Creating & Editing Responsive Issues in Discovery


*This functionality is available for Advanced users only.

Responsive Issues are a database asset which can be utilized to organize and categorize your documents during your review. 

Creating a Responsive Issue

To create a Responsive Issue, at the top of the home page navigate to SETTINGS > Coding. Scroll down to the Responsive Issues section, then click Create New.



Choose a Name and Abbreviation for your Issue, assign both an Editor and Report color, and click Create.


Responsive Issue FAQ:

"What is the difference between Editor and Report Color?"

The Editor Color is what you will see throughout your Nextpoint Database (Gridview, Filter, Document View, etc..) while the Report Color will show as your highlight color when applying image markups to your documents and associating with the particular issue.

"How many Responsive Issues can I create?"

Nextpoint allows for up to 63 Responsive Issues when working in Discovery.  For further information on how to handle situations when you may have more than 63 Issues, please click here.

"Can I create sub-issues to further classify my documents?"

If you would like to create sub-issues, we recommend creating your top-level issues under the Responsive Issues settings section as described above.  Then, for each top-level issue, you can create a (custom) picklist Field containing the various sub-issues.  Click here for further information>>


Editing a Responsive Issue

You can change the name, color, etc. of an issue by clicking Edit next to the particular Issue under SETTINGS > Coding.



Deleting a Responsive Issue

Currently, you are unable to delete Responsive Issues, but Nextpoint allows for Issues to be deactivated when not in use or out of date. 

The option to deactivate an issue can be helpful when you are no longer using a particular issue and/or want to clean up your coding panel, but also want to maintain the option of "reactivating" down the road.

To deactivate an issue, navigate to SETTINGS > Coding > click Edit to the right of the Responsive Issue at hand, and click deactivate in the upper right-hand corner of the editing pane.



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