Adding Data to Everchron
Add a Fact
Add a Transcript
Add via Drag and Drop
Bulk Import
Bulk Actions
Add Tags
Delete
Edit Date
Edit Type
Export & Report Formats
Export Documents & Metadata
Export Excel Metadata Index Report
Export Excerpt Report via Documents
Export Excerpt Report via Excerpt View
Export PDF Metadata Index Report
Guest Access
Link to Profiles
Remove Tags
Selection Process
Star Rating
Chronology
Creating Families
Details Sidebar
Expanded vs Compact Table View Mode
Switch Between Analysis/Identifiers/Custom Tabs
Timeline Card View
Documents
Add to Chronology
Add to Master File Folder
Associate With Cases
Details Sidebar
Filter by Cases
Filter by Master File Folder
Filter by Parties
Table View Customization
Toggle Identifier View in Table
View Document Locations
Document Viewer
Add/Edit Metadata
Add Comments
Add Favorability
Add Headline & Summary
Add Rating
Add Relevant Page Range
Add Tags
Add to Chronology
Annotating a Document
Annotation Chronology Entries
Cites
Create Clone
Delete
Export and Report Options
Grant Guest Access
Link Document to Profiles
Linked Documents
Metadata Field Customization
Navigate to Next/Previous
Open Viewer
Related Items View
Replace Document
Rotate
Search Document Text
Share via Copy Link
Share via Email
Zoom In/Out
EC:AI
Document Summary Creation
Excerpt View
Access Excerpt View
Bulk Edit/Delete
Custom Table View
Exports
Search and Filter
Exports
Download An Export
Export Panel
Export Types
Filtering Exports
Master File
Associate With Cases
Create Folder
Filter by Cases
Filter by Parties
Lift & Drop - Attach Feature
Lift & Drop - Move Files & Folders
Matter Settings
Cases - Add Cases
Create Matter
Fields - Add Custom Fields to a Matter
Fields - Add Custom Objections for Designations
General - Archive Matter
General - Delete Matter
General - Edit Matter
General - Switching Matters
Matter Role Permissions
Permission Categories
Tags - Add Tags
Tags - Add Tag Set
Tags - Assign Tags to Tag Set
Tags - Delete Tag
Tags - Delete Tag Set
Tags - Edit Tag Name
Users - Change Permission Level of Matter Users
Users - Invite Users to a Matter
Users - Remove Matter Member
Users - Resend User Invitation
Organization Settings
Add Organization Photo
Add Primary Contact
Create Custom Fields
Create Matter
Custom Matter Roles
Delete Custom Fields
Enable Suspended User Accounts
Invite Users to Matters
Org Admin Access
Resend User Invite Email
Send Multi-Factor Authentication Reminder Email
Suspend User Accounts
Profiles
Add Associated Profiles
Add Contact Info
Add Notes
Add or Remove Profile Groups
Add Party
Add Profile Photo
Add Profiles
Advanced Search for Profiles
Delete Profiles
Designation Color Scheme
Export Profile Kit
Export Profile Metadata Index
Export Profile Summary (Individual & Multiple)
Filter by Date of Birth or Date of Formation
Filter for Important Profiles
Filter for Individuals, Entities and Parties
Filter For Profile Groups
Merge Profiles
Profiles Dashboard - Issues
Profiles Dashboard - People & Entities
Set Profiles as Important (Individual & Multiple)
Simple Search for Profiles
Search & Filtering
Advanced Search
Advanced Search Construction Sidebar
Comments
Date Filtering
Documents Added This Week
Favorability
Rating
Simple Search
Sort Results
Tags
Self-Service Bulk Import
3 Types Of Import Actions
Add New Items - Data Fields
Add New Items - Document Field
Add New Items - File Upload
Add New Items - Profiles
Add New Items - Select Import Type
Add New Items - Tags
Add New Items - Types
Everchron Fields Glossary
Import Action Report Cards
Import Panel
Load File Prep
Overlay & Replace Files
Overlay Metadata Only
Required Materials
Shortcuts
Keyboard Shortcuts
Transcripts
Annotation Chronology Entries
Copy Text
Create Annotation
Create Designation
Deleting Video Files
Downloading Video Files
Export and Report Options
Export Video Clips
Filter by Text or Tag
Focus View
Importing Annotations
Importing Designations
Linking Exhibits
Play Video Clips
Scroll Through Annotations
Settings for Video Transcripts
Uploading Exhibits
Uploading Video Transcripts
User Settings
Add Profile Photo
Change Password
Edit Profile Information
Enable Two-Step Verification