Product Certification
Whether you're new to Nextpoint, or a seasoned pro, everyone can learn something in this 8-session software and workflow curriculum put together by Nextpoint's team of trainers and subject matter experts.
- End User Accelerator A - Discovery Optimization
- End User Accelerator B - Litigation Optimization
- Accelerator 1 - Ediscovery 101
- Accelerator 2 - Account and Case Organization
- Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
- Accelerator 4 - Analytics through Searching
- Accelerator 5 – Production, Export, and Exchange
- Accelerator 6 - Advanced Litigation Organization - Exhibits
- Accelerator 7 – Advanced Litigation Organization – Transcripts
Discovery Optimization
This tutorial will best practices for navigating and using a Discovery Database. It encompasses seven short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Database Analytics
- Part 2: Folders and Categories
- Part 3: Discovery Fields
- Part 4 - Field and Coding Customization
- Part 5 - Redactions and Image Markups
- Part 6 - Document Level Coding and Modifications
- Part 7 - Search Tips and Tricks
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the End User Accelerator A: Discovery Optimization module.
Course Notes:
- The Analytics page is a customizable, high-level, visual overview of the data that has been imported into your database (or the results of whatever search syntax you enter into the search bar)
- There are three primary organizational tools used in Nextpoint. From most broad to most specific (folder categories, folders, document coding)
- Customizing your grid view with specific metadata fields can be extremely helpful throughout the review process
- For those not yet comfortable building out a boolean search starting from scratch, the Advanced Search tool is an easy way to have Nextpoint guide you through creating the search syntax you would like to use
- Whenever you build out searches that you would like to use/edit frequently, you can save that search and access it later
- Instead of describing where a document is located in a database, you can share a specific document with your review team via email
- You can also assign folders to team members to review
- Highlighting and redacting portions of documents can easily be done in Nextpoint as well
End User Accelerator A - Discovery Optimization
Litigation Optimization
This tutorial will best practices for navigating and using a Litigation Database. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction to Litigation Databases
- Part 2: Deposition Designations
- Part 3: Video Depositions
- Part 4: Searches, Fields, and Exhibits
- Part 5: Presentation and Theater View
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the End User Accelerator B: Litigation Optimization module.
Course Notes:
- If you need to get your relevant documents into your Litigation database after having reviewed them in a Discovery database, you can leverage the Nextpoint Exchange feature
- Organize your Litigation database with the proper folders and folder categories for different areas of the litigation process (witnesses, exhibits, depositions, productions, etc.)
- Once you have your exhibits organized in the order that you would like in a folder, you will need to create an exhibit stamp template to use to give these documents exhibit stamps
- Customize an exhibit export template to your specifications
- You can now export your exhibit folder (click the ellipses to the right of the folder -> click export -> choose your export template -> export) and share it via email with whoever you choose
- This article should show you how to import your depositions and proceedings into your Litigation database from the File Room
Remember, when importing a video deposition, the process is to 1) import your sync file (transcript), 2) import your video file, 3) marry them together - You may want to hyperlink exhibits to portions of your transcripts
- Once you have completed your imports successfully, you can begin creating designation and objection clips
- You can also create custom reports to export your designations
- Users often will use the Litigation suite as a transcript repository by transferring their transcripts into a central location to allow them to conduct research on while preparing for future cases/depositions
- You can use Nextpoint Theater mode to create and download treatments that you can use in PowerPoint presentations for opening/closing arguments, or it can be used to call things out when presenting live in the court room or via Zoom (as long as there is a stable internet connection)
End User Accelerator B - Litigation Optimization
Ediscovery 101
This tutorial will introduce you to various parts of Ediscovery processes and terminology. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction to ESI
- Part 2: ESI Protocols and Data Collection
- Part 3: Data Imports
- Part 4: Document Review
- Part 5: Document Production
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 1: Ediscovery 101 module.
Additional Notes:
- For a general outline of support articles available for our Discovery suite, please visit our "Nextpoint Discovery Workflow" support article.
- For a general outline of support articles available for our Litigation suite, please visit our "Nextpoint Litigation Workflow" support article.
- If you would like to schedule a more in-depth look at general Ediscovery topics with one of our experts, please complete the training request form.
Accelerator 1 - Ediscovery 101
Account and Case Organization
This tutorial will guide you through setting up your account and database and preparing for a successful review of your data. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction, Account HQ, and User Management
- Part 2: Projects and Databases
- Part 3: Categories and Folders
- Part 4: Coding Documents
- Part 5: Redactions and Highlights
- Part 6: Other Review Features
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 2 - Account and Case Organization module.
Course Notes:
- The Account Dashboard is where you can create, manage, and edit projects and databases along with managing user settings, billing information and more
- The File Room is where uploading and organizing your documents begins; it acts as a storage unit to secure your data
- You can add data stored locally on your computer to the File Room (using the drag and drop or Upload Files features) or you can request files when you need to collect data from others
- Once the files are in your File Room, you can then import them into your database. Here are some best practices when it comes to the File Room/Importing
- Organizing your database is hugely important throughout the eDiscovery process. Some of the tools that you have available to you in Nextpoint are folders and folder categories
- Another organizational tool that is crucial to the review process is the use of coding. You can assign coding in the document level review or via bulk action
- Creating your own custom codes pertaining to your case before you begin the review process can be very helpful after you have completed your review
Accelerator 2 - Account and Case Organization
Uploads & Imports
This tutorial will guide you through the process of uploading data sets to your file room and importing mailboxes, loose files, and productions with a load file. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1 - Upload/Import Overview
- Part 2 - Uploading Documents to the File Room
- Part 3 - Importing a Mailbox File
- Part 4 - Importing Multiple Files
- Part 5 - Importing a Production with a Load File
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Course Notes:
- The first step for getting any documents imported into your database is to upload them into the File Room; it acts as a storage unit to secure your data.
- You can add data stored locally on your computer to the File Room (using the drag and drop or Upload Files features) or you can request files when you need to collect data from others.
- Once the files are in your File Room, you can then import them into your database. Here are some best practices when it comes to the File Room/Importing.
- This workflow takes you through getting basic imports (single mailbox, multiple files) into your database.
- This workflow takes you through the process of importing a production with a load file into your database.
- After your production with load file import has finished processing, the last step is to family link the import.
Accelerator 3 - Uploading to the File Room and Basic & Produced Data Imports
Analytics through Searching
This tutorial will guide you through the process of searching your database for specific document sets and organizing these searches to aid your review. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction and the Analytics Tab
- Part 2: Basic Boolean Searching
- Part 3: Saved and Metadata Searches
- Part 4: Searching on Bates Numbers
- Part 5: Advanced Search and Filters
- Part 6: Search Hit Highlights
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 4 - Analytics through Searching module.
Course Notes:
- Whenever starting to learn how to search effectively, the Nextpoint Search Guide is a great resource to explain the different fields available, and best practices for building out searches within the app
- Use the Analytics page to build out searches to identify different types of documents, search by different metadata fields, identify documents by specific date ranges, and check the progress of coding for relevancy and privilege status across your database
- The rule of thumb when creating searches is to design them in the following format: Field_name:value. An example would be date:01/11/2002
- Whenever you build out searches that you would like to use/edit frequently, you can save that search and access it later
- For those not yet comfortable building out a boolean search starting from scratch, the Advanced Search tool is an easy way to have Nextpoint guide you through creating the search syntax you would like to use
- Utilizing search tactics during pre-review and during the review process is highly recommended as they are easy to customize to be broader or narrower as needed
- Filters are typically used in the post-review process to identify documents for production
Accelerator 4 - Analytics through Searching
Production, Export, and Exchange
This tutorial will guide you through the process of organizing and checking your production folders, endorsing documents, and exporting, sharing, and exchanging document sets. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
- Part 1: Introduction to Productions
- Part 2: Creating and Quality Controlling a Production Folder
- Part 3: Creating an Endorsement Template and Endorsing Documents
- Part 4: Reviewing and Editing Templates and Running an Export
- Part 5: Sharing Productions and Exports
- Part 6: Exchange
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 5 – Production, Export, and Exchange module.
Course Notes:
- This workflow outlines the steps for preparing a folder for production while checking for inconsistencies in your produced data set
- Once you have QC’d your production folder, you will need to create an endorsement template
- Use this endorsement template to then Bates-stamp your documents within your production folder
- After the Bates-stamping process has been completed, you will need to create an export template
- You can export your production folder (click the ellipses to the right of the folder -> click export -> choose your export template -> export) and share it via email with the receiving party.
- If you want to transfer document sets from one Nextpoint database to another (Discovery to Litigation is most common use case), you can use the Nextpoint Exchange feature
Accelerator 5 – Production, Export, and Exchange
Advanced Litigation Organization – Exhibits
This tutorial will guide you through the process of organizing and analyzing the exhibits in your Nextpoint Litigation database. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
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Part 1: Introduction and Exchange
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Part 2: Litigation Organization
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Part 3: Exhibit Stamping
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Part 4: Exhibit Lists and Exports
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Part 5: Presenting Exhibits
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 6 - Advanced Litigation Organization - Exhibits module.
Course Notes:
- If you need to get your relevant documents into your Litigation database after having reviewed them in a Discovery database, you can leverage the Nextpoint Exchange feature
- Organize your Litigation database with the proper folders and folder categories for different areas of the litigation process (witnesses, exhibits, depositions, productions, etc.)
- Once you have your exhibits organized in the order that you would like in a folder, you will need to create an exhibit stamp template to use to give these documents exhibit stamps
- Customize an exhibit export template to your specifications
- You can now export your exhibit folder (click the ellipses to the right of the folder -> click export -> choose your export template -> export) and share it via email with whoever you choose
Accelerator 6 - Advanced Litigation Organization - Exhibits
Advanced Litigation Organization – Transcripts
This tutorial will guide you through the process of organizing and analyzing the transcripts in your Nextpoint Litigation database. It encompasses five short video walk-throughs with multiple choice questions at the end of each video.
The sections are as follows:
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Part 1: Introduction and Importing Transcripts
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Part 2: Transcript Designations
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Part 3: Transcript Reports
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Part 4: Exhibit Linking
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Part 5: Other Features and Use Cases
If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.
Click here to begin the Accelerator 7 - Advanced Litigation Organization - Transcripts module.
Course Notes:
- This article should show you how to import your depositions and proceedings into your Litigation database from the File Room
- Remember, when importing a video deposition, the process is to 1) import your sync file (transcript), 2) import your video file, 3) marry them together
- You may want to hyperlink exhibits to portions of your transcripts
- Once you have completed your imports successfully, you can begin creating designation and objection clips
- You can also create custom reports to export your designations