Who might be interested:
Users who will be preparing documents sets for production and generating productions to be distributed outside of Everlaw.
What you will learn:
How to create codes and redaction stamps that will be required to set up a production. The best practices for organizing and preparing documents you intend to produce. How to create and save a production protocol. The various methods for sharing a production and how to modify an existing production, including how to claw back documents previously produced.
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.
Post Training Resource
This resource is shared in the live training session, and is also available for download below:
Productions: Resources for developing your own production protocol and modifying a completed production.
Learn more about Productions
Everlaw’s self-service production tool allows you to create protocols and generate productions at your convenience. In addition to the videos, you can also read:
For a high-level overview and demonstration of how to use the productions tool, you can read about creating productions.
You can edit production configurations in Everlaw if your team's needs change. Read about editing production configurations.
You can modify your production if you need to claw back or fully produce a document. Read about production modifications.
You can enable your production tools and set up your project with productions in mind using specific coding categories. Read about production tools and custom redaction stamps.
You can create privilege logs and customize which metadata fields get shared. Read about creating privilege logs during the additional options step of the production tool.
Training Activities Checklist
After you've watched videos and have a basic understanding of how to use the productions tool, practice your skills and try performing the following actions:
Create a Production Protocol
View the configuration of an existing production
Modify a production to include a privilege log
Download a production
Find original versions of produced documents from the production card
Group by versions in the results table to find original documents and produced versions together
Check out our downloadable resource guides: