Prerequisites
This workflow assumes that a project (or workspace) has already been created for your public records request. If you're unsure whether one is ready for you to use, reach out to your organization administrator or your Everlaw Customer Success point person.
Audience
New to public records requests on Everlaw? This page guides administrators and reviewers through every step — from project setup to review and releasing records.
Knowledge Level
Beginner
Lessons in this Workflow
- Administrator Setup: Getting Started with Your First Request
- Reviewer Tasks: Searching and Reviewing Records
- Administrator Tasks: Exporting and Sharing Responsive Records
Administrator Setup: Getting Started with Your First Request
Watch this 29-minute video to see a step-by-step example of how to set up a project for reviewing records in response to a public records request.
You'll learn how to:
Set user permissions
Set up codes (Everlaw’s version of tags) to mark responsiveness, exemption codes (displayed as redaction stamps) to explain withheld content, and persistent highlights to flag sensitive terms like personally identifiable information (PII).
Upload records
Add users to the project
Looking for a specific topic?
This video is divided into chapters. Use the chapters button in the bottom-right corner of the player to quickly find the topic you need.
Reviewer Tasks: Searching and Reviewing Records
Watch this 34-minute video to learn the essential steps for searching, reviewing, and redacting records in response to a public records request.
You’ll learn how to:
Use codes (Everlaw’s version of tags) to help categorize records based on responsiveness and guide the next steps in the review process.
Redact content and apply redaction stamps - text labels placed directly over redactions that indicate the exemption code or reason for withholding information
Use persistent highlights to quickly spot sensitive terms, like Social Security numbers or personally identifiable information (PII)
Looking for a specific topic?
This video is divided into chapters. Use the chapters button in the bottom-right corner of the player to quickly find the topic you need.
Administrator Tasks: Exporting and Sharing Responsive Records
Watch this 23-minute video to learn how to finalize and export reviewed records, and manage your completed public records requests.
You'll learn how to:
Prepare reviewed records for release
Run a production to burn in redactions and generate the final export
Share the responsive records with the requestor
Suspend or delete the project once it’s complete
Looking for a specific topic?
Use the chapter list in the bottom-right corner of the video player to jump straight to the topic you need.
