Data Planning & Import

Import Settings

• Import Types, Import Data Settings & Deduplication
• DeNIST Settings
• How to Set Up an Email Attachment Index

Nextpoint File Room

• Request Files from your Nextpoint File Room
• File Room: What is it & how do I use it?
• File Room & Import Best Practices Checklist
• Using CloudBerry on Windows to Transfer Files to Nextpoint

Import Your Data

• Collection Best Practices & Checklist
• How to Import Data in Nextpoint
• Assigning a Custodian to Your Data
• Using a Load File to Populate Folders & Responsive Issues
• Checking Import Status
• Building a Simple Load File

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Produced Data Imports

• How to Import a CSV Overlay
• How to Import Produced Data with a Load File
• How to Import Produced Data for Manual Import Type
• Produced Data Structure and Relative Path Information
• Produced Data Import Required Specifications
• Produced Data Imports, Exhibit A - Default Fields & Document Attributes

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Import FAQ

• Common Overlay Errors and Solutions
• FAQ: How does Nextpoint handle tracked changes on Word Documents?
• Import Frequently Asked Questions (FAQs)
• FAQ's on Importing
• Common Import Errors and Solutions
• FAQ: The date printed on my document is today's date. Why?

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