Want to learn more about setting up your case? Watch this 15 minute recorded 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 Case Configuration
Codes are used to note the relevance of documents. Documents are easily retrievable by review status or topic matter once they’ve been reviewed. Together, codes and coding rules form the foundation of review. Read the codes and coding rules help article.
Persistent highlights can be used to call out important or privileged words/phrases. Admins can create grouped and standalone highlights, and modify the color that highlights appear under in the review window. Read the persistent highlights help article.
If you’re conducting review with the intention of producing documents, the database will need to be in production mode. As part of production mode, you can add standard production codes to your coding sheet. Read the production tools help article.
Other case settings allow you to do things like require two-factor authentication, set the default assignment review criteria, turn on and configure the machine translation features, and add new Stories. Read the general settings help article.
Add and Manage Users via Groups
Adding users to a database is easy. Once a user is added, you can control their permissions through user groups. If you are removing a user, you can choose to save their work product. Read the adding and removing users help article.
Granular permission settings give admins the confirmation that the proper permissions are distributed to users within that project. Permissions are determined by user groups. Read the user groups and permissions help article.
Document Access Management allows project administrators to control which documents users can view or modify. This is useful to manage access to specific document sets. Read the document access management help article.
Monitor Case Progress and User Activity
Need to see real-time user activity or generate user audit logs? Check out the user activity section. Read the user activity help article.
Training Activities Checklist
After you’ve watched videos and have a basic understanding of the project settings, practice your skills and try performing the following actions: