March 11, 2026: Redact Portions of Spreadsheet Cells, ECA Promotion Notes, and more!

Expected AU release: March 11, 2026

Expected release for all other: March 11, 2026

Knowledge Base updates: March 11, 2026

With this release, we've added the ability to redact portions of spreadsheet cells, ECA promotion notes, the ability for Code Admins to import codes, and more - read on for more information about the features coming out this month! If you would like to learn more about the features in this release, join us for a live training session.

User-facing features in this release:

• Ability to redact portions of spreadsheet cells
• Early Case Assessment (ECA) promotion note
• Codes Admins can import codes
• Identify the presence of linked documents
• Advanced timeline: A spatial view of Facts Timelines
• Deposition testimony citations automatically link to the transcript in Storybuilder
• Copy text with citation option upon transcript text selection
• Strikethrough text in Storybuilder Drafts and Depositions
• New analytics event: Downloaded native files from upload card
• Allow SSO users to change their display names
• New metadata field: Chat Message Count
• Deprecated: Microsoft O365 connector
• Visual improvements

Ability to redact portions of spreadsheet cells

Reviewers can now choose to redact only the sensitive text within a spreadsheet cell (e.g. PII or privileged phrases) without having to hide the entire cell value. You can add partial cell redactions from the review window's native spreadsheet viewer, including manually-added and hit-based redactions. You can also perform batch partial cell redactions.

Learn more in our Redact a Spreadsheet article.

Early Case Assessment (ECA) promotion note

With this release, you can add a custom note to documents you promote from ECA to Review. This lets you add specific details about the reason for promoting documents, which can be helpful for those planning and conducting review.

In both the ECA and any Review projects that received the promoted documents, the note is displayed in the review window History tab and in the results table as a new Promotion Note column.

Additionally, within Review projects, Promotion code is now available as a results table column and a search term. Previously these promotion code tools were only available in the ECA project.

Learn more in our Early Case Assessment Databases article.

Codes Admins can import codes

Codes Admins can now bulk import and apply codes and freeform codes using a dedicated Codes import only option in the existing review work importer. This separates code-related imports from broader review work so coding specialists can stand up coding schemes and apply codes at scale without relying on Project Admins to run imports or touching other review work such as redactions or notes.

Learn more in our Import Codes and Other Review Work to Documents in Your Everlaw Project article.

Identify the presence of linked documents

You can now identify and quantify natively uploaded documents containing cloud-hosted "modern attachment" links recognized by Everlaw (i.e. Google Drive, Google Vault, OneDrive, SharePoint, Box, Jira, Asana, and Zendesk) using Everlaw's new Has Linked Documents search term.

To help you identify these modern attachments throughout your workflow, we've also included:

• A new Linked Documents results table column, which displays the number of cloud-hosted links in each document
• A Linked Documents visualization in Data Visualizer, which shows the number of linked documents across the search

These updates treat linked content as first-class citizens, helping you support ESI negotiations and identify collection gaps earlier in the discovery process.

Advanced timeline: A spatial view of Facts Timelines

Storybuilder Fact timelines now support a spatial view that visually represents gaps and clusters in time between your Facts. This view - referred to as the advanced timeline view - is in addition to the existing basic list view, and can help your team more quickly see periods of intense activity, long lulls, and how key events relate to one another across a case.

Learn more in our Storybuilder Fact Timelines article.

Deposition testimony citations automatically link to the transcript in Storybuilder

Typing or pasting a deposition citation into a Storybuilder Deposition Prep or Draft now automatically creates a link to the corresponding deposition transcript within Everlaw. A citation that links directly to testimony makes the evidence accessible without navigating or searching through multiple tabs.

With this improvement, testimony citations now "auto-link" in Depositions/Drafts the same way documents referenced by their Bates/Control number do, which makes your Depositions and Drafts an even more comprehensive tool for keeping track of and referencing key evidence for your case.

Learn more in our Deposition Preparation article.

Copy text with citation option upon transcript text selection

The ability to copy Storybuilder Deposition transcript text along with its citation is now available as an option as soon as you select the text. Previously, this option was available only after adding the selected text as a highlight.

Strikethrough text in Storybuilder Drafts and Depositions

You can now strikethrough text in Storybuilder Drafts and Depositions. This formatting option is available as a new button on the toolbar of Drafts and Depositions (both Prep and Summary) or via the Ctrl + shift + s (Windows)/Command + shift + s (Mac) keyboard shortcut.

Strikethrough formatting is preserved upon export to Word or PDF.

New analytics event: Downloaded native files from upload card

Everlaw now tracks an analytic event whenever a user downloads documents from their native upload card. This supports security and compliance auditing, by allowing teams to track whenever a user locally downloads native files.

The action is tracked under Project management > User Activity > Historic and is described by the folder/file downloaded and the name of the dataset (upload name).

Allow SSO users to change their display names

Single Sign On (SSO) users can now update their own display information (i.e. Name and Title) directly from their Everlaw profile, without needing an SSO admin or Everlaw Support to make the change on their behalf. These changes affect how users' information is displayed within Everlaw only. It does not change their SSO identity, login method, or email address.

New metadata field: Chat Message Count

Everlaw's newest metadata field - Chat Message Count - records the number of messages in chat documents. You can use this field to search chats by an exact message count or range, allowing you to quickly spot unusually long or short chat segments, prioritize dense chats for early review, and build more targeted samples by searching on an exact message count or a range.

This new Chat Message Count metadata field only applies to chat documents that are newly uploaded to the platform. Reprocessing a document also records this field, if applicable.

Deprecated: Microsoft O365 connector

To continue collecting Microsoft data via cloud connection, set up a connection to Microsoft Purview using Everlaw's Purview Cloud Connector.

Purview is a purpose-built solution for investigation and ediscovery, ensuring more comprehensive data capture. Customers who have been using the O365 connector should have access to Purview as well. If you need help getting started with the Purview connector, contact Everlaw Support.

Users who have not yet set up the Purview connector can still upload O365 data as native data.

Visual improvements

• In Storybuilder Drafts and Depositions, each collaborator's cursor now appears only once and uses the same color as their user icon, preventing duplicate or stale cursors from lingering after users refresh or leave the page.

• Timestamps on the right side of a native deposition transcript file are now excluded from transcript text: Previously, timestamps on the right side of a transcript, which serve no functional purpose, were parsed as part of the deposition text when uploaded into a Storybuilder Deposition. This would clutter copy-pasted transcript excerpts and interfere with searching. With this release, right-side timestamps are excluded from the transcript text, just as left-side timestamps already were.

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Do you have feedback about:

• this release document? Submit your feedback
• the features in this release? Email [email protected]