Pay Attention! Customizable Views for Document Review

Pay Attention! Customizable Views for Document Review

Pay Attention! Customizable Views for Document Review 150 150 Jason Krause

I am going to lose your interest a couple of times before this article is done. I won’t take it personally; it’s just that the average person’s attention span is 8 seconds. That’s not a problem in most facets of life. But it’s a problem you have to pay close attention to something for a long time, finding details and catching important information. Like document review for litigation.
We understand that reviewing hundreds or thousands of documents for any kind of legal matter is a pain. Even reviewing one document properly can be a challenge. That’s why Nextpoint has gone out of it’s way to make the review experience customizable. If users are going to be able to successfully review documents for litigation, they have to be comfortable. Users cannot be distracted by unnecessary features, extraneous information, or frustrated by their technology if they hope to get work done.
That’s why Nextpoint has customized the views for reviewers with two views for any list of documents, Classic and Grid View.

Classic View

Classic View will display the documents along with some helpful information and options:
1. The document Title, Review Status, Bates range as well as any Subreviews or Responsive Issues it belongs to (in this case “Montana Power Company,” Responsive, LUNCH0000334, “Daniel-403,” and NPP-145 respectively).
2. The Author, Document Date and Document Type (in this case “Williams III, Bill,” 11/302001, Email respectively).
3. If you performed a text search, a summary of the applicable text is shown in context with the surrounding text (in this case “Montana”)
4. You can Change Sort Criteria by opening up the dropdown, and making a selection.
5. You can download a PDF of the document.
6. You can view the document in Theater to view full screen.
7. You can toggle between Classic View and Grid View.
Document Review

Grid View

Grid View will display the documents in a table, displaying coding fields in columns. You can either view in the default template, or create as many custom grid views as you need.
1. Coding information for each document row will be displayed in the columns of your grid.
2. Click on a Column Header to change the Sort Criteria (in this case, we would be changing to sort by Author).
3. Click on the triangle open the Document Actions popup, where you can Download Original FilesDownload PDFView in Theater, or display in Document view.
4. Use the dropdown to select another saved Grid View Template. 

5. You can toggle between Classic View and Grid View.
Document Review
To create a Custom Grid View, click Settings at the top of the screen, then choose the General Settings tab. In the Grid View Column Settings section at the bottom, you can view the current saved templates, as well as Edit or Delete them.
Document Review
Click Create Template to make a new template. Give your template a name, and click on the fields you would like displayed in your grid, and select the Sort Orderyou would like. Click and drag with the handles to the left to reorder the fields, and Reset column data if you want to start from scratch. When you are finished, click Save Changes, and your template will be available in Grid View.
Document Review
We hope that among these options, any reviewer will be able to find the best setup for their project needs, work habits, and deadline pressure so they can their work done quickly and efficiently. You can find these instructions and more in Nextpoint’s Support Site.