Productions 3 of 3: Initiating and Monitoring Productions

Table of Contents

After going through pre-production QA, you can initiate a production and Everlaw will produce your documents with images, text, and metadata. Each production will be stored on the Productions page as a card, where you can review its details, edit its configuration, access its produced documents on the platform, and even modify productions.

This article will go through creating a production and actions you can take on a completed production.

Initiating a Production

Once you’ve addressed the warnings presented in pre-production QA, or have resolved all issues, you can click Produce.

From there, you can review the details of your production set, such as its documents or the protocol settings. You can name the production, as well as make optional edits before initiating the production.

Screen_Shot_2021-03-26_at_3.34.41_PM.png

These are the relevant fillable fields before initiating the production:

Production Name: The name of the production set.

Volume Name: The name of the downloaded production directory, which is by default the same name of the production. If you wish to change this, you can check the checkbox to type in your preferred volume name.

Description: An optional text box to add in any other details or notes of the production set.

ZIP file encryption: Setting the password settings of your production. You can choose either AES-256 or ZipCrypto encryption; AES-256 requires specific applications to unzip the folder, such as 7-Zip or WinZip, so remember to notify the receiving parties if you choose this option.

Afterward you've chosen an option, you can either type the password or have Everlaw generate a random one for you. Your password will be saved in the production configuration. 

3_3_-_6.gif

Once you click Produce, Everlaw will begin producing and packaging your documents. You can check the progress of the production via the production card that appears in the Productions tab.

Please note that once you’ve produced your documents, they are by default filtered out of the pre-production QA tool and no longer reported on. This, however, is assuming that you’ve chosen the option to exclude produced documents from your production criteria search, or have some other outer search grouping that would otherwise pull in produced documents.

Production cards

You can find production cards on the Productions home, by clicking “Data Transfers,” then “Productions” on the navigation bar of the platform. 

Each production card presents a production that was created on Everlaw. The cards are ordered by the date created. If you want to filter the productions by keyword, date, or prefix, use the filtering options at the top of the page. 

3_3_-2.png

If your production has any errors, please hover over the alert icon on the production card for more information. For extra support, you can reach out to Everlaw (support@everlaw.com).

Reviewing documents in your production

Each production card lists the number of produced documents. Below this number, the card also shows the number of endorsed, redacted, privileged, and placeholder documents in your production set. You can click on each of the numbers to view the documents in the results table.

3_3_-_3.png

You can click on the three-dot menu of the production card, and click “View Source Documents” to see the original documents underlying your production. 

3_3_-_4.png

Viewing or editing the production configuration

You can view both the production configuration and underlying production criteria search for the production. Clicking the three-dot menu and selecting “View/Edit Configuration” will display the summary of your production criteria and protocol settings.

Screen_Shot_2021-03-26_at_3.47.33_PM.png

If you want to view the documents underlying the production, you can click “Show search details”. This will show the production criteria tied to your production, including any additional operations to remove documents based on your decisions during pre-production QA.

In addition, if you have chosen to include or exclude documents with warnings in your production, the warnings are recorded in the configuration. If you want to keep a record of which documents were removed, you can download a CSV that includes their Bates numbers.

Screen_Shot_2021-03-26_at_3.35.48_PM.png

To edit the configuration, you can click the pencil icon to be redirected to the protocol wizard for any changes. At the end of the wizard, you can choose to save the changes to an existing or new protocol.

Modifying productions

If you want to clawback or unprivilege documents, or if you need to change your protocol, Everlaw also allows you to modify and re-run your production.

3_3_-_8.png

Full information about how to modify and re-run productions can be found in this article

Downloading / sharing productions

You can download your production and share it externally via shareable links, as well as keep track of who has downloaded it via access logs.

3_3_-_9.png

For more information on how to download and share productions in more depth, please read this help article

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.