Who might be interested:
Users who are interested in loading their own processed data into the platform. Users who want to take complete control of their processed data loading, including navigating the load file, mapping metadata, and resolving any errors.
What you will learn:
The standard format for processed data and the things to keep in mind when preparing to load processed data. How to navigate the steps in the processed upload tool, including initializing the upload, defining special fields, metadata parsing, combining fields, normalizing fields, and selecting folders to upload. How to QA your upload once it is complete.
How you can learn:
There are several resources available depending on your learning style: comprehensive training videos, shorter topic-specific videos and helpful written guides.
Training Options
Watch Processed Data Loading Deep Dive
Learn the ins and outs of Processed Data Loading in this 15 minute Deep Dive.
Schedule custom 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 uploading processed data
Once documents are successfully uploaded, they will be searchable and viewable in your project. In addition to the videos below, you can also read the Upload help articles.
Everlaw has a self-service, cloud-based uploading system that supports both native and processed data. There are a few ways to tell if your data is native or processed. It's important to know these differences to ensure your data gets uploaded correctly.
What is Processed Data?
Processed data includes files that have been processed or produced by another system (i.e often times these are documents and productions that users receive from opposing counsel). Processed data can be formatted in two ways:
The most common formatting includes a data set of files accompanied by a load file containing the files' metadata. Files should be named after their Begin Bates and the load file at a minimum must include the Begin Bates and either End Bates or Page count.
If you do not have a load file, you can still upload PDF only-datasets using the processed data uploader tool on Everlaw.
Processed documents can either be transferred to Everlaw Support for processing or they can be uploaded and processed onto the platform by users.
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Everlaw’s processed data uploader also allows for seamless and convenient uploads for produced PDFs without a load file. Simply drag and drop a folder of PDFs, and Everlaw will upload the documents as processed data. Read the Uploading Produced PDFs without a Load file help article.
Many users choose to let the Everlaw Support team handle processed data uploads. These uploads go through three phases: the successful transmission of the data to Support, the completed processing of the data on the backend, and the uploading of the transmitted data into the platform. Read the Transfer files to Everlaw Support for Upload help article.
Uploading structured, processed data with a load file into Everlaw can be a complex process with many potential sources of error. Learn how to perform your own uploads of productions and processed data. Please note that uploading processed data only works in the Chrome, Edge, and Firefox web browsers. Read the Uploading Processed Data on Everlaw help article.
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If you have Database Admin or Upload permissions, you can retroactively re-configure documents that have already been uploaded. You can reprocess documents from the results table by clicking Batch > Reprocess. Read the Reprocessing data help article.
Training Activities Checklist
After you’ve watched the videos and have a basic understanding of uploads, practice your skills and try performing the following actions.
QA your processed data uploads by:
🗹 Checking the metadata on documents
🗹 Explore different document views
More Resources
Native Data vs. Processed Data
For any feedback about this site or any questions about the trainings offered, please reach out to training@everlaw.com.
For all other questions, please reach out to support@everlaw.com, 1-844-EVERLAW (U.S.), or 0800-068-9249 (UK and EU).