Exchanging and producing reviewed information is simpler and more efficient in Nextpoint, as users can save templates of their most-used export settings and apply them to future jobs. This saves setup time and helps establish consistency.
How to Set Up for Export
Outlined below are the steps for setting up and running exports in Nextpoint. These instructions are geared toward a typical Production Export Workflow , but can be modified to suit your needs.
- First, create your Endorsement Template , which outlines any Bates stamping pattern(s) and specifies which file types should receive a native placeholder during the endorsement process (for example, Excel files).
- Next, define your Export Template for your production. Export templates define the formatting of images, text, and natives during export, and indicate whether a load file is included.
- Tip: You can verify or update Nextpoint’s default Production Export Template, or create your own custom template.
- If, during Export Template setup (Step 2), you choose to include a load file, you can later edit that load file via the Load File Templates section of SETTINGS > Export/Exchange.
- Tip: Load files are also a great way to generate an index of a particular set of documents. If you would like to export only an index (without images, text, or natives), create a new Export Template, provide a name in Step 1, and skip to Step 4 to include only a load file/index. Once your export and load file templates are saved, navigate to the appropriate folder or document set to export your load file index .
Alternative: Export an Index Using Grid View (No Load File Required)
As an alternative to creating a load file template, you can export a document index directly from Grid View. This option allows you to download selected documents as a .csv file based on the columns currently visible in your grid — no template setup required.
- Navigate to your Discovery database.
- Open the Review tab.
- Switch to Grid View and select the documents you want to export.
- Click Download .csv in the bottom panel.
- Open the exported .csv file to review your selected documents, based on the columns currently visible in your grid.
Note: The exported .csv will include only the columns currently displayed in your grid view. Adjust your visible columns before exporting to control which fields appear in the final file.
Utilize Your Export Settings
After you’ve set up your endorsement, export, and (if applicable) load file templates:
- Prepare your production folder
- Endorse your documents
- Export your production folder
- Share your production export via email (from Nextpoint)
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