Advanced Folder Insights for Discovery & Litigation

Follow

Transparent Discovery Status

Gain insight into your Discovery status with the progress bars for relevancy and privilege coding.  Take advantage of these relevancy and privilege insights as you track review (or reviewer) progress, to understand "what you have left", QC a production folder for consistent coding before Bates endorsements are applied, and more. 

To access Discovery folder insights, first navigate to the REVIEW tab in any Nextpoint Discovery database.  At first glance, the green + gray progress bars will display the percentage of documents in a particular folder which have been coded for Relevancy and Privilege.  Coded is defined as any status other that "Not Reviewed".

If you want a closer look at the specific review statistics, simply hover over a particular progress bar. 

Progress_Bar_Screenshot.png

Coded - Relevancy progress bars will display the specific counts for Responsive, Non-Responsive, Requires Follow-up, and Not Reviewed will be displayed on hover and all counts will be clickable.

Coded - Privilege progress bars will display the specific counts for Privileged, Not Privileged, and Not Reviewed will be displayed on hover and all counts will be clickable.

 


Add Notes for Streamlined Collaboration

Folder Notes enable all users to annotate at the folder level.  These notes can indicate information such as the status of the review (e.g. "Ready for final QC), Bates ranges of the documents contained within the folder, and more.

To apply a folder note, simply click the three-dot drop down next to any name in your folder list, select Add Note, and enter your text.

Note_Application.gif

As an added bonus, Folder Notes are now available in Litigation in an effort to streamline functionality across Discovery and Litigation.

Add_Notes_Prep.png

FAQ: What if I am unable to access the three-dot drop down next to folders?

If you are suddenly unable to access any three-dot drop-down in your database, we first recommend refreshing your browser in order to clear the browser's cache. There are several ways to accomplish this:

  • PC: Hold Ctrl and click Refresh in your browser Screen_Shot_2020-06-01_at_3.50.21_PM.png
  • PC: Hold Ctrl and click F5
  • Mac:  Hold Ctrl + Shift and click R

If this does not do the trick, please try closing your browser completely and open a new window.

 


 

More Information on Folders

  • Read more on our first phase of folder management and navigation updates here >>
  • Read more on creating Folders in Discovery here and in Litigation here >>
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.