All documents and testimony referenced in a Deposition body/Draft are automatically collated into an Exhibits view. The primary purpose of the Exhibits view is to configure the settings for exporting exhibits for use outside of Everlaw.
Before a deposition, you can configure this view so it is suitable to export and to bring to a deposition.
For any other writing or drafting you're doing, it can be helpful to access and export the subset of evidence directly referenced within your writing.
Use this article to learn how to work with the Exhibit view and to export exhibits formatted to your needs.
To learn how to add evidence into a Deposition/Draft and (for Depositions) mark documents as exhibits, see our Deposition Preparation article.
Tip
You can customize different exports for different audiences. We recommend reading through this article with an eye toward who might be using a given exhibit export and what information and evidence they should have access to.
Requirements
Any user with access to a Deposition/Draft can view and configure the Settings in the Exhibit view.
To configure which evidence is displayed and exported from the Exhibits view, you must have Edit or Full Access to the Deposition/Draft.
To export a CSV, you must have CSV export permission.
To export a PDF that includes images of the evidence, you must have PDF export permission.
Exhibits view
The Exhibits view shows all documents and testimony referenced in your Deposition body/Draft. To get to the Exhibits view within a Deposition or Draft, select Exhibits.
This section outlines how to configure what is displayed in your Exhibits view, and thus what will be exported.
To jump to how to export exhibits, go to the Export section below.
Display/hide evidence
In the Exhibits view, evidence is listed and numbered in the order that it's referenced in your Deposition/Draft. If evidence is referenced more than once in the text, the Exhibit view uses the first instance of that item in its list order.
By default, in addition to the documents referenced in your Deposition body/Draft, your Exhibits view displays referenced document highlights and evidence linked to Facts that are referenced in your Deposition body/Draft. In the Exhibits view, you can configure which evidence referenced in the Deposition/Draft is displayed in the Exhibits view. For each evidence type, you can enable it by selecting it so that the background is gray (active). To disable it, select so that the background is white (inactive).
Your options for display/export are:
- Highlights
- Testimony
- Families: Attachment family members of documents (and document highlights) referenced in the Deposition/Draft. This can include documents that are not referenced in the Deposition/Draft.
- Facts: Evidence (documents, highlights, testimony) that is linked to Facts referenced in the Deposition/Draft, even if that evidence is not added to the Evidence panel. For highlights and testimony to display, the respective options must also be enabled within the Exhibits view.
Evidence is displayed in a numbered list. Document highlights and attachment family members (if included) are displayed underneath the parent document.
Based on the options you have made for display, some evidence in your view might not be added to the Deposition/Draft Evidence panel. This could be because the evidence is:
- Linked to a Fact in the Deposition/Draft but is not added on its own
- A highlight pulled from a document, but the entire document hasn't been added
- An attachment family member to a document/highlight in the Deposition/Draft
Any evidence that isn't already added to the Draft/Deposition Evidence panel has a +Add to Deposition/Draft button. Select this button to add the evidence to the Evidence panel. This is useful if it's important that the evidence added to your Deposition/Draft matches any exported exhibits.
Configure display settings
You can configure the information that is displayed about each piece of evidence. The selections that you make carry over to any exhibit exports that you make. To configure the settings, select Settings . This opens a dialog to decide what to display.
For Description, Relevance, Facts, and Metadata, select the checkbox to display them, or deselect the checkbox to hide them from display.
To customize the metadata that is displayed:
- Select Customize metadata. This opens a Metadata preferences dialog to configure what is displayed.
- Select the checkbox for any field you want to display. Deselect the checkbox for any field you want to hide.
- Select Save when you're done, and your Exhibit view updates accordingly.
Export Exhibits
Once you've customized the display settings, you can export exhibits formatted to meet your needs.
Export to CSV
Required permission: CSV Export
A CSV export can be a good reference for understanding the evidence used in a Deposition/Draft. The CSV includes a column for each display setting and metadata field you have included in your configuration. To export a CSV, select Export to CSV on the top right and your export will begin immediately.
When it's ready, you can download the file from a link on the notification, or on the associated card in the Batches & Exports column on the Homepage. It is available from the Homepage for 28 days.
Export to PDF
A PDF export can include images of the evidence (with or without your highlights and notes included), as well as slipsheets for metadata. This is useful to share in a deposition or to use as an offline reference.
To export to PDF:
-
Select Publish to PDF.
This opens a dialog to configure your export. - Give you export a name in the Export name field.
- for File Setting, decide if you want a Single PDF or ZIP of individual PDFs. For a Zip, the table of contents and each exhibit will be individual files in the ZIP file.
- When you're ready, select Next to move on to the Options step.
-
On the Options step, you decide what to include in your PDF.
Select the checkboxes to include:- Table of Contents: A list of each included piece of evidence, including marked exhibit numbers, if applicable
- Images and testimony (and optionally any video clips associated with testimony): PDFs of the documents and testimony. Exported video clips are separate MP4 files.
- Review annotations: redactions, notes, highlights on the exported images
- Description page: A slipsheet that includes the description, relevance, Facts, any included metadata
- When you're ready, select Publish. This starts the export.
Once the file is ready to be downloaded, a notification will appear. You can download the file from a link on the notification, or on the associated card in the Batches & Exports column on the Homepage. The export will be available from the Homepage for 28 days.