In Nextpoint Litigation, you can customize the interface of your database by enabling or disabling certain sections. This allows you to simplify the workspace, focus on relevant materials, and tailor the experience for different users or workflows. The steps below explain how to manage Available Sections and provide examples of when adjusting these settings might be useful.
Available Sections in Litigation Settings
In Nextpoint Litigation, you will find Available Sections under Settings. Here, you can simplify the interface by disabling sections you don't intend to utilize in a particular database.
A couple of use-case examples are provided below, but first, let's review how you can easily enable or disable sections in Litigation:
- Go to MORE > Settings > General in your Litigation database.
- To display both Documents and Transcripts (Deponents/Proceedings), make sure both boxes are checked and click Set Sections. This is the default setting in any new Litigation database.
- To display only Documents, uncheck Transcripts (Deponents/Proceedings) to disable that section, and click Set Sections.
- To display only Transcripts (Deponents/Proceedings), uncheck Documents to disable that section, and click Set Sections.
- To display only Documents, uncheck Transcripts (Deponents/Proceedings) to disable that section, and click Set Sections.
- If you need to enable a disabled section at any time, Advanced Users can do so by navigating back to MORE > Settings > General > Available Sections and making adjustments accordingly.
Use-Case Examples
- When working with an Expert Witness, you may want to exchange specific documents/exhibits to a secondary database for review. Disabling the Transcripts section in this example helps the witness maintain a targeted review.
- In Mass Litigations, it may be useful to have a Master Exhibits database (with only the Documents section enabled) and a separate Transcripts database (with only the Transcripts section enabled). You can then take the necessary evidence (exhibits & transcripts) and exchange to a new database for a particular trial.
- See here for more on transferring transcripts in Litigation.
- See here for more on exchanging documents/exhibits in Litigation.
See more on Litigation Settings and Database Customization here, or return to the Litigation Workflow.
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