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)
- View Only User Quickstart Guide
- Litigation 101
- Discovery 101
- Making the Most of the Load File Mapper
- Account Setup & Orientation
Workflows and How-To
- How to Set Up a Discovery Sandbox
- How to work with Bulk Actions
- Managing User Access from your Account Dashboard
- How to Create Projects and Databases
- How to Access Different Nextpoint Databases
- How to Convert a DAT Load File to a CSV
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
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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
Linking Email Families in Produced Data Imports
How to Import Produced Data with a Load File (video)
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View Only User Quickstart Guide
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Litigation 101
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Discovery 101
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.
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Making the Most of the Load File Mapper
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.
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Account Setup & Orientation
Workflows and How-To
The steps below will walk you through the process of setting up a Discovery Sandbox within Nextpoint:
Step 1: Loose File Imports
Import the Lay files in two groups:
-
- In your file room, click into the “Lay Files” folder in the file room and click the blue import button next to the “Documents” folder. The import type should show as “Multiple Files”. Name the batch “Lay Documents”, create and add “Lay, Kenneth” as the custodian of this set, and create and add these documents into a folder called “Lay Documents”. Click “Import”.
- In your file room, click into the “Lay Files” folder in the file room and click the blue import button next to the “Emails” folder. Th
- import type should show as “Multiple Files”. Name the batch “Lay Emails”, add “Lay, Kenneth” as the custodian of this set, and create and add these documents into a folder called “Lay Emails”. Click “Import”.
Step 2: Mailbox Imports
Import the Stokley and Richey mailboxes:
-
- Navigate to the “Mailboxes” folder in the file room and click on the checkbox next to the chris_stokley_000_1_1.pst file. Then click on the “Import Selected” button that appears in the bar above your file list. The import type should show as a “Single Mailbox”. Name the import “Stokley Mailbox”, create and add “Stokely, Chris” as the custodian, and create and add the documents to a purple folder called “Stokley Mailbox”. Then click “Import”.
- Navigate to the “Mailboxes” folder in the file room and click on the checkbox next to the cooper_richey_000_1_1.pst file. Then click on the “Import Selected” button that appears in the bar above your file list. The import type should show as a “Single Mailbox”. Name the import “Richey Mailbox”, create and add “Richey, Cooper” as the custodian, and create and add the documents to a purple folder called “Richey Mailbox”. Then click “Import”.
- Navigate to the “Mailboxes” folder in the file room and click on the checkbox next to the steven_harris_update.pst file. Then click on the “Import Selected” button that appears in the bar above your file list. The import type should show as a “Single Mailbox”. Name the import “Harris Mailbox”, create and add “Harris, Steven” as the custodian, and create and add the documents to a purple folder called “Harris Mailbox”. Then click “Import”.
Step 3: Discovery Settings
- In the review tab, click on the “Create Category” button to create a category called “Mailboxes” and add the folders “Harris Mailbox”, “Richey Mailbox”, and “Stokley Mailbox”.
- Go to settings and scroll to the “grid view column templates” section. Click “Create New” and name the new template “Paths”. Drag the pills for “file path”, “mailbox path”, and “bates number” from the left list to the right list after the “document date” field, and click the “Save Template” button.
- Also in settings - navigate to the Coding tab and create a new responsive issue “Fraud”. Make the issue yellow.
Step 4: Searching & Bulk Coding
- Save the search:
Lay AND Kenneth AND (fraud OR misle*)
As “Lay wrongdoing”
Mark all docs that hit on the search as Responsive with the responsive issue “Fraud” and include full families - Save the search:
((recipients:Stokley AND email_author:Busby) OR (email_author:Stokley AND recipients:Busby)) AND document_date:[8/1/2001 8/31/2001]
As “August emails between Stokley and Busby”
Mark all docs that hit on the search as Responsive (with no issues) and include full families - Search for
attorney AND (subpoena OR CAISO)
Save the search as “Priv Screen”
Mark all of these documents as Privileged - Attorney Client and include full families.
Step 5: Creating Redactions
- Mouse over the “Privilege” bar next to the “Stokey Mailbox” folder and click to pull up the privileged documents from that folder.
- Click on the spreadsheet (the only file with the green “X” icon” called “ISO Meeting schedule revised.xls”.
- Click on the image markups icon and select the “Redact/Hightlight” option.
- Select redact, and leave all of the settings at their defaults. Then draw a box over the text “Passcode: ISO BOARD” in the top right corner of the first page.
- Type “Redacted Passcode” in the Notes box.
- Then hit “Redact”. Click “Return to Document View”, change the privilege coding field to “Not Privileged” and save the document coding.
Step 6: Isolating a Production Set
- In the Lay Documents folder, switch to the “Paths” gridview and filter to isolate only the files in the “Acquisitions-Mergers” folder.
- Bulk code these documents as Responsive - Not Privileged, and put them into a blue folder called “ENRON-ABC Production 01”. Include email families and put the documents in date and family order.
Step 7: Endorsing Documents
- Create an endorsement template (Settings > Export/Exchange) named Enron-ABC with the prefix “ENR-ABC_” and the starting number 0000001. Leave the image exceptions and all other settings at their default values and save the template.
- Click on the 3 dots next to the “ENRON-ABC Production 01” folder and select the “Number and Endorse” option. Use the Enron-ABC endorsement template starting at 1.
Step 8: Running an Export
- Once you get the email confirming that the set has successfully been endorsed, click on the 3 dots again to export the data.
- Name the export “ENRON-ABC Production 01” and use the Production template to run the export.
Step 9: Production Workflow Extras
- Create a new category called “Productions” and add your “ENRON-ABC Production 01” folder to it.
- Click into the “ENRON-ABC Production 01” folder and ensure you are in your “Path” grid view.
- Click on the “Bates Number” header once to ensure that the Bates numbers appear in order.
- Check the first Bates number listed in the column (it should be ENR-ABC_0000001)
- Click the 3 dots next to the “ENRON-ABC Production 01” folder and select the “Add note” option. ENR-ABC_0000001 - ENR-ABC_0000020
How to Set Up a Discovery Sandbox
Want to read more on Bulk Actions? Click here >
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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 >
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Managing User Access from your Account Dashboard
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How to Create Projects and Databases
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How to Access Different Nextpoint Databases
The first step for any ranged image import is to take the enclosed .DAT load file and convert it to a .CSV format. This ensures the load file is in a format which Nextpoint can accept and properly process.
Check out the video below for a step-by-step on how you can accomplish the conversion:
Troubleshooting: "My find-replace is not working correctly."
Some clients have had trouble in the past with certain characters being unexplainably replaced during this process, thus altering the desired results of their ending CSV (e.g. inserting the double quote "" unexplainable replaces the character sequence of "th" ). If you notice nuances in your resulting CSV, some users have found Sublime Text to be a helpful text editor alternative.
Definitions to help along the way:
Produced Data / Ranged Image Import: Single-page tiff/jpg image files named by their Bates number, together with document-level text files, any included natives, and document breaks/metadata contained in a load file.
Load File: A load file is used to import images, coding or metadata about a document (e.g., To, From, CC, BCC, and Subject fields within an email) into your Nextpoint database. It sets out links between the documents in your database and the document image files to which each record pertains. This is a critical deliverable for your ranged image imports because, without a correctly structured load file, documents will not properly link to their respective database records.
Additional Resources
Have further questions on produced data imports? Talk to our experts by contacting your Account Director or support@nextpoint.com.
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