November 13, 2020 Release: Quick review, freeform codes, and more!

Expected US release: 13 November 2020

Expected AU, CA, EU, and UK release: 20 November 2020

This release adds several exciting new features to all parts of the Everlaw platform! First, you’ll be able to view and code documents side-by-side with the results table for a speedy review. Second, user editable fields are simpler than ever with directly editable metadata fields and freeform codes. Third, Storybuilder document titles and dates will now be auto-populated with their metadata fields, allowing you to leverage the context metadata provides. Fourth, you can now upload documents directly from ShareFile. Finally, when you create projects from templates, you’ll now be able to copy project settings with more granularity. Read on to find out more about the features coming out this month! 



Quick review in the results table 

You can now quickly view and code documents without losing the important context offered by the results table. Simply click the Quick Review button in the toolbar of the results table to open a resizable review panel that makes it easy to view the documents of a search and its hit highlights, applied codes, ratings, notes, redactions, or highlights. You can click any coding category on the coding bar to add or remove codes or use coding presents located in the bottom pane of the Quick Review viewer.If you want to open the document in the full review window, you can click “Open for full review” from the bottom of the panel in Quick Review.



Learn more about quick review here

Freeform codes 

With this release, we are changing the workflow around user editable metadata. Metadata fields that have the same name as user editable fields are now directly editable without the need to have a separate field on the project settings page. User editable fields that do not have the same name as metadata fields on their project are now freeform codes. This is a new type of code located in the codes sections of the review window where you can directly enter values during review. You can use freeform codes in assignment review criteria, in auto-code rules, and in Data Visualizer. 

None of your values in user editable fields will disappear; they will just be migrated to either editable metadata or freeform codes depending on whether the old user editable field had the same name as an existing metadata field. 


Learn more about freeform codes here

Pre-populated names and dates for Storybuilder documents

With this release, Everlaw now auto-populates name and date suggestions for documents added to a Story based on their metadata fields, which allows you to leverage useful context captured in metadata with efficacy and ease. 

If you have edit permissions in the Story, you can set the priority of metadata fields that Everlaw uses to date and rename their documents upon its addition to the Story. You can find pre-populated name and date priority lists in the Settings icon of the Timeline and re-prioritize them to your liking.  


Learn more about suggested names for Storybuilder documents here

Upload from ShareFile 

ShareFile has been added as an accepted cloud connector for native uploads. To upload your files from ShareFile, simply navigate to the Native Uploads page, select ShareFile underneath Upload from Cloud Sources, and log into your ShareFile account. This will open up a file picker where you can select the files you wish to upload.


To learn more about uploading from cloud sources, check out this article.

Modular project templating 

Now, when you create projects from templates, you will have the ability to select which groups of objects and settings will transfer to the new project instead of copying all the settings from the selected template. Simply check what you want to transfer to your new project and click create!


Learn more about modular project templating here

Accessibility improvements 

We now include “Skip to menu” and “Skip to content” buttons on all pages where it makes sense to do so. “Skip to menu” takes you to the sidebar or header menu, skipping the Everlaw navigation bar that always appears at the top of the page. “Skip to content” takes you directly to the main content of the page, skipping all menus entirely. To access “Skip to menu,” you can press Tab on the keyboard immediately after the page loads or refreshes. To access “Skip to content,” simply press Tab a second time.

Draft export improvements 

With this release, font formatting has improved when you export Storybuilder Drafts or Depositions to Word or PDF. Bold, italic, underlined, highlighted, and linked text now all appear in exports just as they do within Storybuilder. Some issues with font size and style retention on export have also been improved. As in previous releases, exported documents use Word’s default styling for headings. 

Learn more about Storybuilder Draft exports here

Search by additional file types 

You can now easily find files whose types are not recognized or provided. Simply set the  Document Type search term to a new value, “Unknown,” to indicate a Type that does not match any of the other Type options. 

Learn more about specific search terms here

Updates to email threading inclusiveness

New improvements to email threading inclusiveness calculations can help users to potentially further reduce the volume of documents for review. Previously, all attachments in a thread and their parent emails remained when removing non-inclusive emails using the grouping options. With this release, emails with duplicative attachments and contents will also be removed. Furthermore, the ability to remove non-inclusive emails is now available in partial projects and will be calculated based on only the set of documents in the partial project. 

Learn more about email threading here.

[Organization Administrator] User identifiers 

If you are an organization administrator, you can now create user identifiers and apply them to users across projects. These IDs will appear everywhere the user’s name appears and help distinguish their critical characteristics, for example, labeling external contract reviewers in a large document review exercise. Simply create user identities and abbreviations on the organization page under the “User identifiers” tab and apply them to users in your organizations or on your projects under the “Projects & Users” tab. These identifiers will appear anywhere the user’s name appears within projects owned by your organization, allowing you to view user identifiers with ease!

Learn more about user identifiers here

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