Document Review

Who might be interested:

Anyone who will be reviewing, coding, redacting, and annotating documents.

What you will learn:

How to use the multitude of document review functionality on Everlaw. Tips for starting review, including how to access sets of documents, set up the review window, and apply codes, redactions, and notes. How to work with and understand different document types.

Training Options

Document Review is offered once a week alternating on Mondays and Wednesdays.

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education 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.

Learn more about Document Review

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

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. Read the navigating and viewing documents in the review window help article.

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. Read the coding and coding presets help article.

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. Read the notes and highlights help article.

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. Read the redaction help article.

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. Read the spreadsheet review and redactions help article.

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. Read the context panel help article.

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. Read the hit highlights help article.

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. Read the metadata help article.

Some of your documents might have non-English language content. Everlaw can instantly machine translate text in over 150 languages. Read the translating foreign language documents help article.

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. Read the media transcript help article.

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

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

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