Getting Started & Account Setup
Accelerator Courses
- Litigation Optimization
- Discovery Optimization
- Accelerator 1 - Ediscovery 101
- Accelerator 2 - Account and Case Organization
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
- Accelerator 4 - Analytics through Searching
Workflow
New User Guide
Logging In
- Getting Started with SSO (Single Sign-On)
- Selecting a Subdomain for Login
- Two-Factor Authentication
- Setting up your User Profile
- Logging In & Troubleshooting Tips
- Change Your Password or Email Address
Account & Database Setup
- Subscription Pass-Through Invoice Generator
- Data Control Admins
- View Only Permission Level
- Database Archiving
- Nextpoint Discovery v. Litigation
- Create a New Project with Client/Matter Number
User Management
Accelerator Courses
This tutorial will contain best practices for navigating and using a Litigation Database. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction to Litigation Databases
- Part 2: Deposition Designations
- Part 3: Video Depositions
- Part 4: Searches, Fields, and Exhibits
- Part 5: Presentation and Theater View
If you would like to receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the End User Accelerator B: Litigation Optimization module.
Course Notes:
- If you need to get your relevant documents into your Litigation database after having reviewed them in a Discovery database, you can leverage the Nextpoint Exchange feature
- Organize your Litigation database with the proper folders and folder categories for different areas of the litigation process (witnesses, exhibits, depositions, productions, etc.)
- Once you have your exhibits organized in the order that you would like in a folder, you will need to create an exhibit stamp template to use to give these documents exhibit stamps
- Customize an exhibit export template to your specifications
- You can now export your exhibit folder (click the ellipses to the right of the folder -> click export -> choose your export template -> export) and share it via email with whoever you choose
-
This article should show you how to import your depositions and proceedings into your Litigation database from the File Room
Remember, when importing a video deposition, the process is to 1) import your sync file (transcript), 2) import your video file, 3) marry them together - You may want to hyperlink exhibits to portions of your transcripts
- Once you have completed your imports successfully, you can begin creating designation and objection clips
- You can also create custom reports to export your designations
- Users often will use the Litigation suite as a transcript repository by transferring their transcripts into a central location to allow them to conduct research on while preparing for future cases/depositions
- You can use Nextpoint Theater mode to create and download treatments that you can use in PowerPoint presentations for opening/closing arguments, or it can be used to call things out when presenting live in the court room or via Zoom (as long as there is a stable internet connection)
Litigation Optimization
Discovery Optimization
This tutorial will best practices for navigating and using a Discovery Database. It encompasses seven short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Database Analytics
- Part 2: Folders and Categories
- Part 3: Discovery Fields
- Part 4 - Field and Coding Customization
- Part 5 - Redactions and Image Markups
- Part 6 - Document Level Coding and Modifications
- Part 7 - Search Tips and Tricks
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the End User Accelerator A: Discovery Optimization module.
Course Notes:
- The Analytics page is a customizable, high-level, visual overview of the data that has been imported into your database (or the results of whatever search syntax you enter into the search bar)
- There are three primary organizational tools used in Nextpoint. From most broad to most specific (folder categories, folders, document coding)
- Customizing your grid view with specific metadata fields can be extremely helpful throughout the review process
- For those not yet comfortable building out a boolean search starting from scratch, the Advanced Search tool is an easy way to have Nextpoint guide you through creating the search syntax you would like to use
- Whenever you build out searches that you would like to use/edit frequently, you can save that search and access it later
- Instead of describing where a document is located in a database, you can share a specific document with your review team via email
- You can also assign folders to team members to review
- Highlighting and redacting portions of documents can easily be done in Nextpoint as well
Discovery Optimization
Ediscovery 101
This tutorial will introduce you to various parts of Ediscovery processes and terminology. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction to ESI
- Part 2: ESI Protocols and Data Collection
- Part 3: Data Imports
- Part 4: Document Review
- Part 5: Document Production
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 1: Ediscovery 101 module.
Additional Notes:
- For a general outline of support articles available for our Discovery suite, please visit our "Nextpoint Discovery Workflow" support article.
- For a general outline of support articles available for our Litigation suite, please visit our "Nextpoint Litigation Workflow" support article.
- If you would like to schedule a more in-depth look at general Ediscovery topics with one of our experts, please complete the training request form.
Accelerator 1 - Ediscovery 101
Account and Case Organization
This tutorial will guide you through setting up your account and database and preparing for a successful review of your data. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction, Account HQ, and User Management
- Part 2: Projects and Databases
- Part 3: Categories and Folders
- Part 4: Coding Documents
- Part 5: Redactions and Highlights
- Part 6: Other Review Features
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 2 - Account and Case Organization module.
Course Notes:
- The Account Dashboard is where you can create, manage, and edit projects and databases along with managing user settings, billing information and more
- The File Room is where uploading and organizing your documents begins; it acts as a storage unit to secure your data
- You can add data stored locally on your computer to the File Room (using the drag and drop or Upload Files features) or you can request files when you need to collect data from others
- Once the files are in your File Room, you can then import them into your database. Here are some best practices when it comes to the File Room/Importing
- Organizing your database is hugely important throughout the eDiscovery process. Some of the tools that you have available to you in Nextpoint are folders and folder categories
- Another organizational tool that is crucial to the review process is the use of coding. You can assign coding in the document level review or via bulk action
- Creating your own custom codes pertaining to your case before you begin the review process can be very helpful after you have completed your review
Accelerator 2 - Account and Case Organization
Uploads & Imports
This tutorial will guide you through the process of uploading data sets to your file room and importing mailboxes, loose files, and productions with a load file. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1 - Upload/Import Overview
- Part 2 - Uploading Documents to the File Room
- Part 3 - Importing a Mailbox File
- Part 4 - Importing Multiple Files
- Part 5 - Importing a Production with a Load File
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Course Notes:
- The first step for getting any documents imported into your database is to upload them into the File Room; it acts as a storage unit to secure your data.
- You can add data stored locally on your computer to the File Room (using the drag and drop or Upload Files features) or you can request files when you need to collect data from others.
- Once the files are in your File Room, you can then import them into your database. Here are some best practices when it comes to the File Room/Importing.
- This workflow takes you through getting basic imports (single mailbox, multiple files) into your database.
- This workflow takes you through the process of importing a production with a load file into your database.
- After your production with load file import has finished processing, the last step is to family link the import.
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
Analytics through Searching
This tutorial will guide you through the process of searching your database for specific document sets and organizing these searches to aid your review. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction and the Analytics Tab
- Part 2: Basic Boolean Searching
- Part 3: Saved and Metadata Searches
- Part 4: Searching on Bates Numbers
- Part 5: Advanced Search and Filters
- Part 6: Search Hit Highlights
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 4 - Analytics through Searching module.
Course Notes:
- Whenever starting to learn how to search effectively, the Nextpoint Search Guide is a great resource to explain the different fields available, and best practices for building out searches within the app
- Use the Analytics page to build out searches to identify different types of documents, search by different metadata fields, identify documents by specific date ranges, and check the progress of coding for relevancy and privilege status across your database
- The rule of thumb when creating searches is to design them in the following format: Field_name:value. An example would be date:01/11/2002
- Whenever you build out searches that you would like to use/edit frequently, you can save that search and access it later
- For those not yet comfortable building out a boolean search starting from scratch, the Advanced Search tool is an easy way to have Nextpoint guide you through creating the search syntax you would like to use
- Utilizing search tactics during pre-review and during the review process is highly recommended as they are easy to customize to be broader or narrower as needed
- Filters are typically used in the post-review process to identify documents for production
Accelerator 4 - Analytics through Searching
Workflow
This is a typical workflow in your Nextpoint Litigation database, although you might find yourself jumping in somewhere in the middle, or doing steps in a different order.
Click on any step to get helpful information, or use the search box to the right to find answers to your questions.
Note: Reads top to bottom then left to right.
Nextpoint Litigation Workflow
This is a typical workflow in Nextpoint Discovery, although you might find yourself jumping in somewhere in the middle, or doing steps in a different order.
Click on any step to get helpful information, or use the search box to find answers to your questions.
| Set-up Database | Process Documents | Organize Review | Review Documents | Monitor Status | Produce |
|---|---|---|---|---|---|
| Add users | Import documents | Create folders | Review a document | Review status | How to Endorse Documents |
| Add custom coding | Checking import status | Add users to a folder | Mark responsive by issue | Track review history | Group documents by family |
| Create document grid view | Document deduplication | Search for docs | Mark for privilege | Track time | Produce/export |
| Document De-NISTing | Add docs to folder | Redact or Highlight documents | Production Workflow | ||
| Exchange |
Don't feel like reading? Check out some Recorded Trainings
Nextpoint Discovery Workflow
Production Workflow
New User Guide
We’re excited to introduce Ned, your new AI Support Assistant, now available in all Nextpoint databases! Ned replaces the traditional "Help" button with a smarter, faster, and more intuitive way to get the answers you need.
What Can Ned Do for You?
- Quick, Custom Responses: Instantly find answers pulled from our help center articles.
- Smart Suggestions: Receive related resources, even when an exact match isn’t available.
- Direct Support Access: Submit support requests seamlessly without leaving your workflow.
How to Use Ned
Getting help with Ned is simple! Follow these steps to get started:
- Open Ned: Hover over the orange Help tab located at the bottom-right corner of your database.
- Start Interacting: Click the tab and type your question or request.
You can ask Ned about workflows or specific topics. For example:
- "How do I import transcripts?"
- "How do I search for email authors?"
Additional Features
- Feedback Matters: If Ned’s response is helpful, click the thumbs up icon. If it isn’t quite right, click the thumbs down icon to let us know. Your feedback helps us improve Ned for everyone.
- Access the Help Center: Quickly browse the help center directly through Ned.
- Contact Support: Submit a support request directly through Ned by selecting "Submit a Support Request".
When you submit a request, a support ticket is automatically created. This includes your chat history, ensuring our support team can assist you efficiently.
Watch a Quick Video to Get Started
For a brief overview, check out the video below to see Ned in action and learn how to make the most of your new support assistant!
Introducing Ned: Your AI Support Assistant
Nextpoint Security Practices
Ensuring the security and confidentiality of client data is top priority for Nextpoint. With our secure cloud infrastructure built on Amazon Web Services, we have enacted several levels of stringent security measures, from physical controls to encrypted data protection.
It’s important that all legal teams understand best practices for protecting client data. But it’s equally important that firms take the time to understand the security measures in place for the platforms they use to store client data. Understanding these measures allows you to be confident that your clients’ data is stored with a technology partner that you can trust.
To learn more about Nextpoint’s extensive security practices, please visit nextpoint.com/trust. For now, here is an overview of our key security measures:
- Extensive backups and disaster security precautions ensure your data is always there when you need it.
- Nextpoint data stored by Amazon Web Services is hosted in nondescript data centers that feature extensive physical and environmental controls, such as military grade perimeter control berms and natural boundary protection.
- All employees must complete annual security training and undergo thorough background checks as part of the Nextpoint hiring process.
- Nextpoint conducts regular internal audits involving our operations team and Site Reliability Engineering Team. These audits center on a Secure Software Development Life Cycle (SDLC) as part of our ongoing commitment to building and maintaining secure applications.
- All data access is tracked through a documentation trail. Multi-factor authentication and session timeouts further guard against unauthorized access.
- Data is encrypted both at rest and in storage. Processing takes place on virtual machines explicitly provisioned to serve only one client per lifetime.
- Nextpoint invests in additional technologies from Amazon Web Services to enhance data security, including CloudWatch, virtual private cloud, and Identity and Access Management.
- Nextpoint is continuously audited to ensure our compliance with SOC II Type 2 security standards.
For tips on what your team can do to keep client data secure, check out our “Nextpoint User Security Tips” support article.
Nextpoint Security Practices
Welcome to Nextpoint! If you are looking for the essentials to get you up and running, you have come to the right place. Below, we have broken down the on-boarding process which will walk you through the journey of working in Nextpoint for the first time.
Part 1: Getting Started in Nextpoint
Account Administrators:
The first time you log into Nextpoint, you will need to set up your user profile.
You will then be taken to your Account Dashboard to begin setting up projects and their associated databases. Once a database has been created, you can invite the appropriate users to access.
Not an Account Administrator?
Your account administrator will need to create your project and database(s) and add you to them. Once they do, you will receive an invitation to the database and to set up your user profile. You will then be able to login and can access your database directly.
On a single case plan?
If you are on a single case plan, your first steps will be to complete your User Profile Setup, then data transfer and import, as outlined below (skipping the aforementioned Account Setup). Nextpoint single case plans only include one case, therefore Account Dashboard access is not necessary for end-users and the Account Setup process is managed by your Account Director.
If you would like to set up additional cases in Nextpoint or gain further account dashboard access, please contact your Account Director to discuss your options.
Part 2: Upload Data to the File Room and Import
It is important to note that before proceeding with any of the below-mentioned import methods, users should set and/or verify their deduplication settings as deduplication happens upon import.
There are 4 steps to getting your documents into your database for review:
Step 1: Upload your data into your Nextpoint File Room
Click on the Data Tab and you will be automatically taken to your database's File Room.
There you can upload your data in 3 ways:
- Drag-and-drop individual files into your Nextpoint File Room, where you can then import them into Nextpoint. and for direct processing into Nextpoint.
- Upload multiple files to your Nextpoint File Room, where you can then import them into Nextpoint.
- Ask our data team to manage the import, either by moving it to your File Room or physically mailing it to us.
Step 2: Import your data into your Discovery database.
- For a collection of loose files, simply click the blue "Import" button next to the folder with your data and follow the prompts to get the data processing.
- For mailbox files (like .mbox or .pst files), navigate to the file in the File Room, check the box next to the file, and click "Import selected." Then follow the prompts to get the data processing.
- For produced data, follow the instructions in this link to process the data.
Detailed instructions for import methods can be found here. Additionally, our Import FAQ page has a list of common questions we receive from new users approaching their first import in Nextpoint.
Step 3: Set up Your Coding Panel
- Click on "Settings" > "Coding."
- Add any "Responsive Issues" or "Privilege Codes" you would like when reviewing your documents.
- Add any additional custom fields that you would like to use (e.g. a "hot doc" checkbox or "Attorney Notes" paragraph field) and add them to the "Hot Fields" section of your coding panel.
Step 4: Review Your Data
- Click on the "Review" tab to begin reviewing your data set:
- Select any folders you created on import to begin reviewing data subsets
- Run searches on your data to isolate specific data sets
- Review data sets and click into individual documents from the Grid View.
- Code individual documents for responsiveness and privilege or bulk code sets of documents.
Part 3: Learning Opportunities for Beginners
- Accelerator 1 - Ediscovery 101
- Accelerator 2 -Account and Case Organization
- Accelerator 3 - Uploading and Importing
- Accelerator 4 – Analytics through Searching
- Accelerator 5 - Productions, Exports, and Exchanges
- Accelerator 6 - Advanced Litigation Organization - Exhibits
- Accelerator 7 - Advanced Litigation Organization - Transcripts
You can also watch additional training videos and webinars detailing many Nextpoint workflows and features, as well as more broad eDiscovery concepts, in the Nextpoint Help Center.
Helpful Links
Bookmark the Nextpoint Help Center and use it as your first resource for any product-related questions. To get you started, the below articles address the most common questions our support team receives:
Quick Start Guide
Estimated reading time: 10-15 mins
Welcome to Nextpoint! If you are looking for the essentials to get you up and running, or maybe you just need a refresher, you have come to the right place. Below, we have broken down the on-boarding process into a series of training modules which will walk you through the journey of working in Nextpoint from the initial Account Setup to Presenting your Case in an arbitration or trial (and everything in-between). So, let's get started...
Section I: Getting Started in Nextpoint
Account Setup
When you sign up with Nextpoint, we will set up your account and add the appropriate Administrator(s) to the Account Dashboard where project and database setup takes place. If you are an Account Administrator, you will first need to set up your user profile as described below.
After you set up your user profile, you will have access to the Account Dashboard to begin setting up projects and their associated databases. Once a database has been created, you can invite the appropriate users to access.
Note: If you are not an Account Administrator, you can begin with the steps outlined in the below User Profile Setup section.
On a single case plan?
If you are on a single case plan, your first steps will be to complete your User Profile Setup, then data transfer and import, as outlined below (skipping the aforementioned Account Setup). Nextpoint single case plans only include one case, therefore Account Dashboard access is not necessary for end-users and the Account Setup process is managed by your Account Director.
If you would like to set up additional cases in Nextpoint or gain further account dashboard access, please contact your Account Director to discuss your options.
User Profile Setup
For any Nextpoint user, the first step in getting started is to be added to a specific database, or if you are an Account Administrator, to the firm’s Account Dashboard. First-time users added to any database will need to set up a User Profile with pertinent details, accept the terms of use, and authenticate/verify their computer device.
When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by an Administrator. Click on the hyperlink in the email to activate your User Profile. You will then be directed to the user onboarding sequence where you can set up your profile in five easy steps.
Note: If you are expecting an invitation to access a database and have not yet received it, please first check your Spam and Trash for an email from Nextpoint.
Data Transfer and Import
Users can import data into Nextpoint three different ways - Drag & drop, utilize the File Room, or ask our team to assist. It is important to note that before proceeding with any of the below-mentioned import methods, users should set and/or verify their deduplication settings as deduplication happens upon import.
- Drag-and-drop individual files for direct processing into Nextpoint.
- Upload multiple files to your Nextpoint File Room, where you can then import them into Nextpoint.
- Ask our data team to manage the import, either by moving it to your File Room or physically mailing it to us.
Detailed instructions for import methods can be found here. Additionally, our Import FAQ page has a list of common questions we receive from new users approaching their first import in Nextpoint.
Learning Opportunities for Beginners
Product Documentation
Bookmark the Nextpoint Help Center and use it as your first resource for any product-related questions. It’s packed with step-by-step guides to Nextpoint’s features and common workflows, as well as answers to frequently asked questions. To get you started, the below articles address the most common questions our support team receives:
Training Videos
You can also watch training videos and webinars detailing many Nextpoint workflows and features, as well as more broad eDiscovery concepts, in the Nextpoint Help Center. In addition to articles provided in the previous Product Documentation section, below are the key training videos we recommend to users getting started (or, if you just need a refresher):
- Product Certification Series
- Power Search 101
- Database Customization and Discovery Setup
- Production Workflow
Remote Training
Nextpoint offers free, on-demand training called iSpring. Learn valuable, time-saving tips from the pros in these sessions covering both the Discovery and Litigation applications in Nextpoint.
Interested in more personalized training?
The Nextpoint Account team is happy to schedule a 1:1 session covering the topic of your choice. You can use any training credit included in your plan, or pay a predetermined fee based on the length of the session and our hourly services rate. To schedule a training, please fill out this form.
Section II: Setting Your Case Up for Success
Establishing Ground Rules with Opposing Counsel
Rule 26(f) of the Federal Rules of Civil Procedure mandates that parties to a litigation must negotiate the terms of discovery in a process that’s often referred to as a meet-and-confer. When digital collections are involved, subtle differences in these terms can have an enormous impact on your review burden and the cost of eDiscovery.
To help attorneys navigate this process, we’ve created a free “Winning the Meet & Confer Process" guide to download that includes:
- A checklist of what to bring to your meet-and-confer
- Common production specifications for eDiscovery data
- A tool for estimating the page count of your data
A webinar on this process can be found here.
Building a Smart Data Strategy
When your custodians have large or complex sets of data, technology experts can often identify unnecessary eDiscovery expenses before they arise. By consulting our Data Strategy team—a cross-functional group with both legal and technology expertise—you may be able to significantly reduce your review burden or make other eDiscovery steps more efficient.
Information on specific advantages of consulting with Nextpoint’s Data Strategy team early in your case is available in this PDF.
Planning Your Review
The high labor costs of reviewing many pages of data often make document review the most expensive part of eDiscovery. Staying organized and communicative can save you lots of time and money.
This recorded webinar offers an excellent primer on how to set yourself up for an efficient review process. (Discussion of review planning begins at the 18:06 mark.)
Scaling Up Your Litigation Support
Feeling overwhelmed by a litigation technology task or deadline? Our Client Success team of skilled litigation support professionals can collaborate with your case team to accomplish a wide range of custom discovery, litigation, and trial presentation deliverables. Contact your Account Director for details.
Section III: Common Workflows and Best Practices
Basic Discovery Workflow
This chart sequentially breaks down common document review processes from database setup to production, with articles that teach you how to perform them yourself in Nextpoint.
Basic Litigation Workflow
This chart sequentially breaks down common pre-trial and trial processes including deposition management, issue designations and presentation in court, with articles that teach you how to perform them yourself in Nextpoint.
Tips for Searching Documents in Nextpoint
Nextpoint search is capable of pinpointing relevant documents with some advanced techniques that aren’t available in common search engines. Learn how to use them all here and as a reminder, you can always reference the Nextpoint Search Guide.
Nextpoint New User Guide
User Security Tips from Nextpoint
Nextpoint is built on the world-class security architecture of Amazon AWS, so you'll never have to worry about the infrastructure that protects your clients' data.
But just as in any software, it's important that anyone who uses the system follows user-level best practices to prevent an unauthorized person from gaining access to his or her account.
Here are our top six user security recommendations: (download the PDF and share it with your team)
Nextpoint User Security Tips
Logging In
What is SSO?
Single Sign-On (SSO) enables you to log in to Nextpoint using your company credentials seamlessly. Nextpoint’s SSO is based on SAML and supports integration with Okta and Azure Active Directory.
How it Works:
- Nextpoint serves as the Service Provider (SP) and offers automatic provisioning.
- You are not required to manually register as a user in Nextpoint.
- When Nextpoint receives a SAML response from the Identity Provider (IdP), it checks if the user exists.
- If the user doesn't exist, Nextpoint automatically creates a user account.
This streamlined process ensures effortless access to Nextpoint using your company credentials, enhancing security and convenience.
Configuring SSO
If your firm uses Okta or Azure Active Directory, reach out to your Nextpoint account manager or contact our support team at support@nextpoint.com so we can help you get started with SSO.
If your firm uses a different IdP that you would like us to expand to, reach out to our team or submit our Feature Request form here.
Signing in with SSO
If your account owner or system administrator has already set up SSO for your Nextpoint account, you can conveniently use SSO to log in on the web with the following steps:
- Visit Nextpoint.com
- Click on the Sign In button located at the top right corner of the main page.
- Choose the region of the database you want to access.
- You’ll then be prompted to enter the subdomain associated with your database.
*If you’re unsure what your subdomain is, follow the "Forgot your Subdomain?" instructions to receive an email reminder.
- If SSO is enabled for your subdomain, you’ll have the option to select the Single Sign-On option:
- You’ll be directed to your Single Sign-On provider’s page to sign in securely.
- After successfully signing in, you’ll be automatically directed back to the Nextpoint application.
Getting Started with SSO (Single Sign-On)
Background: As part of the login recent login changes, users will now be required to login to their specific subdomain during the login process.
When logging in for the first time you will be prompted with the following:
Simply enter your subdomain, and then select Continue.
If you have forgotten your subdomain then select "Forgot your subdomain?". You will then be prompted to enter your email address:
Enter your email address and then select "Send Reminder". The domain name will be sent to your email address. Select "Back to Sign in" and then copy and paste the domain name from the email you received.
If you have any questions or need any assistance please reach out to support@nextpoint.com
Selecting a Subdomain for Login
At Nextpoint, we take security very seriously. We understand that the security of our customers' data is of utmost importance, and we work hard to ensure that our platform is as secure as possible. One of the ways we do this is by using two-factor authentication (2FA) to protect login to our platform.
Two-factor authentication is an extra layer of security that requires users to provide two forms of identification before they can access their account. This ensures that even if someone manages to obtain a user's login credentials, they still won't be able to access their account without also having access to the second form of identification.
At Nextpoint, we offer Email pin two-factor authentication (2FA).
The process of using email pin 2FA works like this: after entering their username and password, the user will be prompted to enter a unique code that has been sent to their email address. This code is valid for 1-hour, after which it will expire and a new code will need to be generated.
We take the security of our platform very seriously and are committed to providing our users with the highest level of security possible. If you have any questions or concerns about our security measures, please don't hesitate to reach out to our support team for more information.
In addition to Two-Factor Authentication, Nextpoint also offers Single Sign-on (SSO) for an added layer of security. You can read more about this option here.
Two-Factor Authentication
First-time users added to any database will need to set up a user profile with pertinent details, accept the terms of use and authenticate/verify their computer device.
When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by the Admin.
Click on the hyperlink in the email to activate the onboarding sequence. You will be taken to the User Account Setup page, where you can set up your account in four easy steps:
1 | Set your password
Create a new password, and confirm password. Click Continue to move to the next step.
2 | Add your details
Fill in your details. All fields are required to verify identity, maintain audit trails and access logs, and provide the highest levels of product support and data security.
Click Continue to move to the next step.
3 | Accept Terms of Use
Read the Nextpoint Terms of Use, and click Agree to accept the Terms of Use and move to the next step.
4 | Verify your device
The final step is device verification. Enter the system generated PIN that is emailed to you (it is time-sensitive).
For security purposes:
- Each time you log in from a new device, you will need to enter a PIN that will be emailed to you.
- DO NOT copy and paste this PIN from your email, as there may be hidden characters that will cause an error.
- You can enter a Computer Name so that you can easily track the devices used to access your account.
Click "Continue" to complete your Nextpoint user registration. You will be directed to the specific case to which you were invited.
If you are having issues logging in to Nextpoint, please click here.
Setting up your User Profile
For any Nextpoint user, the first step in getting started is to be added to a specific database, or if you are an Account Administrator, to the firm’s Account Dashboard. First-time users added to any database will need to set up a User Profile with pertinent details, accept the terms of use, and authenticate/verify their computer device.
Outlined below are the steps you can expect when logging in for the first time and subsequently logging in "the next time" after your initial setup:
When first added as a Nextpoint user, an auto-generated email will be sent to the email address provided by your Account Administrator.
Click on the hyperlink in the email to activate your User Profile. Upon clicking, you will then be directed to the user onboarding sequence where you can set up your profile in five easy steps.
Note: If you are expecting an invitation to access a database and have not yet received it, please first check your Spam and Trash for an email from Nextpoint.
If this is not your first time logging in, see section below covering Logging In After Initial Setup.
Once your User Profile setup is complete as outlined above in the section title "Logging in for the First Time", you are ready to log in via any internet browser.
If you were not redirected after completing the onboarding process, check the previously received invitation granting you access. Contained within will be a custom firm URL formatted similarly to firmname.nextpoint.com -- this is your Account URL.
An example is shown below:
To log in, open any browser, and navigate to your Account URL. Once there, enter your username (email address) and password (as set up during the initial onboarding process), then click Log In.
When on a personal device (not shared):
- Check 'Disable session expiration' on the log in page to avoid Nextpoint signing you out after 30 minutes of inactivity. Checking this may be beneficial if you intend to start uploading data to the File Room upon logging in.
- Check 'Remember my email' so when you come to the log in page in your next session, you will not need to input your username/email again.
TIP: When logging in the first time, bookmark your Account URL to avoid needing to go back to the original email invitation with the link each time. Read more here on how to create a bookmark in Chrome, Firefox, and Safari
Single Sign-On (SSO) enables you to log in using your company credentials seamlessly. Nextpoint’s SSO is based on SAML and supports integration with Okta and Azure Active Directory.
If your Organization uses Okta or Azure and you are interested in setting up SAML SSO login for your team, reach out to your Nextpoint account manager or contact our support team at support@nextpoint.com so we can help you get started.
See our article here for more details.
If your account owner or system administrator has already set up SSO for your Nextpoint account, you can conveniently use SSO to log in on the web with the following steps:
- Visit Nextpoint.com
- Click on the Sign In button located at the top right corner of the main page.
- Choose the region of the database you want to access.
-
You’ll then be prompted to enter the subdomain associated with your database.
*If you’re unsure what your subdomain is, follow the "Forgot your Subdomain?" instructions to receive an email reminder.
-
If SSO is enabled for your subdomain, you’ll have the option to select the Single Sign-On option:
- You’ll be directed to your Single Sign-On provider’s page to sign in securely.
- After successfully signing in, you’ll be automatically directed back to the Nextpoint application.
Help! I'm having trouble logging in.
If you are having issues logging in to Nextpoint, a series of troubleshooting options are linked below.
User Security Best Practices
- Each time you log in from a new device, you will need to enter a PIN that will be emailed to you. If you find yourself entering a PIN every time you log in on the same device, we recommend checking to make sure you have "Cookies Enabled" in your browser. This is how your PIN is saved to recognize your device.
- DO NOT copy and paste this PIN from your email, as there may be hidden characters that will cause an error.
- Enter your Computer (Device) Name so that you can easily track the devices used to access your account (e.g. Work Computer, John's iPad, etc..)
Common Login Issues
Having trouble accessing your Nextpoint account? These are the most frequent scenarios our support team has encountered in the past, along with steps for resolving them.
Click the “Forgot Password?” link underneath the "Log In" button. Nextpoint will email you a link to reset your password.
For security purposes, all Nextpoint invites have a time limit. If you did not set up your user account within the time limit, you will need a new invite.
If you are the first user on the account, please contact your Nextpoint Account Director. They will work with you to send a new invite.
Note: Our user invites only work for the person they are issued to. If you attempt to register using an invite link with someone else’s name on it, you will also see this error message. Please ask the account administrator to send you an invite of your own.
Copy-and-pasting the password sometimes leads to this error. Try typing it instead.
Check with your Firm's Nextpoint Administrator to make sure you’ve been added to the case and your email address was spelled correctly.
If it wasn’t, have your Admin add you as a user with the correct email.
They can also choose to remove the incorrect user email by clicking Users > Current > (select email address), then selecting Remove Completely.
If your email address was spelled correctly, please contact your Client Success Director or Support.
Nextpoint needs an active connection to launch. Check your internet connection and see if other websites are loading normally.
In rare cases, Nextpoint may be down. To check whether this is the case, visit http://status.nextpoint.com.
First, check your Spam folder.
If the email is there, move it back to your inbox and be sure to whitelist emails from Nextpoint. If the instructions in the previous link don't seem to be working for your mail client, ask your IT manager for help.
If the email is not there:
- Whitelist emails from Nextpoint.
- Confirm the invitation to access was sent to the correct email address (e.g. look for typos, old email addresses, etc...).
- Ask your IT manager to check firewalls and make sure emails from Nextpoint are allowed in.
- Please submit a ticket with the database number and the invited user’s name and email address to support@nextpoint.com. We will resend the invite.
Occasionally these emails will be received with a delay from the mail server. If possible, please allow 10-15 minutes for the email to come through. If it’s been more than 15 minutes, check your Spam folder.
If the email is there, move it back to your inbox and be sure to whitelist emails from Nextpoint. If you’re unsure of how to do this, ask your IT manager for instructions.
If the email is not there:
- Whitelist emails from Nextpoint.
- Ask your IT manager to check firewalls and make sure emails from Nextpoint are allowed in.
- Request another device PIN. To do this, click the link at the bottom of the Verify Device page of the onboarding screen.
Log in again and try to request a new PIN. If the PIN email is still not delivered, follow the steps for Issue 7 above.
This can happen if your browser isn’t allowing cookies. Here’s a WikiHow article explaining how to enable cookies.
A 403 error can occur for a number of reasons. Here are some potential solutions:
- Clear your browser's cache/cookies/history
- Try another browser
- Try the incognito tab on your browser
- Deactivate any plug-ins on your browser
What if I still can’t log in?
Send an email with your name, Database ID and a description of what you’re encountering to support@nextpoint.com.
Logging In & Troubleshooting Tips
To make edits to your User Profile details or change your password, access My Profile at the top right of any page in Nextpoint by clicking the Person Icon My Profile.
Once in My Profile, you can reset your password and/or make edits to your user details.
- To change your password, click Reset Password in the upper right hand corner. You will then be prompted to change your password.
- To change the email associated with your account (for which you use to login to Nextpoint), make any necessary updates in the Email Address section of the Edit Your Profile page.
Click Update to save your changes.
Change Your Password or Email Address
Account & Database Setup
The Subscription Pass-Through Invoice Generator is currently in beta. If you're interested in joining the beta program, please click here to express interest.
Video Walkthrough
Subscription Pass-Through Invoice Generator
Every Nextpoint account has a Data Control Admin established during the account creation process. Data Control Admins are those individuals in your Nextpoint account who are responsible for approving data requests such as custom reports, deletion of data, and transfer of data. This enables us to more carefully oversee how we store, use, protect, and dispose of your firm’s information.
The specific requests for which Data Control Admin approval is required are the following:
Locating your firm’s Data Control Admin
For account administrators with Account Dashboard access:
- Navigate to your firm’s Account Dashboard > Security tab, and you will see the Data Control Admin information listed in the table.
If you do not have access to the firm’s Account Dashboard, please contact your firm’s administrator for more information and support in completing your request.
Data Control Admins
View Only Permission Level
In both Discovery and Litigation databases, advanced users can now assign a new permission level to another user: View Only. Advanced users will be able to assign View Only users to specific folders and documents without any of the associated coding, notes or metadata. Users with view only access will view documents with a trimmed down coding panel in order to limit their capabilities.
In the database, View Only users have access to the "Review," "Share," and "Timekeeping" tabs, can run limited searches (on word/phrases and/or on limited metadata fields), and can click directly into the folders they have access to:
Once a set of documents are selected, the grid view template will allow View Only users to review a limited set of metadata for each documents. Users may also review the document set in "CHRON View" by selecting it from the drop down under "Views" (1).
At the document level, View Only users cannot view highlights or page notes made by other users, nor can they redact or highlight documents. They can complete the following actions:
1. Toggle between the Image and Search views.
2. Search within a document using Nextpoint's search hit highlight feature.
3. Share a document with another person.
4. Select more document options to view saved treatments of the document (4a) or view the document in theater mode (4b).
5. View redactions made by other users and make page notes on the documents they review.
View Only Permission Level
Which databases are archived?
Nextpoint automatically archives any database that has had no user activity for a period of one year.
What does the archiving process entail?
Archived databases are pulled from active status and are stored as a single encrypted file within the same AWS (Amazon Web Services) region. This ensures the same security protections currently in place with active databases in your account. Archived databases retain all of their historical data, documents, and history, but will need to be activated and reindexed before access can be restored.
When will archiving occur?
Archiving of inactive databases takes place on a rolling basis each month pursuant to the Nextpoint Service Level Agreement (SLA).
Please review the databases in your current account. If there are any inactive databases within your account that your team wishes to keep active, simply login or email operations@nextpoint.com to let us know.
If you or your team require help identifying inactive databases, please reach out to your account director directly.
Where are archive databases stored?
Your databases will be put into separate cloud storage in the same AWS region in which your account resides. Upon request, this data can be made readily available as needed for cases that reemerge.
Why should I archive unused databases?
Nextpoint performs annual audits for three key reasons. First, limiting exposure to inactive data is a security best practice. Second, a data audit of this type keeps the overall Nextpoint system healthy, stable, and responsive. Third, having an up-to-date active case list prevents any confusion and difficulty when searching for the cases you need to access.
How do I request my data get archived, or alternatively, keep my database active?
If for any reason you need to access your database again, you can contact Nextpoint support, and we will schedule your data to be remounted and made available to you within 5 business days at no charge.
To cancel a pending archive, see this video and follow the steps to change the database status back to "Active."
Will this affect my pricing plan?
Archiving is considered normal included maintenance in your subscription service and does not affect your pricing.
Other Common FAQs?
Does this include my file room data?
Data stored in your file room will not be affected with this audit. Those files will remain accessible with your S3 credentials. Because you will no longer be able to log into the database through the Nextpoint app, please contact Nextpoint support at support@nextpoint.com if you need to copy or download additional files from your current file room.
Will my data be deleted once archived?
No, Nextpoint will not delete any data. All databases included in your list will only be archived. Archiving means that Nextpoint will take this particular data out of your active and accessible data storage and place it into a single file in secure cloud storage that can be made available upon request.
What if I don't want to archive my database?
You can cancel a pending archive request by changing the database status back to “Active” from within your account dashboard. See this link.
Where can I view my databases once they are archived?
All archived databases are still visible in your account dashboard. Their status is updated to read “Archived”.
How will this change affect the historical information saved per user in each database?
No changes will be made to your database. All information is retained exactly as is and will be that way when restored.
How often do archiving audits occur at Nextpoint?
To maintain reliable functionality and response rates, Nextpoint conducts database audits and archiving of inactive databases annually. This is standard practice in the data industry.
Database Archiving
Nextpoint offers users two essential and distinct software workflows, Discovery and Litigation. Each is purpose-built to manage data in secure, collaborative, databases which you can set up as needed, and customize to meet your specific case and team needs.
While Discovery and Litigation each have unique capabilities, there are many similarities across the platform which aim to streamline your experience from collection and processing to preparing for trial, and everything in between.
Should I set up a Discovery or Litigation database for this matter?
To help aid in this common question, we’ve provided a brief infographic which describes common data type categories, what users need to accomplish, and the resulting recommendation for database type (Discovery v. Litigation):
Another approach to managing produced data:
While users most commonly manage native client data in a Discovery database, we also see users apply the analytics and relevancy review components of Discovery databases to make an initial "relevant vs. not relevant" cull of a large production (100GB+) received from a producing party.
If you find yourself in this situation, please read our FAQ which outlines this particular workflow in further detail.
Have additional questions as you set up your first database in Nextpoint? Contact your Account Director and we'll help you get started.
Discovery
Nextpoint Discovery, focuses on facilitating your data analysis, document review for relevancy and privilege, and electronic production.
Simple and secure drag & drop upload
The Drag & Drop Import functionality is extremely helpful when you need to import native data, often in the format of pst, mbox, or zip. Database setup and all the complicated and critical stuff (deduplication, OCR, imaging, metadata extraction) is done automatically—and there are NO data charges.
Still need to collect data from your end-client? You can securely Request Files from any third party (clients, counsel, etc...) from your Nextpoint File Room.
Dynamic 360º views of all your case
A customizable visualization of your entire database gives you critical “big-picture” insight to make smart decisions immediately after upload. Quickly execute bulk-culling or coding, and properly organize your review from the outset.
Flexible document review
Customize almost everything in real-time (views, tags, coding, bulk actions, and more) for your particular team or project.
Modern evidence exchange
Exchanging evidence is more secure, always free, and as easy as sending an email.
Litigation
In Nextpoint Litigation, you can begin to build your case story with your post-production documents and depositions, exhibit stamp, build chronologies, and create electronic document binders to be used in any case proceeding.
In addition to robust evidence management, you can also import, markup and report on deposition or proceeding transcripts, and even present in Nextpoint Theater.
Organize key issues and themes
Stay focused with custom foldering and issue assignment of all key evidence.
Digital exhibit stamping
Easily customize and execute your exhibit stamping workflow.
Prepare witness binders
Utilize issues, tags, and highlight markups to organize a witness binder and sequence the documents based on your witness outline. You can later export clean versions for the witness and a highlighted copy with notes for your own preparation.
Effortless transcript management
Instantly record designations, objections, transcripts and review video.
Gather the insights you need
Create custom chronologies and reports to better understand your documents and transcripts.
Instantly create document treatments
Pull up documents on the fly and create call-outs for presentation in Nextpoint Theater.
Build your case story by linking Facts, People, and Issues.
Quickly filter aspects of a story by date range, specific individuals, or the issues involved in the case for deposition and trial prep with Chronology features.
Visual Timeline Builder
Create visual timelines using lists of facts. These visuals can be used for organization, trial and witness prep, or even as demonstratives in a trial.
Get started with our Discovery and/or Litigation Workflows.
Nextpoint Discovery v. Litigation
If you are new to Nextpoint and wanting to set up your account and your first project, simply email sales@nextpoint.com with the following information:
- Names and emails of users needing access to project
- Project caption
- Approximate number of pages
Our Client Success team will take care of the rest, and you will be notified when the project has been created.
Once we receive a customer’s completed hosting agreement, the project will be set up and you can start uploading documents immediately.
Adding Projects to your Account
This functionality is for Account Administrators only.
Set up a New Project
A project is any collaborative enterprise that is designed to achieve a particular aim. A project could be a legal case or matter, an investigation, a document review, a collaborative data analysis, or a research activity. Projects allow you to organize data and deploy resources to interact with that data in secure, nested databases.
To add a new project to your account, navigate to your Account Dashboard by clicking on the the displayed database name in the top left of your screen.
From here, click Manage Account.
On the Projects tab, click on the green Create button located above the table. A drop down menu will appear.
Select New Project
From there, simply add your Project Name, Client Number and Matter Number and click Save.
Client Number and Matter Number will appear on all Nextpoint databases within this project and on your monthly Nextpoint statements to assist in billing.
If you ever want Nextpoint to complete this for you, complete this form here.
Add an Existing Database to your Projects
To add an existing database to your projects, click on the three dot menu next to your project name and select Add Existing Database.
Note: From this same three dot menu, you can also "Edit Project" and add Client and Matter numbers to any existing projects.
Choose which database(s) you would like to add to your project and click Save.
Any database added to the selected project will be removed from all other projects!
In the alternative, you can create a new project as you are creating a new database. To add a new database, follow the instructions here.
Create a New Project with Client/Matter Number
User Management
User Management Update
We are pleased to announce several additions to the User Management tab which will provide Account Administrators greater visibility into their account usage, activity, and cost metrics::
- Dashboard Admins can now search and filter columns within User Management
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Tables were added to the top of the User Management tab containing the following metrics:
- Cost/User - The cost of each license
- Active - The number of licenses currently in use
- Available - The number of licenses available for use
- Exceeded - The number of licenses in use but not included in the current contract
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Two columns were added to the User Management tab
- Projects - Allows Admins to view how many projects each user has access to
- License Type - Allows Admins to view each user's license status and type (See definitions below)
- Dashboard Admins can manage/modify a user's license type from the User Management tab
We have incorporated the updates from this release in the supporting content below. If you should have any questions, please contact your Client Success Director.
User Management for Dashboard Administrators
Nextpoint is pleased to offer User Management, available to All-Access Dashboard Admins in the Account Dashboard. From here, Dashboard Admins can now effectively view and manage all users in their firm's Nextpoint account.
User Management functionality includes the following:
- View all users in the firm's account and their associated details
- View all databases accessible to a particular user and their last access time
- Revoke a user's access for an individual database(s)
- Revoke a user's access for all databases
- Edit a user's database access level*
- Grant access for an individual database(s)
- Add a new account user, grant database access, and set access level*
*Important to note: Dashboard Admins are only permitted to grant access or edit user access levels in databases which they (the Dashboard Admin) have Advanced Access. This was thoughtfully considered by the Nextpoint team to ensure appropriate security measures are taken when handling access to client data and potentially sensitive materials.
I am a Dashboard Admin and need to grant database access to a user, but I do not have Advanced access to the database. What do I do?
To mitigate potential delays in gaining database access, a common workflow suggestion from Nextpoint is that Dashboard Admins add all other Dashboard Admins as Advanced users anytime they create a new database.
However, if you are a Dashboard Admin, and need assistance gaining access to a database, please first contact any other Dashboard Admin or Advanced User in the particular database and request they modify your access level. If an alternative internal contact is unavailable, please contact support@nextpoint.com for assistance.
Definitions
| Term | Definition |
|---|---|
| Firm Account | Your firm's Nextpoint account which houses all projects, databases, and any associated data. |
| Account Dashboard | An overview of user activity, data imports, and other key metrics associated with your firm's account. Access to the Account Dashboard is reserved for the Account Administrator(s). |
| Account Dashboard Administrator | A person(s) having administrative control of a firm's Account Dashboard and maintaining the ability to monitor user activity, user access, data imports, key metrics and the creation of new Projects and Databases. |
| Database | A secure, collaborative, workspace which hosts both active and inactive data. |
| User | Anyone having access to a database in your firm's account. |
| License Type | Reference the main User Management tab, far right column. Here, you will see a status displayed for each user which outlines if they are Active or Inactive, and a description of the user license option(s) included in your contract. (e.g. Active - Internal). Note, if a user is Inactive, they are associated with your account, but do not currently have access to any databases. |
Navigating User Management
Outlined below, are the steps for navigating the different User Management functionalities.
To view all users in your firm's account, begin by navigating to your Account Dashboard via the top left drop-down > click Manage Account.
Click on the User Management tab. All users in your account will be listed together with their email address, last database they accessed, date they last accessed Nextpoint, total count of projects to which they have access, and their license type.
This instant snapshot of account users and their recent activity will provide Dashboard Admins the opportunity to be more proactive when it comes to account activity and license management.
To add a new user to your firm's account (e.g. a new attorney joins the firm), first navigate to your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Then, click the green Add User button at the top right of your User Management screen.
- You will be prompted to enter the user's email address at the top left and select the appropriate license type for that user (e.g. Internal).
- Select the database(s) to which you would like to add the user. Click the arrow at the top of the list to open a drop-down and select "All Databases" or "None", or in the alternative, check the boxes next to individual databases to make your selection.
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Select the access level(s) for Discovery and Litigation databases, respectively.
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Finalize your selections by clicking the green Add User button.
If you are the Dashboard Admin adding the user, you will receive a confirmation email recording the user and databases to which they now have access.
The invited user will receive an email from Nextpoint with a link to setup their user account and accept the invitation to access the database(s).
To view all databases a user can access and when they last accessed, first make sure you have navigated to the User Management tab of your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Then, click on the user's name or email from the comprehensive list.
You will be brought to the User Details page which displays all databases the user currently can access.
Supporting information includes the associated project name, database type (Discovery or Litigation), access level, and timestamps for when they were invited to the database, joined the database by accepting the invitation, and last accessed.
To revoke a user's access to individual databases, first make sure you've navigated to the User Management tab of your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Click on the user's name or email from the comprehensive list.
You will be brought to the User Details page which displays all databases the user currently can access.
- Select the database(s) from which you would like to remove the user's access.
- Finalize your selection by clicking Remove from Database.
You will be prompted to confirm "Are you sure you want to remove this user's database access". Click OK to confirm or Cancel to deny and return to the User Details page.
This action cannot be undone.
If you are the Dashboard Admin removing the user, you will receive a confirmation email recording the user and databases from which they have been removed.
Note: The Admin who removed the user is the only recipient of this email. The user will not receive an email acknowledging their access removal.
To inactivate a user in your your firm's account (e.g. a paralegal user is not currently working on a case in Nextpoint, but may in the future), first navigate to your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
From the main User Management tab, navigate to License Column and select Inactive from the drop-down menu.
Note: Inactivating a user will remove them from all databases. If they should become Active again in the future, they will need to be re-added to any applicable databases.
You will be prompted to confirm "Are you sure you want to remove this user from all databases? This cannot be undone.". Click OK to confirm or Cancel to deny and return to the User Details page.
This action cannot be undone.
If you are the Dashboard Admin removing the user, you will receive a confirmation email recording the user and databases from which they have been removed.
Note: The Admin who removed the user is the only recipient of this email. The user will not receive an email acknowledging their access removal.
To remove a user from your firm's account (e.g. an attorney leaves the firm), first navigate to your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Click on the user's name or email address to be brought to the User Details page which displays all databases the user currently can access.
Click the red Delete User button at the bottom right of the page.
You will be prompted to confirm "Are you sure you want to remove this user from all databases? This cannot be undone.". Click OK to confirm or Cancel to deny and return to the User Details page.
This action cannot be undone.
If you are the Dashboard Admin removing the user, you will receive a confirmation email recording the user and databases from which they have been removed.
Note: The Admin who removed the user is the only recipient of this email. The user will not receive an email acknowledging their access removal.
The User Management functionality also allows Dashboard Administrators to edit a user's access level for individual databases. To do so, first navigate to your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Click on the user's name or email address to be brought to the User Details page which displays all databases the user currently can access.
From the User Details page, locate the database for which you would like to update the user's access.
- Click the current Access Level (in the below instance, Advanced) so a drop-down of the various access levels appears.
- Then, select the new Access Level you would like to assign the user in the selected database (in the below instance, Standard). The user's access level will be automatically updated when a new Access Level is selected from the drop-down.
To grant an (existing) user access to a database, first navigate to your Account dashboard via the top left drop-down > Manage Account > and click on User Management.
Click on the user's name or email address to be brought to the User Details page.
By default, the User Details page displays all databases the user currently can access via the Current Access tab.
To add the user to a database which they do not yet have access, click on the tab titled Add to Databases.
- Select the database(s) to which you would like to add the user with access.
- Select the access level(s) for Discovery or Litigation databases, respectively.
- Finalize your selections by clicking the green Add User button.
Want to learn more about User Management and how you can add to your firm's Nextpoint account? Contact your Account Director for further information.
Account-Level User Management for Dashboard Administrators
In any Nextpoint database, there are four to five user access levels available for adding users with access being granted per database. The different user types, based on lowest to highest amount of access are: Reviewer, Basic, Standard, and Advanced.
| Access | Description |
| View Only |
View Only users can view documents assigned to them via a Folder (including redactions on those documents), share documents with others, and make page notes on these documents. They cannot view highlights or page notes made by other users, or redact/highlight documents. |
| Reviewer |
Reviewers can access, code and set review statuses only for documents assigned to them via a Folder. They cannot apply bulk action coding decisions to a group and/or family of documents. Note: The Reviewer access level is not available for selection in Litigation databases as folders cannot be assigned. |
| Basic | Basic users can access all data, but in a read-only format. They cannot add, edit or delete documents. |
| Standard | Standard users can view all data and are able to edit and add information. They do not have access to manage users and/or settings such as folders, issues, and fields. |
| Advanced | Advanced users have full control to manage users, add/edit/delete evidence (in bulk) and manage settings such as folders, issues, and fields. This role should be reserved for a small number of users. |
| Dashboard Administrator | A person(s) having administrative control of a firm's Account Dashboard and maintaining the ability to monitor user activity, data imports, key metrics and the creation of new Projects and Databases. |
Outlined below are the specific permissions for each user role:
| ACTION DESCRIPTION | VIEW ONLY | REVIEWER | BASIC | STANDARD | ADVANCED |
ADMIN |
|---|---|---|---|---|---|---|
| ACCOUNT DASHBOARD / SETUP | ||||||
| Access Account Dashboard via 'Manage Account' | ☑️ | |||||
| Projects > Access existing projects and databases | ☑️ | |||||
| P: Access list of monthly users hyperlinked in Users column | ☑️ | |||||
| P: Create new Project via green Create Button | ☑️ | |||||
| P: Create new Discovery + Litigation database via 'Create' button | ☑️ | |||||
| P: Add (new) Discovery + Litigation database to existing Project via three-dot menu | ☑️ | |||||
| P: Add Existing database to existing Project via three-dot menu | ☑️ | |||||
| P: Edit existing Project via three-dot menu | ☑️ | |||||
| User Management > Access user list of names, email, and last db/time accessed | ☑️ | |||||
| UM: Add new user and grant access to databases via '+ Add User' button | ☑️ | |||||
| UM: Delete user access via hover on name and clicking red 'X' at right | ☑️ | |||||
| UM: Access user details via click on hyperlinked user name in list | ☑️ | |||||
| UM: Via user details, access 'Current Access' tab and remove or update permissions | ☑️ | |||||
| UM: Via user details, access 'Add to Databases' tab and grant permissions | ☑️ | |||||
| Dashboard Access > Add and delete other Account Administrators | ☑️ | |||||
| Billing Information > Access and update billing information | ☑️ | |||||
| Customization > Customize account logo and favicon | ☑️ | |||||
| FILE ROOM | ||||||
| Access File Room | ☑️ | |||||
| "Request Files" from File Room | ☑️ | |||||
| Create folder in File Room | ☑️ | |||||
| Upload data to File Room via Upload Files/Drag & Drop | ☑️ | |||||
| Download individual files from File Room | ☑️ | |||||
| Delete files and folders stored in File Room | ☑️ | |||||
| IMPORT | ||||||
| Import data from File Room | ☑️ | |||||
| Modify Import Data Settings in guided import workflow | ☑️ | |||||
| Assign Custodian(s) on Import | ☑️ | |||||
| Utilize load file mapper > Production with Load File imports | ☑️ | |||||
| Utilize load file mapper > CSV Overlay imports | ☑️ | |||||
| View list of import batches via DATA > Import | ☑️ | |||||
| View batch details page (processing details and warnings) | ☑️ | |||||
| Run Family Linking for Production with Load File Imports/CSV Overlays | ☑️ | |||||
| Delete empty import batches | ☑️ | |||||
| Import new page for existing document | ☑️ | |||||
| Import new native for existing document | ☑️ | |||||
| SETTINGS | ||||||
| Access SETTINGS tab | ☑️ | |||||
| Trash Settings > Modify | ☑️ | |||||
| Grid View Column Templates > Create, edit and delete | ☑️ | |||||
| Key Term highlights > Create, edit and delete | ☑️ | |||||
| Folders > Create, edit, delete and inactivate | ☑️ | |||||
| Folder Categories > Create, edit, and delete | ☑️ | |||||
| Responsive Issues > Create, edit, delete and inactivate | ☑️ | |||||
| Privilege Codes > Create, edit and delete | ☑️ | |||||
| Confidentiality Codes > Create, edit and delete | ☑️ | |||||
| Redaction Reasons > Create, edit and delete | ☑️ | |||||
| Fields > Create, edit and delete | ☑️ | |||||
| Hot Fields > Add, remove (custom) Fields as Hot Fields | ☑️ | |||||
| Custodians > Create, edit and delete | ☑️ | |||||
| Attachment Index on Email Images > Enable/Disable | ☑️ | |||||
| Endorsement (Bates) Templates > Create, edit, and delete | ☑️ | |||||
| Exchange Pin Settings > Set and modify | ☑️ | |||||
| Export Templates - Create, edit, and delete | ☑️ | |||||
| Load File Templates - Create, edit, and delete | ☑️ | |||||
| ANALYZE / SEARCH | ||||||
| Search Documents in Discovery | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Search Documents in Litigation | ☑️ | NA | ☑️ | ☑️ | ☑️ | |
| Access and utilize Advanced Search | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Access and utilize Filters | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Access and utilize Analytics tab | ☑️ | ☑️ | ||||
| Create and delete "public" saved searches | ☑️ | |||||
| Access "public" searches saved by other users | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Create and delete private saved searches | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Access folder metrics via review progress bars | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Access and utilize Global Account Search | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| FOLDERS + CATEGORIES | ||||||
| Assign folders in bulk | ☑️ | |||||
| View all folders | ☑️ | ☑️ | ☑️ | |||
| View folders assigned to your user | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| View all folder categories | ☑️ | ☑️ | ☑️ | |||
| Manage Favorites folder category | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Folder Categories > Create, edit, delete | ☑️ | |||||
| Folders > Create, edit, delete | ☑️ | |||||
| Access unfoldered documents link from folder list | ☑️ | ☑️ | ☑️ | |||
| Add Notes to a folder which user has access | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Check out a folder to which your user is assigned | ☑️ | ☑️ | ☑️ | ☑️ | ||
| BULK ACTIONS | ||||||
| Split existing Folder into subsets for batch assignment | ☑️ | |||||
| Add, remove, resequence and create new folders via Bulk Actions | ☑️ | |||||
| Add and remove Review Status (Relevancy) via Bulk Actions | ☑️ | ☑️ | ||||
| Add and remove Privilege Status via Bulk Actions | ☑️ | ☑️ | ||||
| Add and reset Confidentiality Status via Bulk Actions | ☑️ | ☑️ | ||||
| Update Field values via Bulk Actions | ☑️ | ☑️ | ||||
| Add and remove tags via Bulk Actions | ☑️ | ☑️ | ||||
| Add and remove image-exception placeholders via Bulk Actions | ☑️ | ☑️ | ||||
| Remove Endorsements via Bulk Actions | ☑️ | ☑️ | ||||
| Add and remove Custodian(s) via Bulk Actions | ☑️ | |||||
| Trash and restore documents en masse | ☑️ | |||||
| Export documents en masse as Individual PDFs | ☑️ | |||||
| Export documents en masse as Combined PDF | ☑️ | ☑️ | ||||
| Export document information en masse via Load File export | ☑️ | ☑️ | ||||
| Make bulk coding decisions for famlies and threads at document-level | ☑️ | ☑️ | ||||
| GRID VIEW | ||||||
| Select Documents for bulk coding | ☑️ | ☑️ | ||||
| Preview documents in Grid View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Access documents from Grid View | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Switch Grid View template | ☑️ | ☑️ | ☑️ | ☑️ | ||
| DOCUMENT VIEWER - TOOLBAR | ||||||
| View Documents | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Access document history via Views/Edits/Markups | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Toggle Image, Key Terms and Text Viewer Modes | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Access Native via "Download Original" | ☑️ | ☑️ | ☑️ | |||
| Share document | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Print document | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Viewer Tools > Make Image Markups (Redactions & Highlights) | ☑️ | ☑️ | ☑️ | |||
| Viewer Tools > Toggle Image Markups (Redactions & Highlights) | ☑️ | ☑️ | ☑️ | |||
| Viewer Tools > Rotate Document | ☑️ | ☑️ | ☑️ | |||
| Viewer Tools > Zoom in and out on document | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Viewer Tools > Flag documents with Image Report for further review (by user) | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > Generate PDF | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > Export Family of current document | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > Add pages to current document | ☑️ | |||||
| Document Options > View document pages | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > Enable document splitting tool | ☑️ | |||||
| Document Options > Organize Document pages | ☑️ | ☑️ | ||||
| Document Options > Add/replace native | ☑️ | |||||
| Document Options > Trash current document | ☑️ | |||||
| Document Options > View document in Theater and make treatments | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > View document in Theater and view saved treatments | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Document Options > Delete Saved Treatments generated in Theater | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Remove Image Markups via Views/Edits/Markups tab | ☑️ | ☑️ | ☑️ | |||
| Update Bates at top left of each page; individually or in bulk for document | ☑️ | ☑️ | ||||
| DOCUMENT VIEWER - CODING PANEL [DISCOVERY] | ||||||
| See Source mailbox | ☑️ | ☑️ | ☑️ | |||
| View current document and any related family members, thread, and dupes | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Search within a document | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Family/bulk coding | ☑️ | ☑️ | ☑️ | |||
| Code document | ☑️ | ☑️ | ☑️ | |||
| View Image Markups & Page Notes | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Create Image Markups & Page Notes | ☑️ | ☑️ | ☑️ | ☑️ | ||
| View Additional Coding Fields | ☑️ | ☑️ | ☑️ | |||
| Edit Additional Coding Fields | ☑️ | ☑️ | ☑️ | |||
| View Custodians | ☑️ | ☑️ | ☑️ | |||
| Edit Custodians | ☑️ | ☑️ | ||||
| View Folders | ☑️ | ☑️ | ☑️ | |||
| Edit Folders | ☑️ | ☑️ | ||||
| DOCUMENT VIEWER - CODING PANEL [LITIGATION] | ||||||
| View Relations panel | NA | ☑️ | ☑️ | ☑️ | ||
| Edit Relations panel | NA | ☑️ | ☑️ | |||
| Add/Remove Folders via family coding | NA | ☑️ | ☑️ | |||
| Add/Remove Exhibit stamps | NA | ☑️ | ☑️ | |||
| Add/Remove Document Issues via family coding | NA | ☑️ | ☑️ | |||
| View Hot Coding Fields | NA | ☑️ | ☑️ | ☑️ | ||
| Update Hot Coding Fields | NA | ☑️ | ☑️ | |||
| View Coding Fields/Fields sections | NA | ☑️ | ☑️ | ☑️ | ||
| Update Coding Fields/Fields sections | NA | ☑️ | ||||
| Add/Remove Placeholders & Endorsements | NA | ☑️ | ||||
| Add/Remove Custodians via family coding | NA | ☑️ | ||||
| EXPORT & EXCHANGE | ||||||
| Download individual files from Grid View | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Download and delete user's own exports under the "My Downloads" tab | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Export Documents as combined pdf (via folder list or grid view) | ☑️ | ☑️ | ||||
| Export load file from grid view list | ☑️ | ☑️ | ||||
| Export Exhibit List from Folder dropdown in Litigation | NA | ☑️ | ☑️ | |||
| Export Documents as individual pdfs (via grid view) | ☑️ | |||||
| Export utilzing Export Templates (folder list) | ☑️ | |||||
| Create, update, edit, and delete Export Templates | ☑️ | |||||
| Create, update, edit, and delete Load File Templates | ☑️ | |||||
| Reach the Exports area to view status etc | ☑️ | |||||
| View and download exports generated by all database users | ☑️ | |||||
| Delete and share exports generated by all database users | ☑️ | |||||
| Move exports to the File Room | ☑️ | |||||
| Copy documents to secondary database via Exchange | ☑️ | |||||
| Copy Deponent and Proceeding transcripts via Exchange | NA | ☑️ | ||||
| View status of document Exchanges | ☑️ | |||||
| Request a report of page counts in database | ☑️ | |||||
| BATES & IMAGE MARKUPS | ||||||
| Document Options > View document in Theater and make treatments | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Document Options > View Saved Treatments generated in Theater | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| Document Options > Make Image Markups (Redactions + Highlights) | ☑️ | ☑️ | ☑️ | |||
| Document Options > Delete Saved Treatments generated in Theater | ☑️ | ☑️ | ☑️ | |||
| Remove Image Markups via Views/Edits/Markups tab | ☑️ | ☑️ | ☑️ | |||
| Viewer Tools > Make Image Markups (Redactions & Highlights) | ☑️ | ☑️ | ||||
| Viewer Tools > Toggle Image Markups (Redactions & Highlights) | ☑️ | ☑️ | ||||
| Remove Endorsements via Bulk Actions | ☑️ | ☑️ | ||||
| Update Bates at top left of each page; individually or in bulk for document | ☑️ | ☑️ | ||||
| Create, update, edit and delete Endorsement Templates | ☑️ | |||||
| Utilize "Number & Endorse" and "Number" options for Documents via folder list | ☑️ | |||||
| Utilize "Remove Numbering" and "Remove Numbering & Endorse" options for Documents (folder list) | ☑️ | |||||
| DEPONENTS/PROCEEDINGS - LITIGATION | ||||||
| Access Deponent and Proceeding tabs | NA | ☑️ | ☑️ | ☑️ | ||
| Import transcripts (Deponents + Proceedings) | NA | ☑️ | ☑️ | |||
| Search across transcripts (Deponents + Proceedings) | NA | ☑️ | ☑️ | ☑️ | ||
| Transfer transcripts (Deponents + Proceedings) | NA | ☑️ | ||||
| Edit transcript details (Deponents + Proceedings) | NA | ☑️ | ||||
| Access Quick Links for Designations and Transcript Issues | NA | ☑️ | ☑️ | ☑️ | ||
| Add Clip for designation or transcript issue | NA | ☑️ | ☑️ | |||
| Search within transcript | NA | ☑️ | ☑️ | ☑️ | ||
| Browse > View existing clips | NA | ☑️ | ☑️ | ☑️ | ||
| Browse > Export CSV of page/line for a Designation or Transcript Issue | NA | ☑️ | ☑️ | ☑️ | ||
| Browse > Modify/Delete existing clips for a Designation or Transcript Issue | NA | ☑️ | ☑️ | |||
| Transcript Fields > Update in sidebar (Deponents + Proceedings) | NA | ☑️ | ☑️ | |||
| Bulk Clip Import > add set of clips from a file | NA | ☑️ | ☑️ | ☑️ | ||
| Merge > merge multiple designations on individual transcript | NA | ☑️ | ||||
| Report > Download Summary Report | NA | ☑️ | ☑️ | |||
| Report > Search Hit Report | NA | ☑️ | ☑️ | |||
| Report > Clip Summary Report | NA | ☑️ | ☑️ | |||
| Report > Generate reports for individual transcripts | NA | ☑️ | ☑️ | ☑️ | ||
| Related Documents > view related exhibits | ☑️ | ☑️ | ☑️ | |||
| Related Documents > Import or relate existing folder of exhibits | NA | ☑️ | ||||
| Settings > Create/edit/delete transcript Designations and Objections | NA | ☑️ | ||||
| Settings > Create/edit/delete Objection types | NA | ☑️ | ||||
| Settings > Create/edit/delete transcript Issues | NA | ☑️ | ||||
| Settings > Create/edit/delete transcript fields | NA | ☑️ | ||||
| Settings > Create/edit/delete Grid View Templates for transcripts | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Delete transcript | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > View in Theater | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Edit Deponent name | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Edit to access Advanced Settings | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Replace File | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Import Sync File | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Import/Edit/Delete Video Files | NA | ☑️ | ||||
| Individual Transcript > More Options > Edit > Initiate Video Presentation stitching | NA | ☑️ | ||||
| Evidence Dashboard / Chronology [Litigation] | ||||||
| Access Evidence Dashboard | ☑️ | ☑️ | ||||
| Access Chronology Tab | ☑️ | ☑️ | ☑️ | |||
| Create New Fact, Issue, Person from Chronology Tab | ☑️ | |||||
| Edit Facts, Issues, People from Chronology tab (by clicking on name) | ☑️ | |||||
| Filter on Fact, Issue, and People grids in Chronology tab | ☑️ | ☑️ | ☑️ | |||
| Access documents linked to Facts, Issues, and People from Chronology tab | ☑️ | ☑️ | ☑️ | |||
| Export CSV of Fact, Issue, and People grids from Chronology tab | ☑️ | ☑️ | ||||
| Export Key Documents from Chronology tab | ☑️ | ☑️ | ☑️ | |||
| Apply/Remove Facts, Issues, and People from current document | ☑️ | ☑️ | ||||
| Create New Fact, Issue, Person within document document-level | ☑️ | |||||
| Edit Facts, Issues, People within document (by clicking on name) | ☑️ | |||||
| Apply/Remove "Key Document" tag to current document | ☑️ | ☑️ | ||||
| Bulk tag set of search with "Key Document" tag (and ensure Chronology > Key Documents count updates) | ☑️ | ☑️ | ||||
| SHARE | ||||||
| Access Files in Share | ☑️ | ☑️ | ☑️ | ☑️ | ||
| Add files in Share | ☑️ | ☑️ | ||||
| Add a new version of a file in Share | ☑️ | ☑️ | ||||
| Edit the name, category, and description of files in Share | ☑️ | ☑️ | ||||
| Delete a file in Share | ☑️ | ☑️ | ||||
| USER ACCESS | ||||||
| View and edit time for your user | ☑️ | ☑️ | ☑️ | ☑️ | ☑️ | |
| View and code all documents in database | ☑️ | ☑️ | ||||
| View all documents in database, but cannot code | ☑️ | |||||
| View only folders/documents which have been assigned to your user by an Advanced user. | ☑️ | |||||
| Access Users tab and Add, update, remove user access to a database | ☑️ | |||||
| View and edit time for other users | ☑️ | |||||
| TRASH | ||||||
| View and restore documents in the trash | ☑️ | |||||
| Permanantly delete documents from trash | ☑️ |
Nextpoint User Access Levels & Permissions
*This functionality is available for Advanced users only. If you are unable to add a user, contact an Advanced user on your team.
To add a user to a Nextpoint Discovery database, take the following steps:
- On the top of any page in Nextpoint Discovery, navigate to USERS
- In Litigation, this function is available via MORE > Users
- Click Add New
- Enter the emails of the users you want to add, separated by commas.
- Pick the desired Access Level from the drop-down menu.
- Click "Add with Invite".
Note: By adding multiple users at once, it will assign the selected access level to all emails. If you have different access levels you want to assign users, please be sure add the emails as separate groups.