An Intro to Privilege Log Templates
Privilege Logs can be generated in Nextpoint from a default or customized load file template. Load file templates define metadata to be exported, including which information is displayed and how columns are arranged in the final output index.
Most Review databases include a default Privilege Log Load File Template which can be modified and utilized anywhere exports can be conducted, but you can also create Custom privilege log templates, as needed.
Default Privilege Log Load File Template
To locate and/or modify the default Privilege Log Load File Template:
- Navigate to SETTINGS Export/Exchange Load File Templates click Edit next to the Privilege Log Template.
- Next, check additional fields from the list which you would like to include, and uncheck any fields from the list which you would like to exclude.
- If you would like to reorder any of the checked fields, simply click, drag, and drop in the desired location.
- The "System Name" is how Nextpoint references the field, but you can modify the corresponding column titled Column Name in Loadfile in order to rename the column headers in the final privilege log output.
- Once you've made the desired changes, make sure to click Save Load File Template at the bottom of the field list.
Generating a Privilege Log
Once your Privilege Log Template has been verified, you are prepared to generate the associated privilege log output:
- Navigate to the REVIEW tab at the top navigation of any Nextpoint Review database.
- Open Filters at the top right - this should change to read "Close Filters" once opened.
- Drop down the Work Product section, and select Privileged from the drop-down beneath the section titled "Privilege".
- You may also filter for Privileged documents within a specific folder by dropping down the Filter section titled "Folders" and clicking the folder which you would like to filter within. Please note, if you select more than one Folder in the drop down, Nextpoint will look for privileged documents within (Folder A AND Folder B), NOT (Folder A OR Folder B).
- You may search for privileged:true in the search bar as an alternative to utilizing the Filter.
- Click the Orange Filter Documents at the bottom of the Filter section and all documents classified as Privileged will return in a Grid View list of results.
- Select All documents in the resulting list via the top-left checkbox, and click Bulk Actions to initiate the process of adding the list of privileged documents to a folder.
- From the Bulk Action pop-up modal, select the folder to which would like to add the documents select None under "Apply update to related documents" select Family under "Choose Order" click Update to initiate your Bulk Action update.
- The aforementioned selections in the Bulk Actions modal will add the documents in your list to the designated folder without adding related documents, and will change the sort order to group emails and attachments together.
- Read more here on other ways you can organize your privileged documents and their family members using Bulk Actions.
- Once your Bulk Action update is complete, navigate back to the REVIEW tab and locate your Privilege Log Folder from the folder list.
Click on the three-dot drop down next to your Privilege Log folder click Export.
- Review any warnings input an Export Name select your Privilege Log Template under "Export Template" section Click Export.
- Nextpoint will provide you with a warning if your export contains documents without endorsements (Bates stamps). If you are aware of this and prefer to export a privilege log without having Bates numbered the associated documents, proceed as instructed in steps 8 and 9.
- If you prefer to endorse the privileged documents before exporting, exit from the pop-up and proceed with setting up an endorsement template and endorse the documents.
- Lastly, navigate to DATA Exports locate your export click the Load File .zip link to download your log.
How to Create a New (Custom) Privilege Log Template
If your database does not have a default Privilege Log template via the navigation mentioned above, or if you would like to create a custom template:
- First, you will need to set up an Export template by navigating to SETTINGS Export/Exchange Export Templates Click Create New.
- Export Templates define the treatment of natives, text, images and load files included in your export. This is where you will define for Nextpoint that you would like a load file and perhaps no other additional export components such as images, natives, text files.
- In Step 1, provide a name for your template (e.g. "Privilege Log").
- Skip Steps 2 and 3 unless you want to include images alongside the log in your export.
- When you reach Step 4, select Include check the box next to CSV (which can later be opened in Excel) click Create New.
- You will then be prompted to set up your Privilege Log Load File Template, similar to the earlier described default template.
Check fields from the list which you would like to include in your log, and reorder any of your selected fields by dragging and dropping in the desired location.
- Click Save Load File Template and you will be returned to Step 4 of setting up your Export Template.
- Click Save Export Template.
- You're now ready to proceed with generating your privilege log.
Need assistance creating your first privilege log? Contact your Account Director and we will connect you with our Nextpoint Services Team.