- 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 firstname.lastname@example.org.
Search Syntax Operators
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
Tip: General hierarchy is NOT > AND > OR but this can be overridden through the use of parentheticals
EXAMPLES: (batch:2 OR batch:3) AND confidentiality:CONFIDENTIAL - OR search will be performed before AND search
(patent OR invention) NOT “Smith” - OR search will be performed before NOT search
Excludes term or field from results; Case sensitive
EXAMPLE: patent NOT invention; patent -invention - Documents with the term patent but without the term invention
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</em
Proximity search, searching within n words
EXAMPLE: “patent invention”~5 - Documents containing the term patent within five words of invention
EXAMPLE: "prior art" - Documents which contain the exact phrase "prior art"
Prefix wildcard search within 6 characters. Anything beyond 6 characters will be truncated; Suffix wildcard does not truncate the search
EXAMPLES: *nextpoint.com = nt.com - Documents containing nt.com
conclu* - Documents containing the words concluded, conclude, conclusion, etc.
IMPORTANT FORMATTING NOTES:
Standard Document Fields
Unique number assigned to every document upon entry
ID:(1234 5678 9101) - Becomes an OR search, and pulls all three documents
Bates number assigned to a document, whether it was stamped through Nextpoint, or elsewhere
EXAMPLES: ABC000001 - Returns 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"
The alphabetical portion of the Bates stamp
EXAMPLE: Bates:ABC* - Returns all Bates assigned documents with the prefix of ABC within your database
Documents with Bates numbers within an identified range
EXAMPLE: Bates:[ABC000001 ABC000015]
Note:Bates numbers with spaces need to be in quotes. Bates:[“ABC 000001” “ABC 000015”]
General Rule of thumb for searching within any coding/metadata field is field:value
Author of an email or document
Recipient(s) of an email; Plural regardless of singular or multiple recipients
Recipient(s) copied on an email
Recipient(s) "blind copied" on an email
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:email@example.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: Nextpoint stores email addresses as a whole and split up for ease of searching.
EXAMPLE: smith@ABCInc.com is stored multiple times as the following:
Returns all emails to or from a particular domain. This includes the author, recipients, cc, and bcc fields.
EXAMPLE: Domain:nextpoint.com - all emails containing @nextpoint.com in the author, recipients, cc, or bcc fields.
Returns all emails from a particular domain. This includes the author field.
EXAMPLE: Sender_Domain:nextpoint.com - all emails containing @nextpoint.com in the author field.
Returns all emails to a particular domain. This includes the recipients, cc, and bcc fields.
EXAMPLE: Receiver_Domain:nextpoint.com - all emails containing @nextpoint.com in the recipients, cc, and bcc fields.
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. Can also use exact dates to narrow your date range.
Date:>2001-09 - returns results for all documents after September 2001; can also use Date:>09/2001
Returns documents with a particular file extension
EXAMPLE: File_extension:xl* - all versions of Microsoft Excel documents (i.e. xls, xlsx, etc.)
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
Returns all documents with a particular Email Message ID
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
FAQ: How do I search for a certain range of documents in a folder (e.g. the first 1,000 documents in the folder)? folder:"folder name":[1 1000]
Will return all documents tagged as “Responsive”
EXAMPLE: Review_status:responsive - Will return all documents tagged as “Responsive”
Will return all documents tagged with a particular responsive issue
EXAMPLE: Issue:damages - all documents tagged with issue damages
Will return all documents tagged with a particular privilege reason
EXAMPLE: Privileged:Work-Product - all documents tagged as privileged, work-product
Will return all documents with highlight image markups
Documents with highlight image markups associated with a particular issue
Utilize the filter to narrow to all documents with page notes in place
Open Filters > Work Product > Select “Documents With Notes Only”
Utilize the filter to narrow to all documents with treatments applied in theater mode
Open Filters > Work Product > Select “Has Treatments”
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
|Fields (Documents and Transcripts)||
General rule of thumb for searching is field_name:value
Attorney_notes:important - 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.
Volume:2 - Search for a specific transcript volume
Deposing_Attorney:Smith - Returns and transcript(s) containing "Smith" in the Deposing Attorney transcript field.
|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|
|Is_attachment:true||True if file is attached to an email|
|Has_attachment:true||True if email has an attachment|
|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)|