Multi-Production Privilege Logs

Multi-production privilege logs allow your team to generate logs spanning multiple productions from a single location and in a single action. This is particularly useful for rolling productions, as it saves significant time by eliminating the need to individually compile logs. Once generated, you can directly share and download logs from the multi-production privilege log card.

This article covers how multi-production privilege logs work and how to view, create, edit, and share them.

Requirements

To use this feature, you must be an Organization Admin, Project Admin, or have Admin permissions for productions.

How multi-production privilege logs work

Multi-production privilege logs are generated based on a combination of two or more existing productions (sources) coupled with a customizable log configuration.

Any existing production protocol or multi-production privilege log can be used as a base privilege log configuration for a new multi-production privilege log.

When a new multi-production privilege log is created, its results are generated from the documents in the underlying productions, not from productions’ existing privilege logs.

If changes are made to any one of a log’s source productions, the log is automatically updated to reflect the changes made to the source productions, and a notification banner appears on the log’s card to notify the user that the log was updated. You can view the log history to understand the changes. The notification disappears once the log has been downloaded or shared.

Access your project’s multi-production privilege logs

Multi-production privilege logs are accessed and created from the Data Transfer > Productions > Multi-production privilege log page.

Each privilege log is represented on the page with its own card and lists the total documents included, privileged, and redacted.

From the card, you can:

• Share or download the log
• View its access history
• View the log’s history
• View source productions
• View/edit its configuration
• Add a description
• Delete the log

Create a multi-production privilege log

To create a multi-production privilege log:

1. Go to Data Transfer > Productions > Multi-production privilege logs.
2. Select + New multi-production privilege log.
   
   This opens the New multi-production privilege log dialog.
   
3. In the Name field, enter a name to identify the log.
4. [Optional] In the Description field, enter a description of the log for future reference.
5. Choose the privilege log configuration you want to begin with. This is a starting point — you will customize it in an upcoming step. Your initial options are:
   • Start with a blank, which uses Everlaw’s default configuration
   • Copy existing configuration, which allows you to copy a configuration from an existing production, protocol, or multi-production privilege log

If you choose Copy existing configuration, a new field by the same name appears. Select a source from the list provided to use as a configuration.

6. When ready, select Continue.
   This moves you to the second step of the dialog: Source Productions.
7. From the Select productions list, select two or more productions to include in your log.
   
   

   Note

   When your new multi-production privilege log is created, its results will be generated from the documents in the underlying productions, not from the selected productions’ existing privilege logs.

8. When ready, select Next.
   This moves you to the Configuration step, where you can customize your configuration.
9. In the Format field, select the format as either: Concordance (DAT) or Excel (CSV).
10. In the Included documents section, select any of the following to include documents of that type in the log:
    • Privileged documents
    • Non-privileged documents
    • Redacted documents
11. In the Metadata fields section, select the metadata fields you want to include in the log.
    Selected logs appear in a list to the right. Here they can be reordered or removed.
    
    You can also clear the list by selecting Clear all or use Everlaw’s defaults by selecting Use Everlaw defaults.
12. When ready, select Create.
    The dialog closes, and a card for the new log appears on the page.
    

Share or download a multi-production privilege log

You can download directly or share them for a set amount of time via email or a sharable link. These share options can be monitored, renewed and revoked at any time from the logs access history.

To download or share an existing multi-production privilege log from the Multi-production privilege logs page:

1. Find the log’s associated card, and select Share.
2. Select either Share log, which allows you to share the log via email or create a shareable link, or Direct download.
   
   If you choose Direct download, the file immediately downloads to your computer.
   If you choose Share log, a dialog opens.
   
3. Choose a share option: Share via email or Create a shareable link.
4. If you chose to share via email, enter your email recipient(s) in the Email addresses field.
   Or, if you chose to create a sharable link, enter a name for the link in the Name your link field.
   

   Important

   Anyone with access to the share link can download the log.

5. In the Expiration date field, choose an expiration date in days.
6. Select Share to continue.
7. One of two things will happen depending on the share option you selected:
   • If you chose Share via link, you will be given the share link. Select copy to clipboard to copy it. Then select OK to close the dialog.
     
   • If you chose Share via email, you will be prompted to confirm the email address(s) you entered. Select OK to confirm.

View a log’s access history

To view a multi-production privilege log’s access history:

1. Open the Multi-production privilege logs page, and find the log’s associated card.
2. Select the three-dot menu. Then select View access history.
   
   This opens the Access history dialog.
   
   Here you can:
   • View all instances of when the log was shared or downloaded
   • Download the share history
   • Resend, revoke, or renew the invite via the three-dot menu
3. When ready, select Done to close the dialog.

View a log’s history

To view a multi-production privilege log’s history:

1. Open the Multi-production privilege logs page.
2. Find the log’s associated card, and select Show log history.
   
   The card expands to show the log history.

View a log’s source productions

To view a multi-production privilege log’s source productions:

1. Open the Multi-production privilege logs page, and find the log’s associated card.
2. Select the three-dot menu. Then select View source productions.
   

This opens the main Productions page filtered (by name) to show the original productions that source the log.

View/edit a log’s configuration

To view and/or edit a multi-production privilege log’s configuration:

1. Open the Multi-production privilege logs page, and find the log’s associated card.
2. Select the three-dot menu. Then select View/edit configuration.
   
   This opens the Edit multi-production privilege log dialog.
   
3. [Optional] From the Selected productions list, make any selection updates to the log’s source productions. 
4. When ready, select Next.

This moves you to the Configuration step, where you can customize your configuration.

5. Make edits as needed. The available fields are identical to those used when the log was created. They are:
   • Format: Choose between Concordance (DAT) or Excel (CSV)
   • Included documents: Select any of the following to include documents of that type in the log: Privileged documents, Non-privileged documents, Redacted documents
   • Metadata fields: Select the metadata fields you want to include in the log.
     Selected logs appear in a list to the right. Here they can be reordered or removed.
     You can also clear the list by selecting Clear all or use Everlaw’s defaults by selecting Use Everlaw defaults.
6. When ready, select Modify.

Add a log description

To add a description to an existing multi-production privilege log:

1. Open the Multi-production privilege logs page, and find the log’s associated card.
2. Select the log description listed on the card, or if not exists, + Add description.
   
3. Enter a description in the text box. Then click outside the textbox or hit Enter on your keyboard to save your changes.

Delete a log

To delete a multi-production privilege log’s:

1. Open the Multi-production privilege logs page, and find the log’s associated card.
2. Select the three-dot menu. Then select Delete log.
   
   The deletion dialog appears.

3. Select Delete to permanently delete the log. This action cannot be undone.