Managing AWS S3 Credentials

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Your Nextpoint Database's File Room storage is hosted in an Amazon S3 bucket and secured with unique, confidential credentials. These credentials allow you to connect to the File Room using external tools such as the AWS CLI, CloudBerry, and Transmit.

Note: Credentials expire every 90 days

Your File Room credentials automatically expire after 90 days. Once expired, uploads will fail until new credentials are generated.

If you are having trouble connecting or uploading files, we recommend first checking whether your credentials have expired. See Credential Expiration for more details.


Accessing Credentials in Settings

A dedicated Credentials Management section is available under Settings > Imports (or More > Settings in a Litigation database) for Advanced users.

This section provides:

  1. The File Room (S3) path
  2. Credential fields
  3. Links to setup guides for CloudBerry and Transmit

Requesting Credentials

You can generate S3 credentials directly by clicking the Request Credentials button.

When you request credentials, the system generates:

  • Access Key ID
  • Secret Access Key
  • Expiration Date

You can copy each value individually using the copy button next to the field.

Credential Visibility

For security purposes, your Access Key ID and Secret Access Key are masked by default. You can toggle visibility to reveal or hide these values as needed.


Requesting New Credentials

If you already have active (non-expired) credentials and select Request New Credentials, a confirmation prompt will appear.

This prompt warns that generating new keys may interrupt any uploads currently in progress. You must confirm before new credentials are generated.

This confirmation step does not appear if you are requesting credentials for the first time or if your existing credentials have already expired.


Credential Expiration

Your credentials automatically expire after 90 days. Once expired, uploads are blocked until you generate new credentials.

The system does not automatically issue new credentials—you must request them manually. Expired credentials are clearly marked with a status of "Expired" in the database.


Expiration Notifications

You will receive in-app notifications when your credentials are approaching expiration:

  • 5 days before expiration
  • 3 days before expiration

Standard users can view these notifications but cannot take action. Advanced users can click the notification to navigate directly to Settings > Imports to manage credentials.

Notifications are only shown for databases where credentials have previously been generated.


Using Your Credentials

Once you generate credentials, copy and paste your Access Key ID, Secret Access Key, and File Room path into your external tool to establish a connection.

Keep credentials secure

These credentials provide full access to your File Room. Anyone with access to them can view, copy, modify, or delete data. Keep this information strictly confidential and do not share it outside your organization.

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