Project Management General Settings

Table of Contents

• Multifactor authentication
• Production tools
• Default search grouping
• Default assignment review criteria
• Default binder sharing option
• Homepage View
• Full screen review
• Timezone
• Date and Time Format
• Page size
• Additional Tabs
  • Stories
  • Persistent highlights
  • Language tools

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

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.  

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.  

Default search grouping

In the general settings tab, you can configure the default search grouping. By default, new projects created on Everlaw (after the January 2023 release) have the default search grouping setting enabled and set to group by attachments without grouped non-hits.

When enabled, this is the initial grouping settings for all users in the project creating a new search.

Note:  Grouping by attachments without grouped non-hits will order documents in the results table according to their attachment family and will 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.

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 will pop 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 green to grey (on to off). 

Note: New projects created in the database will not reflect any changes you've made to the default. 

Timezone

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

Click the box to open a dropdown menu of timezone options. This setting affects how Everlaw metadata fields are displayed if they are datetime fields. 

In the example above, the original datetime field for the document had a time of 10:31 PM, UTC on March 20, 2017. After changing the project setting timezone 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 three more settings for the project: stories, persistent highlights, and language tools.

Note: New projects you create in the database will not reflect any changes you've made to the default.

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.

Note: Changes to visibility are not enacted until the user refreshes the page. Additionally, some previous actions (like creating searches) associated with hidden Stories will still be available. 

Persistent highlights

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

Language tools

The Language Tools page allows you to enable non-English language translation. Translation can be set to one of the following:

• Google Translate (the platform default)
• AWS Translate
• No translation (disables machine translation entirely) 

By default, Everlaw uses Google’s enterprise translation API for generating translations. Google does not permanently store any data in relation to its enterprise translation services. If you select Google Cloud Translate and you are an EU or UK customer, your translation data will be routed through the EU Endpoint instead of the global or US endpoint.

To learn about Google’s data confidentiality policies, visit their FAQ on data confidentiality.

You can also choose to set your project’s translation provider to Amazon Translate.  To learn about Amazon’s data confidentiality policies, visit their FAQ on data privacy. Everlaw has opted out of having user translation data used to develop Translate and other AWS AI tools.

In order to search for non-English languages in Everlaw, you must add the language in Language Tools. Type the name of one of the supported languages into the bar underneath “Expected Languages.” This will populate the “Language” search term with your expected languages and allow the system to search for documents in those languages.

Everlaw's translation search capability performs best with documents that contain long sections of contiguous text that are in the same language. For example, if you have a document that is nearly completely in English with a handful of Spanish words interspersed throughout, the system will have a more difficult time picking up on the non-English content than if the document had entire paragraphs in Spanish.

Everlaw can translate any language supported by our translation API. 

Everlaw can detect the following languages:

• Afrikaans
• Albanian
• Arabic
• Bengali
• Bulgarian
• Chinese (simplified)
• Chinese (traditional)
• Croatian
• Czech
• Danish
• Dutch
• English
• Estonian
• Finnish
• French
• German
• Greek
• Gujarati
• Hebrew
• Hindi
• Hungarian
• Indonesian
• Italian
• Japanese
• Kannada
• Korean
• Latvian
• Lithuanian
• Macedonian
• Malayalam
• Marathi
• Nepali
• Norwegian
• Persian
• Polish
• Portuguese
• Punjabi
• Romanian
• Russian
• Slovak
• Slovenian
• Somali
• Spanish
• Swahili
• Swedish
• Tagalog
• Tamil
• Telugu
• Thai
• Turkish
• Ukrainian
• Urdu
• Vietnamese