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Promoted articles

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  • Nextpoint Search Guide

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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
See all 8 articles

Trainings & Webinars

  • Account Setup & Orientation
  • Data Planning and Advanced Imports
  • Database Customization & Review Setup
  • Training Webinar: Power Search 101
  • Production Setup & Workflow
  • Advanced Prep Webinar
See all 7 articles

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
See all 9 articles

Account Setup

New User Guide

  • Nextpoint New User Guide
  • Meet & Confer Checklist
  • Nextpoint Security Tips

Logging In

  • Setting up your User Profile
  • Logging In & Common Login Issues
  • Changing Your Password or Email Address
  • Forgotten Password / Password Reset

Account Setup

  • Nextpoint Review v. Prep
  • Account-Level User Management for Dashboard Administrators
  • Account HQ: Collaborate, communicate, and standardize case management
  • Account Setup
  • Create a New Project with Client/Matter Number
  • How to Create a Database
See all 11 articles

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

Import Your Data

  • Release Preview: Import Types and 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
See all 10 articles

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
  • Produced Data Structure and Relative Path Information
  • Produced Data Import Required Specifications
  • Produced Data Imports, Exhibit A - Default Fields & Document Attributes
See all 8 articles

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?
See all 7 articles

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
See all 22 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
  • 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
See all 25 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

  • 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
See all 17 articles

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
See all 13 articles

Upload & Import in Prep

  • How to 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

Upcoming Releases

What's New at Nextpoint

  • Release Preview: Load File Mapper

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