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Uploading data directly into Everlaw from your Microsoft organization requires Database Upload permissions on Everlaw and Global Admin permissions on your Microsoft organization. Everlaw requires a Microsoft Global Administrator to perform these uploads as this user must be able to give consent on behalf of the Microsoft organization for Everlaw to access your data.
Uploading Data from Microsoft Office 365
To upload your Office 365 (also called O365) data directly into Everlaw, navigate to the Uploads page and select Native Upload. From there, scroll down and select Office 365 under “Collect from cloud application.”
A dialog box will open and you will be prompted to log into your Microsoft account. Please note that you will need to accept two permissions requests. The first request gives Everlaw permission to read data from your account, and the second request gives Everlaw permission to read data from your organization as a whole.
Once you have connected your Microsoft organization and Everlaw, the dialog box will close and you will be able to configure your upload in Everlaw. An upload wizard will appear and you can select which data sources you would like to import from.
Once you are happy with your selection, you can click Next to proceed to the Custodians step. On the Custodians screen, you will see a list of all users and shared inboxes in your organization. You can filter this list by custodian name or email. Select a subset of custodians whose data you would like to import, or select all custodians by checking the box at the top of the table. Selecting a user as a custodian means that you will upload any documents this user has access to from the apps you selected in the previous step.
Click "Next" to move on to the Date range selection step. On the Date range step, you can choose to only import documents that were created or modified within a certain time frame. If you do not specify a range, all files associated with your selected custodians and data sources will be uploaded.
The final step in this upload wizard shows you a summary of your choices. This summary will show the selected sources, custodians, and date range. If you are happy with your settings, click Continue.
Once you click Continue, you will be taken to Everlaw’s native data upload wizard. Here, you can name your upload, specify deduplications settings, and choose which projects to upload the data to. For more information about these upload settings, read this section of the Native Data Uploads article.
Your upload will be represented as a card on the Native Data page, as well as in the Document Sets column of your home page. For more information about upload cards, please see this Knowledge Base article on managing native uploads.
Supported Data Sources
- Outlook Mail
- Outlook Calendars
- Group Calendars are currently not supported and will not be included in any Office 365 uploads.
- Teams Channels are converted to PDFs and displayed with the name of the channel at the top of the page followed by a list of all chat contributors. Individual threads are denoted by “Thread Begin” and “Thread End” above and below the thread.
- Everlaw also extracts metadata from chat conversations. The Chat Contributors metadata field is automatically populated with the names of all participants. Everlaw also populates the Start Date and End Date metadata fields with the date and time of the first and last message of the conversation, respectively.