November 22, 2019 Release: Document Access Management, expanded PII options, speed improvements, and more

US Release Date: November 22, 2019

Expected CAN/AUS/EU Release Date: December 2, 2019

With this release, we’re excited to unveil our new Document Access Management tool, which allows project admins to grant document-level permissions! Now, instead of having to juggle many different project environments, you can regulate user access of documents in just one

We’ve also added 20 new personally identifiable information (PII) formats for the UK, CA, and AU instances. Now, international users can easily add persistent and custom hits that correspond to PII for their regional contexts.

You can also hide chronologies, withhold text files from production, and view the sizes of suspended cases! Additionally, to improve your overall user experience, we’ve implemented a handful of speed improvements that’ll make loading your homepages, searches, and predictive coding model runtimes considerably faster.

Features

Document Access Management

With this release, we’re excited to announce that you can now regulate access to individual documents or sets of documents with a project! With our robust new Document Access Management tool, we’ve made customizing access to a subset of documents by user group easier and more centralized. 

Now, project administrators can affirmatively grant document access for each user group with a search on the query builder. This can be found in the Permissions panel on the Project Settings page.

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With this functionality, administrators can ensure that potentially sensitive documents are excluded from reach, and only documents specified by this search are visible to that user group. This search updates dynamically and will automatically fetter access to new documents as applicable.

As a note, some existing features that require full document access, such as Predictive Coding and Outlines, will be necessarily revoked if you restrict that user group’s document access. For a comprehensive list of impacted permissions, you can refer to this link.

Viewing Document Access

We’ve also added multiple different ways you can verify that your documents are being seen by your intended audience. With our new “Has Access” search term, Document access icon on the review window, and the Document Access Management page on the Project Settings, we’ve made auditing the permissions of each user group faster and easier than ever.

View document permissions for every user group on the project

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View which users have access to an individual document

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Search which documents users have access to

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To find out more about how to best leverage document management access in your review workflows, head on over to this help article.

Expanded Support of International PII Formats

We’ve also dramatically expanded our selection of personally identifiable information (PII) formats to include those more specific to Canada, Australia, and the United Kingdom. Now, users on the CA, AU, EU, and UK instances can benefit from much more efficient redactions of sensitive information.

In the Persistent Highlights section of Project Settings, you can now see a drop-down menu of all supported international PII formats, which can be easily added to a project’s list of persistent highlights by dragging and dropping. 

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To see the full list of supported PII formats, check out this link here.

Speed improvements

With the backend improvements included in this release, searches in partial projects and processing for large native uploads will be considerably faster! You can also expect to see speedups on predictive coding model runtimes and loading for homepages on larger cases. 

Ability to Hide Chronology

If you are a project administrator, you can now hide Chronologies in Project Settings to declutter your project. To do so, click the eye icon next to the Chronology name. 

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To learn more about creating and navigating Chronologies, click here.

Ability to Withhold Text Files from Production

With this release, we’ve included the option to not produce text files. If you do choose to produce text files, you still have the option to include or exclude media transcripts. 

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For more information about how to run a production, check out this help article.

(For Org Admins) Ability to View Suspended Project Size

We’ve also improved your visibility into the data that you’re hosting on Everlaw. You can now view the processed and native sizes of suspended projects on the Project Sizes tab of the Organization Admin page! Suspended cases are now tagged, such as “[POC] - AL” in the screenshot below. 

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To read more about Project Sizes, you can refer to our documentation.

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