Creating Folders, Issues and Designations in Prep

Follow

* This functionality is available for Advanced users only. 

Folders, Issues, and Designations are all features of Nextpoint built to assist you in the organization and/or categorization of documents and testimony clips as you build your case story. Outlined below is an explanation of setting up each:

Creating Folders

Use Folders to organize groups of like documents. (e.g. “Witness A Exhibits”).  Folders can be applied to documents individually or with a Bulk Action.

From your main Prep navigation, click MORE > Settings.

Settings_in_Prep_Screen_Shot.png

  • Click the Documents tab, navigate to Folders and click the "Create New" button.

    Create_a_Folder_in_Prep_Screen_Shot.png

  • Name your Folder, give it an Abbreviation/Prefix which will show up as a shorthand identifier for marked documents, and assign an Editor Color which will associate with that particular folder throughout the database (Report color is not applicable for Folders).



  • Click "Create" to save your folder, and then you are ready to apply to Documents.

In order to edit any Folder specifications after the initial setup, simply return to MORE > Settings > Documents, and select "Edit" next to the Folder you would like to update.

Creating Document Issues
Use Document Issues to categorize research, communication or work product. (e.g. “Damages”).  Document Issues can be applied to documents individually or with a Bulk Action. 

At the top of the home page click MORE > Settings.

Settings_in_Prep_Screen_Shot.png

  • Click the Documents tab, scroll down until you see the Document Issues and click "Create New".

    Create_a_Folder_in_Prep_Screen_Shot.png
    Prepupdates_Settings_Documents_Working.png
  • Name your Issue, give it an Abbreviation/Prefix (will show up as a shorthand identifier for marked documents) and assign Editor and Report Colors.  Editor color will be utilized when an image markup highlight is applied to a document as to a particular issue.


It is important to note that you are permitted to set up duplicative Document and Transcript Issues.  This will allow you to categorize both documents and testimony clips by a particular issue(s) and then quickly recall all relevant material to that issue.

Searching_across_issues.gif

Note: In order to edit any Issue specifications after the initial setup, simply return to MORE > Settings > Documents/Depositions, and select "Edit" next to the Issue you would like to update.

Creating Designations

Use Designations to categorize groups of testimony clips on transcripts. (e.g. “Plaintiff Initial Designations”). Check the “Will be used for objection type” option to denote objections to clips. 

Once created, you can apply to both Deponent and Proceeding transcripts as page/line designations.  

Prepupdate_Settings_Transcripts_working.png

Click here for more information on working with Transcripts.

Creating Transcript Issues

Use Transcript Issues to categorize a group of testimony clips for work product or tagging (e.g.“Environmental” or "John's Outline").  Once created, you can apply to both Deponent and Proceeding transcripts as page/line designations.  
Transcript_Issues.png

It is important to note that you are permitted to set up duplicative Document and Transcript Issues.  This will allow you to categorize both documents and testimony clips by a particular issue(s) and then quickly recall all relevant material to that issue.

Searching_across_issues.gif

 

Return to Prep Workflow

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.