Getting Started & Account Setup

New User Guide

• Quick Start Guide
• Nextpoint New User Guide
• Why Schedule a Kickoff Call?
• Account HQ: Collaborate, communicate, and standardize case management
• Meet & Confer Checklist
• Nextpoint User Security Tips

Logging In

• Setting up your User Profile
• Logging In & Troubleshooting Tips
• Change Your Password or Email Address
• Forgotten Password / Password Reset

Account & Database Setup

• Database Archiving
• Nextpoint Discovery v. Litigation
• Account Setup
• Create a New Project with Client/Matter Number
• How to Create a Database
• Locating Your Database and Document IDs

See all 10 articles

User Management

• Account-Level User Management for Dashboard Administrators
• Nextpoint User Access Levels & Permissions
• How to Add Users in Nextpoint