Nextpoint File Room
- Request Files from your Nextpoint File Room
- How to Delete Folders in Your File Room
- Using Cloudberry for Uploads to Your File Room
- File Room Import Indicators
- Cloud Storage Integration; Dropbox, Zoom, Direct Links, and OneDrive
- Uploading with the Amazon s3 Command Line Interface (CLI)
- Managing AWS S3 Credentials
- How to Extract Archive Files in your File Room
- File Room: What is it & how do I use it?
- File Room & Import Best Practices Checklist
- Using Transmit on OSX to Transfer Files to your Nextpoint File Room
In any Nextpoint database, you can securely Request Files from any third party (clients, counsel, etc...) from your database File Room. It is a simple process in which you ("requestor") request files from a specified third-party, the "recipient" of that request receives a secure link to upload their respective files, and then you can access the uploaded files right away.
Take a closer look below at the three easy steps to request, upload, and access third-party files in your Nextpoint File Room.
Requesting Files from your File Room
- Navigate to DATA File Room Request Files.
- Click "Request Files", and you will be prompted to enter the recipient's Name, recipient's Email Address, the Folder Name to be created (for the recipient's upload), any enclosure message, and set the expiration date for your request files link.
-
Click "Request Files" to finalize your request.
The recipient will receive an email from Nextpoint indicating you initiated a request for them to upload files. When requesting files from an individual who is not a user in your Nextpoint database, you (as the requestor) will be CC'd on the recipients email as to ensure receipt.Note:
The named folder is created when the request is made and the recipient will be redirected to the specific upload location
Once the request has been sent, the recipient's upload link will expire based on the expiration time selected
Uploading Files as a Request Recipient
- When the requestor finalizes the "Request Files" above, you will receive an email from Nextpoint stating the particular requestor has provided access to upload files.
- Click the orange "Upload Files" button in the email verify your email address click "Upload Files".
-
You will be brought to a secure File Room location in which you will only be able to see files you have uploaded.
Note:
Recipients will only be able to see files they have uploaded and do not have access to any other existing data in the File Room.
- Simply drag and drop your files to the designated space in the File Room or click "Upload Files" and navigate to the folder on your local drive which you would like to upload. The preferred format is an unzipped folder of files (vs. zipped) and/or pst or mbox file(s).
The recommended size for a single upload is 20GB. The maximum size for a single upload is 52GB.
We also highly recommend reviewing the File Room section of the File Room Best practices Checklist linked here prior to uploading any files to the File Room. - Once your upload is complete, you can exit from the File Room location and the requestor will receive an email notification stating the files are being uploaded.
Accessing Files uploaded by Recipients
- Once the recipient has started to upload files, the requestor will receive an email confirmation.
- Access uploaded files via DATA File Room folder created via the initial request.
FAQ: How do I request multiple upload batches to the same File Room folder?
If you are making supplemental upload requests to a third party and need those files uploaded to the same original folder from your first request, it is recommended you take the following steps:
- Before your first request for files, create a parent folder via "Create Folder" in your Nextpoint File Room.
- Navigate into your newly created folder within your File Room.
- Initiate your file request by clicking "Request Files" and create your first subfolder.
Each request is required to make a new folder to prevent data overflow. That is why the creation of said subfolders is necessary.
Request Files from your Nextpoint File Room
If you have folders in your File Room that you need to delete, you will have to remove all of the contents within the folder prior to being able to delete the folder itself. This is for security reasons, as once a document is deleted from the fileroom, it is NOT recoverable. We recommend only doing so if you have copies of these files elsewhere, you've incidentally uploaded it in the wrong database, or you've placed it in the wrong folder and you'd like to start over.
1. Select the checkbox next to any document within the folder you'd like to delete.
2. Select "All" if you want to include every file contained within this folder.
3. Select "Trash Files".
Once the individual files have been deleted, you will be prompted with the "Delete Folder" option. This only shows up if the folder is completely empty. If you have many subfolders, you will have to clear those contents the same way.
How to Delete Folders in Your File Room
Installation
This guide walks you through installing and configuring CloudBerry for use with your Nextpoint File Room.
To start, download and install the CloudBerry for Amazon S3 client.
Licensing Information
CloudBerry offers a free version that supports uploads up to 5 GB. A paid license is required for larger transfers.
Setting Up CloudBerry
- Open CloudBerry.
- From the main menu, select "Tools" > "Options", then open the "Copy/Move" tab.
- Change the Permissions Inheritance dropdown to "Do not inherit".
- Click "OK".
- In the right-hand window, open the dropdown menu and select "New Storage Account", then choose "Amazon S3".
-
Complete the "Add new Amazon S3 account" form. These credentials can be found in Nextpoint under Settings > Import.
For more details on requesting and managing credentials, see our Managing AWS S3 Credentials article.
Credential Field Reference
- Display Name: Enter a name that will help you identify this account later.
- Access Key: Corresponds to the Access Key ID value in Nextpoint.
- Secret Key: Corresponds to the Secret Access Key value in Nextpoint.
- Enable the "Use SSL" checkbox.
- Open the Source dropdown and select the Display Name created in the previous step.
-
Replace the "root" value directly beneath the Source dropdown with the File Room path value found on the Import settings page in Nextpoint, then press Return.
Optional Tip
To make this account easier to access in the future, click the blank star icon in the root folder window to save it as a favorite. This prevents the need to re-enter the folder path during future sessions.
- On the left side of the interface, select the "My Computer" tab.
- You are now connected to your File Room and can begin transferring files.
- Select a file or folder, then click "Copy". The selected items will begin uploading to the File Room.
Using Cloudberry for Uploads to Your File Room
Within your file room, you are able to tell which files and folders you've imported and which ones you haven't. This can be helpful as you amass data in your file room to avoid both importing items duplicative and missing entire data sets.
- When you import a folder, a checkmark in a blue circle will appear to the right of the folder name.
Note
If you only import individual files within a folder or update the folder with additional files after importing, the checkmark will disappear.
- If you mouse over this checkbox, you will see information about the import including its date and the user who initiated it.
- Individual files at your level in the file room will contain the same checkmark with the same information as a folder if they have been imported.
FAQ
What happens if I re-import a folder/file?
- The previously imported icon will always show the latest date and person who imported it most recently.
If I cancel an import will the icon show?
- No, the icon will be removed as soon as the import is canceled
File Room Import Indicators
Nextpoint has the capability to directly connect several different external account types to your file room to ease the upload process and avoid risks of spoliation by minimizing data handling requirements. Select the external account type you want to link:
To upload files from your Dropbox account, first select the Dropbox icon.
Then you will need to click on the "Connect to Dropbox" button.
When connecting Nextpoint and Dropbox for the first time, you will be prompted to input your Dropbox credentials within a secure Dropbox window, rather than on Nextpoint's platform. This window is part of the Dropbox authentication process, ensuring that your login details are kept confidential and that only you can grant access to your Dropbox data. You may receive a warning message confirming that you trust Nextpoint as this is a new feature.
When you click the "Continue" button, you can add your Dropbox credentials or log in via a connected Google or Apple account.
You will also need to verify your account via two factor authentication to verify your credentials.
Once you have confirmed your login information, the folders in your Dropbox account will appear in the upload window in your file room.
Note
Only you will have access to your Dropbox even if there are other users within your database. Other users will not see or be able to access files from your Dropbox account that you do not upload to your file room.
Now that your external account is connected, select the folder(s) and/or file(s) you want to upload to your file room. If you want to add the files/folders to a specific folder in your file room, navigate to that folder first. You can also create a new folder by clicking the green create button.
Once you are where you want the files to go in your file room, check the folder(s) or file(s) you want to upload and click the "Select #" button that indicates the number of files or folders you are uploading. Once you click that button, your upload will begin. The progress bar at the bottom of the upload window will indicate the upload's progress. When the upload is complete, your files should appear in your file room. Click the "Done" button on the bottom right corner of the upload window return to the original upload window.
How will Nextpoint maintain the file path of my data if I upload a nested folder?
When bringing in data from a nested location in a cloud storage location, Nextpoint will bring in the folder structure above that subfolder. No files but that contained in the uploaded subfolder will be added to your file room, but the folders above the nested folder will be recreated so that the file path will extract accurately.
If I have a shared premium/team Dropbox, what steps do I need to take to upload my data?
To add data from within a premium/team Dropbox account, you will either need to copy files into your personal folder for upload or share them with your personal folder in order to select them in the Nextpoint Dropbox window.
If part of my upload fails, what should I do?
If part of your upload fails, you can retry only the files that failed to upload by clicking on the orange "Retry" button on the bottom right of your upload window. This will avoid the need to upload the successfully added files to your file room again.
Are there limits to the number of files/folders I can upload at one time with Cloud Storage Integration?
Currently, there is a 15,000 file limit to Dropbox uploads,
but we are actively working on increasing it.
There is also a known issue that affects searching within
very large folders that contain a number of files and/or
nested folders. In order to select all of the files/folders
you may need to scroll down, wait for the set to load,
scroll
down again and wait for the set to load until you get
to
the end of the folder. This workaround should only be
required
temporarily.
To upload files from your Zoom account, first select the Zoom icon.
Then you will need to click on the "Connect to Zoom" button.
When you click the "Continue" button, you can add your Zoom credentials or log in via a connected Google or Apple account.
You will then need to "allow" Zoom (via an UppyLocal connection) to connect to your Nextpoint account. This permission is required by Zoom to allow you to view and upload files available in your Zoom account directly to your File Room.
Once you have confirmed your login information, the folders in your Zoom account will appear in the upload window in your file room.
Note
Only you will have access to your Zoom even if there are other users within your database. Other users will not see or be able to access files from your Zoom account that you do not upload to your file room.
Now that your external account is connected, select the folder(s) and/or file(s) you want to upload to your file room. If you want to add the files/folders to a specific folder in your file room, navigate to that folder first. You can also create a new folder by clicking the green create button.
Important Note
Only recordings that are saved to the Zoom cloud are available to upload into your file room via Zoom connection. Whether a recording is saved to the cloud or locally to a computer is determined when you start recording a meeting. Recordings saved locally need to be uploaded with the normal file upload process.
Once you are where you want the files to go in your file room, check the folder(s) or file(s) you want to upload and click the "Select #" button that indicates the number of files or folders you are uploading. Once you click that button, your upload will begin. The progress bar at the bottom of the upload window will indicate the upload's progress. When the upload is complete, your files should appear in your file room. Click the "Done" button on the bottom right corner of the upload window return to the original upload window.
When you finish uploading the necessary files from your Zoom account, you may log out by clicking on the "log out" link in the upper right corner of your upload window.
What should I do if I have trouble signing into my Zoom account?
This support article may help you troubleshoot Zoom sign-in issues.
How can I find my recordings in the file room after I upload them?
The default names of Zoom recordings may not be descriptive enough to help you identify a specific one and the foldering within the Zoom categorizes recordings by month. If you want more descriptive names for your recording you can change them from within Zoom prior to upload.
If part of my upload fails, what should I do?
If part of your upload fails, you can retry only the files that failed to upload by clicking on the orange "Retry" button on the bottom right of your upload window. This will avoid the need to upload the successfully added files to your file room again.
Uploading from a Direct Link
At times, you may need to upload an image or file from a webpage to your File Room for import. Nextpoint makes it easy to push files embedded in a webpage directly to your file room without handling them. Here is how it works:
Navigate to the file room and to the folder in which you would like the file to appear. On the right hand side of the screen under the section labelled "Import files directly from a 3rd party location below" select the direct link icon.
After
selecting the icon you will be prompted to enter a link.
You
can find the direct link to any object on a webpage by right clicking
on the image and selecting the option to "Copy image address." You
can
check if your link is a direct link by copying and pasting it into
your
browser. If the link is a "direct link" the browser will start downloading
a file instead of loading a webpage.
Additionally, single files from Google Drive that are accessible
to "Anyone
with the link" can be uploaded directly by modifying their share
link.
You can check a file's accessibility and copy the share link by clicking
on the 3 dots next to any google drive file.
Then you can modify the share link by copying the "FILEID" from the share link and pasting it into the address template below, replacing the characters "FILEID"
https://drive.google.com/uc?export=download&id=FILEIDWarning
Some zip files are flagged by Google Drive as "potentially dangerous" which will prevent you from uploading it via the direct link.
Once
you
have entered the link to the file you'd like to upload, then select
import.
Once importing is complete select Done.
Now you will find your image listed in the File Room, and will be able to import into review. Please note, if you'd like to import the image into a specific folder, then please navigate to that folder prior to uploading the image.
Uploading from OneDrive
1.Navigate to the File Room. On the right-hand side, you will see various 3rd party import options. Select OneDrive.
2. Then select Connect to OneDrive. After which you will be prompted to sign into your OneDrive account.
3. Once you have successfully logged in, you will be returned to the File Room where you will be able to view any documents/folders available in your OneDrive.
4. Choose the document/folder you would like to import by selecting the check box, and then press the Select button to import.
5. Once your selection has finished importing you can select Done on the bottom right-hand side.
6. Your selection will now be available in the file room.
Note: At this time there is a 1k file limit for OneDrive uploads. A workaround for this would be to upload in batches of 1k. If you have any questions please reach out to support@nextpoint.com
Cloud Storage Integration; Dropbox, Zoom, Direct Links, and OneDrive
- Download and install the aws cli:
-
Set AWS Credentials:
- Open a command prompt.
- Type in the command: “aws configure”
- Copy and paste your Access Key ID. (This can be found in your database via the steps in this support article.)
- Copy and paste your Secret Access Key ID. (This can be found in your database via the steps in this support article.)
- Hit the <Enter> key twice to leave the "Default Region Name" and "Default Output Format" fields empty.
- Open the folder in the “File Explorer” or other folder browser.
- Copy the address of the folder or drive you want to navigate to.
-
Type “cd “ and paste in the path to the folder. Hit the <enter> key. If you are navigating to a drive that begins with a different letter than your command line begins with, type in the letter of the drive, a colon, and <enter> to “CD” to that drive (e.g. “D:”). You should now see the path to the folder followed by a “>”.
-
Enter the aws s3 command:
-
Upload from Computer to the File Room:
aws s3 cp ./ s3://trialmanager-case-folders/case-100000001/"Name of File Room Folder"/ --recursive --no-follow-symlinks
-
Download from File Room to Computer:
aws s3 cp s3://trialmanager-case-folders/case-100000001/"Name of File Room Folder"/ ./ --recursive --no-follow-symlinks
-
Move from folder to folder within file room:
aws s3 mv s3://trialmanager-case-folders/case-100000001/"Name of Original File Room Folder"/ s3://trialmanager-case-folders/case-100000001/"Name of New File Room Folder"/ --recursive --no-follow-symlinks
-
The components of an aws s3 script are as follows:
Note: You do not need to create folders/sub-folders in your database prior to running an s3 script. The script will create any folders referenced/required when you run it.
-
7. Hit the <Enter> Key. You should begin to see your task (e.g. copy, move...) scroll through for each file affected. Be sure to confirm your file counts after the task completes and your command line shows the folder path and the ">" symbol.
Uploading with the Amazon s3 Command Line Interface (CLI)
Your Nextpoint Database's File Room storage is hosted in an Amazon S3 bucket and secured with unique, confidential credentials. These credentials allow you to connect to the File Room using external tools such as the AWS CLI, CloudBerry, and Transmit.
Note: Credentials expire every 90 days
Your File Room credentials automatically expire after 90 days. Once expired, uploads will fail until new credentials are generated.
If you are having trouble connecting or uploading files, we recommend first checking whether your credentials have expired. See Credential Expiration for more details.
Accessing Credentials in Settings
A dedicated Credentials Management section is available under Settings > Imports (or More > Settings in a Litigation database) for Advanced users.
This section provides:
- The File Room (S3) path
- Credential fields
- Links to setup guides for CloudBerry and Transmit
Requesting Credentials
You can generate S3 credentials directly by clicking the Request Credentials button.
When you request credentials, the system generates:
- Access Key ID
- Secret Access Key
- Expiration Date
You can copy each value individually using the copy button next to the field.
Credential Visibility
For security purposes, your Access Key ID and Secret Access Key are masked by default. You can toggle visibility to reveal or hide these values as needed.
Requesting New Credentials
If you already have active (non-expired) credentials and select Request New Credentials, a confirmation prompt will appear.
This prompt warns that generating new keys may interrupt any uploads currently in progress. You must confirm before new credentials are generated.
This confirmation step does not appear if you are requesting credentials for the first time or if your existing credentials have already expired.
Credential Expiration
Your credentials automatically expire after 90 days. Once expired, uploads are blocked until you generate new credentials.
The system does not automatically issue new credentials—you must request them manually. Expired credentials are clearly marked with a status of "Expired" in the database.
Expiration Notifications
You will receive in-app notifications when your credentials are approaching expiration:
- 5 days before expiration
- 3 days before expiration
Standard users can view these notifications but cannot take action. Advanced users can click the notification to navigate directly to Settings > Imports to manage credentials.
Notifications are only shown for databases where credentials have previously been generated.
Using Your Credentials
Once you generate credentials, copy and paste your Access Key ID, Secret Access Key, and File Room path into your external tool to establish a connection.
Keep credentials secure
These credentials provide full access to your File Room. Anyone with access to them can view, copy, modify, or delete data. Keep this information strictly confidential and do not share it outside your organization.
Managing AWS S3 Credentials
Updated: Oct 28, 2024
You can upload zipped files to your File Room for maximum upload speeds and simply extract them prior to importing into your database.
How to Extract Files in Your File Room
1 | Upload Files
First, navigate to your Nextpoint File Room.
- In Discovery databases, this can be found via DATA > File Room.
- In Litigation databases, this can be found via MORE > Data > File Room.
To upload archive files, you can simply drag and drop individual or multiple files from any local source location (desktop, shared drive, thumb drive, etc.) to the File Room. We currently support the following archive types:
- .zip
- .7zip
- .rar
- .tar
2 | Select File(s) for Unzipping
- Once your files have been uploaded to the File Room, select the files which you would like to extract by checking the box next to each.
- You can select more than one file for extraction as long as each file is 40GB or less. This is the current file size limit for File Room extraction capabilities.
- Click Extract Selected at the top of your file listing to initiate the extraction process.
3 | Settings & Initiate Unzipping
Once you click Extract Selected, you will be prompted to complete a couple of settings:
-
Folder Settings: Select the folder location where you would like the contents of the archive to be placed once extraction is complete.
- Extract to its own folder: Selecting this option will create a new folder in your File Room titled with the name of the archive, minus the file extension. For example, ABC_Prod002.zip would be extracted to a new folder in the File Room titled ABC_Prod002. If you select more than one file in the previous step, each archive file will receive its own folder
-
Extract to an existing folder: Selecting this option will direct you to a secondary screen in the pop-up modal that lists all available folders currently in the File Room. To make your selection, check the box next to the desired folder location and click the Select button at the bottom of the pop-up. Once selected, you will be returned to the previous window with the Extraction Settings.
- Enter your archive password (if any): Additionally, you will have the opportunity to enter a password for the archive. If there is no password, leave this field blank.
- Click the gray Extract button.
Post-Extraction Statuses
Once the extraction process has been initiated, you will see a few different icons based on the file's status:
In Progress: During the extraction process, we will display an icon indicating progress. If you are working with a small file, you may not see this progress because it extracts quickly.
Success: If the extraction is complete without issues, you will see this icon. Your files should now be available in your selected extraction location.
Error / Retry: If an error was encountered during processing, we will display the errored status in the File Room and also send you an email (see details below). If you hover over the icon, the cause of the error will be displayed, and you will also have the opportunity to retry.
Common Unzip Errors & Solutions
When the extraction process encounters an error, you will receive an email from mailer@nextpoint.com indicating the database information and reason for the error. Outlined below are the various errors, supporting details, and tips for resolving them:
General Error
Error: An unknown error occurred, causing the extraction process to fail. Please try again.
Solution: This error could be triggered by a network issue during extraction or may be related to the size of your selected archive(s). We recommend first retrying the extraction process. If unsuccessful, please contact our support team at support@nextpoint.com.
Incorrect Password
Error: The password entered is incorrect. Please try again.
Solution: This error is triggered by an incorrect password. We recommend confirming the password spelling and capitalization, and then retrying the extraction process with the correct password. If you still receive an error, it may be worth attempting the extraction process without a password. If the above steps do not resolve the issue, we recommend contacting the party who provided the archive file to verify the password.
Missing Password
Error: A password is required, but was not provided. Please try again.
Solution: This error occurs when a password is required but not entered in the Extraction Settings. Please retry the extraction process and input the required password. If you do not have a password but receive an error stating that one is required, we recommend contacting the party who provided the archive file to obtain the password.
Unsupported Encryption Method
Error: Unsupported encryption method. Please use a supported method or remove encryption before trying again.
Solution: This error is triggered when an unsupported encryption method (password) is used. The most common unsupported encryption is AES. To resolve this, we recommend removing the password locally and re-uploading the archive to your File Room. Alternatively, you can extract the files locally using the password, rezip them without a password, and then re-upload to your File Room.
Unsupported Compression Method
Error: Unsupported compression method. Please use a supported method and try again.
Solution: This error is triggered when an unsupported compression method was used to create the archive file. The known unsupported compression types are: Legacy, Imploded, Deflate64, IBM Terse, BZIP2, LZMA, IBM z/OS CMPSC. To resolve this, we recommend accessing the archive file on your local device, extracting its contents, and rezipping it using a supported method.
To read more on how the File Room is structured and how to navigate the interface, click here >
To read more on the File Room Best Practices, click here >
How to Extract Archive Files in your File Room
What is File Room?
File Room is a secure ‘data-bank’ for storing all your confidential files. Your File Room comes with a built-in, high-speed, multi-file uploader to get data into Nextpoint quickly and efficiently.
Access your File Room from the DATA navigation tab. From there, just drag and drop or select multiple files, folders, or archives to be uploaded. Data storage is free with a Nextpoint subscription, so upload as much as you like.
You can then import files into a Discovery or Litigation database directly from your File Room.
- In Discovery databases, File Room is located via the DATA tab in your top navigation.
- In Litigation, File Room is located via MORE > Data in the top navigation.
DISCOVERY DATABASE
LITIGATION DATABASE
Easily create a folder to drag and drop files into the File Room, or simply drag and drop folders contained on your desktop, local drive, etc.. (tip: unzipped folders). Click into a folder in File Room to view its files or drag and drop a new folder or multiple files from your computer into the existing folder.
Folder/File Naming and Sort Order in File Room
The names of folders/files brought into your Nextpoint File Room are sorted alphabetically, not numerically. This means that folders/files ending in numbers may not be sorted as expected.
For example, the sorting rules will put a file named IMG_1000 after a file named IMG_100, instead of after the file IMG_999.
IMG_100
IMG_1000
.... IMG_999
If you would like those files sorted with IMG_1000 after IMG_999, then files should be named with leading zeros (IMG_0999).
To determine whether you are uploading to the correct folder, check the folder name in the breadcrumb navigation above your file list.
When you're ready to import your data into Discovery or Litigation from your file room, follow instructions here.
Click the checkboxes next to the file you would like to delete and click "Trash Files".
If you would like to delete all files in a folder, check the first file, and then you will be presented with the option to "Select: All".
Remove Folders from File Room
To remove a folder from the file room it first must be completely empty. When it is there will be a message that states: "Folder contains zero files. Add files to the folder using the upload tools above. Delete Folder." If you click on the phrase "Delete Folder" the folder will be removed from the file room.
If you have a number of sub-folders, manually deleting them all can be a time-consuming process. If you would like assistance, the Nextpoint data team can remove your folders from the file room with a short script. If you are interested in this service send an email to support@nextpoint.com with your database ID, the name of the folder(s) you want deleted and a message stating that you would like help deleting them from the file room.
Getting a "Invalid according to Policy: Policy expired" error on upload?
Please check the clock on your computer, if the time difference is greater than 5 minutes Amazon S3 will reject the upload. To remedy this, make sure your computer's system clock is synced with a time server.
For any other File Room errors, please contact support@nextpoint.com.
File Room: What is it & how do I use it?
File Room Upload vs. Import into a Database
There are two steps to getting data into a reviewable state in your database:
Step 1. The File Room Upload copies files from your computer or other supported cloud storage system into a secure ‘data-bank’ in your database. This allows you to organize and store all your confidential files.
Step 2. In order to search, review, and code your documents in Nextpoint, files must be imported into your database from the File Room. When importing your files, Nextpoint will generate reviewable images of each file, extract search text and metadata, and link these processed copies in your REVIEW tab.
Best Practices Checklist
Outlined below are recommended best practices to consider when uploading to the File Room and/or importing to your Nextpoint database:
Uploading to the File Room (Step 1)
- We recommend using Google Chrome, Firefox, or Safari.
- Unzip any .zip files before uploading to File Room. Then upload the parent folder or Create a Folder in the File Room to which you drag and drop your files into.
- Ensure you have a good internet connection. We recommend Nextpoint be experienced at a minimum connection speed of 5 Mbps upload/download. If running slow, load http://www.speedtest.net/ and report the speed. If it is lower than the recommended 5 MBPS upload/download speeds, the slowness can be attributed to your network connection and you should contact your IT Department.
- The recommended maximum size for a single upload is 20GB.
- The names of folders/files brought into your Nextpoint File Room are sorted alphabetically, not numerically (e.g. A file named IMG_1000 will sort after a file named IMG_100, instead of after the file IMG_999. If you would like those files sorted with IMG_1000 after IMG_999, then files should be named with leading zeros >> IMG_0999.
- Be patient if you are uploading a lot of files. Along the same lines, check “Disable Session Expiration” on the login page before larger uploads to avoid Nextpoint signing you out after 30 minutes of inactivity.
- Check for any failed uploads, you can retry uploading them again.
- Make sure the file count in File Room matches the file count on your computer once the upload is complete. This information can be found in your File Room under the Size and File Count columns.
Importing into your database (Step 2)
- Set-up and/or confirm your Deduplication, DeNIST, and Attachment Index settings prior to import.
- If using a load file, set up any (custom) fields in load file mapper to ensure comprehensive field mapping.
- Import any .pst or .mbox files individually per batch.
- The recommended maximum size for a .pst or .mbox file is 20GB.
- If you have a date field(s) in your metadata load file, it is suggested they are formatted as YYYY-MM-DD HH:MM:SS in order to properly sort documents by date once imported.
- When possible, assign Custodian on import for loose file and mailbox file imports.
- Once your import is complete, make sure to review your processing details, PST Processing, and Warnings tabs on your Batch Summary page.
Read more on uploading files to your File Room or requesting a third party upload files directly to your File Room.
File Room & Import Best Practices Checklist
Transmit is a tool that will make it easier for non-technical users to upload large data sets to their Nextpoint File Room. To learn more about your File Room, click here.
Installation
1. Download and install the Transmit for Amazon S3 client.
Setting Up Transmit
1. Open Transmit.
2. Choose "Amazon S3" from the "Protocol" dropdown on the right hand side.
3. Fill in the "Connect to Amazon S3" form. All of these credentials can be found by going to SETTINGS > Import in Nextpoint. They will be displayed in the File Room section.
- Access Key ID
- Secret Access Key
- Remote Path (named File Room path in Nextpoint)
For more details on requesting and managing your credentials, see our Managing AWS S3 Credentials article.
4. Click "Connect".
5. In the main menu, choose Transmit > Settings.
- Select the Cloud tab.
- Select Default in the left pane and click the + (plus) symbol on the right-hand side.
- In the Name field, enter: x-amz-server-side-encryption
- Double-click on the Value field and enter: AES256
- Close the Preferences window.
6. You are now connected to your File Room and can begin transferring files by dragging them from the left side of the Transmit screen to your File Room on the right side.
