Adding Data to Everchron
Add a Transcript
Adding Data via Bulk Import
Adding Facts to the Chronology
Index Uploads via Drag and Drop
Bulk Actions
Applying Rating & Favorability in Bulk
Applying Tags in Bulk
Deleting and Removing in Bulk
Editing Date in Bulk
Editing Type in Bulk
Granting and Revoking Guest Access in Bulk
Linking Profiles in Bulk
Removing Tags in Bulk
Selection Process
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
Chronology
Card View
Chronology Table Templates
Creating Chronology Attachments
Detail Sidebar Overview
Table View: Expanded vs Compact Mode
Documents
Adding to Master File Folders
Add to Chronology
Details Sidebar
Filter by Cases
Filter by Folders
Filter by Parties
Index Templates for Documents
Link Documents to Cases
Using the Multi-Identifier Column
View Document Locations
Document Viewer
ACEs for Documents
Add Headline & Summary
Adding & Editing Comments
Adding & Editing Metadata
Adding to Chronology
Add Tags
Annotating a Document
Cites
Creating Clones
Customizing the Analysis & Metadata Tabs
Deleting and Removing Items
Export & Report Options for Documents
Granting Guest Access
How to Set Favorability
How to Set Rating
Linking People & Entity Profiles
Managing Linked Documents
Navigating Documents in the Viewer
Opening Items in the Viewer
Related Items View for Documents
Replacing Documents
Rotating Document Pages
Searching Document Text
Setting the Relevant Page Range
Sharing Documents via Email
Sharing Documents via Link
Zoom Controls for Documents
EC:AI
Introducing EC:AI Assistant
Premium > Generating AI Summaries in the Document Viewer
Premium > Generating Page-Line Summaries in the Viewer
Excerpt View
Bulk Actions in Excerpt View
Excerpt View Overview
Exports
Index Templates for Excerpt View
Search and Filter
Exports
Custom Card Index Report Templates (PDF)
Custom Excerpt Report Templates (XLSX)
Custom Metadata Index Report Templates (XLSX)
Downloading Exports & Reports
Exporting Documents & Metadata Archives
Exporting Excerpt Reports (PDF) via Excerpt View
Exporting Excerpt Reports (XLSX) via Documents
Exporting Excerpt Reports (XLSX) via Excerpt View
Exporting Metadata & Card Index Reports (PDF)
Exporting Metadata Index Reports (XLSX)
Exporting PDF Portfolios
Export Panel
Full Matter Archives
Downloading FMAs via SFTP
Managing Full Matter Archives
Managing SFTP Keys
Restoring FMAs from Local Copy
Restoring FMAs from Snapshot
Master File
Creating a Folder
Filter by Cases
Filter by Parties
Lift & Drop > Creating Master File Attachments
Lift & Drop > Organize Your Master File
Managing Cases in the Master File
Master File Index Settings
Matter Settings
Advanced - Add Custom Fields to a Matter
Advanced - Importing Objection Bases
Advanced - Managing Exhibit Reference Markers
Advanced - Managing Objection Bases
Cases - Add Cases
General - Delete Matter
General - Edit Matter Info
General - Switching Matters
How to Create a New Matter
Tags - Add Tags
Tags - Add Tag Set
Tags - Assign Tags to Tag Set
Tags - Delete Tag
Tags - Delete Tag Set
Tags - Edit Tags
Tags - Nested Tags
Templates - Manage Index Templates
Templates - Manage Report Templates
Users - Invite Users to a Matter
Users - Manage Permissions for Matter Users
Users - Remove Matter Member
Users - Resend User Invitation
Organization Settings
Add Organization Photo
Add Primary Contact
Creating Custom Fields
Deleting Custom Fields
Enable Suspended User Accounts
How to Create a Matter
Invite Users to Matters
Managing API Keys
Managing Custom Matter Roles
Managing Nearline Matters
Managing Organization Admin Access
Organization Usage Reports
Permission Categories
Resending Invitations to Users
Sending MFA Reminder Emails
Setting Up SSO with Microsoft Entra ID
Setting Up SSO with SAML
Suspending User Accounts
Profiles
Adding & Editing Profiles
Adding a Party Profile
Adding a Profile Photo to a Profile
Adding Associated Profiles to a Profile
Adding Contact Info to a Profile
Adding Notes to a Profile
Adding or Removing Profile Groups
Advanced Search for Profiles
Dashboard - Issue Profiles
Dashboard - People & Entities
Deleting Profiles
Designation Color Schemes for Parties
Export Metadata Index Report for Profiles
Export Profile Kit
Export Profile Summary (Individual & Multiple)
Filter by Date of Birth or Date of Formation
Filter for Important Profiles
Filter for Profiles by Type
Filter Profiles by Groups
Hide Not Relevant Profiles in Directory
Merging Profiles
Set Profiles as Important (Individual & Multiple)
Set Profiles as Relevant (Individual & Multiple)
Simple Search for Profiles
Search & Filtering
Advanced Search
Advanced Search Construction Sidebar
Filtering by Dates
Filtering by Favorability
Filtering by Rating
Find Recently Added Documents
Intro to Simple Search
Searching Comments
Sorting Your Results
Tags
Shortcuts
Keyboard Shortcuts
Transcripts
Adding Annotations in Bulk
Annotation Chronology Entries (ACEs)
Copy Excerpt With Citation
Creating Transcript Annotations (The New Way)
Deleting Video Files
Details Sidebar for Transcripts
Downloading Video & Sync Files
Export and Report Options
Exporting Video Clips from Excerpt View
Filtering Your Annotation List
Focus View for Transcripts
How to Link Exhibits
Playing Video Clips in the Transcript Viewer
Related Items for Transcripts
Settings for Video Transcripts
Uploading & Managing Exhibits
Uploading Video Transcripts
Word Index
User Settings
Changing Your Password
Editing Your Profile Information
Enabling Multi-Factor Authentication (MFA)
Manage Your Application Preferences
Managing Your Profile Photo