Case Setup for Admins

Who might be interested: Users responsible for uploading data to a case. Users who will be adding other users and managing case settings, codes, user groups, and document permissions. Please note: access to these features is tied to the Upload and Project/Database Administration levels of permission on Everlaw.

What you will learn: A general introduction to the various project settings available to Project Administrators and how to navigate the administrative tools. How to setup user access and permissions, including how to add users, setup group based permissions, and setup document access permissions. How to create coding categories and conditional/auto-code rules, set up persistent highlights, and manage metadata settings. How to upload both native and processed data.

Live Training Sessions

Case Setup is offered every Tuesday and Thursday.

Click the link below to register for a session:

Tuesday 10 AM Pacific (6 PM GMT/BST)

Thursday 8 AM Pacific (4 PM GMT/BST)

Pre-recorded training session

Can't attend a live training? Fill out this form to receive a link to a pre-recorded training session.

On Demand Training

If you would prefer a private training session with a member of Everlaw’s Customer Success team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing. Please visit our scheduling page to find an available time.