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

    Folder Categories provide users the opportunity...

  • Nextpoint Search Guide

    Updated: March 23, 2020 Our comprehensive Searc...

  • NEW: Search Hit Highlights & Improved Document Review Experience

    Release Date: November 6, 2021 This year, we se...

  • Where do I find information on New Releases?

    You can find a list of New Software Releases fr...

New Feature Updates

Export & Exchange

  • NEW FEATURE UPDATE (03/2022) - SEC Export Template

Review Your Data

  • NEW FEATURE UPDATE (04/2022) - Locked Metadata Fields
  • NEW FEATURE UPDATE (02/2022) - Bulk Actions in a Database

Getting Started & Account Setup

  • NEW FEATURE UPDATE (03/2022) - The "Account Services" tab in the Account Dashboard

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
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 & Discovery Setup
  • Training Webinar: Power Search 101
See all 9 articles

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
See all 12 articles

Getting Started & Account Setup

New User Guide

  • Nextpoint New User Guide
  • Why Schedule a Kickoff Call?
  • Account HQ: Collaborate, communicate, and standardize case management
  • 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

  • Database Archiving
  • Nextpoint Discovery v. Litigation
  • Account Setup
  • Create a New Project with Client/Matter Number
  • How to Create a Database
  • Locating Your Database and Document IDs
See all 10 articles

User Management

  • Account-Level User Management for Dashboard Administrators
  • Nextpoint User Access Levels & Permissions
  • How to Add Users in Nextpoint

Data Planning & Import

Import Settings

  • Understanding Deduplication
  • Import Types, Import Data Settings & Deduplication
  • DeNIST Settings
  • How to Set Up an Email Attachment Index

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
See all 7 articles

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
See all 10 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 Discovery?
  • FAQ: Can I create sub-issues to further classify my documents?

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
See all 7 articles

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
See all 10 articles

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
See all 8 articles

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
See all 29 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

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
See all 13 articles

Upload & Import in Litigation

  • Accepted Transcript File Types

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
See all 9 articles

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
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

  • 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?
See all 25 articles

Request Support

Nextpoint Assistance Forms

  • Support Request Forms

Upcoming Releases and Events

What's New at Nextpoint

  • NEW: Search Hit Highlights & Improved Document Review Experience
  • Where do I find information on New Releases?

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