Review Your Data / Document Manipulation
- How to Trash, Permanently Delete, or Restore Documents
- Add Page(s)
- Native Spreadsheet Viewer
- How to use Search Hit Highlights
- Bulk Coding Email Families in Document-Viewer
- Bulk Actions in a Database
- Discovery and Litigation Keyboard Shortcuts
- Adding Documents to a Folder
- Using Bulk Actions to Organize or Code Your Documents
- Apply a Responsive Issue to a Document in Discovery
- Working with Related Documents (Email Families, Chains, and Duplicates) in Discovery
- How to Split a Review Folder
- Preview Documents in Grid View
- Using Grid View and Chron View
- Review a Document
- Add Coding to Documents in Discovery
- Review Status
- Marking a Document as Privileged
- Marking a Document as Confidential
- Auditing the Review History of a Document
- How to Split a Document
- How to Track Time in Nextpoint
- Highlighting & Redacting Documents
- Work Product Management Using the Share Section
- FAQ: How do I handle the 63 Responsive Issue limit in Discovery?
- Working with Redactions
- FAQ: Can I create sub-issues to further classify my documents?
- How to Remove a Redaction or Highlight
- How to Report an Image Anomaly
- Removing Pages from a Document
Select documents from the gridview individually or in bulk and hit "trash" at the bottom menu.
1. Click data > imports > document count of batch you want deleted.
2. Bulk select all documents, hit trash & initialize.
3. The gridview for this batch should now be blank.
4. If you would like to remove the batch entirely, go back to batch status page and click the blue hyperlink.
5. From there, scroll down to the bottom right and hit "trashed documents".
6. Hit the dropdown > select all matching documents > delete. Please note: this will only pull trashed documents from this specific batch and will not display the rest of your trash.
7. Once the documents are entirely deleted from the batch, you can go back to data > imports > batch and "delete this empty batch".
Restore or Permanently Delete Documents from Trash
NOTE: The documents are NOT RECOVERABLE after they are deleted from the trash
From here, you can choose to restore or delete documents. You have until the red purge time to restore documents before they are permanently deleted.
Edit purge time: settings > general > "edit" under trash.
You can alter the time until documents are purged from your trash here:
How to Trash, Permanently Delete, or Restore Documents
Sometimes, images of imported documents won't show up in your database. This can happen for a number of reasons, such as a corruption somewhere in the file, encryption, embedded images, an unsupported file type, etc. If you know that this file opens and you can see it in its native format, you can add images yourself. This will not affect any metadata, it simply allows you to view an image within our system.
Note: If you have existing Confidentiality coding on the document(s), you will need to reapply this coding only after the pages are replaced. See below instructions for more details.
First, download the original file by clicking the download button or clicking the three-dot menu and selecting "view original files".
In the application you're using, go to File - Print and choose "Save as PDF" (or other supported image-type).
Please note that you may need to change settings when opening a mailbox file in Outlook or Mail so that no additional information is included in the header/footer (such as your name or today's date) which is shown below.
Once you've chosen "Adobe PDF" as your print option, ensure that the header/footer is blank by following the steps below.
The below fields should all be empty to ensure nothing will be added to your image.
Hit ">>", scroll to print, and hit "save as PDF".
Go back into your document viewer, click the three-dot menu and choose "add page(s)".
This will prompt the "Import Pages" screen, where you can Drag & Drop, Add File from Computer, or Add from File Room (wherever you've saved your image). It also allows you to add-in a note prior to importing.
Wait for the image to finish processing. You will then be able to view the image in a PDF format.
Once the replacement has been imaged, first, reset your confidentiality coding to image on the document by setting the Confidentiality code on that document to a Null value > Update > wait for the Confidential stamps to remove from the image > Refresh your browser > check Confidential again > Update.
If you are having trouble accessing the spreadsheet viewer, attempt to perform a "Hard Refresh" to reset your browser.*
On July 18, 2022, Nextpoint released a native spreadsheet viewer for both Litigation and Discovery databases. This feature allows users to review spreadsheets from within the app, without relying on images or being forced to download spreadsheets and review them outside of the app. This new feature will support .xls, .xlsx, .xlsm, .xlsb, and .csv files.
Note: .xls, .xlsb and .csv documents imported prior to launch will need to be converted to .xlsx in order to use native viewer. The user will be prompted to convert the file from the doc viewer. xls, .xlsb and .csv documents imported post launch will convert to .xlsx automatically on import.
To access the spreadsheet viewer, click on the "View" dropdown, and select the "Spreadsheet" option.
From "Spreadsheet view," Nextpoint users can review the cells in each tab of the spreadsheet and complete the following tasks to aid in their review:
- Sort and filter columns - to order and isolate specific data in the sheet.
- Search for and find specific text in the spreadsheet.
- Freeze and unfreeze pane
- Wrap text.
- Undo or Redo actions.
- Zoom in or out on the sheet.
- View any formulas that may exist in a cell in the formula bar above the sheet, or the data returned by the formula in the cell itself.
Additionally, any hidden data is unhidden when imported to ensure users do not miss anything important. Users can then hide and unhide columns as they please using the native viewer.
Currently, the process for processing spreadsheets will remain unchanged as will the process for redacting, endorsing, and producing spreadsheets.
*Please note: when searching on spreadsheets, the default is to search only within the current worksheet, but you can change this by clicking "Option >>" and selecting "WorkBook" from the dropdown for Within.
Native Spreadsheet Viewer
Navigating Search Hit Highlights
Now, when you run a search in a database with search hit highlights, Nextpoint will remove any field:value combinations, and carry any keywords through to the document-level.
For example, the below search reads folder:"BZ and BA Emails" AND (takeout test counting).
Upon clicking into any of the resulting documents and entering the document viewer, folder:"BZ and BA Emails" has been removed, but the terms takeout test counting remain in the search bar at the top center of the document viewer.
You will also notice the search terms are highlighted within the document.
The terms from the search bar will also be presented in a toolbar at the top left of the document. We refer to this as the PDF Search toolbar because PDF images are what facilitate the search hit highlights you see.
These PDF images are a new component of the document viewer and immediately upon release, will only be available in databases created on, or after, December 6. Read more at the end of this article as to how you will be able to retroactively fit your legacy databases with search hit highlights in the future.
Don't see the PDF Search toolbar? Make sure to toggle to the PDF Search Viewer Mode at the top left of your document.
A Closer Look at PDF Search Toolbar
Once in the document, you can navigate a series of tools for your document review in the PDF Search Toolbar.
- Thumbnail View, provides thumbnail image for all pages in document
- Toggle pages
- Highlight all, Match Case, Whole Words
• Highlight all: When enabled, all occurrences of the searched term(s) will be highlighted. Use the up/down arrows to toggle through the different term hits. Current term will be highlighted in green.
• Match case: When enabled, considers capitalization of searched terms.
• Whole words: When enabled, only exact matches of searched term(s) will be highlighted.
- Zoom is set to Automatic Zoom by default; adjust as needed
- Drop-down menu
• Rotate: This option is not a permanent rotation, but a great temporary rotate option
• Text Selection Tool: Copy/paste of text directly from the document.
• Odd and Even Spreads: Side-by-side page view of document pages.
Search Hit Highlights in Legacy Databases
As it relates to search hit highlights, a legacy database is any Nextpoint database created before December 6, 2021. We have outlined below, several FAQ's on search hit highlights for legacy databases, but if you have more particular questions, please contact your firm's Client Success Director.
- Why doesn't my database have search hit highlights?
Search hit highlights will be available in all Nextpoint databases created on, or after, December 6th. We expect to introduce a tool next month that will allow us to implement this feature in legacy databases for an additional fee.
How do I navigate search hits if my database does not yet have search hit highlights?If you are currently working in a legacy database, you will navigate search hits similar to before the release. When searching via the search bar at the document-level, you will be presented with hyperlinked page numbers for the result(s) and provided associated search hit context. Notably, all other updates in this release are available to you.
How do I implement search hit highlights on my legacy database(s)?
We will release a tool in the coming weeks that allows us to implement search hit highlights in legacy databases for an additional fee. Once the tool is released, all legacy databases will have a new icon next to document-level search bar. Advanced database users will be able to click this icon to initiate a request that their database be upgraded with search hit highlights.
Questions? Feedback? Please contact our team at email@example.com.
How to use Search Hit Highlights
Bulk Coding Email Families
When in the Document Viewer, enable bulk coding with a quick toggle of the Bulk Code button at the top of Related Documents slider. You have the option to select the current email family, thread, or a custom selection for more consistent coding decisions.
To get started making a bulk coding decision for the current email family, take the following steps:
- Toggle the Bulk Code button at the top left of the related documents slider so it is blue.
- Click Select this family from the Bulk Code drop-down.
- We will confirm how many documents were selected for the bulk coding decision in both the related documents slider and at the top right by the Save / Save & Next buttons.
- Once your documents are selected, make your coding decisions in the coding panel to the right, click Save at the top right of your screen, and the bulk changes will be applied to all selected documents.
It is important to note, when bulk coding an email family, you must change/update the coding for which you would like to impact all selected documents. For example, if a parent email is already coded as "Responsive", but the rest of the family is not - during bulk coding, make sure to change the coding from Responsive to something else, then back to Responsive, in order for that coding to take effect on the entire family.
It's as simple as that!
Bulk Coding Workflow
It is important to note, when bulk coding in the related documents slider, only the Save option will be available and Save & Next will be disabled. This is to prevent unintentional inconsistent coding as you move to the next document in your results, which very well may be the first attachment of the email family you just bulk coded. To move through the next document(s) simply use the arrows in the top navigation.
If you would like to move more fluidly through email families using bulk coding, a workflow solution is to folder only the emails and loose efiles from your review set. In our earlier example, I would search for folder:"BZ and BA Emails" AND (document_type:email OR document_type:efile), folder those emails/efiles, and work through my new folder for review.
As you navigate each email, the full email family (email + attachments) is presented in the related documents slider. Make your bulk coding decision for the first email-family, and when you move to the next email in your results, you will be presented with the next email-family. Once your review is complete, if you access the original folder, the full families and any loose efiles will be coded consistently.
Bulk Coding Email Families in Document-Viewer
Tagging the Results of a Search
- Run a search
- When viewing the search results, check the box next to the document(s) you wish to tag, or check the box in the header row at the top left of your grid view to select all documents returned by the search.
- Then click Bulk Actions.
The Bulk Edit pop-up modal will open, where you can make wholesale changes to your selection:
- Add the documents to a Folder.
- Edit the relevancy coding associated with these documents.
- Edit the privilege coding associated with these documents.
- Edit the confidentiality coding associated with these documents.
- Edit the documents' standard document attributes.
- Add/Remove custom coding fields.
- Add/Remove tags.
- Select if you would like to apply your coding updates to any related documents and/or in which order you would like the documents sorted. Sort order is most applicable when working with emails and their associated attachments. See more here on the varying settings you can employ when organizing your data.
To prevent inadvertently overwriting existing coding, updates to the relevancy (2), privilege (3), and custom picklists (6) are additive. This means that you are able to choose if you want to keep your existing coding, remove it, or update it for these documents. While editing one of these fields, you will see a number in parenthesis next to the update options. This indicates the number of documents with this existing coding:
For documents with existing coding (like aqua, green, or red in the example), you can update the coding by clicking on the checkbox next to it in the following ways:
- The default option (1) will keep the coding for this selection the same as it existed before updating, and the number in parentheses (A) is the number of documents included in this update that have that option selected.
- The option (2) will remove coding (if any existed) for this selection. The number in the parentheses next to a selection with the empty checkbox (B) will indicate that zero documents will maintain this selection after the bulk action update.
- The option (3) will add this coding to all documents included in the bulk action. The number in the parentheses next to a selection with the “checked” checkbox (C) will indicate the total number of documents included in the bulk action update as all of the documents will be updated.
Click the "Update Documents" button, and your changes will be saved.
To Recall Your Search
Select your folder, relevancy, privilege, confidentiality, attribute, field, or tag in the Filter Section, or do an Advanced Search with the appropriate syntax.
Bulk actions work similarly in a litigation database, but only picklist fields are additive.
Bulk Actions in a Database
When reviewing and coding documents in Nextpoint Discovery and Litigation, there are a series of Keyboard Shortcuts which you can use to streamline your review workflow. See the listings below for both Discovery and Litigation:
NOTE: If you are working on a Mac, please swap out Alt (PC) for Option (Mac).
DISCOVERY Keyboard Shortcuts
|PC Shortcut||Coding Action|
|Alt + Ctrl + C||Clear Coding|
|Alt + Ctrl + U||Save|
Alt + Ctrl + Enter
|Save & Next|
|Alt + Ctrl + Up Arrow||Previous Page|
|Alt + Ctrl + Down Arrow||Next Page|
|Alt + Ctrl + Left Arrow||Previous Document|
|Alt + Ctrl + Right Arrow||Next Document|
|Alt + Ctrl + H||Show Help Menu|
|*Ctrl and Shift are interchangeable|
|Alt + Ctrl + R||Responsive|
|Alt + Ctrl + N||Non-Responsive|
|Alt + Ctrl + F||Requires Follow-up|
|Alt + Ctrl + P||Privileged|
LITIGATION Keyboard Shortcuts
|Alt + Ctrl + U||Update|
|Alt + Ctrl + Up Arrow||Previous Page|
|Alt + Ctrl + Down Arrow||Next Page|
|Alt + Ctrl + Left Arrow||Previous Document|
|Alt + Ctrl + Right Arrow||Next Document|
|Alt + Ctrl + H||Show Help Menu|
|*Ctrl and Shift are interchangeable|
FAQ: Can I customize my keyboard shortcuts in Nextpoint?
The short answer is "No", currently, customization of keyboard shortcuts is not an option in Nextpoint.
Discovery and Litigation Keyboard Shortcuts
To add documents to a Folder, follow the directions below:
1 | Access the Grid View
From the top navigation in your Discovery database, navigate to REVIEW and run your applicable search (or Filter).
Once you are on the Grid View select the resulting list of documents click Bulk Actions.
NOTE: With this method, you may choose to include related documents, even if they were not returned in the search.
2 | Select or Create your Folder
The Bulk Action modal will pop-up. Select Add under the Folder action checkbox and select the applicable folder.
If the folder has not yet been created, click Create New Folder enter your Folder Name and validate the auto-populated abbreviation/prefix is what you prefer click Create to finalize the creation of your folder.
3 | Finalize Bulk Action Settings and Update
- Once your folder has been created, verify the folder selection.
- Make your selection as to which related documents should be added to the folder (none, email family, email chain, duplicates). See more details below.
- Make your selection as to the order in which documents should be added to the folder (current sort in the grid view, family order, date and family order). See more details below.
- Lastly, click Update to initiate the Bulk Action to add the documents in your Grid View list to the newly created folder.
4 | Bulk Action Related Document and Order Options
Be sure to make your selection as to which related documents should be added to the folder and also as to the order in which documents should be added to the folder.
Apply update to related documents
None - Only the documents in your current selection will be processed.
Email Family - Add family emails and/or attachments.
- This is the most common selection we see when users are organizing emails as it keeps any directly related emails and attachments together, regardless if all components of the email family hit on your search.
Email Chain - Add family emails, attachments, replies, and/or forwards
Duplicates - Add duplicate email MID and/or MD5 hash
Current - Retain order of documents as currently viewed
Family - Reorder to group email families (email + attachments)
Date & Family - Reorder to group email families (email + attachments)
Return to Discovery Workflow
Adding Documents to a Folder
What are Bulk Actions?
Nextpoint's "Bulk Actions" functionality allows you to edit and sort your documents en masse. We often see this functionality utilized to add a group of documents to a folder, but Bulk Actions can also be applied to update issue coding, privilege statuses, data fields, and more.
Read more below on how to take advantage of Bulk Actions in your Nextpoint database.
*Available to Advanced and Standard User Permissions
How to Use Bulk Actions
There are four key options available when using Bulk Actions to edit a list of documents:
- Update (only) Selected Documents in their Current Order
- Update (only) Selected Documents in Email Family Order
- Update Selected Documents, their Related Documents, and Sort in Email Family Order
- Update Selected Documents, their Related Documents, and Sort in Chronological Order
Note: All actions illustrated below take place in the Bulk Action pop-up window. You can reach this pop-up by navigating to any Grid View results, selecting some or all of the documents via the top-left drop-down, and clicking Bulk Action.
1. Update (only) Selected Documents in their Current Order
The first option is to apply your Bulk Action edit to your document list without adding related documents, and also without changing their sort order.
This selection will only update documents in your document list, with no regard for associated emails or attachments. Additionally, if you choose to apply a folder in your Bulk Action, the selected documents will be added to the folder in the order in which they appear in your document list.
Below, we've illustrated how you would add (only) your selected documents to a folder and sort in their "Current" order.
Example of Application: Add a Production Set to a Folder and Sort in Bates Order
If you receive a production from an opposing party, you may want to add those documents to a folder sorted in order of their provided Bates numbers.
In this case, you would search for all documents with a the opposing party's Bates prefix (e.g. Bates:Nextpoint*) sort in Bates order from your grid view "Select All" documents in your list via the top-left drop-down click "Bulk Actions" Select "Add" to "Defendant Productions" folder select "Apply update to related documents:none" select in their "Current" order click "Update".
2. Update (only) Selected Documents in Email Family Order
The second option is to apply your Bulk Action to your document list without adding related documents, and changing the sort order to group emails and attachments together.
The selection of "Family" sort order will reorder your selected documents to group email families together (email + attachments).
Below, we've illustrated how you would add (only) your selected documents to a folder and select to sort in "Family" order.
It is important to understand this selection will only consider those documents in your selection.
For example, if you run a search for "flights", and only the parent emails hit on the search term, but some emails have attachments which are not in your search results, those attachments will not be incorporated in your Bulk Action application.
To incorporate all associated family members (emails + attachments), read the next section on how to "Update Selected Documents, their Related Documents, and Sort in Email Family Order".
3. Update Selected Docs, their Related Docs, Sort in Email Family Order
The third option is to apply your Bulk Action to your document list, also update related documents (typically, email family members), and sort all included documents in Email Family order.
The selection of "Apply update to related documents:Email Family" will add related family members to the selected set prior to updating. This means, if an email is included in your selection, all attachments will be added, and if an attachment is included in your selection, the corresponding email will be added. Furthermore, the selection of "Family" sort order will reorder all included documents to group email families together (email + attachments)
Below, we've illustrated how you would add your selected documents to a folder, select which documents you would like to include (email family member, email chain members, or duplicate), and then select the "Family" sort order.
Example of Application: Ensure you Produce Complete Email Families
Oftentimes, when preparing a set of documents for production, users would like to make sure they have coded each part of an email family consistently.
For example, if a parent email has been coded as Responsive/Not Privileged, users may want to ensure the attachments are tagged in the same manner. Utilizing the aforementioned "Update Selected Documents, their Related Documents, and Sort in Email Family Order" option would keep email families together during your Bulk Action update, regardless if the attachment to the Responsive/Not Privileged email happened to be tagged differently (e.g. Non-Responsive).
In this case, you would Filter for all Responsive/Not Privileged documents without Bates numbers already applied (to exclude previously produced documents) then, select All documents in your list via the top-left drop-down click "Bulk Actions" Add to a "Pending Production" folder select "apply update to related documents:Email Family" select in "Family" order click "Update".
4. Update Selected Docs, their Related Docs, Sort in Chronological Order
The fourth and final option is to apply your Bulk Action to your document list, also update related documents (typically, email family members), and sort all included documents in "Date & Family" order.
The selection of "Apply update to related documents:Email Family" will add related family members to the selected set prior to updating. This means, if an email is included in selection, all attachments will be added, and if an attachment included in selection, the corresponding email will be added.
The selection of "Date & Family" sort order will order documents chronologically by their master family date, which is considered to be the date of the parent email. This date will then be assumed by all email family members when sorting, even if that parent email is NOT in your selected document list.
How do I remove my documents from a folder with Bulk Actions?
If you need to remove documents from a folder, first, click into the folder from your REVIEW or DOCUMENTS tab (if you are working in Discovery vs. Litigation, respectively).
Then, select all documents from the grid view and click "Bulk Actions".
Click "Remove" under the "Folder" heading in your Bulk Actions modal. Make sure to select the appropriate folder from which you would like to remove your documents.
Lastly, click the orange "Update" button. No related documents selection is necessary when removing documents from a folder.
If the documents were removed from the folder successfully, the folder should display zero documents from the REVIEW or DOCUMENTS tab.
Note: When removing documents from a folder, the actions you are taking will not remove/trash the documents from your database.
Working with Bulk Actions in Litigation
The above guide is more specific to working with Bulk Actions in Discovery, but it is important to note Bulk Actions are available in Litigation as well.
One important consideration to make in Litigation, is if you would like to apply an Issue to a list of documents via Bulk Actions, you must first set up the Issue. Otherwise, selecting an issue will not be available.
Questions? Contact our product support team at firstname.lastname@example.org.
Using Bulk Actions to Organize or Code Your Documents
When you are reviewing a document, go to the Discovery Fields section on the right side of your screen.
Choose the Responsive Issue(s) that apply, (you can also make changes to Privilege Status, and Confidentiality)
Click "Save" or "Save & Next" to save your changes.
You can also add multiple documents to a Responsive issue, using the Bulk Actions and Edit feature.
Return to Discovery Workflow
Apply a Responsive Issue to a Document in Discovery
For Discovery database, any existing “email family” (an email and it’s attachments), email thread (conversation), and/or potential duplicates for the document you are currently working with is quickly accessible on the right side of the document viewer next to the "Related Documents" tab.
When more information is desired, links (green arrows) are provided to “pop-out” any of the related documents into a new tab without removing you from your current task.
See the below image which illustrates the location of the Related Documents Viewer:
A Closer Look
When viewing a document in your review:
1) The Related Documents panel on the right side of the page, shows any related emails-attachments to the document you are viewing together with any other components of the conversation thread (chain), and any possible duplicate files.
2) The document you initially navigated to is denoted by a gray background with a teal border.
To preview related documents, e.g. email attachments, emails in the conversation thread:
- To preview the related documents to a particular email, click on the desired document in the related document tree. In the below case, if I want to preview the attachment to the email "Charlie and Annie make a long email thread", I will simply click on "Test Data for Related Documents_AJ.eml".
NOTE: The first indicator in the Related Document viewer that a document is an attachment to an email is the indention of the file below the email. Additionally, any email family (parent + attachments) will be indicated by a purple line
- If you decide the attachment "Test Data for Related Documents_AJ.eml" warrants a closer look, you can pop-it-out into a new window via it’s green arrow.
- Doing this will make the attachment the focus of the new window — and thus the “related documents” will now revolve around it.
- To set/alter relevancy, privilege, or confidentiality statuses of an email family in bulk, check the boxes next to any or all of the documents that you would like to modify, then click Bulk Code. Now, the changes you make to the fields on the right-hand side will apply to all selected documents.
- Once you have selected the appropriate documents in Step 4, the changes you apply to the fields on the right-hand side will apply to all selected documents. Note, this will be indicated by red text above the toolbar which will list the number of documents being edited. You can make wholesale changes to all the selected documents, including setting your Privilege Status, Confidentiality, and Review Status. Just make your selections, then click Save.
Note: In each instance, duplicate files will be flagged and displayed to streamline the process of deduplication and ensure that work is not being duplicated across datasets and/or reviewers.
Return to Discovery Workflow
Working with Related Documents (Email Families, Chains, and Duplicates) in Discovery
*This functionality is available for Advanced users only.
When working in any Discovery database, you can take any folder of documents and split into more manageable review sets.
On the REVIEW tab, click three dots and select Split from the dropdown menu.
From the pop-up window, enter the Number of Folders to split the documents into, Folder Name, and Folder Prefix. Note: the select folder will not be impacted by the split.
To include email family members NOT in your initial folder being split, make sure to check "Include Document Families" > "Yes" (e.g. If a parent email is in the Scheduled Emails folder below, but the attachment is not, for whatever reason, then the attachment will be brought into the split folder the email ends up in)
There is a limit of 50 folders that you can split a single folder into using the folder split tool.
Next, you have the option to select the users to be assigned to the new Folders. If you prefer to assign different folders to unique reviewers, you can do so after the split is complete. Once finished, click Split.
You will see an alert that your split is underway, and you will receive an email notification once it is complete.
How to Split a Review Folder
When examining a population of documents in Grid View, you can quickly access a preview image of any document without navigating to the “breakout” document viewer with the coding panel. This is a real time-saver in many situations.
First, customize any Grid View template to include Document Preview and Theater View columns. (Your default template may already have these selected.)
Your saved Grid View template will now display two columns containing these icons:
— Document Preview
— Theater View
From your grid view results, click a document’s Document Preview icon to view the first page of that document in a modal box, or the Theater View icon to view the entire document in a separate theater window.
In the Document Preview modal, you can navigate through the documents in your Grid View results using up/down keyboard arrows. The modal window can be resized or moved anywhere within the browser tab.
In Theater View, type “n” for the next page, or “p” for the previous page in your document. Click on the Theater icon of a different document in your Grid View to update the theater display with that new document.
To close the Document Preview modal, press the “escape” key on your keyboard or click anywhere else on the page. Close the Theater window as you would close any browser window. (Shortcut: Ctrl-W Windows, Cmd-W for Mac)
Preview Documents in Grid View
When you initiate a search across documents and/or transcripts, there are two views that you may use for your list results, Chron View and Grid View. Both of these views are available in both Discovery and Litigation databases.
Grid View will display the documents in a table, displaying varying fields in columns. You can either view in the default templates, or create as many custom grid views as you need in both Discovery and Litigation.
- Coding information for each document row will be displayed in the columns of your grid.
- Click on the triangle next to any file type icon to open the Document Actions popup, where you can Download Original Files, Download PDF, View in Theater, or display in the Document view.
- Infinite scrolling allows you to see more results at once and quickly load more results as you scroll
- Use the "Views" slider at the top right of your screen to select another saved Grid View Template or toggle between Chron View and Grid View.
- For information on how to set up a custom Grid View, click here.
Filters and Sorting
Search broadly, filter deeply to quickly drill into your search results
- Click on a Column Header to change the Sort Criteria
- Filters types based on field type:
- Text, picklist, and locked lists fields include "contains" and "exact" filters
- Mailbox and File Path fields include a custom folder tree filter
- Folders, issues, review and privilege status include a set filter
Grid View Customization
- Rearrange columns with drag and drop
- Pin columns to the left or right
- Robust column resizing, including auto-resize of all column
- Scroll horizontally when you need to see more information about a document(s) at a glance
For more information on creating Grid Views, click here if you are working in a Discovery database, or here if you are working in a Litigation database.
Chron view provides high-level context for your search results via a text view with term-hits bolded. This can be helpful if you like to see the term-hits highlighted alongside document context, or perhaps you are looking to verify if your search is on the right track or needs further refinement to weed out false positives.
A closer look at Chron View and the helpful information and options displayed is outlined below:
- The Document, Review Status, Bates range as well as any associated Folders/Issues.
- If you performed a text search, a summary of the applicable text is shown in context with the surrounding text (in this case "7pm" - "flights" is in the email subject)
- The Author, Document Date and Document Type
- You can also change the sort order by clicking the "Current Sort" value. This will toggle between ascending and descending order.
- You can Change Sort Criteria by opening up the dropdown, and making a selection.
- You can toggle between Chron View and Grid View.
- You can download a PDF of the document.
- You can view the document in Theater to view full screen.
Return to Discovery Workflow
Using Grid View and Chron View
After performing a search, click on the document you wish to review to open the document detail page.
1. Click Views/Edits/Markups to view the Review History of the document.
2. Open the Document options dropdown to view in theater, view saved treatments, export the document family, markup the document, view document pages, add pages, view original files, trash the document or split the document.
3. You can Download the Original document, Share, or Print the document.
4. View the document in context of Related Documents, e.g. emails or attachments within an email chain. Emails will be at the top of the tree, with attachments below, duplicate documents are also accessible. The document you are currently viewing will be indicated by a blue arrow, and the document originally searched will have a red box around it. To view a different document, simply click it. If you wish to view it in a new window, click the green arrow. Select related documents and click Edit to make Bulk Edits to your selected documents.
5. Viewer Tools allow you to Add Image Markups (Image Highlights and Redactions), Rotate the document, or Zoom in.
6. Add or view the Page Notes in a document.
7. View all important Coding Fields and make changes to Review Status, Privilege Status, Confidentiality and other Hot Coding fields to the selected document. Just make your changes and click Save, or Save & Next to save and move on the next document in your list.
8 & 9. View or modify the other Coding information. You can also change the Coding fields that are displayed by clicking edit template.
10. View or modify the Folder(s) which this document belongs to.
11. View the Metadata that was extracted from the document.
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Review a Document
This functionality is available for Advanced and Standard users only.
There are two ways you can add coding to a document when working in Discovery. The first, at an individual level, and the second, en masse via a bulk action. Let's take a closer look at each.
Add Information to One Document
When you are viewing an individual document, coding information is available in two areas:
In the Discovery Fields section, you will find Relevancy Status, Privilege Status, and Confidentiality. You can also find any Hot Coding fields that have been set up in the section below Discovery Fields. Make your changes, then click Update to save.
The rest of the coding fields can be modified by expanding the Additional Fields section. Just make your changes, then click Update to save, or Update & Next to save and move on to the next document in your list.
Add Information to Multiple Documents
Perform a search or click into the folder to select the documents you would like to add. Select the checkboxes to the left of the documents you would like to edit and click "Bulk Actions".
The Bulk Edit window will open, where you can choose which data to edit. If you would like to include documents from email chains, email families or duplicates, click the appropriate checkboxes at the top (more information on these options here).
Click "Update Documents" and the changes will be made.
Your Discovery database should display the following Bulk Edit options (some options may not display if they have not been determined in Settings):
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Add Coding to Documents in Discovery
You can find the status of the review a couple different ways:
REVIEW Tab (All Users)
Folders Assigned To You
These are the reviews to which you are assigned. Within each you can click hyperlinks to go to the docs within that Folder that are Not Reviewed for Relevancy or Not Reviewed for Privileged.
You can also click hyperlinks to go to documents that are Not Reviewed for Privilege, or have been marked Privileged, or Not Privileged.
ANALYTICS Tab (Standard & Advanced Users only)
The status of your review can be viewed on the Analytics page under the Your Review section.
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When you viewing a document, navigate to the Coding Fields section on the right side of your document view.
Choose the Privileged Status that applies, (you can also make changes to Review Status, and Confidentiality), then click Update to save your changes.
Clicking Update & Next in the coding panel or Enter/Return on your keyboard will save your changes and advance you to the next document.
You can also mark multiple documents as Privileged, using the Bulk Actions and Edit feature.
To Recall Privileged Documents
On the admin page, go to click the "Privileged" graph to view all documents marked as privileged.
You can also search for privileged:true.
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Marking a Document as Privileged
To mark a document as Confidential, first create a Confidentiality Code in your Settings, click here to learn how.
Then when reviewing a document go to the Confidential Coding are of the Coding Fields section and make your selection, then click Update or Update & Next to save and go to the next document.
You may also add Confidentiality Coding in bulk by using the Bulk Edit feature, click here to learn how.
Any document(s) that has been assigned a Confidentiality stamp will be automatically endorsed at the time of bates stamping. Each page of that document will be designated with the selected confidentiality.
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Marking a Document as Confidential
When viewing the document, check the Review History by clicking the clock icon on the left side of the document review tab.
You will be able to see the Review History of when Responsive Issues, Privilege and/or Confidentiality Status have been changed, the Redaction and Highlight History, when Modifications have been made to coding data, along with Views, showing who has looked at the document and when.
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Auditing the Review History of a Document
The document splitting feature lets clients scroll through a long PDF document which is not broken into individual documents and add page breaks where necessary.
This is an important function that makes it infinitely easier and more practical to review these files and to prepare them for litigation.
When a document is split in Nextpoint any assigned Bates numbers will be maintained from original to the newly split documents, but any existing coding (folders, issues, subject title, notes, etc...) will not be maintained and will need to be reapplied.
Additionally, if a document is redacted and/or highlighted, the splitting feature will be disabled to prevent the inadvertent disclosure of marked up content, particularly redactions.
To start splitting documents, click Review and select the document you would like to view.
On the scissor icon drop-down menu click "Enable Splitting". Once enabled, the system will add a little scissor icon in between pages where users can choose to create breaks.
If turned on, you can simply mark all of the pages you would like broken out from a large file by scrolling to the page(s) and toggling on the scissor icon so it is blue.
Once done applying your splits, click the scissor icon at the top right of your document in and choose "Slit Documents on Flags" which will prompt a popup for confirmation.
Please note: the metadata & coding will be preserved in the original document but will NOT be applied to the split documents.
The newly split documents can be found via DATA > Imports as the most recent batch after your split.
Important Information about the Original
A master document remains in the system if you choose to keep it or need to revert back to the original, unbroken document for any reason.
How to Split a Document
In Nextpoint, productivity for each reviewer can be tracked and included in various reports.
To accurately track productivity, each reviewer will click the "Start Timer" button, located under the "My Profile" icon in the top right corner of the application.
Utilize the "Stop Timer" button at any time to indicate they have finished or paused review work. The timer will continue to run even if you leave Nextpoint at any time, so be sure to stop the timer before leaving the application.
For Reviewer, Basic, Standard users hours can be viewed under the Timekeeping tab. For Advanced users, timekeeping can be viewed under Users > Timekeeping. To view hours logged go to In the hours view, click the time for any day to edit or to account for periods of inactivity while logged in.
In the time edit window you can do the following:
1. Click into any Punch In or Punch Out record to open the edit popup.
2. In the edit popup, use the sliders to adjust the time, and click "Done" when finished.
3. You can have the Day's Review sent to you, or create a New Timecard if you have forgotten to utilize the time tracker.
How to Track Time in Nextpoint
How to work with Image Markups (highlights and redactions):
To make redactions or highlights on an imaged document, click the document you would like to make changes to. Then click on the Image Markup viewer tool icon at the top right of the Document Viewer.
At the top of the next screen, you can toggle the Image Markup tool between two modes:
- Highlight: Locate the page and excerpt which you would like to highlight and ensure the toggle on the right side of your screen is set to Highlight, select an associated issue, and add a note (both optional). Click your cursor where you would like to begin your highlight and simply drag and drop to complete. If you would like to add an additional highlight on the page, repeat the click, drag and drop sequence mentioned above. If you would like to resize the highlight box, click the edge and resize accordingly.
Click the orange Highlight button before moving on to the next page (you will be prompted).
- Redact: To start redacting a document, toggle to Redact mode, select your redaction reason, style, and add a note (optional). Click your cursor where you would like to begin your redaction and simply drag and drop to complete. If you would like to add an additional redaction on the page, repeat the click, drag and drop sequence mentioned above. If you would like to resize the redaction box, click the edge and resize accordingly.
To get started, simply click the Toggle Zoom button at the top right of your document and hover of the document for improved visibility. Once you click to make a highlight or redaction, the zoom will reset slightly to ensure it is zooming on the text as you make your markup.
Once you've highlighted or redacted your document, you can see all highlights and redactions for that particular document listed by corresponding page in the "Image Markups & Page Notes" section of the sidebar.
If you need to view a version of your document without image markups, click the Toggle Markups viewer tool icon at the top right of the Document Viewer.
You can use the Filter menu to limit results to documents with highlights:
Or to filter for all documents with redactions:
There are several ways to export image markups in both Discovery and Litigation.
1. Assemble as PDF
In Discovery, select the REVIEW tab and click the menu. Click "Assemble as PDF" and choose to include highlights, redaction notes or page notes. Nextpoint will notify you once the PDF is assembled and ready for download.
In Litigation, select the DOCUMENTS tab and click the menu. Click "Assemble as PDF" and choose to include highlights, redaction notes or page notes. Nextpoint will notify you once the PDF is assembled and ready for download.
2. At Document-level via Document Options
In either Discovery or Litigation, click into an individual document and open the Document options dropdown.
Select Export Family to export a document's family to a PDF with the option to include any image markups and page notes. Once you have finished making your selections, click Export and your PDF will begin downloading.
Select Generate PDF and select any image markups or page notes that you would like included in the PDF. Then, click the Generate PDF button and your PDF will begin downloading.
Load file templates are only created as part of the export template process and define which fields are exported and how they are arranged. Once created, the same load file template may be referenced by multiple export templates.
When you click Create New in Step 4 of the export template process, you will be prompted to name your new load file template and select the fields that will be included in the export.
To include any image markups in your load file, the following options are available:
Once your load file and export template are completed, select a folder and choose Export from the drop-down menu.
Name your export, choose an appropriate export template and proceed.
ZIP archives will be generated and Nextpoint will notify you when they are ready for download.
Important Note on Exporting Redactions/Highlights
Once a redaction markup has been applied, anytime that document is exported, the redaction will be in place on the image and the underlying redacted search text redacted from any provided text files. If you are providing a metadata load file with your export, it is recommended you review your export closely for any redacted fields such as author, recipient, email subject, etc.. If those fields have been redacted on the images/text, they will need to be manually removed from your metadata load file.
On the other hand, if highlight markups are made on an image, they WILL NOT be exported on your images unless explicitly selected during the export process as outlined above.
Highlighting & Redacting Documents
Version Control, Best Practices, FAQ's on Uploading Files
Never again question the location or the status of your latest version. Keep your work product in the Share section, accurately identified with the date and time.
Allow members of your team, in any location, to view and comment on presentations while they're working through their iterations.
Old versions are saved in the event you need to reference them again.
Upload your presentation by navigating to SHARE in the navigation bar and click the "Share a File" button.
- Drag and Drop your file or choose your file from File Room.
- Give it a Name, Category, Description, any Version Notes you might have.
- If you would like to notify members of your team that a new version is available, click the box to Send An Email Notification, enter Text For Email and Select Recipients if you wish.
- Click "Share a File", and your recipients will receive and email notification with a hyperlink to the new version when it is ready.
When you have the next version ready to share for review, navigate to the SHARE tab and press share a new version. Advanced Users can also Edit the name of the file and Delete them if necessary.
For more information on uploading to Share, click here.
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Work Product Management Using the Share Section
Nextpoint allows for the creation of up to 63 Responsive Issues when you are working in any given Discovery database. If you meet the 63-issue limit, you will receive a notification stating you have reached the maximum number of issues allowed in that particular database, and you will not be able to create additional issues.
Note: There is currently no issue limit in LITIGATION
What do you do if you receive the above notification? While the 63-issue limit is inflexible when working in Discovery, outlined below are several workflow solutions which will assist in navigating an alternative approach if needed:
- If two issues are similar, you can merge into one comprehensive issue to free up the secondary issue.
The easiest way to consolidate two issues is to Filter for all documents tagged with Issue A Select All from your Grid View of results Bulk Actions
In Bulk Action pop-up, set Relevancy status Responsive as to "Issue B".
Note: Any bulk actions related to Responsive issues (both adding + removing) are additive and subtractive functionalities, respectively. In other words, if you perform a bulk action update tagging 2 documents with responsive issue B, when they are already tagged with responsive issue A, then the resulting coding for those documents will be responsive issues A AND B.
Then, Filter for all documents with tagged with "Issue B" Select All from your Grid View of results Bulk Actions Remove Responsive Issue A.
- Create an additional (custom) Field titled "Additional Responsive Issues", set as a picklist field type, and add your remaining issues as values to this field.
It is important to note:
Be considerate of any potential Bulk Actions you will need/want to make, as Bulk Actions for Picklist type fields will overwrite any existing selections for that field.
For example, if you were to select a series of documents tagged with the Pricing and Fraud values of an "Additional Responsive Issues" picklist type field, and then make a Bulk Action to mark all documents with the Contract "Additional Responsive Issues" value, all selected documents would then only be tagged with the Contract issue.
- If some of your issues fit into a particular category/categories, you may want to consider setting up a field for that category in order to free up some space for your other issues.
For example, if you are tagging documents as to multiple states, instead of creating a Responsive Issue per state, you can create a field titled "State", and then list all possible values below.
Note: As in the (red) important note above, if you choose a Picklist field type, be considerate of any potential Bulk Actions you will need/want to make, as Bulk Actions for Picklist type fields will overwrite any existing selections for that field.
Return to Discovery Workflow here.
FAQ: How do I handle the 63 Responsive Issue limit in Discovery?
Where is the redaction tool located?
When viewing the document itself, click on the Markup tool in the Viewer Tools section to open the redaction interface.
To add a redaction, position the cursor on the document, click and drag. Once the redaction box is created, simply click the Redact button and add your redaction reason, style, and optional note. You can add multiple redaction boxes to one document by simply clicking and dragging again.
The page will be reprocessed to place the redaction boxes, which will display the Redaction Reason. To learn how to create Redaction Reasons, click here.
FAQ: How do zoom in/out for redactions?
If you come across a redaction which requires zooming to more accurately apply your redaction, you can utilize your computer's trackpad to zoom in and out for greater legibility. A second zooming option is using Command + / - to zoom in and out (an alternative if you don't have a track pad).
Once you have highlighted or redacted your document, quickly find all highlights and redactions for that particular document listed by corresponding page in the "Image Markups & Page Notes" section of the sidebar.
You can also toggle your markups on/off via the toggle markups icon in your document Viewer Tools.
If redactions or highlights need to be removed, you can navigate to Views/Edits/Markups at the top-left of your viewer and remove as needed. Please note, you will have the opportunity to provide a reason for removing the redactions (e.g. changes need to be made, etc...).
What happens to redacted text?
Once a redaction markup has been applied, anytime that document is exported, the redaction will be in place on the image and the underlying redacted search text removed from any provided text files.
If you are providing a metadata load file with your export, it is recommended you review your export closely for any redacted fields such as author, recipient, email subject, etc. If those fields have been redacted on the images/text, they will need to be manually removed from your metadata load file.
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Working with Redactions
Can I create sub-issues to further classify my documents?
Yes, absolutely! If you would like to create sub-issues in order to further classify your documents, we recommend taking the following steps:
First, create your top-level issues under the (Responsive) Issues section in your database SETTINGS.
- In a Discovery database, this is located via SETTINGS Coding Responsive Issues
- In a Litigation database, this is located via MORE Settings Documents Document Issues
Second, for each top-level issue created above, create a (custom) picklist Field containing the various sub-issues. Input each top-level issue as the field's title, select picklist input type, and then add your sub-issues as the picklist's values.
- In a Discovery database, this is located via SETTINGS Coding Fields
- In a Litigation database, this is located via MORE Settings Documents Fields
Lastly, once your sub-issue fields have been created, we suggest you promote these fields as Hot fields so they are readily accessible at the top of your coding panel.
- In a Discovery database, this is located via SETTINGS Coding Hot Fields
- In a Litigation database, this is located via MORE Settings Documents Hot Fields
Example of Sub-Issues
In the graphical representation below, we have set up an option for employing sub-issues in your Nextpoint database:
First we created the top-level Responsive Issues, bad faith claim, conspiracy claim, and fraud claim. This was accomplished by navigating to SETTINGS Coding Responsive Issues Create New.
Below is where these three top-level Responsive issues will appear in the document coding panel.
Then, we created a (custom) Field with a picklist input type for each top-level issue. This was accomplished by navigating to SETTINGS Coding Fields Create New.
We titled each new field name by the top-level issue's name (e.g. Bad Faith Claim), selected the picklist input type, and then set up values for each sub-issue.
Once the sub-issue fields were all created, the last step was to promote those fields to the top of our coding panel by adding them as Hot Fields. Below is the end result after we created the sub-issues and promoted each as Hot Fields.
Need assistance setting up and organizing your Issues and Sub-Issues? Contact your Account Director and we will connect you with our Nextpoint Services Team.
FAQ: Can I create sub-issues to further classify my documents?
To view the image markups made to a document, click the Views/Edits/Markups tab.
The Redaction History and Highlight History section will have information on the markups.
- Click the to remove an individual markup, or
- Click "Remove All Redactions" or "Remove All Highlights" to remove them all.
A pop-up window will ask for an explanation for the redaction or highlight removal, enter the text, and click "Remove".
The image will be reprocessed to remove the markup(s) and the document history will retain who removed the markups and when.
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How to Remove a Redaction or Highlight
Tagging Documents with Image Anomalies
If you suspect a document may not have been imaged correctly by the software, you can utilize the Image Report option at the far right of the image toolbar.
The pop-up window allows you to report which pages you suspect aren’t displaying correctly and explain what seems wrong with the image (e.g. There is no image, the image is truncated, etc.). Note: These fields are required.
Locating Documents with Image Anomaly Tags
To quickly find all documents that have reported image anomalies:
- From your grid view, click Open Filters at the top right
- Drop down the Work Product section of your Filter interface
- Check the Image Anomaly box
- Click Filter Documents to run your filter selection
When you would like to report these to the Nextpoint Data Strategy Team for assessment, please contact email@example.com referencing your database ID and any specifications as to the set of image anomalies which need to be addressed.
Removing Image Anomaly Tags
To remove an Image Anomaly tag from a document, simply click Report Image icon (image of icon) and then click Delete Image Report.
How to Report an Image Anomaly
If you need to delete pages from a document to clean up duplicative pages, add replacements, or force the insertion of a native placeholder during the application of Bates endorsements, you can do so on a per-document basis within the document viewer.
To do so, take the following steps:
- When viewing a document, navigate to the to Document options dropdown and select View document pages. In the pop-up you will see the list of pages in that document.
- Click the red delete icon to the left of the pages you want to remove and the document will be automatically updated.
- You can also move pages within a document if necessary by selecting the move icon to the left of the page to drag and drop pages in the order you would like.
Deleting All Pages
To delete all pages from a document, simply select the "Delete ALL Pages" option at the bottom of the "View Document Pages" pop-up. This will allow for the full replacement of the document via Add Pages or Add/Replace native OR if you would like to insert a native placeholder for that document during Bates endorsing on a one-off basis.
This is not recommended as a solution for Numbering Exceptions which can be set up in your Endorsement Template(s), but rather as-needed.