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Reference Guides

Everlaw's User Education team offers a number of quick reference guides on various topics available for download:

A database is the central storage location for all documents in your matter. Each database automatically includes one complete project. Download the resource to learn more about the difference between a database and a project, and their associated permission levels.

Native Data vs. Processed Data

Everlaw has a self-service, cloud-based uploading system that supports both native and processed data. Download this guide to help identify the difference between the two types of data.

Early Case Assessment (ECA) Strategies

Learn how to effectively use Everlaw in the early stages of a case. This guide covers how to deal with duplicates, which tools are helpful in prioritizing your review, and culling best practices. 

Understanding Duplicate Definitions

There are three types of duplicates that you might see on Everlaw. Learn more about them in this guide. 

Everlaw Project Permissions Worksheet

Download this template to view a breakdown of all the Everlaw project level permissions. Use this worksheet to help configure permissions for each user group.

Creating an Assignment

Assignment groups allow you to organize the review of documents across a team. Use this guide to get started distributing documents for an efficient review.

DSAR Guide

Everlaw's user friendly ingestion, review capabilities, and do-it-yourself production tools allows teams to get up and running on Data Subject Access Requests within hours.

Introductory Reviewer Packet

This packet contains step-by-step instructions and a variety of resources for users who are completely new to Everlaw and need to learn how to create an account, navigate the platform, and review documents.

Finding Stand Alone Documents

On Everlaw “Stand alone” documents are those that do not have any child attachments or are not themselves attachments to another document. Download this guide to learn how to build a search to find them.

Finding Only Documents in Families

This guide describes how to find documents on Everlaw that are part of a family group and are not “stand alone” documents. Select "Download Guide" to learn how.

Exporting Documents to PDF -  a Guide

You can export documents from Everlaw in a variety of formats. This guide covers how to export multiple documents as PDFs from the Results Table and how to customize the information included in the export.

Exporting Tips Sheet

You can export documents from Everlaw in a variety of places. This guide covers how to export documents from the Results Table and best practices for exporting your project from Database Settings the Organization Administrative page.

Sharing Productions

Sharing your productions from Everlaw is a simple process that can be completed in 3 different ways: email, shareable links, or completing a direct download of the production to share outside of Everlaw. Download this resource to see step-by-step how to share productions.

Production Sorting

When creating a production in Everlaw, you can sort the documents in that production using a wide variety of available metadata fields. By default, productions generated in Everlaw are sorted using the file path metadata of the included documents.

Production Modification: Clawback

Modifying a production on Everlaw to a clawback of produced privileged documents can be done in 4 simple steps. Download the resource to see step-by-step how to perform a clawback.

Production Modification: Unprivileging Documents

Modifying a production on Everlaw to produce a previously withheld privileged document that was produced with a privileged placeholder can be done in 4 simple steps. Download the resource to see step-by-step how to unprivilege documents.

Production Modification: Arbitrary Set

Modifying a production on Everlaw to change your produced documents can be done in 4 simple steps. Download the resource to see step-by-step how to modify an arbitrary set of documents.

Creating a Disclosure List (UK)

This guide provides a step-by-step overview of how to create Disclosure Lists in Everlaw.

Public Records Request - Database Administrator Guide

Learn how to get your Record Request started by uploading your documents into Everlaw.

Public Records Request - Project Administrator Guide

Learn how to add users, manage permissions, and delegate document review for a public records request

Public Records Request - Reviewer Guide

Learn how to review documents for your public records request. This guide covers tagging, and exemptions in Everlaw

Public Records Request - Production Guide

After review is complete, learn how to share the final results with the requestor

Transition Resources

New to Everlaw? On this page you can download quick reference guides that are geared towards new users who have experience on other ediscovery platforms. 

Post Training Resources

The below resources are shared in their respective training sessions, and are also available for download below.

Introduction to Everlaw: A handy summary of the tools featured in the Introduction to Everlaw training, with links to further explore the highlighted tools and attend future trainings. 

Document Review: A guide of workflow examples demonstrated in the Document Review training, featuring answers to frequently asked questions about finding and reviewing documents.

Assignments and Predictive Coding: A brief summary of how to create a predictive coding model, and how to leverage that model by creating a dynamic assignment.

Native Data Loading: A tip sheet and checklist that follows up on the Native Data Loading training, designed to walk you through uploading native data.

Processed Data Loading: A quick guide building on the Processed Data Loading training that covers uploading both structured processed data with a load file as well as PDFs without one. 

Productions: Resources for developing your own production protocol and modifying a completed production.

Search: Interactive search examples to build your skills and some tips for effective searching shared in the Search training.

Case Configuration: A review guide on project administration and database administration.

For full details on all the features in Everlaw, please visit our Knowledge Base.