Export FAQ

This typically occurs when the export template is not configured to include native files or placeholders.

• Update the PDF Export Template :
  • Select Use native placeholder in lieu of document images in Step 2
  • Select Include under Original Files in Native Format
  • Select the Make Smart Exceptions checkbox

Placeholders are controlled through endorsement templates.

• Add file extensions to the endorsement template before stamping.
  • In the Numbering Exceptions section, specify file extensions. By default, templates include .xl*, .ppt*, and .csv*.

Confidential stamps are applied at the time of endorsement.

• If documents were endorsed before the confidential stamp was added, you will need to remove the endorsement and re-endorse the documents for the stamp to appear.

To export documents in chronological order, follow these steps:

1. Locate the document set to include in your export.
2. Select All documents using the top-left dropdown.
3. Click Bulk Actions.

4. Add the documents to a folder for export.

   • Recommended: Enable Email Family to include related documents.
   • Under Choose order, select Date & Family to maintain chronological order and keep families together.

   

5. Click Update.
6. Create an export template that names files by folder order.
7. Export the folder using the three-dot menu and select your template.

From the document viewer, open the three-dot menu and select Export This Family.

Enter an export name, configure your options, and click Export.

Export templates define how images, text, natives, and load files are handled.

Create templates in Discovery via Settings > Export/Exchange, or in Litigation under More > Settings.

Templates can be reused to ensure consistent export formatting.

Detailed instructions for exporting a load file or index are available here .

PDFs generated by Nextpoint contain document text but are image-based. Searches will locate the correct page, though terms may not be highlighted.

Including text files in your export template provides a searchable alternative where search terms are highlighted.

Exporting as individual PDFs creates one PDF per document, including attachments.

Select documents, choose As Individual PDFs, select an export template, and click Export