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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.

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

Live Training (UK and EU)

Document Review is offered every other week on Tuesdays (US) and Wednesdays (UK).

Register for a US session here.

Register for a UK training here.

Watch Document Review Deep Dive

Learn the ins and outs of document review in this 25 minute deep dive.

Watch training

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.

Schedule Custom Training

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] Viewing, Navigating, and Getting Started

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.

[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

More Resources


Introductory Reviewer Packet

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.