Creating Custom Grid Views in Prep (Documents and Transcripts)

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When executing a search in Prep for a particular keyword, date range, witness, exhibit number, etc... it can be helpful to create a grid view for an "at a glance" snapshot of your results.  Oftentimes searching across documents vs. transcripts calls for different fields and/or metadata to be previewed (e.g. author in a document vs. deposing attorney in a transcript), so Nextpoint Prep allows for the creation of both Document Grid Views and Transcript Grid Views.  

Creating Custom Grid Views

Outlined below are instructions for setting up grid view templates for Documents and Transcripts (Deponents and Proceedings):

Document Grid Views

To create a custom Document Grid View in Prep, navigate to More > SETTINGS > Documents. In the Grid View Column Settings section near the bottom, you can view the current saved templates, as well as Edit or Delete them. 

Grid_View_template_documents.png

 

Click Create New to make a new template. Give your template a name, and click on the fields you would like displayed in your grid, and select the Sort Order you would like.

Click and drag with the handles to the left to reorder the fields, and Reset column data if you want to start from scratch. When you are finished, click Save Changes, and your template will be available in Grid View.

Manage_Columns_in_Grid_View.png

 

For more information on using Grid View and Classic View, click here.

Transcript Grid Views

Every Prep database is equipped with both a Default Deponent and Default Proceeding Transcript Grid View to provide you with an initial visualization of your search results.  If you add (custom) Transcript Fields you may want to add those to an existing view or create a new view specific to your needs.  Outlined below are the steps to set up your custom views.

Video snippet of creating new Transcript Grid Views:

setuptranscripttemplate.gif

 

To add a new Transcript Grid View, navigate to MORE > Settings > Transcripts. In the Grid View Column Settings section at the bottom, you can view the current saved templates, as well as Edit or Delete them.  

More-Settings-Prep.png

transcript-grid_views.png

 

Click Create New to make a new template. Give your template a name, and Save Template.

setup_transcript_template_1.png

 

Click and drag fields from the left over to the right to place and/or reorder the fields, and when you are finished, click Save Template, and your template will be available in your Transcript Grid View.

transcripttemplate_set_up.png

 

 


Utilizing Custom Grid Views

After your Document and Transcript Grid Views have been setup via Settings, they will be available for viewing search results moving forward (unless otherwise deleted). 

To toggle amongst your grid view templates within either DOCUMENTS, DEPONENTS, or PROCEEDINGS, first initiate a search in the search bar or Advanced search, then navigate to "Switch Views" in any results table and select the desired template:

change_document_grid_views.png

Change_transcript_grid_views.png

 

Return to Prep Workflow or Discover more about Prep Settings and Database Customization here and Creating Transcript Fields here!

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