September 23, 2022 Release: Identify linked documents, view additional production details, and more!

Expected US Release: September 23, 2022

Expected International Release: September 30, 2022

Expected Federal Release: October 7, 2022


With this release, we’ve added identifying linked documents, viewing additional production details, and more – read on for more information about the features coming out this month! If you would like to learn more about the features in this release, join us for a live training session.


Improvements in this release: 


New Everlaw brand 

This release includes changes to the Everlaw logo and platform colors to reflect our continuing evolution as a company with a focus on simplicity, transparency and permanence. These changes better align Everlaw’s visual style with our mission – to promote justice by illuminating truth. The changes span the entire platform, but do not affect any workflows or functionality.


Identify linked documents 

A common ediscovery challenge with modern communication is emails and chats often include a link to a cloud-hosted document or object as a reference. These are uniquely different from attachments because they are not contained within the email itself. Links may be challenging to work with since it is not clear from the link whether there is a corresponding document in the corpus. This makes it hard to understand the context of the conversation and perform an effective review.

With this release Everlaw will now identify links within the text of newly uploaded documents for the set of applications noted below. A new context panel section for “Linked Documents” will display this relationship between documents. If the document has also been collected through an Everlaw connector then the document will be linked via this new context panel. If not, then there will be a placeholder for a document.


In this image the Box, Google Meet, Sharepoint, and Zoom Room links identified do not have an associated document on the platform. The Google Drive link does.

Two types of relationships can exist in this new context panel section. Outbound links (as seen above) identify that there is a link from the document you are viewing to another document. Backlinks identify that there is a document that references the document you are viewing via a link. Only documents collected through an Everlaw connector will show backlinks. In the image below the document being viewed is a Google Drive link referenced by the test links.eml 


When identifying links, the platform will capture a unique identifier associated with the document and the application. When collecting the same document through a cloud connector Everlaw will identify the unique identifier and use it to link the two documents. This means that even if documents are uploaded at different times, the links will still be recognized. Everlaw will be able to identify links from:

  • Google Drive
  • Google Vault
  • Google Meet
  • OneDrive
  • Sharepoint
  • Box

Learn more about Linked Documents in our article here


View additional production details 

Production cards now display the Everlaw user who ran the production or any production modification seen under Production History. 


Hovering over the user badge shows the user’s full name on Everlaw; clicking on the badge begins a new message to the user. If the user is no longer on the project, the user badge displays a “U” initial for an unknown user. 


Within the production configuration settings summary page, the protocol used for the production is now included below the production name. If the protocol or the production configuration settings have been modified since the production was run, resulting in the production and protocol configurations being different from each other, this difference is noted next to the protocol name. 


Additionally, hovering over the date on both production and upload cards now shows the time that the production or upload was initiated. The timezone displayed is based on your device. 


Learn more about productions in our article here


Database admins can now assign Other Bates

Both database admins and organization admins are now able to assign Other Bates values to any document in their database. (Previously, this functionality was only available to organization admins.) 

The process for assigning Other Bates values has not changed. To assign Other Bates, open a results table of the documents and ensure that they are in the desired order. Then, click the “Assign or remove Other Bates” option under the Batch icon.


Enter the desired Bates prefix and Begin Bates number, then click Apply. Similarly, to remove previously assigned Bates values, select Remove Other Bates, then click Apply. 

On Everlaw, assigned Bates values are stored in the Other Bates metadata field. This means that the Other Bates value will persist for that document across all projects in the database, not just the project in which the Other Bates number was assigned.

Learn more about assigning Other Bates in our article here


[Organization Admin] Organization invitation notifications

Adding a user to your organization will send that user an email notification. Users with email address domains that are not associated with your organization will now need to accept the organization invitation before they are added to your organization.


Users with email address domains that are associated with your organization do not need to accept the invitation, but will still receive an email notification informing them that they have been added to a new organization.


Learn more about administering an organization in our Organization Admin article here.


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