File Room & Import Best Practices Checklist

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File Room vs. Import

File Room is a secure ‘data-bank’ for organizing and storing all your confidential files. In order to search, review, and code your documents in Nextpoint, files must be imported into your database from the File Room.


Best Practices Checklist

Outlined below are recommended best practices to consider when uploading to the File Room and/or Importing to your Nextpoint database:

File Room

  • We recommend using Google Chrome, Firefox, or Safari.
  • Unzip and folder .zip files before uploading to File Room.
  • Ensure you have a good internet connection. We recommend Nextpoint be experienced at a minimum connection speed of 5 Mbps upload/download. If running slow, load http://www.speedtest.net/ and report the speed. If it is lower than the recommended 5 MBPS upload/download speeds, the slowness can be attributed to your network connection and you should contact your IT Department.
  • The recommended maximum size for a single upload is 20GB. 
  • Be patient if you are uploading a lot of files.  Along the same lines, check “Disable Session Expiration” on the login page before larger uploads to avoid Nextpoint signing you out after 30 minutes of inactivity.
  • Check for any failed uploads, you can retry uploading them again.
  • Make sure the file count in File Room matches the file count on your computer once the upload is complete.  This information can be found in your File Room under the Size and File Count columns.

 

Import

  • Set-up and/or confirm your Deduplication, DeNIST, and Attachment Index settings prior to import.
  • If using a load file, set up any (custom) fields prior to import.
  • Import any .pst or .mbox files individually per batch.  
  • The recommended maximum size for a .pst or .mbox file is 20GB. 
  • If you have a date field(s) in your metadata load file, it is suggested they are formatted as YYYY-MM-DD HH:MM:SS in order to properly sort documents by date once imported.
  • Assign Custodian on Import.
  • Experienced users can expect to be able to get through 30 GB of imports over a 24 hour period.
  • Once your import is complete, make sure to review your processing details, PST Processing, and Warnings tabs on your Batch Summary page.
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