Account Dashboard

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* (Firm administrators only)


 

Accessing the Account Dashboard:

To access the account dashboard, click on the name of the project in the upper left of the navigation bar (in this example: "Nextpoint Demo Account Dashboard") and click the "Manage Account" link. 

 


 What is a PROJECT?

A project is any collaborative enterprise that is designed to achieve a particular aim. A project could be a legal case or matter, an investigation, a document review, a collaborative data analysis, or a research activity.

Projects allow you to organize data and deploy resources to interact with that data in secure, nested databases. User permissions and access levels are all set on the database level.

 


View the Activity Summary for Each Project:

On the projects tab, you can view your various account metrics (shown in activity summary view below). You can expand each project by clicking on it and view a granular breakdown of activity for each individual database in that project (shown in expanded project view below).

Get an in-depth look at what each column means >>

 

Activity Summary View for All Projects:

 

Expanded Project View:

 


 Changing the Date Range of your Projects Tab View:

You can easily refine your account dashboard activity view to a specific billing period.

To view different date ranges, click on the drop-down at the top left-hand side of the page under "Date Range".

 

 


 Adding a New Project:

To add a new project to your account, click the "Create" button on the upper right-hand side of the projects tab screen and select “New Project”.

In the pop-up window, enter the name of your project and the client/matter number, then click "Save". The newly created project will appear as a new row in the table view of your projects tab screen.

 

 

Pop-up Window View:

 


 Adding a Database to a Project:

To add a new Review or Prep database to your project, click the "Create" button located on the upper right-hand side of the projects tab.

Then, select “New Review Database” or "New Prep Database" accordingly.

 

 

From there, you can name your database, select the project you want your database assigned to, add users, and set these users' personal user access levels for that particular database.

 

 

You can also navigate to the three-dot menu at the far right of the project row in the main project tab. From the drop-down menu, select to add new Review or Prep database. The new database will be added to your project.

 

    Screen_Shot_2018-08-29_at_12.49.18_PM.png

 

To add an already active database to your project, choose “Add Existing Database” from the three-dot menu in your project row (option shown in picture above). Then, select the checkbox next to the database(s) you would like to add and click “Save.”

 

 

 


 Editing a Project and Database Name:

To edit a project name, click the three-dot menu at the far right of the project row in your main projects tab. In the pop-up window, you can edit the project name, client number, and matter number. Once you have made your changes,  press "Save" and the changes will update throughout Nextpoint. 

 

Screen_Shot_2018-08-29_at_1.42.25_PM.png

 

To edit a database name, click the three-dot menu next to the database name in your expanded project view and adjust the name accordingly in the pop-up window. Once you have made your changes, press "Submit" and the changes will update throughout Nextpoint. 

 

Screen_Shot_2018-08-29_at_1.37.01_PM.png

 


 Adding and Removing Account Administrators: 

To add and remove account administrators, click on "Dashboard Access". To add an administrator, enter their email address and click "Add User as Admin to Account." To remove an administrator, click the small red delete button next to the user's name.

 

 


 Customizing Your Account: 

To add your Account Logo, go to your Account Dashboard and select the "Customization" tab. Select the file you would like to use, and click "Submit".

Note: the logo should be a .jpg, .gif or .png file, and should be no more than 570 pixels in width and 130 pixels in height.

 

 


 Adding and Updating Billing Information: 

You can add and update billing information by entering your information into the fields then clicking "Submit"

 

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