Adding Documents to a Folder in Litigation

This article explains how to organize your documents in Nextpoint by adding them to folders. You’ll learn how to add multiple documents at once using Bulk Actions, as well as how to add individual documents to a folder. Following these steps will help keep your database organized and make finding related materials easier.

Add Documents to a Folder Using Bulk Actions

Search for the documents you want to add to a folder. Select the documents and click "Bulk Actions".

NOTE: With this method, you may choose to include related documents, even if they were not returned in the search.

The Bulk Action window will open, where you can select the Folder to which your documents should be added. If the folder you would like to use has not yet been created, select Create New Folder > enter the Folder Name > and click Create.

Before clicking Update, select how you want the changes to be applied. You have the following options:

Apply update to related documents:

1. None - Only the documents you selected will be added to the folder. Related attachments, emails, or other items not in your search results will not be added.
2. Email Family - Selected documents and their related family members (emails/attachments) will be added to the folder.
3. Email Chain - Selected documents and all other emails or attachments in the associated email chains will be added to the folder. This may result in a more comprehensive update than intended.
4. Duplicates - Selected documents and any duplicates will be added. This ensures that files referenced in different contexts (e.g., a PDF attached to two different emails) are included.

Choose Order:

1. Current - Documents will be added to the folder in the order they appear in the current Grid View.
2. Family - Documents will be added in email family order. Parent emails appear before their attachments.
3. Date & Family - Documents will be added in chronological order by date, with parent emails followed by their attachments.

Click "Update Documents" to add them to your folder according to your selections.

Add an Individual Document to a Folder

Click into the document you would like to add to a folder from the Documents tab. Within the Document View, navigate to Related Folders in the sidebar.

To add the document to a folder, click the dropdown arrow next to Related Folders.

Click the pencil symbol next to the folder you want to add the document to, enter a folder number (or leave blank to use the default), and press "Submit".