Nextpoint released exciting updates to our folder management and navigation in April 2020.
FOLDER UPDATES INCLUDE:
- More accessible folder management - you can now create, edit, and inactivate folders right from your folder list in Review and Prep. Additionally, your folder icons will now display in the color you set.
- Easier folder sorting - all columns in your folder lists are now sortable and can be reset to your custom sort order with one click.
- Say goodbye to “Show More Folders” - available folders now displayed in a continuous scrolling list. Better yet, we'll save your spot in the list when you navigate away in the database.
- More flexible folder searching - when looking for a folder in your list, you can now search any part of the folder name instead of the exact name.
- Assurance you’ve “seen it all”- an “unfoldered documents” link is now available at the bottom of your folder list.
* Updates to creating and editing folders/issues available to Advanced User Permissions. User interface and navigation updates will be reflected in all user permissions. Read more below.
Simplified Folder Management
Folder management at your fingertips with the addition of the Create Folder + Create Document Issues buttons on the folder list pages — creating efficiencies one less click at at time.
You can now find “Create Folder” + “Create Document Issue” buttons on the REVIEW and DOCUMENTS tabs in Review and Prep, respectively.
Simply click on the green Create Folder in the REVIEW tab of your Review database you will be prompted to enter the Folder Name, abbreviation, and select an editor color. After completing the folder creation form click Create.
CREATE FOLDER IN REVIEW
CREATE FOLDER IN PREP
Navigate to Prep database DOCUMENTS Folders 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 PREP
Navigate to Prep database DOCUMENTS Document Issues tab click the green Create Document Issue button.
You will be prompted to enter the Document Issue name, abbreviation, and select an editor + 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 Review, navigate to the REVIEW tab click the three-dot drop-down (hamburger menu) next to the folder name make the appropriate selection.
EDIT OR INACTIVATE FOLDER IN REVIEW
EDIT OR INACTIVATE DOCUMENT ISSUE IN PREP
To edit or inactivate a Folder or Document Issue in Prep, navigate to the DOCUMENTS tab, click the three-dot drop-down (hamburger menu) next to the folder/document issue name, and make the appropriate selection.
In the folder list of Review and Prep databases, you will now find an "unfoldered documents" link which returns search results for documents which have not been added to one or more 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 via the REVIEW tab in a Review database, or in the DOCUMENTS tab of a Prep database.
UNFOLDERED DOCUMENTS LINK IN REVIEW
UNFOLDERED DOCUMENTS LINK IN PREP
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.
Folder Navigation Updates
Improved navigation (e.g new scrolling folder list vs. old “Show More Folders”) let’s you better organize without worrying how you will find your folders later.
Columns headers in the REVIEW and DOCUMENTS tabs (Review and Prep, respectively) are now sortable!
Click any column header in the folder lists of Review and/or Prep to sort in ascending or descending order. Reset to user-defined order by clicking Custom Sort at the top of list.
What is Custom Sort?
Custom Sort is specified sort order which any Advanced User within a given database can define and update in Settings. For example, you may want all of your Production folders groups together in your folder list, followed by Custodian folders, then key term search hit folders, etc..
We removed the option to "Show More Folders” and now all folders will be displayed in one continually scrolling list (Review + Prep).
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.
Why are my columns not sorting?
If you find that the columns in your folder list do not appropriately sort when clicked, we might suggest restarting your browser. If that doesn't do the trick, please try clearing your browser cookies and then attempt to sort.
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 (Review + Prep).
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 Prep 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 (Prep) 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 (Review and Prep, respectively) and return using the back arrow in your browser, your location in the list will be remembered and highlighted.
User Interface Improvements
Empty state has been updated for REVIEW folder list page, as well as Folders, Document Issues, and Batches tabs in Prep/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.