact multiple terms and phrases at once, without needing to run separate tasks. Additionally, we optimized the speed of redactions this release, so you can now apply and load thousands of redactions faster than ever.


You can run and redact simple keyword searches as well as advanced content searches. For example, you can redact all instances of the words “California” or “Oakland” by constructing the search below.


Batch redactions also supports a wide range of advanced searching, such as proximity and fuzzy search. You can also see a preview of the text to be redacted under “Live hits” in the batch redaction panel. These live hits are generated from the text of the selected documents in your results table and you can use them to QA your intended redactions.


You can also apply redaction stamps and notes to your batch redaction. All redactions in the batch action will receive the same stamp, and the same note will appear on all affected documents.

Learn more here


Customize your coding sheet by rearranging categories and codes

With this release, you can further customize your coding sheet by rearranging categories and codes in your project. Navigate to the Codes tab in Case Settings. Rearranging the categories or codes is easy; simply drag and drop a row to another position in the list. Your results are immediately saved and reflected in the batch coding panel and all instances of the query builder throughout the project. In the review window, categories can still be rearranged by any user directly from the coding panel.


You can always revert to the default arrangement, alphabetical order, by clicking Alphabetize in the top right corner of the respective list.

For more information about codes and categories, visit this help article.


Improved metadata usability in review window for produced documents

This feature increases visibility of metadata in the review window and allows you to edit user fields for produced documents. You can now access a simple metadata toggle to view various metadata versions.

All documents, by default, display Everlaw metadata. Everlaw metadata provides a uniform view of Original or Loadfile metadata. For example, dates will be normalized to a single format and timezone. A loadfile CSTDN field will be displayed under Custodian. Everlaw metadata also includes user fields or aliases set up by Case Administrators.

For native documents, you can view Everlaw and Original metadata. Original metadata shows metadata as it was extracted directly from the documents during processing:


For processed and produced documents, you can view Everlaw and Loadfile metadata. Loadfile metadata shows metadata exactly as it was conveyed in the loadfile used during uploading.


For a greater understanding of how to view and edit metadata in the review window, please read this article.


Smarter native upload configuration and option to inline images

When uploading a new set of native documents in Everlaw, your configuration will reflect the most recent native upload. This includes deduplication and imaging settings. Additionally, you can now choose how Everlaw handles email image attachments. If you would like email image attachments to be extracted as children of the parent email, simply choose the “extract as children” option. If you would like email image attachments to be displayed inline within the email PDF, you can choose “display inline.”

For all existing projects, the upload configuration default will be to display email image attachments inline until the alternative option is chosen for a new upload.

For more information on uploading native documents, visit this complete overview.


Toggle unitization tool on and off in the context panel, smarter user settings

If you are a case administrator, and the unitization tool is enabled for your project, you can now toggle the unitization tool on and off directly from the review window. Go to the review window and simply press “u” on your keyboard to turn on the unitization tool. The icon will appear in the context panel.


Additionally, your user preferences will be saved, even after you log out of Everlaw. You no longer need to go back into Case Settings to enable the unitization tool upon login. As a reminder, only administrators have access to the unitization tool, but all users can view unitized documents.

For more information on unitization, visit this article.


Multi-deselect from the results table

You can now use the shift-click shortcut to multi-deselect in the results table, in addition to being able to multi-select. You can also now multi-select checkboxes for a large set of documents. You will be able to scroll down multiple pages of checkboxes and multi-select (or deselect) all of them.


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