Project Management General Settings

To access and edit a project's general settings, go to Project Management > Project Settings > General.

The following settings can be managed from this page:

• Email notifications for new messages
• Smart recommendations
• Multifactor authentication
• Deduplication
• Default search grouping
• Homepage view
• Full-screen review
• Time zone
• Date and time formatting
• Default assignment review criteria
• Default binder sharing options
• Production tools
• Default page size

From the General settings page, you can also access the following sub-pages:

• Stories
• Persistent highlights

Email notifications for new messages

The Email Notifications for New Messages setting is a on/off switch that determines whether message contents are displayed in emails. Select the Hide message contents in email notifications toggle to enable or disable this setting. 

This setting may be set as required at the organization level. If this is the case, you cannot set the value at an individual project level.

Smart recommendations

Smart recommendations are customizable, permissions-based recommendations that aim to guide users through Everlaw by pointing them to specific features, workflows, and best practices to meet their goals.

By default, smart recommendations are enabled for all projects. Project Admins can choose to disable this setting; however, individual users may choose to override this default from their own help menus. 

To enable or disable smart recommendations at the project level: 

1. Go to Project Management > Project Settings > General.
2. Switch the Show smart recommendations for all users in this project by default toggle on or off.
   

Multifactor authentication

In the general settings tab, you can enable multifactor authentication for the project. Every user who is added to that project will be required to use MFA (via a one-time email code) when logging in.  To learn more visit Multifactor Authentication (MFA).

This setting may be set as required at the organization level. If this is the case, you cannot set the value at an individual project level.

Production tools

Production tools include a code wizard with preset production codes, as well as settings for redaction stamping. To learn more about production tools, visit Production Tools and Redaction Stamps. 

Deduplication

To learn about project deduplication settings, visit Administrator Deduplication Settings.

Default search grouping

A project’s default search grouping is a setting that is automatically applied as the initial grouping setting for all new searches made within the project.

By default, new projects created on Everlaw have the default search grouping setting enabled and set to group by attachments without grouped non-hits. This orders documents in the results table according to their attachment family and does not pull in associated documents that do not meet the search criteria.

If you would like to change the default, you can toggle off or toggle on the setting and select the desired grouping configuration. To learn more, visit Default Search Groupings.

Default assignment review criteria

Assignment review criteria are the conditions that documents must meet to be considered reviewed. This setting establishes the default review criteria for assignment groups.

When you create a new assignment group, it will use these review criteria by default. For a particular assignment group, you can change the review criteria to something other than the default when you create an assignment group, or when you update an assignment group via the assignment group admin dashboard.

When you update the project-wide default here, all assignment groups currently using the default review criteria will have their review criteria updated to this new default. However, changing the default here will not update any assignment groups that already have custom review criteria.

To set or change the default assignment review criteria:

1. Go to Project Settings > General.
2. Click Review criteria.
   The default review criteria is any rating. This means that if a document is rated, it is considered reviewed.
   
   A query builder pops up where you can add your desired combination of labels.
3. Just like on the search page, you can negate a term by clicking on it, switch the logical operator by double clicking, and nest logical operators within each other.
   

Default binder sharing option

By default, new projects created in Everlaw (after the Jan 2024 release) have the default binder sharing option enabled with the default recipient of the Administrator group with Edit permissions. Project admins may toggle on/off this setting and configure default recipients and permissions.

When enabled, project members creating a new binder see the default recipient and permissions auto-populated but may choose to edit them or to not share for that binder. The project-wide binder sharing setting applies to new binders created from the homepage, in the batch coding panel, and in the review window coding panel. It does not affect existing binders that were created prior to configuring or changing the setting, and it does not apply to binders created during upload.

Homepage view

By default, new users see the card view of the homepage when they first log in. This setting allows you to set the document overview as the default homepage for new users. Note that this setting only applies to new users logging in for the first time. For existing users, the homepage will default to the last used view. 

Full screen review

By default, all new databases default to the full screen mode in the review window. If you would like to change the default view from full screen to the classic review window, toggle this setting from on to off. 

Time zone

By default, the time zone is set to UTC. Time zone information is always appended to datetime values displayed on the platform. If no time zone information is found for the datetime value, which can happen if a processed document was uploaded with no time zone information for that value in the load file, an (unknown time zone) marker will be appended instead.

Click the box to open a dropdown menu of time zone options.

This setting affects how Everlaw metadata fields are displayed if they are datetime fields. For example, in the example below, the original datetime field for the document had a time of 10:31 PM, UTC on March 20, 2017. After changing the project setting time zone from UTC to US/Pacific, the Everlaw metadata field is represented as 3:31 PM, Pacific on March 20, 2017.

Date and time format

You can choose how you would like your date and time metadata to display across your Everlaw project.

For example, you may want your Date field to show up as dd/mm/yyyy instead of mm/dd/yyyy. By default, the date and time format is set to the regional norm.

To adjust your date or time format, click the date or time field to open a dropdown menu of display options. This setting affects how Everlaw date/time metadata fields, Story dates/times, and freeform codes with the Datetime format are displayed. Date and time selectors are also updated to reflect your date and time settings.

Page size

This setting affects the size of PDFs generated when Everlaw processes native documents. By default, the setting matches the region of the instance of your project. Everlaw generates PDFs in the selected size for documents that do not have a described size (e.g. emails). Documents with an explicit size (e.g. PDFs, word documents, and images) remain in their original sizes. Documents exported, printed, or produced from Everlaw respect the size of the pages on the platform.  

Additional tabs

In addition to the general settings, a dropdown appears below the General tab that allows you to configure additional settings for the project: stories and persistent highlights.

Stories

By default, each project on Everlaw has one Story. We recommend that you use only one Story per project. However, you can add more Stories to your project, if needed. To create an additional story, click + New Story. 

You can also hide a Story. This hides all associated work product, including its Drafts and Depositions, for all users on your project. You must have at least one Story visible at all times. To hide a story, click the associated eye icon button.

Persistent highlights

To learn about persistent highlights, visit Setting up Persistent Highlights.