Training Videos
Product Certification
- End User Accelerator A - Discovery Optimization
- End User Accelerator B - Litigation 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
Trainings & Webinars
- How to Import Produced Data with a Load File (video)
- Lunch and Learn: Making the Most of the Load File Mapper
- Account Setup & Orientation
- How to Import Native Data
- Database Customization & Discovery Setup
- Training Webinar: Power Search 101
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
Product Certification
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
End User Accelerator A - Discovery Optimization
Litigation Optimization
This tutorial will 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 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)
End User Accelerator B - Litigation 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
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
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
Database Customization & Discovery Setup
Power-Searching with Nextpoint:
Find what you need faster.
Nextpoint's Sonali Ray and Annie Johnson reveal the search techniques and features that save the day when you've got mountains of data to sift through.
A bit of what you'll learn:
- Pre-review – Use database analytics to reduce data and organize your review
- Review – Search tips and best practices for maximizing your efficiency
- Post-review – Apply filters that are essential to assembling production sets
- Use the advanced search syntax builder, search FAQs, and more…
Training Webinar: Power Search 101
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.