Principal Changes of the January 11, 2019 Release

Expected US Release: January 11, 2019

Expected AU/EU/CA Release: January 18, 2019

 

This release introduces a major update to permission settings. There will be no immediate action required to adjust these settings, and all of your existing permissions will be automatically transitioned to the new permissions framework. In addition to permissions changes, you can now export your entire project, including work product, in a standard load format. You can now process Microsoft Teams files, including Microsoft chats. To proactively reduce clutter on your homepage, you can now remove search cards. Last but not least, you’ll see improvements to search term reports, productions, and search.

 

Permissions

There will be no immediate action required to adjust these settings upon release.

The primary goal of the permissions update is to provide more granular control over the access users have to platform features. For example, you can now give user groups the ability to administer productions or assignment groups, without also providing them access to project settings tasks, such as adding users. Additionally, you have more permission options to choose from for many features. For example, you can give users the ability to create Outlines, Search Term Reports, notes and highlights, or redactions, while restricting their ability to edit or delete those created by others.

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The permissions update also creates a more explicit distinction between project-level settings and database-level settings. For example, you can now give someone the ability to upload and/or delete documents to a database only, without giving them Project Administration permissions, such as creating codes and coding rules.

For a thorough overview of permissions changes, visit this help article.

For instructions on how to use the new permissions settings, visit the following help articles:

Permissions-related interface enhancements

With the introduction of feature-specific permissions, and the division of database and project settings, there are a handful of interface updates with this release.

Notably:

  • The Analytics icon is moved within the Project Navigation icon in the navigation bar. Upon clicking the Settings icon, you will see both Database and Project settings.

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  • Features on Everlaw that you don’t have access to as a result of your permission status will be disabled, and you can request permissions to a feature or setting from your project administrator.

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  • On the Organization Administrator page, icons are condensed in a three-dot menu icon. An “OA Access” column has been added, where an Organization Administrator (who is also a Database Administrator) can grant or revoke Organization Administrator permissions for any database in the organization.

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Full Project Exports

You will now be able to export the project’s data in load format and store it outside of Everlaw in case it is needed in the future. You can export an entire project or a subset of documents and associated review work product along with automatically-generated load files. This is particularly useful at the termination of a project, when you might want to archive your data offline. While you can still access the same functionality via Zip exporting as before, the capabilities of the Zip export have vastly expanded to include full project data.  

Assuming proper permissions, you can access project exporting from the results table. You can also export your project from the Database Settings page and from the Organization Administrator page. 

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You can include review work product in your export: notes, codes, ratings, redactions, highlights, user-editable metadata, and Chronology document data. You can also encrypt the file, include a password, and have the password sent to you in an email.

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For more information about exporting your project in load format, visit this help article.

Remove Search Cards

If you need to proactively tidy up your homepage, you can now remove search cards. You can batch remove more than one search card with just a few clicks. Press "x" on your keyboard, longpress a card, or click the multiselect mode icon in the top right of the homepage. Select the cards you want to remove from your view, and click Remove Searches to quickly sweep your unwanted cards.

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For an overview of the homepage and managing cards, visit this help article.

Support of Microsoft Teams

You will be able to process Microsoft Teams data, which notably includes the support of Microsoft Teams chats. You can upload a PST of all Microsoft Teams file types, such as chats, emails, notes, attachments, calendar appointments, and more.

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You can upload Teams files through our standard Native Uploads workflow. There are a couple extra steps to consider when uploading Microsoft Teams chats, particularly with handling attachments associated with chat files. 

For more instruction on uploading Microsoft Teams files, visit this article. 

Import Multiple Metadata Terms to Search Term Reports

This update expands the capability of Search Term Report importing. In addition to content searches (such as words, phrases, or advanced syntaxes), you can batch import metadata terms.

While importing multiple terms or a text file, you can choose between searching Content or a Metadata field. You can also choose to only include exact metadata hits by checking the Exact box.

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To learn more about Search Term Reports, visit this help article.

Access Production Search Logic

You will now be able to access to production search logic on the production card, which gives you and your team members transparency into what was included in a production and leads to quicker modifications if necessary.

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For more information on managing production cards, visit this help article.

Search for “Images or PDFs” with one term

The Has Format search term now includes an additional option, “PDF or Image.” This serves as an indication that the existing “Image” option does not include PDFs. It also simplifies the search for both images and PDFs, if that is what you need. You can still search for one or the other in the Has Format term.

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