Document Review

Introduction to Document Review

Learn how to open documents in the review window and apply notes, highlights, redactions, and codes. Watch the 7 minute video.

Review Window Overview

Learn the core features of the review window, including viewing and navigating. This will help to get you started if you're conducting document review.

Use the full-screen mode to review documents. This is a fully customizable layout where your codes, highlights, metadata, and other review tools are next to your document.

Applying Codes, Notes, and Redactions

The coding panel is used to apply review product to documents. Coding presets can help you speed up and standardize the application of ratings, codes, notes, and other review product.

Besides coding, you can also apply notes and highlights to documents. Notes and highlights are annotations that can be used to call out, describe, and/or summarize documents or sections of documents.

There are numerous ways to apply redactions to documents. You can create redactions on specific parts of the document including metadata, use inverse redaction, or redact whole pages.

You can redact any part of a spreadsheet in the native viewer, down to individual cells and their dependencies. You can produce fully-redacted native versions of spreadsheets without needing to image them.

Exploring and Understanding a Document

The context panel shows the following document groupings: duplicates, attachment families, email threads, file paths, and versions. This allows you to quickly see and batch review related documents.

Hit highlights are used to call out important words/phrases in a document. Highlights can be associated with a search, created by admins for all users, or created on-the-fly. You can also use hit highlights to redact content quickly.

Metadata can give you important information about a document that may not be found in the document itself. For example, you can see when a document was created, the original file path, who authored a file, etc. You may be asked to redact metadata or fill in missing/custom field values.

Some of your documents might have non-English language content. Everlaw can instantly machine translate text in over 150 languages.

Fully searchable transcripts of audio/video files can be viewed alongside audio/video playback are created automatically upon ingestion. Additionally, timestamped, searchable notes can be added during review.

Some PDFs may be a compendium of multiple documents. The unitization tool can be used to divide such compound documents into their separate components.

Interactive Training

Live Training

Everlaw offers free live and recorded training sessions on Document Review, which you can sign up for here.

Topics include:

  • Homepage navigation

  • How to access sets of documents

  • How to use review tools such as applying notes, codes, highlights, and redactions

  • How to work with and understand different document types

Training Activities Checklist

After you've watched videos and have a basic understanding of how to use the review tools, practice your skills and try performing the following actions:

  • Create a highlight

  • Create a redaction and apply a redaction stamp

  • Create an inverse redaction

  • Redact metadata

  • Create a note

  • Delete a highlight, redaction, or note from the Annotations tab

  • Create a coding preset

  • Customize the layout of your coding tab to include only the most important categories

  • Remove a tool that is not frequently used from your toolbar

Next: Learn about Search