Nextpoint New User Guide


Estimated reading time: 10-15 mins

Welcome to Nextpoint!  If you are looking for the essentials to get you up and running, or maybe you just need a refresher, you have come to the right place. Below, we have broken down the on-boarding process into a series of training modules which will walk you through the journey of working in Nextpoint from the initial Account Setup to Presenting your Case in an arbitration or trial (and everything in-between).  So, let's get started...


Section I: Get Started Section II: Set Your Case Up Section III: Best Practices

Section I: Getting Started in Nextpoint


Account Setup

When you sign up with Nextpoint, we will set up your account and add the appropriate Administrator(s) to the Account Dashboard where project and database setup takes place.  If you are an Account Administrator, you will first need to set up your user profile as described below. 

After you set up your user profile, you will have access to the Account Dashboard to begin setting up projects and their associated databases.  Once a database has been created, you can invite the appropriate users to access.

Note: If you are not an Account Administrator, you can begin with the steps outlined in the below User Profile Setup section.

Want more details?

Additional information on Account Setup can be found here.


User Profile Setup

For any Nextpoint user, the first step in getting started is to be added to a specific database, or if you are an Account Administrator, to the firm’s Account Dashboard. First-time users added to any database will need to set up a User Profile with pertinent details, accept the terms of use, and authenticate/verify their computer device.

When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by an Administrator. Click on the hyperlink in the email to activate your User Profile. You will then be directed to the user onboarding sequence where you can set up your profile in five easy steps.

Note: If you are expecting an invitation to access a database and have not yet received it, please first check your Spam and Trash for an email from Nextpoint.


Data Transfer and Import

Users can import data into Nextpoint three different ways - Drag & drop, utilize the File Room, or ask our team to assist.  It is important to note that before proceeding with any of the below-mentioned import methods, users should set and/or verify their deduplication settings as deduplication happens upon import.

  1. Drag-and-drop individual files for direct processing into Nextpoint.
  2. Upload multiple files to your Nextpoint File Room, where you can then import them into Nextpoint.
  3. Ask our data team to manage the import, either by moving it to your File Room or physically mailing it to us.

Detailed instructions for all three import methods can be found here.  Additionally, our Import FAQ page has a list of common questions we receive from new users approaching their first import in Nextpoint.

Note: If you have received a produced data set or have data being migrated from a different platform, we recommend reviewing the Data Planning and Advanced Imports webinar and our Ranged Image Import  Instructions.


Learning Opportunities for Beginners

Product Documentation

Bookmark the Nextpoint Help Center and use it as your first resource for any product-related questions. It’s packed with step-by-step guides to Nextpoint’s features and common workflows, as well as answers to frequently asked questions.  To get you started, the below articles address the most common questions our support team receives:

Training Videos

You can also watch training videos and webinars detailing many Nextpoint workflows and features, as well as more broad eDiscovery concepts, in the Nextpoint Help Center.  In addition to articles provided in the previous Product Documentation section, below are the key training videos we recommend to users getting started (or, if you just need a refresher):

Remote and On-Site Training

Nextpoint offers free, on-demand training.  Learn valuable, time-saving tips from the pros in these sessions covering both the Review and Prep applications in Nextpoint.

Access our on-demand training library here

The schedule Nextpoint University Courses is as follows:

Course Number Topic
NPU Course 1 Account Set Up and Database Organization
NPU Course 2 Data Planning & Imports 
NPU Course 3 Searching & Coding 
NPU Course 4 Export & Exchange (Production) 
NPU Course 5 Preparing and Presenting Your Case 

In our on-demand training library, you will also find two additional videos:

  1. Nextpoint Review Training:  This session provides a general overview of Nextpoint's Review application.  Key course concepts include, logging into your account and databases, coding documents for relevancy/privilege, custom features and settings to assist with your review, advanced searching techniques, and exporting documents.  
  2. Nextpoint Prep Training:  This session provides a general overview of Nextpoint's Prep application.  Key course concepts include, exchanging post-production documents from Review to Prep, deposition management, custom reports to help better understand your document population, exporting exhibits, and utilizing Prep to present your case at hearings or trial.


Interested in more personalized training?

The Nextpoint Account team is happy to schedule a 1:1 session covering the topic of your choice. You can use any training credit included in your plan, or pay a predetermined fee based on the length of the session and our hourly services rate. To schedule a training, please fill out this form.

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