The following fields exist in Nextpoint without needing to explicitly add them to your database. Some are default fields to which you can map data during an import (Exhibit A), and others are protected fields to which you can not push data. While it is not necessary to map data to our default fields, it is best practice because it can reduce the number of fields you may need to search in your database
For instance, if you map "From" data in your load file to a custom "From" field instead of the default field "Email_Author," then to search your clients emails and those produced by Opposing Counsel for those authored by "John Smith," you would need to search:
email_author:"John Smith" OR from:"John Smith"
If you map the "From" field to "Email_Author," you only need to search:
to return hits in both sets of data.
One field not listed below that is very important to most load file imports is the field "begattach." This field allows Nextpoint users to link parent emails with their attachments in produced data imports. In this field the bates_start value of the parent email appears in the attachment's "begattach" field. The "begattach" field must be an exact match to the character string "begattach" and must be created in a database before family linking is possible.
Default Fields & Document Attributes
For any of the below-listed fields, you do not need to set up a new Field under SETTINGS > Coding. Instead, if you have a header value in Row 1 of your load file, make sure that the load file value matches the below default fields exactly.
Values can be imported by load file headers to the provided values. App Name indicates what your load file header should read. Visible vs. Hidden indicates if a field can be seen under SETTINGS Coding Fields (Visible), or if it isn't seen in the field list but can accept your load file information (Hidden).
|App Name||Visible vs. Hidden|
Important Field Notes:
- Custodian/Custodians are visible under Settings > Import > Custodians
- Have existing/historical Tags you want to migrate to Nextpoint's Additional Tags field? Your column header should read Tags and the values should be semicolon delimited (e.g. Bob Randolph; hard copy document; Production 1; 10/22/2019).
Protected System Fields
Data cannot be imported into any of the below fields because they are generated by the Nextpoint application.
If you’d like to map any of the below values into your database, you will be required to setup a field with a different name.
Note: Common fields replaced and suggested replacement values provided in parenthesis:
|Protected Field||Suggested Alternative|
|Filename||(use existing File Name)|
|Filepath||(use existing File Path)|
|Bates||(use existing Bates_start and Bates_end as applicable)|
|Created_at||(use existing Created_Date_Time)|
|Original_filename||(use existing File Name)|