Logo

Nextpoint Help Center

Submit a request Sign in
How can we help you?

Get Started

New to Nextpoint? Here’s everything you need to know to begin your successful user journey.

FAQ’s

Answers to our most frequently asked questions.

Training Videos

Watch our helpful training webinars anytime.

Submit a request

Still can’t find an answer to your question? Contact us here.

Promoted articles

  • How to Import Produced Data with a Load File

      The above training video has been bookmarked...

  • Lunch and Learn: Making the Most of the Load File Mapper

    On January 18, we rolled out the much anticipat...

  • Request Files from your Nextpoint File Room

    In any Nextpoint database, you can securely Req...

  • Working with Folder Categories

    Release date: August 25, 2020 Folder Categories...

  • Managing your 'Favorites' Folder Category

    Release date: August 25, 2020 Every Review and ...

  • Nextpoint Search Guide

    Updated: March 23, 2020  Search Topics Below W...

Training Videos

Product Certification

  • Accelerator 1 - Ediscovery 101
  • Accelerator 2 - Case & Database Organization
  • Accelerator 3 - Review Optimization
  • Accelerator 4 - Collections & Imports
  • Accelerator 5 - Productions, Exports & Exchanges
  • Accelerator 6 - Analytics through Searching
See all 8 articles

Trainings & Webinars

  • How to Import Produced Data with a Load File
  • Lunch and Learn: Making the Most of the Load File Mapper
  • Account Setup & Orientation
  • How to Import Native Data
  • Database Customization & Review Setup
  • Training Webinar: Power Search 101
See all 9 articles

Workflows and How-To

  • How to Customize Your Grid View
  • How to Create Projects and Databases
  • How to Access Different Nextpoint Databases
  • How to Add Users to your Database
  • How to Convert a DAT Load File to a CSV
  • How to Add Notes to your Folders
See all 10 articles

Account Setup

New User Guide

  • Nextpoint New User Guide
  • Why Schedule a Kickoff Call?
  • Meet & Confer Checklist
  • Nextpoint User Security Tips

Logging In

  • Setting up your User Profile
  • Logging In & Troubleshooting Tips
  • Change Your Password or Email Address
  • Forgotten Password / Password Reset

Account & Database Setup

  • Nextpoint Review v. Prep
  • Account HQ: Collaborate, communicate, and standardize case management
  • Account Setup
  • Create a New Project with Client/Matter Number
  • How to Create a Database
  • Locating Your Database and Document IDs
See all 9 articles

User Management

  • Account-Level User Management for Dashboard Administrators
  • Nextpoint User Access Levels & Permissions
  • How Do I Add a User to Review?
  • Adding Users to a Database

Data Planning & Import

Import Settings

  • Deduplication Settings
  • DeNIST Settings
  • How to Set Up an Email Attachment Index

Nextpoint File Room

  • Request Files from your Nextpoint File Room
  • File Room: What is it & how do I use it?
  • File Room & Import Best Practices Checklist
  • Using CloudBerry on Windows to Transfer Files to Nextpoint

Import Your Data

  • Collection Best Practices & Checklist
  • How to Import Data in Nextpoint
  • Import Types and Import Data Settings
  • Assigning a Custodian to Your Data
  • Using a Load File to Populate Folders & Responsive Issues
  • Checking Import Status
See all 8 articles

Produced Data Imports

  • How to Import a CSV Overlay
  • How to Import Produced Data with a Load File
  • How to Import Produced Data for Manual Import Type
  • Produced Data Structure and Relative Path Information
  • Produced Data Import Required Specifications
  • Produced Data Imports, Exhibit A - Default Fields & Document Attributes
See all 9 articles

Import FAQ

  • Common Overlay Errors and Solutions
  • FAQ: How does Nextpoint handle tracked changes on Word Documents?
  • Import Frequently Asked Questions (FAQs)
  • FAQ's on Importing
  • Common Import Errors and Solutions
  • FAQ: The date printed on my document is today's date. Why?
See all 8 articles

Review Your Data

Review & Search FAQs

  • FAQ: How do I handle the 63 Responsive Issue limit in Review?
  • FAQ: Can I create sub-issues to further classify my documents?

Organize Your Database: Folders

  • Working with Folder Categories
  • Managing your 'Favorites' Folder Category
  • How to Create Folders in Review
  • Folder Management + Navigation
  • Advanced Folder Insights for Review & Prep
  • Assigning Folders to Reviewers

Organize Your Database: Settings

  • Setting Up Custom Grid Views in Review
  • Adding Key Terms to Documents
  • Creating & Editing Responsive Issues in Review
  • Creating a Privilege Code in Review
  • Creating a Confidentiality Code in Review
  • Creating (custom) Fields in Review
See all 10 articles

Analyze Your Data

  • Nextpoint Search Guide
  • Search Upgrades, Spring 2020
  • How to Report the Page Count of a Folder
  • Global Account Search
  • Early Data Assessment Details
  • Review Analytics
See all 7 articles

Review Your Data

  • Review and Prep Keyboard Shortcuts
  • Nextpoint Discovery Workflow
  • Adding Documents to a Folder
  • Using Bulk Actions to Organize or Code Your Documents
  • Apply a Responsive Issue to a Document in Review
  • Working with Related Documents (Email Families, Chains, and Duplicates) in Review
See all 27 articles

Export & Exchange

Set Up For Your Production

  • Production Specifications
  • How to Create Endorsement Templates
  • Native Placeholders in Production
  • Image-Exception Placeholder
  • How to Create Export Templates
  • How to Create/Edit Load File Templates
See all 8 articles

Produce Your Data

  • Preparing a Native Production
  • FAQ: How do I resolve endorsement errors?
  • Merging Production Export Volumes to a Single Deliverable
  • How to Set up an Export and Export FAQ's
  • Production Workflow
  • Preparing a Folder for Production
See all 18 articles

Prepare & Present

Prep Features

  • Nextpoint Litigation Workflow
  • Prep FAQ's & Help Topics
  • Searching for Documents in Prep
  • Coding Documents in Prep
  • Adding Documents to a Folder in Prep
  • Tagging Search Results with Bulk Actions
See all 13 articles

Upload & Import in Prep

  • Accepted Transcript File Types
  • Deduplication Settings

Prep Database Settings

  • Adding Users in Prep
  • Prep Settings and Database Customization
  • Setting Up Folders, Issues and Designations in Prep
  • How to Manage Folders En Masse in Prep
  • Setting Up Custom Fields for Documents in Prep
  • Setting Up Custom Grid Views in Prep
See all 9 articles

Transcripts

  • Working with Transcripts in Prep
  • Working with Video Transcripts in Prep
  • Importing Transcripts (Deponents and Proceedings)
  • How to Edit Transcript Information
  • How to Relate Exhibits to Transcripts & Create Hyperlinks
  • Creating Designation & Objection Clips on Transcripts
See all 10 articles

Theater Features

  • Working with Nextpoint Theater
  • Displaying Documents in Theater
  • Viewing Deposition or Proceeding Video in Theater
  • Enabling Flash Player to View Videos in Nextpoint

Frequently Asked

FAQs

  • Speed Testing and Troubleshooting Solutions
  • Supported File Types
  • FAQ: I can't access the three-dot drop-down menu in my folder list
  • FAQ: Can I Import Produced Data into a Review Database?
  • Converting a DAT to CSV with TextPad
  • FAQ: How do I recreate my original folder structure in Nextpoint?
See all 24 articles

Request Support

Nextpoint Assistance Forms

  • Support Request Forms

Community

Browse community

Can't find what you're looking for?

Chat with us via the help button below!

Submit a request

© Nextpoint Help Center

Theme by Lotus Themes