Reporting
- Searching for Documents in Litigation
- Exporting Transcript Designations
- Exporting Transcript Search Hit & Clip Reports
Nextpoint employs Boolean logic with Advanced Search. Enter your data in the appropriate fields and click Advanced Search. Below is a breakdown.
Advanced Search
- Use Boolean operators and proximity search
- Search within text and/or coding
- Search by category, folder, or issue
- Exclude terms, search by beginning of a word, or perform fuzzy search
- Search within specific coding fields
- Click Advanced Search
* Search syntax is generated as you type
Viewing Search Results
From Grid View:
- Preview your results from your gridview via the
icon. You can navigate through your results using the up and down arrows of your keyboard. - Sort by any column in your grid view to sort in ascending or descending order. You can add/remove fields from your Grid View Template(s) via MORE >> Settings >> Documents >> Grid View Column Templates (edit)
- Do you want to Save a search for your colleague or for later reference? Simply click "Save" to the right of your search bar after running any given search and it will be available (again under Save) moving forward.
Check out our Nextpoint Search Guide
Return to Litigation Workflow
Searching for Documents in Litigation
Export Designations to Custom Report
When viewing your deposition, in the lower right corner of your screen, will see a section titled Reports from which you can export designations in several different formats:
- PDF - Generates a document with full or partial transcript text alongside optional additions like notes, issues and designations.
-
Full - exports all pages of the transcript
-
Condensed - exports all pages of the transcript condensed 4 transcript pages per pdf page
-
Summary - exports only include the sections of the transcript that have been designated
-
- CSV - Generates a spreadsheet that displays a list of selected clips with related information, like issues, notes and page number.
- TXT - Generates a text file that can easily be imported into OnCue or other transcript software.
-
Line Summary - exports a list of issues/designations with the timestamps of their associated clips
-
OnCue Import - exports selected clips for importing into OnCue
-
Summary Text - exports selected issues/designations with the text of their associated clips along with page and line numbers
-
Simply select the Report Type that you want to generate, the Designations and/or Issues you want to include on your report.
Export Designations across a Folder or Issue
Go to the DEPONENTS or PROCEEDINGS tab and click on your Designation or Issue from the Quick Links section on the upper right.
At the top of the page, you may select Clip Summary Report (PDF) to export your designations.
Exporting Transcript Designations
Nextpoint is excited to announce two new transcript reports available to Nextpoint Litigation users!
The first is a highlighted search hit report when searching across deponents or proceedings. The second is a CSV (index) report of selected clips, notes, and field data when working within an individual transcript.
*These reports are available to both Standard and Advanced user levels.
Transcript Search Hit Report
The Transcript Search Hit Report enables users to run keyword searches across deponent or proceeding transcripts and export the highlighted search hits in a PDF transcript format.
When a search term hits on a transcript page, the resulting report will highlight the term on the transcript page (underlined and in red) and include all other transcript text from that particular page.
Use-case Examples
- Partner Pam is cross examining an expert witness live in court this week. She’d like to review his previous transcripts to identify questions similar to ones she needs to ask and gather his responses for possible impeachment.
- "I want to see everything X expert has said about the company ABC in her trial and deposition testimony that we have.”
How to create a Transcript Search Hit Report
- Navigate to the DEPONENTS or PROCEEDINGS tabs in Nextpoint Litigation.
- Run the keyword searches which you would like to export in a report. Searches can be run across all or some deponent or proceeding transcripts. To specify within a particular deponent, add AND deponent:"deponentname" to your search.
- Select the "Download Search Hit Report" option which appears below the search bar once a search is populated.
- Your Transcript Search Hit Report will be available for download via My Downloads.
- Advanced Users: Navigate to MORE > Data > My Downloads
- Standard Users: Click on the My Downloads tab
- Click the three-dot drop-down to the right of the report name and then click Download.
Video Tutorial
Transcript Clip CSV Report
The Transcript Clip CSV Report allows users to select a transcript issue, designation, or multiples of same, and export in a CSV (index) format.
This format can be helpful if you need to review all witness testimony related to a particular topic, provide specific testimony for a witness in preparation for an upcoming examination, and more.
Information included in the report
- Deponent Name
- Start Page and Line
- End Page and Line
- Date
- Transcript fields
- Issue or Designation Type
- Notes
- Clip Text
How to create a Clip CSV Report
- Navigate to the transcript in which you would like to run the report and click on Reports to drop down the selection panel.
- Select the Clip CSV Report from the Report Type drop-down.
- Select the Designations or Issues which you would like to include in your report.
- Under Report Options, select if you would like to Include Notes and then click Export.
- Your report should download almost immediately to the location you specify.
Video Tutorial
More information on working with transcripts (Deponents and Proceedings) >> click here