More Metadata Control and Expanded Data Hosting
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.
Locked Metadata
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.
Questions? Feedback? Please contact our team at support@nextpoint.com.
SEC Export Templates and Account Service Features
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.
Document Viewer
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.
Questions? Feedback? Please contact our team at support@nextpoint.com.
Additive Bulk Coding and Enhanced File Room Features
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.

Project and Database Names
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.

Questions? Feedback? Please contact our team at support@nextpoint.com.
Grid View Filtering and Enhanced User Management
This week, we launched exciting new updates to enhance grid view search results and improve the user management platform. See below for a preview of what’s included in this release.
Grid View Filters
You can now use filters to refine and narrow your search results while in grid view mode. For example, in the image below, a user searched for the word “distribution,” then narrowed down the results to only show documents with “cost” in the title. Then, they filtered it to only show authors named “Anna.”
Now, all your results are on one page – keep scrolling as much as you need. Select all the documents in your search or the filtered down set to perform bulk actions.
You can also temporarily modify your saved grid view templates to match your current needs by unchecking and hiding fields and reordering and resizing columns. When you end your session, the template will revert back to its original version.

User Management Updates
We improved the account dashboard so that admins have more information and control over their users’ licenses. Now, you can view the number of projects users are working on and easily make adjustments to their license type.
On the User Management tab, you’ll find a count of the total number of licenses you’re using and how many are still available. These numbers change in real time as you make adjustments to your account, and you’ll receive an immediate notification if you exceed your available licenses.
We also included a metric that shows cost per user, which makes it easier to pass eDiscovery software costs through to clients ethically and accurately.
*This update is only available to all-access accounts.

Questions? Feedback? Please contact our team at support@nextpoint.com.
Search Hit Highlights & Improved Document Review Experience
This year, we set out to improve the document review and coding experience for our user community. The objective was simple: enable users to navigate the document review process in Nextpoint easily and efficiently, regardless of their experience or case needs.
We are pleased to announce the improved document review experience released on Monday, December 6th, 2021. Outlined below are the updates incorporated in this exciting release.
Search Hit Highlights
This new feature enables users to quickly skim documents and find the most relevant information. After you conduct a keyword search and click on a document from the results, the keywords will automatically be highlighted in the document viewer. Just make sure your document is set to PDF Search viewer mode.
Once your search hit highlights are presented, you can use filters such as “highlight all” or “match case” to narrow the highlights. You can also toggle the double arrow drop-down menu at the top right of the document for additional options, such as quick rotate, side-by-side page view, or cursor.
Search hit highlights will be available in all Nextpoint databases created after December 6th. We expect to introduce a tool next month that will allow us to implement this feature in existing databases for an additional fee.

Document Viewer
Nextpoint software maximizes efficiency so that the hours you spend on detailed document analysis are as painless as possible. We made visual enhancements to the document viewer and improved the zoom feature to aid in smoother navigation. We also adjusted the toolbar to ensure that the tools you need most are front and center.
Key updates include:
- The Document History and Native Placeholder tabs, which used to sit at the top left of the document, are now presented as icons next to the Viewer Mode drop-down.
- The improved zoom functionality is now at the top-center of the document in both Image and PDF Search viewer mode.
- We moved Document Splitting to the forefront of the toolbar, and we converted the Download Original, Share, and Print actions into icons at the top-right of your document.

Document viewer – before

Document viewer – after
Coding Panel
To simplify document coding, we reorganized the fields on the coding panel and added collapsible sections. Instead of getting lost in coding fields irrelevant to your case, you can choose what you want to see when you need to see it.
In Nextpoint Discovery databases, the Relevancy, Privilege, and Confidentiality coding, previously located below the related documents, can now be found in the Discovery Fields section of your coding panel. All other field sections such as Hot Fields, Additional Fields, Custodians, Folders, and Read-Only data can be found in their respective collapsible sections.
The Nextpoint Litigation suite follows suit with the same coding panel updates with a couple of minor differences. For folder assignment in Litigation, you can now search a list of folders or click the drop-down selection to see a full list. Once the folder is selected, you can edit the document’s position in the folder by clicking the pencil icon. A document’s position in the folder will translate to a specific exhibit number – for example, Plaintiff-7 will translate as Plaintiff Exhibit 7. Once the folder assignment is saved, you can exhibit stamp, edit, or remove the folder as needed. Issue assignment in Litigation resembles folder assignment, minus the ability to apply exhibit stamps.

Coding panel – before

Coding panel – after
Related Documents
Many documents include a tangled web of email families and threads displayed in the Related Documents section. We simplified this section so that it’s easier to distinguish the various documents and their relationships with one another. We also improved the bulk coding feature to minimize the number of clicks required to code an entire family or thread.
Email files now display in a gray color to distinguish from attachments or loose efile documents. When a parent email has attachments, an icon displays with a count of how many attachments are associated with a particular email, and emails are now visually tied with their associated attachments with a purple bar indicator on the left.
We also added icons for files with duplicates. If a document in your current viewer has an independent duplicate elsewhere in the database, links to those duplicates are presented at the bottom of the Related Documents slider.
Enable bulk coding with a quick toggle of the Bulk Code button at the top of Related Documents. You have the option to select the current email family, thread, or a custom selection for more consistent coding decisions. Once your documents are selected, make your coding decisions in the coding panel, click save, and the bulk changes will be applied to all selected documents.

Related documents – before

Related documents – after
Read more on Search Hit Highlights & Improved Document Review
Questions? Feedback? Please contact our team at support@nextpoint.com.