Can’t attend a live training? Watch this 25 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 Document Review
Applying Codes, Notes, and Redactions
[Review Window] How to Code
The coding panel is used to apply review product to documents. Coding presets can help you speed up and standardize your ratings, codes, notes, and other review product. Read the coding and coding presets help article.
[Review Window] Notes and Highlights
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.
[Review Window] Redact a Document
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.
[Review Window] Native Spreadsheet Redactions
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 without needing to image them. Read the spreadsheet review and redactions help article.
Exploring and Understanding a Document
[Review Window] Context Panel
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.
[Review Window] Hit Highlights
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.
[Review Window] Viewing Metadata and User Editable Fields
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 doc was created, the original file path, author, etc. You can also redact metadata or fill in field values. Read the metadata help article.
[Review Window] Language Translation
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.
[Review Window] Media Transcription
Fully searchable transcripts of A/V files can be viewed alongside playback and are created automatically upon ingestion. Additionally, timestamped, searchable notes can be added during review. Read the media transcript help article.
[Review] Unitization Tool
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
This packet contains step-by-step instructions and a variety of resources for users who are completely new to Everlaw and need to learn how to create an account, navigate the platform, and review documents.