Configure Case Settings
Codes are used to note the relevance of documents. Documents are easily retrievable by review status or topic matter once they've been reviewed. Coding rules let admins enforce desired coding behavior. Together, codes and coding rules form the foundation of review.
Watch the 3 minute video, or
Read the codes and coding rules help article
Persistent highlights can be used to call out important or privileged words/phrases. Admins can create grouped and standalone highlights, and modify the color that highlights appear under in the review window.
Watch the 6 minute video, or
Read the persistent highlights help article
You can modify metadata settings if you have non-standard data fields. You can also hide fields from searching and view, create user-editable fields (necessary for metadata redaction), and create grouped ("aliased") fields.
If you are conducting review with the intention of producing documents, the database will need to be in production mode. As part of production mode, you can add standard production codes to your coding sheet, and create redaction stamps.
Watch the 2 minute video, or
Read the production tools help article
Other case settings allow you to do things like require two-factor authentication, set the default assignment review criteria, turn on and configure the machine translation features, and add new Stories.
Watch the 4 minute video, or
Read the general settings help article
Add and Manage Users via Groups
Adding users to a database is easy. Once a user is added, you can control their permissions through user groups. If you are removing a user, you can choose to save their work product.
Watch the 3 minute video, or
Granular permission settings give admins the confirmation that the proper permissions are distributed to users within that project. Permissions are determined by user groups.
Watch the 9 minute video, or
Document Access Management allows project administrators to control which documents users can view or modify on Everlaw. This is useful if you would like to manage access to specific document sets and do not want to create a full break in terms of coding, messaging, and administration by creating a new project.
Watch the 7 minute video, or
Monitor Case Progress and User Activity
Project analytics provide actionable insight into various aspects of review. You might want to perform reviewer-level tracking or develop the big picture view of what's happening. Whatever the need, our flexible analytics system can deliver.
Topics covered include:
Setting up a new project
Uploading native data
Managing access and permissions
Training Activities Checklist
After you've watched videos and have a basic understanding of the project settings, practice your skills and try performing the following actions:
Create a coding category with several codes and view what it looks like in the review window
Create a conditional rule and try to violate it
Create an autocode rule and delete it if it is not needed
Create a new user group and customize the permissions
Create redaction stamps
Create a persistent highlight and in a document, view the hit highlights tab