Table of Contents
- Apply a code or rating to a document
- Freeform Codes
- Using the coding filter
- Adding a document to a binder
- Optimizing the Codes tab
- Coding presets
- Coding presets and layouts
- Code as previous
- Coding in Classic mode
Apply a code or rating to a document
Ratings, codes, and other review product can be applied to a document in the review window. In full screen mode, you can locate and apply codes and ratings in the Codes tab.
There are three sections within the Codes tab by default: Coding Filter, Currently Applied, and Everything Else.
To apply a rating or code, simply click the respective category in Everything Else, then select the rating or code from the dropdown. The code will turn from grey to white, indicating that it has been applied. The code will also appear in the Currently Applied section. The coding/rating decision will be saved when you move on to the next document, close the review window, or completely close out of Everlaw. You can also add the document to a binder by clicking the binder label and selecting one.
To unapply a code, click it again to turn it from white to grey. You can do this in the Currently Applied section, or in Everything Else.
If a coding category is grey, that means no code in that category is applied to the document. If a coding category is white, that means at least one code in that category is applied to the document.
To hide categories that you might not use frequently, click “Show unpinned.” Drag and drop categories that you’d like to unpin to the bottom of the everything else section, below the dashed line. Then, click hide unpinned.
If there are auto-code rules configured on your project, you will see a wand in the top-right corner of the Codes tab.
Auto-code rules automatically apply codes from certain categories to all documents in a specified context (e.g., exact duplicates, attachment families, email threads, document versions). Clicking on this wand will open a dialog with more information about your project’s auto-code rule settings. To read more about reviewing documents according to auto-code rules, please see this article.
Everlaw’s codes allow you to apply a specific category and code to a document as set by project administrators, like applying the code “Responsive” in the category “Responsiveness.” This configuration might not work as well in cases where there are general categories you would like to apply but the “codes” are not immediately apparent. For example, you would like to record the meeting location in each document you review but there is no complete list of potential locations. In that case you could use a freeform code called “Meeting Location.” You and other reviewers will be able to fill in the field with any value and then search on those values.
Just like standard codes, you can apply freeform codes from the review window or from the Batch Actions panel.
In the review window, click on a freeform code, enter a value, and hit Enter on your keyboard. To remove a freeform code in the review window, click into the code, delete the text, and hit Enter.
From the Batch Actions panel, click on the freeform code you would like to apply, enter a value, and press Enter on your keyboard. Then click Apply on the panel to apply the code to all selected documents.
You can also batch remove freeform codes. To do so, click on a freeform code in the Batch Actions panel and then click again so that the outline on the badge becomes a dashed red line and appears in the Remove section. Then click Apply.
Using the coding filter
The coding filter allows you to type to apply codes and ratings. Click the coding filter, or press “a” on your keyboard and start typing your desired rating or code. Type any combination of characters into the input box, and the coding filter will display only the labels containing that sequence of characters. To apply, you can hover over the desired label with your mouse and click it to turn it yellow. You can also use the up and down arrow keys on your keyboard, and press enter to apply. You can take the same actions to unapply a code or rating to the document.
When using the coding filter to apply freeform codes, selecting the code with your mouse or keyboard will open a pop-up where you can enter a value.
Adding a document to a binder
You can also add the document to a binder, write a note, or create a new binder and add the document to it. Type a sequence of characters into the input box. If you have an existing binder that matches your search, you will see it as part of the filtered results. If you have typed a unique string of text, a new binder label will be automatically created in the binder section with a name corresponding to your input, and the “[new]” tag appended to it. You can unapply any highlighted item by clicking it or pressing enter.
Optimizing the Codes tab
You can customize your Codes tab to optimize review workflow. For example, you can choose to display only the categories you need frequently, or rearrange components within the tab. You can remove any of the three sections previously discussed - the coding filter, currently applied, and everything else - and replace it with other components or add to them.
Click Edit. Select the Codes tab and then click the gear icon. From here, you can drag individual coding categories into your tab. For example, let’s say you typically only use two coding categories, Accounting and Confidentiality, as well as binders. You can drag and drop those individual components in and remove “Everything else” by clicking the red x next to its name.
When you’re done, click the gear icon again, or click Back to Tab Layout, then click Done Editing. Your coding categories will exist as separate components in your Codes tab.
If you close the review window and open it again, your most previously viewed layout will load. The one exception is with assignments: when you open an assignment through an assignment card, the first time you do so, the layout associated with the assignment will load. If you have a different layout that you prefer, you can select from the project default layout, layouts shared with you, and layouts that you have saved, using the menu at the bottom of the panel. Remember, you can always save your current layout by clicking Save at the bottom of the panel.
To speed up your review, you can create coding presets. Presets are custom hotkeys (and keyboard shortcuts) that you can use to quickly apply review product. You can view, edit, and share coding presets from the Coding Preset tab in your full screen panel.
You can also create and edit coding presets by clicking the pencil icon in Quick Review mode in the results table.
Each user can create up to nine presets. To edit or create a preset, click on the pencil icon then select the number you’d like to edit. If you click the number of an existing preset, you'll be editing that existing preset. Once you've selected the number of the preset you'd like to edit, choose which codes, ratings, binders, or notes to associate with your preset. By clicking a label once, you will turn it green indicating that it will be added to the document. If you wish to remove a code, rating, or binder as part of your preset, click twice on a label. A red outline will appear, indicating that the label will be removed when the preset is applied. If you include a code from a mutually exclusive category in your preset, the other codes will be automatically removed from the document when that preset is applied. A warning will let you know when this occurs.
When you’re done creating your preset, name it and then click Save.
By pressing the preset's number on your keyboard, or clicking the associated button in the Coding Presets tab, the preset will be applied. Press “shift+x” (where x is the number of your preset) on your keyboard to apply the preset and navigate you to the next document.
To share a preset, click on the share icon in the Coding Presets tab. Choose which preset you wish to share. Empty presets will be greyed out. Then, select who you wish to share the preset with. You can share with entire groups of users or individual users on your project. Type in an optional message then click send.
The recipients can access the shared preset in Project Messages. Recipients will have the option to choose which numbered slot they want the preset to go in. If the recipient does not have access to content(s) included in the preset, they will not be able to add it to their review window.
Labels contained in a preset are added to the document without overriding any pre-existing labels. The only exceptions to this rule are for (i) explicitly subtractive labels included in a preset, and (ii) labels in the preset that come from mutually-exclusive categories.
For example, imagine that you are planning to apply a preset to a document that is:
- Rated “Warm” (this rating is a mutually exclusive category)
- Coded “Accounting: Fraud”
- Coded “Government: Internal” (the “Government” category is mutually exclusive)
- Coded “Region: Midwest”
- In the “Second Look” binder
The preset you apply has the following labels:
- “Hot” rating
- “Accounting: Liabilities” code
- “Region: Northeast” code
- “Region: Midwest” subtractive code
- "Government: External" code
After the preset is applied, the document will have the following labels applied to it:
- “Hot” rating
- “Accounting: Fraud” and “Accounting: Liabilities”
- “Region: Northeast”
- “Second Look” binder
- "Government: External"
Notice how “Accounting: Liabilities” was not removed even though “Accounting: Fraud” was added. Also notice that the only labels that were removed were ones that were either mutually exclusive (you can’t have more than one “mutually exclusive label” in your code) or subtractive.
Coding presets and layouts
Coding presets are only fully preserved if they are saved to one of your available review window layouts. Furthermore, the coding preset slots are independent as between layouts. In the example below, you can save up to 9 different presets in "My Layout" and another set of 9 different presets in "Project default layout." Thus, the set of available presets is dependent on the current layout of your review window.
Generally speaking, you must explicitly select the layout you want to use, and this choice persists until you explicitly choose to load a different layout. However, there are two instances where your current layout can be silently changed (ie. changed without your explicit selection or knowledge):
- If there is a default layout associated with an assignment group and you access documents through an assignment card, your current layout will switch to the assignment layout. The assignment layout will persist even outside the assignment until you either (1) explicitly change the layout, (2) access a different assignment that has a different default layout attached, or (3) make layout edits (see below). For more information about default assignment layouts, see this article.
- If you make any edits to a layout, your current layout will be switched to a new, temporary "(custom)" layout. While the custom layout will persist as long as a new layout is not loaded, it is not automatically saved as an available layout. Thus, if a new layout is loaded, and you have not saved your "(custom)" layout, your layout edits (including presets) will be lost. Layout edits can either be saved to an entirely new layout, or saved to an existing layout. In the example below, the layout edits are being saved to the existing "My Layout" layout.
Therefore, to ensure that you do not lose any coding presets you've set up, remember to "save" after each addition of, or edit to, a preset.
Finally, note that the layout toolbar -- which displays the current layout, available layouts, and save/edit functionality -- is only available in the full screen review window, not the classic review window.
Code as previous
Aside from presets, you also have access to the “code as previous” icon, which will apply the label(s) of the last document you viewed to the document you are currently viewing. Just like the preset slots, hovering over the Code as Previous icon (P) will display the associated labels.
You can also edit the Code as Previous behavior by clicking the pencil icon, then selecting the P icon. Changes you make to Code as Previous behavior are user specific, and the behavior will apply to all documents in that project until you adjust it.
You can adjust the settings below for Code as Previous.
There are three different sections of permissions. The first determines what constitutes the previous document for the purposes of Code as Previous: the last viewed document or the last modified document. If you choose to define the previous document as the last modified document, you can additionally choose to apply only the review product you added to the last document you modified rather than applying the total amount of review product on the document. For example, if your document has Code A and Code B already applied, and you add Code C then move to another document, then selecting Code as Previous with the Changes Only setting will only add Code C to your second document.
The second section allows you to specify how Code as Previous will affect your document’s rating. Apply Rating means that the previous document’s rating will always be applied. Apply Rating to Unrated means that the previous document’s rating will only be applied if the current document is unrated. Never Apply Rating will never apply the previous document’s rating.
Finally, the Freeform code section allows you to specify whether you would like to apply freeform codes only when there aren’t values for those codes on the current document. Not selecting this will override and change the freeform code values on the document. You can also elect to never apply freeform codes via code as previous.
Coding in Classic mode
You know that you're using Classic mode if your coding panel is at the bottom of your screen instead of the right. In Classic mode, the coding panel exists in two states: collapsed and expanded.
Collapsed Coding Panel
By default, the coding panel is collapsed. While collapsed, the panel shows the current coding status of the document. You can see the current rating applied to the document, along with the total number of applied codes within particular categories, the total number of binders the document is part of, and the total number of individuals who have viewed the document.
To see more information (ie. the exact codes applied, the names of the binders, etc.) hover over the category. A panel will appear where you can select and deselect codes and binders. Labels with white backgrounds are applied to the document; labels with gray backgrounds are not.
If the document is unrated/uncoded, the collapsed coding panel will display recommended coding categories, and/or any pinned coding categories that you have pinned in the expanded coding panel.
Expanded Coding Panel
To expand the coding panel to see all available rating, coding, and binder labels, click the caret icon in the center of collapsed coding panel, or press the spacebar on your keyboard.
Codes or ratings currently applied to the document will have white backgrounds; ones not currently applied to the document will have gray backgrounds.
To add a code or rating to a document:
- Click on a code or rating
- Codes and ratings will turn white to indicate they have been applied
- They will also have dashed outline to indicate it has been changed in this viewing session
To remove a code or rating from a document:
- Click on an applied code or rating (white with dashed outline)
- Codes and ratings will turn grey to indicate they have been removed
- They will also have a dashed outline to indicate it has been changed in this viewing session
You can also create a new binder from the coding panel. Simply input the name of the binder in the “Add a new binder” label. Finally, freeform codes created by your administrator will appear in the coding panel. You can click them to apply, and then edit the fields as necessary in the next step.
To pin a category to the collapsed coding panel, hover your mouse to the left of the category. You will see a light grey pin icon appear. Click the icon to turn the pin from light grey to dark grey. That category will be moved to the top of the panel (with the exception of “rating” which will always appear at the top). Subsequently pinned categories will fall beneath previously pinned ones.
When collapsing the panel, you will now be able to view your pinned categories. These categories will stay pinned within your project.
You can filter the labels in the coding panel by keyword. This can make it easier to quickly locate the appropriate label(s). Input characters into the filter box in the upper left, and the labels will filter accordingly.
You can also use the coding filter in the bottom left of the screen by clicking it or pressing "a" on your keyboard. The functionality is the same as it is in full screen mode.