Principal Changes of the February 8, 2019 Release

US Release Date: February 8, 2019

Expected CAN/AUS/EU Release Date: February 15, 2019

In this release, we’re excited for increased security functionality, search capabilities for hidden Office content, a new look for StoryBuilder Chronology, and other usability improvements. Read on for more details!


Restrict project access by location

This feature gives you more control over access to project information, without compromising the ease of use of the Everlaw platform. You can now restrict access to projects based on users’ locations, enabled by whitelisting (i.e., permitting only) certain IP addresses and countries. When a project is first created, users can access it by default from any IP address or country. Once an IP address or country has been whitelisted in Project Settings, however, users must be in those locations to access the project.


You can also allow project admins to access the project from any location by enabling Admin Access.


Any users attempting to access a project from a restricted IP address or country will receive a notification:


For more information about restricting access by location, visit this help article.


Improvements to production access log

This release introduces two updates to Everlaw’s production access log. The production access log currently gives you detailed information about who has shared, revoked, and renewed access to productions, as well as who has downloaded productions shared from Everlaw.

The first update is the ability to download the production access log. The second update is the introduction of the internal production download log, which allows you to view, sort, and download a log of production download from within your project. The log provides greater visibility into production download activity on your project. It tracks what modifications had been applied at the time of download, as well as whether users downloaded the full production or documents from a specific modification.


For more information on production access logs, visit this help article.

Updates to uploading Office files

We have made two improvements to the way Everlaw uploads Office files. First is the ability to upload password-protected Office files. Now, if you upload password-protected Office files to Everlaw, you can simply enter their passwords into the upload configuration wizard, just like you do for other file types.

Secondly, we have added metadata fields to identify hidden and additional content in Office files. Some Office files may contain more information than is apparent at first glance. For example, an Excel spreadsheet may have hidden columns that are not easily identifiable during review, though they may contain key information. With this release, we’re adding three new metadata fields that will flag Office files containing hidden or additional content: Hidden Content, Track Changes, and Speaker Notes. These fields will be populated for native documents uploaded to Everlaw following this release, as well as any documents that are reprocessed on Everlaw (with metadata merged).

Below is a list of the new fields, their associated values, and the type of file(s) they apply to:

Field name: Hidden Content

Field values: Slides (PowerPoint), Text (Word), Rows (Excel), Columns (Excel), Sheets (Excel)


Field name: Track Changes

Field values: True, False (Word or Excel)


Field name: Speaker Notes

Field values: True, False (PowerPoint)


Ability to export note text only

You now have two options for note exports to CSV, each of which suits different needs. The first, Note Text, includes just the text of the note itself. This is a more easily readable format when viewed in a CSV, making it easier to interpret outside of Everlaw.

The second, Note Detail, includes the same information as the previous Notes field, which is the full note data. You can easily store this data for later use or ingest on Everlaw or another platform.


The resulting columns will look something like this:


For more information on exporting to CSV, visit this article. For more information on Notes, visit this article.


Chronology design refresh

StoryBuilder Chronology has a fresh new look! In addition to a brighter, more consistent visual design, there are a handful of updates to improve your user experience:


You can hide and show description, relevance, and metadata in a new Settings icon. We also consolidated metadata and version display into this icon:


If you add a profile image to a People label, it will now be displayed as part of the label in the document row.


You can easily create a label within an existing category without needing to go into Edit Mode. A streamlined filter section allows you to search for a term across description, relevance, title, and metadata. Of course, you can still filter additionally by date and labels.


For more information about StoryBuilder, visit this section of our help center.


“Sticky” redaction and highlight settings in review window

In the review window, you will be able to continuously redact or highlight after toggling the tool on. After applying a redaction or highlight, the tool will stay toggled on within the same page, from one page to another, and from one document for another. This makes it easier to do high volume redaction or highlighting work, minimizing number of clicks along the way.


Transfer search term reports when removing user from project

In addition to other review work, you can now transfer search term reports when removing a user from a project.


For more information on transferring review work, visit this help article.


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