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):
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.
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.
For more information on using Grid View and Classic View, click here.
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:
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.
Click Create New to make a new template. Give your template a name, and Save Template.
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.
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: