Promoted articles
Training Videos
Product Certification
- Accelerator 1 - Ediscovery 101
- Accelerator 2 - Case & Database Organization
- Accelerator 3 - Discovery Optimization
- Accelerator 4 - Uploading to the File Room and Basic & Produced Data Imports
- Accelerator 5 – Production, Export, and Exchange
- Accelerator 6 - Analytics through Searching
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 & Discovery Setup
- Training Webinar: Power Search 101
Workflows and How-To
- How to work with Bulk Actions
- Managing User Access from your Account Dashboard
- 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
Data Planning & Import
Import Settings
Nextpoint File Room
- Request Files from your Nextpoint File Room
- How to Unzip Files in your File Room
- File Room: What is it & how do I use it?
- File Room & Import Best Practices Checklist
- Using Transmit on OSX to Transfer Files to your Nextpoint File Room
- Using CloudBerry on Windows to Transfer Files to Your Nextpoint File Room
Import Your Data
- Collection Best Practices & Checklist
- How to Import Data in Nextpoint
- Assigning a Custodian to Your Data
- Using a Load File to Populate Folders & Responsive Issues
- Checking Import Status
- Building a Simple Load File
Produced Data Imports
- Nextpoint Default and Protected Fields
- 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
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?
Review Your Data
Review & Search FAQs
Organize Your Database: Folders
- Working with Folder Categories
- How to Create Folders in Discovery
- Folder Management + Navigation
- Managing your 'Favorites' Folder Category
- Advanced Folder Insights for Discovery & Litigation
- Add a Reviewer to a Folder
Organize Your Database: Settings
- Setting Up Custom Grid Views in Discovery
- Adding Key Terms to Documents
- Creating & Editing Responsive Issues in Discovery
- Creating a Privilege Code in Discovery
- Creating a Confidentiality Code in Discovery
- Creating (custom) Fields in Discovery
Analyze Your Data
- Nextpoint Search Guide
- Search Hit Highlights
- Search Upgrades, Spring 2020
- How to Report the Page Count of a Folder
- Global Account Search
- Early Data Assessment Details
Review Your Data
- How to use Search Hit Highlights
- Bulk Coding Email Families in Document-Viewer
- Discovery and Litigation Keyboard Shortcuts
- Nextpoint Discovery Workflow
- Adding Documents to a Folder
- Using Bulk Actions to Organize or Code Your Documents
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
- 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
Prepare & Present
Litigation Features
- Nextpoint Litigation Workflow
- Litigation FAQ's & Help Topics
- Searching for Documents in Litigation
- Coding Documents in Litigation
- Adding Documents to a Folder in Litigation
- Tagging Search Results with Bulk Actions
Upload & Import in Litigation
Litigation Database Settings
- Adding Users in Litigation
- Litigation Settings and Database Customization
- Setting Up Folders, Issues and Designations in Litigation
- How to Manage Folders En Masse in Litigation
- Setting Up Custom Fields for Documents in Litigation
- Setting Up Custom Grid Views in Litigation
Transcripts
- Working with Transcripts in Litigation
- Working with Video Transcripts in Litigation
- 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
- FAQ: What date is displayed in the date field of the grid view?
- FAQ: How do I order documents chronologically for an export?
- 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 Discovery Database?