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Training Videos
Product Certification, Fall 2020
- 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
Trainings & Webinars
- Lunch and Learn: Making the Most of the Load File Mapper
- Account Setup & Orientation
- Data Planning and Advanced Imports
- Database Customization & Review Setup
- Training Webinar: Power Search 101
- Production Setup & Workflow
Workflows and How-To
- 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
- How to Apply Redactions and Highlights
Account Setup
Data Planning & Import
Import Settings
Nextpoint File Room
Import Your Data
- Import Types and Import Data Settings
- Nextpoint Import Workflow
- Produced Data Imports, Exhibit B - Protected System Fields
- Collection Best Practices & Checklist
- How to Import in Review
- Building a Simple Load File
Produced Data Imports
- Ranged Image Imports, Including Produced Data
- How do I import document-level PDF images produced to me?
- 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
Import FAQ
- 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?
- FAQ: Why is the Title of my Document NOT the File Name?
Review Your Data
Organize Your Database
- Managing your 'Favorites' Folder Category
- Folder Categories
- Advanced Folder Insights for Review & Prep
- New! Folder Management + Navigation Updates
- Creating Folders in Review
- Assigning Folders to Reviewers
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
Review Your Data
- Review and Prep Keyboard Shortcuts
- Review 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
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
Produce Your Data
- 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
- Assigning or Removing Bates Endorsements from an Individual Document
Prepare & Present
Prep Features
- Prep Workflow Overview
- 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
Upload & Import in Prep
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
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
Theater Features
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?