Training Videos
Litigation Updates Summer 2023
Accelerator 1: Ediscovery 101
Accelerator 2 - Account and Case Organization
- Accelerator 2 - Account and Case Organization Part 1: Introduction, Account HQ, and User Management
- Accelerator 2 - Account and Case Organization Part 2: Projects and Databases
- Accelerator 2 - Account and Case Organization Part 3: Categories and Folders
- Accelerator 2 - Account and Case Organization Part 4: Coding Documents
- Accelerator 2 - Account and Case Organization Part 5: Redactions and Highlights
- Accelerator 2 - Account and Case Organization Part 6: Other Review Features
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 1: Upload/Import Overview
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 2: Uploading Documents to the File Room
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 3: Importing a Mailbox File
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 4: Importing Multiple Files
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 5: Importing a Production with a Load File
Accelerator 4 - Analytics through Searching
- Accelerator 4 - Analytics through Searching Part 1: Introduction and the Analytics Tab
- Accelerator 4 - Analytics through Searching Part 2: Basic Boolean Searching
- Accelerator 4 - Analytics through Searching Part 3: Saved and Metadata Searches
- Accelerator 4 - Analytics through Searching Part 4: Searching on Bates Numbers
- Accelerator 4 - Analytics through Searching Part 5: Advanced Search and Filters
- Accelerator 4 - Analytics through Searching Part 6: Search Hit Highlights
Accelerator 5 - Production, Export, and Exchange
- Accelerator 5 - Production, Export, and Exchange Part 1: Introduction to Productions
- Accelerator 5 - Production, Export, and Exchange Part 2: Creating and Quality Controlling a Production Folder
- Accelerator 5 - Production, Export, and Exchange Part 3: Creating an Endorsement Template and Endorsing Documents
- Accelerator 5 - Production, Export, and Exchange Part 4: Reviewing and Editing Templates and Running an Export
- Accelerator 5 - Production, Export, and Exchange Part 5: Sharing Productions and Exports
- Accelerator 5 - Production, Export, and Exchange Part 6: Exchange
Accelerator 6 - Advanced Litigation Organization - Exhibits
- Accelerator 6 - Advanced Litigation Organization - Exhibits Part 5: Presenting Exhibits
- Accelerator 6 - Advanced Litigation Organization - Exhibits Part 4: Exhibit Lists and Exports
- Accelerator 6 - Advanced Litigation Organization - Exhibits Part 3: Exhibit Stamping
- Accelerator 6 - Advanced Litigation Organization - Exhibits Part 2: Litigation Organization
- Accelerator 6 - Advanced Litigation Organization - Exhibits Part 1: Introduction and Exchange
Accelerator 7 - Advanced Litigation Organization - Transcripts
- Accelerator 7 - Advanced Litigation Organization - Transcripts Part 5: Other Features and Use Cases
- Accelerator 7 - Advanced Litigation Organization - Transcripts Part 4: Exhibit Linking
- Accelerator 7 - Advanced Litigation Organization - Transcripts Part 3: Transcript Reports
- Accelerator 7 - Advanced Litigation Organization - Transcripts Part 2: Transcript Designations
- Accelerator 7 - Advanced Litigation Organization - Transcripts Part 1: Introduction and Importing Transcripts
Discovery Optimization
- Discovery Optimization - Database Analytics (Part 1)
- Discovery Optimization - Folders and Categories (Part 2)
- Discovery Optimization - Discovery Fields (Part 3)
- Discovery Optimization - Field and Coding Customization (Part 4)
- Discovery Optimization - Redactions and Image Markups (Part 5)
- Discovery Optimization - Document Level Coding and Modifications (Part 6)
Litigation Optimization
- Litigation Optimization - Introduction to Litigation Databases (Part 1)
- Litigation Optimization - Deposition Designations (Part 2)
- Litigation Optimization - Video Depositions (Part 3)
- Litigation Optimization - Searches, Fields, and Exhibits (Part 4)
- Litigation Optimization - Presentation and Theater View (Part 5)
Trainings & Webinars
- How to Import Produced Data with a Load File (video)
- Lunch and Learn: Making the Most of the Load File Mapper
- Litigation 101
- Discovery 101
- Account Setup & Orientation
- How to Import Native Data
Workflows and How-To
- How to work with Bulk Actions
- Managing User Access from your Account Dashboard
- How to Customize Your Grid View
- How to Create Projects and Databases
- How to Access Different Nextpoint Databases
- How to Add Users to your Database
Litigation Updates Summer 2023
Litigation Updates Summer 2023
Accelerator 1: Ediscovery 101
Accelerator 1 - Ediscovery 101 Part 1: Introduction to ESI
Accelerator 1 - Ediscovery 101 Part 2: ESI Protocols and Data Collection
Accelerator 1 - Ediscovery 101 Part 3: Data Imports
Accelerator 1 - Ediscovery 101 Part 4: Document Review
Accelerator 1 - Ediscovery 101 Part 5: Document Production
Accelerator 2 - Account and Case Organization
Accelerator 2 - Account and Case Organization Part 1: Introduction, Account HQ, and User Management
Accelerator 2 - Account and Case Organization Part 2: Projects and Databases
Accelerator 2 - Account and Case Organization Part 3: Categories and Folders
Accelerator 2 - Account and Case Organization Part 4: Coding Documents
Accelerator 2 - Account and Case Organization Part 5: Redactions and Highlights
Accelerator 2 - Account and Case Organization Part 6: Other Review Features
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 1: Upload/Import Overview
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 2: Uploading Documents to the File Room
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 3: Importing a Mailbox File
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 4: Importing Multiple Files
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports Part 5: Importing a Production with a Load File
Accelerator 4 - Analytics through Searching
Accelerator 4 - Analytics through Searching Part 1: Introduction and the Analytics Tab
Accelerator 4 - Analytics through Searching Part 2: Basic Boolean Searching
Accelerator 4 - Analytics through Searching Part 3: Saved and Metadata Searches
Accelerator 4 - Analytics through Searching Part 4: Searching on Bates Numbers
Accelerator 4 - Analytics through Searching Part 5: Advanced Search and Filters
Accelerator 4 - Analytics through Searching Part 6: Search Hit Highlights
Accelerator 5 - Production, Export, and Exchange
Accelerator 5 - Production, Export, and Exchange Part 1: Introduction to Productions
Accelerator 5 - Production, Export, and Exchange Part 2: Creating and Quality Controlling a Production Folder
Accelerator 5 - Production, Export, and Exchange Part 3: Creating an Endorsement Template and Endorsing Documents
Accelerator 5 - Production, Export, and Exchange Part 4: Reviewing and Editing Templates and Running an Export
Accelerator 5 - Production, Export, and Exchange Part 5: Sharing Productions and Exports
Accelerator 5 - Production, Export, and Exchange Part 6: Exchange
Accelerator 6 - Advanced Litigation Organization - Exhibits
Accelerator 6 - Advanced Litigation Organization - Exhibits Part 5: Presenting Exhibits
Accelerator 6 - Advanced Litigation Organization - Exhibits Part 4: Exhibit Lists and Exports
Accelerator 6 - Advanced Litigation Organization - Exhibits Part 3: Exhibit Stamping
Accelerator 6 - Advanced Litigation Organization - Exhibits Part 2: Litigation Organization
Accelerator 6 - Advanced Litigation Organization - Exhibits Part 1: Introduction and Exchange
Accelerator 7 - Advanced Litigation Organization - Transcripts
Accelerator 7 - Advanced Litigation Organization - Transcripts Part 5: Other Features and Use Cases
Accelerator 7 - Advanced Litigation Organization - Transcripts Part 4: Exhibit Linking
Accelerator 7 - Advanced Litigation Organization - Transcripts Part 3: Transcript Reports
Accelerator 7 - Advanced Litigation Organization - Transcripts Part 2: Transcript Designations
Accelerator 7 - Advanced Litigation Organization - Transcripts Part 1: Introduction and Importing Transcripts
Discovery Optimization
Discovery Optimization - Database Analytics (Part 1)
Discovery Optimization - Folders and Categories (Part 2)
Discovery Optimization - Discovery Fields (Part 3)
Discovery Optimization - Field and Coding Customization (Part 4)
Discovery Optimization - Redactions and Image Markups (Part 5)
Discovery Optimization - Document Level Coding and Modifications (Part 6)
Litigation Optimization
Litigation Optimization - Introduction to Litigation Databases (Part 1)
Litigation Optimization - Deposition Designations (Part 2)
Litigation Optimization - Video Depositions (Part 3)
Litigation Optimization - Searches, Fields, and Exhibits (Part 4)
Litigation Optimization - Presentation and Theater View (Part 5)
Trainings & Webinars
The above training video has been bookmarked for your convenience.
- File Room Set Up - :20 Locating the File Room | 1:26 Uploading data to the File Room | 9:20 Validating your data structure
- Import Workflow - 12:14 Select production folder for import | 12:40 Import Data Settings | 18:32 Intro to Load File Mapper
- Load File Mapper Specifics - 24:01 Image Mapping | 25:18 Field Mapping | 30:14 Text/Native Mapping
- Post-Import - 32:55 Processing & Batch Details | 34:50 Family Linking
Additional Training and Support Information
File Room & Import Best Practices Checklist
Produced Data Structure and Relative Path Information
How to Import Produced Data with a Load File (video)
On January 18, we rolled out the much anticipated second installment of enhancements to the Nextpoint import experience with the introduction of a load file mapper for produced data imports.
In this 30-minute webinar, members of the Nextpoint product team discuss the benefits of the recent updates and provide a brief tutorial of the new functionality with workflow recommendations to help your team be more efficient.
Lunch and Learn: Making the Most of the Load File Mapper
Litigation 101
Discovery 101
Welcome to Nextpoint! The following video covers setting up your user profile, managing your account dashboard, setting up new projects and databases, adding users, and more.
You may also find our New User Guide and Account Setup topic helpful as you start setting up your account.
Account Setup & Orientation
The above training video has been bookmarked for your convenience.
- Locate the File Room - 00:00
- Upload your data to the File Room - 00:54
- Select your data for import - 05:45
- Confirm Import Data Settings - 08:20
- Initiate Import and Review Import Results - 11:23
- Locate your processed data - 11:52
Additional Training and Support Information
Collection Best Practices and Checklist
File Room & Import Best Practices Checklist
Assigning a Custodian to your data
How to Import Native Data
Workflows and How-To
Want to read more on Bulk Actions? Click here >
How to work with Bulk Actions
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.
For additional details on the User Management functionality, view our comprehensive topic here >
Managing User Access from your Account Dashboard
How to Customize Your Grid View
How to Create Projects and Databases
How to Access Different Nextpoint Databases
* This functionality is available for Advanced users only. If you are unable to add a user, contact an Advanced user on your team.
- On the top of any page in Nextpoint Discovery, navigate to USERS > Add New. In Litigation, this function is available via MORE > Users > 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".
Please 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.