Follow

Building a Chronology

In Nextpoint, you can present a chronological progression of the facts in your case through the use of page notes, customized export and load file templates, and easy to create visualizations.

 

Step 1: Create your Chronology Folder and Export Template

First, you will want to Create a folder for the Chronology documents (Make sure to check “Applies to Documents” when creating your folder).

 Applies_to_Documents.png

 

Create a New Export Template, naming it as "Timeline of Events" - or other descriptive name - in Step 1, Select your preferred Image type in Step 2, and select to include a CSV Load File in Step 4.  When you get to Step 4, "Create New" for the load file so you can incorporate specific information you would like, plus Page Notes and the Nextpoint ID.

Step_1_Screen_Shot.png

Step_4_Export_Template.png

 

Step 2: Populate your Chronology Folder

For any document which you would like to include on your timeline (if not all), add to the folder from the coding panel, and utilize the page note feature (see #11) to incorporate your timeline descriptions, and apply any additional coding you will want to export with your timeline report.

If you do not want to add documents to the Timeline Folder document by document, you can do so in bulk using the Filter > Work Product section > "Documents with Notes Only" > Sort by date > Select All > Apply/Update your Timeline Folder.

Screen_Shot_2018-07-27_at_4.50.39_PM.png

 

Step 3: Export & Download Your Chronology Index

From the DOCUMENTS tab, select the three dot drop-down next to your Chronology Folder > Export > Name your export and select your Timeline Export Template.

Download the load file/spreadsheet when complete (MORE > Data > Exports).

Documents.png

 

Screen_Shot_2018-07-27_at_5.03.37_PM.png

 

Step 4: Hyperlink Your Chronology Index to Documents in Your Nextpoint Database

  1. Move NPID to column A and Insert a column for the hyperlinks.
  2. In the first cell of your new column, insert a formula that has the Nextpoint urls for a single document + the Nextpoint ID.
    • For example, in a Nextpoint training database it would be =hyperlink("https://np-training.nextpoint.com/case/########/exhibits/show/"&A2)
  3. Copy this cell down through the rest of the load file.  You can then copy and Paste Special as values so the formulas do not change.
  4. After this, you can turn your excel table into a timeline view as shown below.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments