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Subfoldering Setup Guide

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Gabrielle Sperling

When you import documents into Nextpoint, the platform stores them in folders — but by default there's no native way to browse your original subfolder structure the way you would in Windows Explorer or Finder. The FilePath Browser is a standalone HTML add-on that reconstructs that folder tree, letting you navigate directly from any folder or file into your Nextpoint database.

This guide walks through the full setup process, from exporting the required load file to sharing the configured browser with your entire case team.

▶ Watch video walkthrough

Before You Begin

Before setting up the FilePath Browser, ensure that:

  • Your documents have already been imported into your Nextpoint database.
  • Documents were imported by selecting the highest folder level possible, allowing Nextpoint to capture the Root Folder and File Path metadata.
  • You have downloaded the FilePath Browser HTML file (filepathbrowser.html).
  • You have permission to access the Settings tab in your database.

Important

Always import documents at the highest folder level possible. If you browse into subfolders and select individual files during import, the File Path field will not be populated, preventing the FilePath Browser from reconstructing your original folder structure.

Table of Contents

Step 1: Create the Export Template

The export template only needs to be created once per database. It defines which metadata fields will be included in the CSV used by the FilePath Browser.

  1. Navigate to Settings.
  2. Select Export & Exchange.
  3. Click Create New.
  4. Name the export template (for example, File Path Browser).
  5. On the Files screen, do not select any files. This export will only generate a load file. Click Next.
  6. Skip the naming screen since no files are being exported. Click Next.
  7. On the Load File screen, enable Include Load File and select CSV as the format.
  8. Click Create New to create a new load file template.
  9. Name the template File Path Browser.

Configure the Load File Template

Add the following fields in the exact order shown below.

Field Order Matters

The FilePath Browser expects these fields in a specific sequence. Rearranging them may prevent the browser from loading the data correctly.

image.png

Tip

Using your mouse wheel while dragging fields makes it easier to reorder them in the template editor.

  1. Save the load file template.
  2. Save the export template.

Step 2: Export the Load File CSV

The exported CSV serves as the data source for the FilePath Browser. It represents a snapshot of your database at the time of export.

Note

If additional documents are imported later, you will need to generate a new CSV and update the browser. Instructions for updating the browser are provided later in this article.

  1. Go to the Review tab and search for an asterisk (*) to return all documents.
  2. Alternatively, from the Analytics tab, click the Total Documents count.
  3. Select all documents.
  4. Click Export and choose Load File.
  5. Enter a descriptive export name, such as: FPB_06-11-26_[DatabaseID]
  6. Click Export.
  7. Monitor the export under Data > Exports.
  8. When the export completes, click the folder icon to download the ZIP file.
  9. Extract the ZIP file.
  10. Locate the CSV file inside the extracted folder. This file contains the metadata required by the FilePath Browser.

Good to Know

Since only a CSV is being exported, the process typically completes much faster than a standard production export. If other export jobs are already running, your job may wait in the queue until system resources become available.

Step 3: Load the CSV into the FilePath Browser

  1. Open the FilePath Browser HTML file in your web browser (double-click to open it locally).
  2. Click Load Data.
  3. Navigate to your Downloads folder, select the CSV file from your export, and click Open.

You will see the folder tree populate, including:

  • Documents with no root folder (imported loosely)
  • Folder structures from your imported lay files
  • Mailbox folders — PST and MBOX files show their internal folder hierarchy using the Mailbox Path field

Not Linked to Nextpoint Yet

At this stage, clicking files will not navigate to Nextpoint. You still need to configure the database URL in Step 4.

Step 4: Configure Database Settings

  1. In the FilePath Browser, click the Settings icon (gear icon).
  2. Paste in the URL of your Nextpoint database. You can copy it from anywhere in the database — the browser parses the relevant portion automatically.
  3. Confirm the database type indicator at the bottom of the settings panel. It displays D for Discovery or L for Litigation next to your database name.
  4. (Optional) Set a default Grid View template. To find the template number, go to Settings > General in Nextpoint, click Edit on your default template, and note the number in the URL.
  5. (Optional) Configure a sort order for documents opened from the browser.
  6. Click Apply.

Tip

If you have custom Grid View templates that include File Path or Mailbox Path columns, consider pointing the browser to one of those for the most useful review experience.

Once configured, clicking the arrow icon next to any file opens that document directly in your Nextpoint database. Clicking the arrow next to a folder name opens a Grid View showing all documents in that folder.

Step 5: Save and Share the Configured Browser

After configuration, save a fully intact copy and share it with your case team so they do not need to repeat setup.

  1. In the FilePath Browser, click Download. The file saves as an HTML file named after your original CSV export.
  2. In your Nextpoint database, go to the Share tab.
  3. Click Share a File.
  4. Give the file a descriptive name (for example, File Path Browser) and add version notes such as the date or V1.
  5. Click To My Device, navigate to your Downloads folder, and select the HTML file you just saved.
  6. Click Share a File to upload.

Anyone with access to the Share tab can now open the FilePath Browser without any additional setup — they click the file name and the fully configured browser opens in their browser window.

Keeping the Browser Up to Date

The FilePath Browser is a point-in-time snapshot. If you import additional documents after the initial setup, update the browser to include them.

  1. Re-run the export using the same File Path Browser template (Step 2).
  2. Open the existing FilePath Browser HTML file and click Load Data.
  3. Load the new CSV file.
  4. Click Download to save the updated HTML file.
  5. In Nextpoint, go to the Share tab, click on the File Path Browser entry, and select Share New Version.
  6. Add a date or version note, upload the new HTML file, and click Share New Version.

The Share tab will serve the updated version to anyone who opens it.

Frequently Asked Questions

Why are some documents showing no root folder?

Documents imported loosely — not at the folder level — will not have a root folder or file path value. To avoid this going forward, always import by selecting the folder itself rather than drilling in and selecting individual files.

My mailbox folders are not showing up correctly.

Mailbox data from PST and MBOX files uses the Mailbox Path field rather than the File Path field. Confirm that both Mailbox File and Mailbox Path were included in your load file template. If those fields are present in the CSV, the browser will display mailbox folder trees automatically below the section listing files by file path.

Clicking a file opens the wrong database.

Go to the Settings icon in the FilePath Browser and verify the URL you pasted. Make sure it is from the correct database. The browser reads only the base URL and database identifier — the specific page you copied it from does not matter.

I imported more documents. Do I need to redo everything?

No — you only need to redo Steps 2 through 5. Your export template and load file template are already saved in the database. Run a new export, load the new CSV, download the updated browser, and upload a new version to the Share tab.

Can I set this up in multiple databases?

Yes. The export template and load file template need to be created once per database (Step 1). Steps 2 through 5 are repeated for each database whenever you want to set up or refresh the browser.

Quick Reference Checklist

  • Import documents at the folder level (not file-by-file)
  • Create export template with File Path Browser load file template (once per database)
  • Add required fields in order: Nextpoint ID, File Path, Root Folder, File Name, Mailbox File, Mailbox Path, Import Batch
  • Export all documents as CSV load file
  • Download and unzip the export
  • Open FilePath Browser HTML and load the CSV
  • Configure database URL via the Settings icon and click Apply
  • Download the configured HTML file
  • Upload to the Share tab in Nextpoint for team access
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