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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.


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 Production Protocol Deep Dive

Learn the ins and outs of configuring your Production settings by watching this 11 minute Deep Dive.

Watch Production Protocol Deep Dive

Watch Production Modification Deep Dive

Learn the ins and outs of sharing, QAing and modifying your production by watching this 8 minute Deep Dive.

Watch Production Modification 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.

Schedule Custom Training

[Productions] Prod Modification - Clawbacks and Full Prod

You can modify your production if you need to claw back or fully produce a document. Read about production modifications.

[Productions] Editing Production Configuration

You can edit production configurations in Everlaw if your team’s needs change. Read about editing production configurations.

[Productions] Creating Privilege Logs

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.

[Project Admin] Production Tools

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.

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

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).