Today, we launched a new tool that makes it easier for users to analyze spreadsheet files in Nextpoint. See below for a preview of what’s included.
Native Spreadsheet Viewer
In general, spreadsheets can be difficult to view outside their native application (such as Excel). And unlike most ESI, they don’t image well when imported into ediscovery databases. Before this new feature, our users would often have to download spreadsheets, view them in their native platform, then return to Nextpoint to make coding decisions.
Not anymore! We created a native spreadsheet viewer that allows all spreadsheet analysis to stay in the Nextpoint platform. “Native view mode” in the document viewer will emulate the appearance and functionality of an Excel spreadsheet. Users can zoom, wrap text, search cell contents, view associated formulas, and filter and sort columns and rows.
Additionally, any hidden cells in the spreadsheet will be automatically unhidden when the file is imported. This ensures that legal teams don’t overlook hidden cells and accidentally miss relevant information.
This week, we launched exciting new updates to our user permission and access levels. See below for a preview of what’s included.
View Only Permission Level
Today, we added a new “view only” permission level to give legal teams more control over the information that users in their database can access.
Users with this permission level will only be able to see the folders and documents to which they’ve been assigned, but they won’t be able to see the metadata or coding on documents. They can make their own page notes, but they cannot redact or highlight information.
Legal teams will find a wide range of uses for this permission level. Expert witnesses, end clients, and certain internal staff at your firm are a few types of users to whom you may want to assign this limited access. It’s also useful as a virtual deal room in the mergers and acquisitions process. Attorneys can share data with a prospective buyer of their client’s business while restricting them from printing or downloading the documents.
Soon, we will be launching exciting new updates to our metadata coding, spreadsheet viewing capabilities, and more. See below for a preview of what’s included.
Today, we launched an update to our coding panel to allow users to lock certain fields so that the information cannot be changed. This will ensure that fields containing fixed metadata, such as email subject and author, are not modified or deleted when coding documents or performing bulk actions.
Locked fields will have a gray background in the document viewer so that users can view the information without making any changes. Users can also view the Field Modification History, which tracks when fields are created, locked or unlocked, as well as who made the changes.
Coming Soon: Servers in Canada and California
Nextpoint’s cloud-based data hosting is facilitated through Amazon Web Services. We currently host data in a secure server environment in the East Coast; soon, we will add additional environments in California and Canada. We expect to see an increase in speeds and stability across the Nextpoint platform, and it will help us address the needs of our ever-growing client base more effectively.
Canadian firms often must follow specific parameters that dictate where their data can be hosted. The Canadian servers will allow local firms to adhere to these requirements while using Nextpoint.
Coming Soon: Native Spreadsheet Viewer
In general, spreadsheets can be difficult to view outside their native application (such as Excel or Google Sheets). And unlike most ESI, they don’t image well when imported into ediscovery databases. Currently, our users often have to download spreadsheets, view them in their native platform, then return to Nextpoint to make coding decisions.
Not anymore! We’re creating a native spreadsheet viewer that allows all spreadsheet analysis to stay in the Nextpoint platform. Right now, we’re working hard to make sure this tool has all the features you need to examine spreadsheets easily and efficiently. We can’t wait to share this exciting new release with you very soon.
Soon, we will be launching exciting new updates to the account dashboard and export templates. See below for a preview of what’s included.
SEC Export Templates
In cases involving document productions to the Securities and Exchange Commission, there are specific standards that all producing parties must meet. We created a default export template that meets these specifications.
Now, users don’t have to spend tedious time entering the numerous requirements every time they open a new case. The template covers the data delivery standards for images, text files, native files, and load files. It also outlines the maximum export parameters set by the SEC.
The SEC Export Template will be available in all new databases created after the feature is launched.
Account Services Overview
The account dashboard will have a new page called “Account Services.” Our goal is to give users greater visibility into the additional services that Nextpoint performs for their account. Any service that has been completed will be logged there for users to view, and the page will refresh each day.
At the top of the page, you’ll find a running total of the service hours utilized and their cost. The page also features a table with detailed information on the date of the services, the project they were performed for, the billing rate, and more. Users can search, filter, and sort the information in the table. If you click on the category for each entry, you’ll find a detailed description of the services performed.
In December 2021, we released significant updates to our document review experience and introduced search hit highlights. After our user community had time to experience the new features, we listened to their feedback to help us further streamline their experience. Based on that feedback, we have developed a series of incremental updates to the document review experience.
Here are a few of the updates we’ve released:
When a user expands or collapses the Related Documents slider, Nextpoint will now remember that setting as the user navigates between documents. A related documents count will also appear in the slider.
Users can resize the coding panel in order to capture more real estate within the document viewer.
Zoom settings will be maintained when navigating between documents.
When viewing a document placeholder for PST and Zip container files, the documents extracted from that container during processing are now linked at the document-level as a search.
This week, we launched exciting new updates to the file room, database name displays and bulk coding. See below for a preview of what’s included in this release.
Unzip in the File Room
In any technical setting, you can upload multiple files more quickly if you compress them into a single “zipped” file. However, Nextpoint recommends importing the uncompressed versions into your database to ensure successful processing. So, we came up with a solution that allows users to quickly upload zipped files while maintaining the integrity of the data.
Now, you can upload zipped files to your File Room for maximum upload speeds, and simply unzip them prior to importing into your database. Select a zipped file(s) in your File Room, and click “Unzip Selected.” From there, you can choose to unzip the files to a new or existing folder and enter a password if necessary. Files that have been unzipped will display a green checkmark on the right.
We tweaked the database name display so that users can easily distinguish between multiple projects. In the dropdown menu in the top left corner, each database is listed with the project name underneath. New icons also help to differentiate between Discovery and Litigation databases. You’ll see a teal D for Discovery or a purple L for litigation.
Additive Bulk Coding
In Nextpoint, users could always select multiple documents and bulk code them simultaneously. We’ve enhanced this feature to alert users if a document has previous coding they do not wish to overwrite.
When bulk coding multiple documents, you’ll see a count in parentheses that shows how many documents have already been coded. Previous coding options will appear with a dash in the tick box. If you unselect those options, the tick box will appear with a blue outline. There are also multiple warnings to notify users that the bulk edit will overwrite existing coding. **These updates will only be available in Search Mode, not Filter Mode.