Once you’ve produced documents on Everlaw, you can both access them easily as well as run quality checks on them for post-production QC. This article will outline how to find your produced documents on the platform, go through a QC check example in depth, and suggest other checks to verify that they have been produced correctly.
Locating produced documents
There are many ways to locate produced documents, which will be displayed as a new version of your original documents. Once documents are successfully produced, they are linked to their pre-production counterparts through the versions context. Here are the following ways you can access the documents:
- Click on the number of total produced documents in the appropriate production card
- Click on the associated production card on the homepage, under the Document Sets column.
- Run a search using the ‘Produced’ search term. You can also find documents based on specific production errors or attributes using the second parameter of the ‘Produced’ search term. If you want to find the pre-production counterparts, simply select the 'Original Docs' flag.
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Run a search using the prefix and Bates range of the produced documents
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Group any results table by clicking on the Options icon and selecting the Versions context
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View the Versions context in the review window
Post-production QC
Before sending a production out the door, you might want to perform quality control to make sure that everything looks correct. Teams will perform different checks depending on their needs. We’ll go over how to perform one common QC check in detail and recommend some other checks that you might want to perform using similar methods.
Let’s make sure the redactions look correct:
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Pull up the documents from a particular production. Using the ‘Produced’ search term is the easiest way to do this for QC purposes. Select the production name you want to QC for the first parameter, and choose ‘Redacted Document’ for the second parameter.
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If this search returns a lot of documents, you can use the ‘sample’ search term to pull up a more manageable randomly sampled subset of the results.
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View the returned documents to verify that redactions were properly burned in and redacted text does not appear in the text file.
We also recommend checking that the Bates and endorsement stamping look correct, verifying that redacted and special metadata fields show up correctly, and confirming that privileged documents are properly withheld. You can use the ‘Metadata’ search term in conjunction with the ‘Produced’ search term to find documents for the metadata check.
Please reach out to support@everlaw.com if you need help QCing your documents.