Folder Management + Navigation

You can now find “Create Folder” + “Create Document Issue” buttons on the REVIEW and DOCUMENTS tabs in Discovery and Litigation, respectively.

Simply click on the green Create Folder button in the REVIEW tab of your Discovery database (DOCUMENTS tab in Litigation). You will be prompted to enter the folder name, abbreviation, and select a folder color (tip: your exhibit stamps will be the same color as your folder). After completing the folder creation form, click Create.

CREATE FOLDER IN DISCOVERY

CREATE FOLDER IN LITIGATION

Navigate to your Litigation database and go to DOCUMENTS at the top of your screen. Click the green Create Folder button. You will be prompted to enter the folder name, abbreviation, and select an editor color. After completing the folder creation form, click Create.

CREATE DOCUMENT ISSUE IN LITIGATION

Navigate to Litigation database > DOCUMENTS > Document Issues tab and click the green Create Document Issue button. 

You will be prompted to enter the Issue name, abbreviation, issue desciption (optional) and select a report color (for highlights associated with the issue). After completing the issue creation form, click Create.

In addition to adding accessibility to creating folders, we also added the opportunity to edit/inactivate folders from the REVIEW tab and edit/inactivate folders or document issues from the DOCUMENTS tabs.  This will only give further flexibility in managing your case organization.

To edit or inactivate a folder in discovery, navigate to the REVIEW tab and click the three-dot drop-down next to the folder name and make the appropriate selection.

EDIT OR INACTIVATE FOLDER IN DISCOVERY

EDIT OR INACTIVATE DOCUMENT ISSUE IN LITIGATION

To edit or inactivate a folder or document issue in litigation, navigate to the DOCUMENTS tab, click the three-dot drop-down next to the folder/document issue name, and make the appropriate selection.

In the folder list of Discovery and Litigation databases, you will now find an "unfoldered documents" link which returns search results for documents which have not been added to folders. The aim of this addition is to help ease anxiety you may have in making sure you have "seen it all."

Locate the unfoldered documents link under the REVIEW tab in a Discovery database or under the DOCUMENTS tab of a Litigation database.

UNFOLDERED DOCUMENTS LINK IN DISCOVERY

UNFOLDERED DOCUMENTS LINK IN LITIGATION

Added form validations for Create/Edit forms that check a name, prefix, color are present, name is not more that 100 characters, and not a protected name.

Columns headers in the REVIEW and DOCUMENTS tabs (Discovery and Litigation, respectively) are sortable!

Click any column header in the folder lists of Discovery or Litigation to sort in ascending or descending order. Reset to user-defined order by clicking Custom Sort at the top of list.

We removed the option to "Show More Folders” and now all folders will be displayed in one continually scrolling list (Discovery + Litigation).  

Additionally, when you navigate away from the list and use your browser back arrow, we will highlight your previous location in the list for ease of reference.

When searching for a particular folder from your list of folders, the search bar will now search across the entire folder name instead of requiring the first word and exact name (Discovery + Litigation).

For example, if you are looking for all Review Sets, you can search for "set", and Nextpoint will return all folders which have "set" anywhere in the folder name.

Note: In Litigation DOCUMENTS    Batches, we have removed the option to search the list of batches, but the list remains scrollable. You may also reference MORE    Data    Imports to review all import batches within your database.

Previously, only the document counts for each folder or document issue (Litigation) was hyperlinked. We have now added a link to each folder or document issue which will lead you to the full document count for each.

If you leave the REVIEW or DOCUMENTS tabs (Discovery and Litigation, respectively) and return using the back arrow in your browser, your location in the list will be remembered and highlighted.

Empty state has been updated for REVIEW folder list page, as well as Folders, Document Issues, and Batches tabs in Litigation/DOCUMENTS.

Folder Icons will now include the folder color you set when creating or editing the folder.

No functionality changes have taken place with these UI updates; however, the Manage Trash button in Review was previously located at the bottom left of your folder list in the REVIEW tab, and it is now located at the top right. 

When Filters are open, the Manage Trash button will shrink to only display the trash can icon.