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Navigating Nextpoint Search

Topics Below

  • General Search Syntax
  • Document Identifiers - Nextpoint ID, Bates, Bates Prefix, Bates Range
  • Document Metadata - Author, Recipients, CC, BCC, Domain, Date, File Extension
  • Work Product - Folder, Issue, Responsive Status, Privilege Status, Highlighted, Highlight Notes, Page Notes, Treatments, Exhibit Stamped, Custom Fields
  • True/False Fields - Privileged, Confidentiality, Redacted, Email Thread, Bates Stamped, Native Placeholder, Non-Imaged Placeholder

Download Nextpoint Search Guide here.

If you are still struggling with your search syntax after viewing the search guide, please contact our Client Success team at support@nextpoint.com.

 


 

Search Syntax Operators

Operators

Description

Term(s)

EXAMPLES: patent will return all documents containing the term patent anywhere on the document or in the metadata 

Search_text:patent will return all documents containing the term patent anywhere on the search text of the document, only.  Metadata hits will not be accounted for when performing this search

AND, +

Returns results with both terms

EXAMPLE: patent AND invention; patent +invention - Documents which contain both patent AND invention

OR, ( )

Returns results with either terms or fields.  

EXAMPLES: patent OR invention; (patent invention) - Documents which contain patent or invention

NOT, -

Excludes term or field from results; Case sensitive; General hierarchy = NOT > AND > OR but you can override this through the use of parentheticals

EXAMPLES: patent NOT invention; patent -invention - Documents with the term patent but without the term invention

(patent OR invention) NOT “Smith” - OR search will be performed before NOT search

~

Proximity search, searching within n words

EXAMPLE: “patent invention”~5 - Documents containing the term patent within five words of invention

“ ”

Exact Phrase

EXAMPLE: "prior art" - Documents which contain the exact phrase "prior art"

*

Prefix wildcard search within 6 characters; Suffix wildcard does not truncate the search

EXAMPLES: *nextpoint.com = nt.com - Documents containing nt.com

conclu* - Documents containing the words concluded, conclude, conclusion, conclusionary, etc.

  


 

Standard Document Fields

Document Identifiers

Command

Description

Nextpoint ID

Unique number assigned to every document upon entry 

EXAMPLES: ID:1234

ID:(1234 5678 9101) - Becomes an OR search, and pulls all three documents

Bates

Bates number assigned to a document, whether it was stamped through Nextpoint, or elsewhere

EXAMPLES: ABC000001Returns the document that contains this exact stamp on a page of said document

Bates:*Returns all Bates assigned documents within your database

Bates:(ABC000001 ABC000015 ABC000027) - Returns each document that hits on that particular Bates number.  Essentially this becomes an OR search instead of a range search

Note:Bates numbers with spaces need to be in quotes. Bates:"ABC 000001"

Bates Prefix

The alphabetical portion of the Bates stamp

EXAMPLE: Bates:ABC* - Returns all Bates assigned documents with the prefix of ABC within your database

Bates Range

Documents with Bates numbers within an identified range

EXAMPLE: Bates:[ABC000001 ABC000015]

Note:Bates numbers with spaces need to be in quotesBates:[“ABC 000001” “ABC 000015”]

 

 


 

Document Metadata

General Rule of thumb for searching within any coding/metadata field is field:value

Command

Description

Author

Author of an email or document

EXAMPLE: Author:smith@nextpoint.com

Recipients

Recipient(s) of an email; Plural regardless of singular or multiple recipients

EXAMPLE: Recipients:smith@nextpoint.com

cc

Recipient(s) copied on an email

EXAMPLE: cc:smith@nextpoint.com

bcc

Recipient(s) "blind copied" on an email

EXAMPLE: bcc:smith@nextpoint.com

The above searches will be dependent on what format your data is brought into Nextpoint. Often inboxes are set where an individual’s actual name appears in the To/From/CC/BCC fields, in lieu of their email handle. For example, cc:smith@nextpoint.com could also be formatted as cc:"John Smith" or cc:smith.  Before performing your email search, we suggest reviewing a couple sample emails or the Analytics "widget" section for further, quick insight.

Email Searching:  When searching for email addresses in the author, recipients, cc, or bcc fields, incorporate the individualís email address and/or name

EXAMPLE: author:johnsmith@ABCInc.com or author:"john smith"

author:johnsmith@ABCInc.com OR author:janerobertson@ABCInc.com OR author:kylejones@ABCInc.comreturns emails across multiple authors from one domain

Note: If you were attempting to search for all authors which have *ABC* in the email address by author:*ABC*, your search will not return expected results of emails drafted by employeenames@ABCInc.com.

 Domain

Returns documents from a particular sender domain

EXAMPLE: Domain:nextpoint.com - all sender domains containing nextpoint.com

Note: we do not recommend performing a prefix wildcard search on emails, due to the truncation (i.e. *nextpoint.com = *nextpo)

Date

EXAMPLE: Date:09/11/2001 - can also use Document_Date:09/11/2001

Date:[1990 2001] - returns results for all documents within that range of years

Date:>2001-09 - returns results for all documents after September 2001;  can also use Date:>09/2001

File_Extension

Returns documents with a particular file extension

EXAMPLE: File_extension:xl* - all versions of Microsoft Excel documents (i.e. xls, xlsx, etc.)

Original_Filepath

Location from which the file was collected

EXAMPLE: Original_filepath:”Smith Matter” - all documents that contain “Smith Matter” within the original filepath

Use Case: If the documents were originally placed in a folder on an individual's desktop, prior to collection, and you are now trying to re-create the same organization in Nextpoint, you can search for a known portion of the original filepath and then apply to a corresponding folder in Nextpoint

 


 

Work Product

Command

Description

Folder

Will return all documents contained within a particular folder in Nextpoint

EXAMPLE: Folder:”John Smith Inbox” - Will return all documents within the John Smith Inbox" folder in Nextpoint

Responsive_Status

Will return all documents tagged as “Responsive”

EXAMPLE: Review_status:responsiveWill return all documents tagged as “Responsive”

Issue

Will return all documents tagged with a particular responsive issue

EXAMPLE: Issue:damages - all documents tagged with issue damages

Privilege_Status

Will return all documents tagged with a particular privilege reason

EXAMPLE: Privileged:Work-Product - all documents tagged as privileged, work-product

Highlighted

Will return all documents with highlight image markups

EXAMPLE: Highlighted:true

Highlight_Notes

Documents with highlight image markups associated with a particular issue

EXAMPLE: Highlight_Notes:collusion

Page Notes

Utilize the filter to narrow to all documents with page notes in place

Open Filters > Work Product > Select “Documents With Notes Only”

Treatments

Utilize the filter to narrow to all documents with treatments applied in theater mode

Open Filters > Work Product > Select “Has Treatments”

Exhibit Stamped

Folder:folder abbreviation:stamp number - Will return that particular exhibit stamped in Nextpoint

EXAMPLE: folder:PX:5 - Returns Plaintiff Exhibit 5

Stamped:* - Will return all documents that contain an exhibit stamp applied within Nextpoint

Custom Fields

 

Attorney_notes:hot - Search for a term or phrase from a note that you may want to locate

Request_for_Production:5 - Search a value from a picklist.  

Use case: If you had all of your request for production numbers listed in a custom picklist field, and coded documents to each request, you could pull up all documents that pertained to a particular request through the above search.

 


 

True/False Fields

privileged:true True if document has at least one privilege tag

confidentiality:true

True if one document is marked with Confientiality in Nextpoint

redacted:true

True if one document is marked with redactions within Nextpoint

Email_thread:true

True if email conversation starter

Bates_Stamped:true 

True if Bates stamped within Nextpoint

Has_native_placeholder:true 

True if native placeholder was inserted and Bates stamped, as it was a file type that needed to be produced in its native/original form, even though it does have an image in Nextpoint (i.e. excels)

 Non_imaged_placeholder:true

True if a non-imaged placeholder was inserted and Bates stamped, because it was a file type that does not image through traditional software (I.e. audio/video files)

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