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Archive for the ‘Discovery Cloud’ Category

At Nextpoint, we understand that it is crucial for eDiscovery and litigation tools to be as fast and cost-effective as possible. To that end, we periodically introduce a major enhancements, like our review metrics designed to help you track and monitor the progress of your review. But we are also continually tweaking our interface in response to customer requests to make sure it works the way they do.

Today, we’re proud to introduce a new and improved Grid View, our streamlined interface for browsing your documents. We have already introduced a number of new features in Gridview making it more customizable. Now we have even more resizing options, including a new feature to save the custom views for individual reviewers.

In the past, a reviewer might resize their grid view to allow them to quickly scan the information most important to them. Now, those changes are automatically saved, so that each reviewer can preserve their custom column widths and other choices as they move through their review. It’s just one small way we’re trying to help reviewers quickly scan and precess information they need for a case.

Gridview

For example, in the Grid View layout above, users can choose to change, resize and manipulate any of the columns, a process which is now smoother than ever. In addition, all of our Nextpoint applications will remember those choices and display the same column widths and layout on every page of search results that reviewer looks at. As always, comments and feedback are highly welcomed and encouraged.  Feel free to email us at  thelab atsymbol nextpoint dot com.

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Sometimes long bits of text are annoying – you want them stored but you don’t want them taking up valuable screen space… but sometimes those long bits of text are important and justify expanding the view to make them always viewable in their entirety. For the second scenario, we’ve recently introduced the “paragraph” custom field type.

With “Paragraph” the input blank expands as you type, exposing any text that you’re entering automatically.

keeptyping

The text will display, in it’s entirety, when other users/reviewers visit as well, providing a way to share notes or longer values that justify the real estate without the need to scroll +/- copy/paste.

It’s a great new feature and we hope you get some mileage out of it!

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Since the launching of “Gridview”, it has quickly become the most popular format for viewing documents in Trial Cloud and Discover Cloud.  Shortly thereafter, we started offering some customization which also became quite popular and is leveraged in almost every Trial Cloud and Discovery Cloud instance.

Another enhancement has now been introduced, allowing you to view values that are a bit too long for the standard column widths.  Here a portion of the “Author” field is not viewable by default:

liil

Dragging to extend the column, we can now see the full value:

exp

A simple change to make things a bit easier when sorting through the list of values brought back from a search.  Enjoy!

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As an instance admin for CP, keeping track of your user’s crawl authorization statuses can be tricky.  Notifications are sent to the user to let them know the social media site requires them to provide re-authorization, but if they don’t take action… you need to know to get on their case!  In order to alleviate this issue we have added a new field to CP cases:

first

A look at the new changes in the CP tab under account management

This field is available under the CP tab in “Manage account”. The list takes a group of comma separated emails of whom you want to be notified whenever authorizations or reauthorizations are needed. This makes the process more visible and you won’t have to mentally remember to remind Bob down the hall he needs to reauthorize his twitter crawl. The field can be either set at the same time the instance is made or later modified at any time from the CP tab using the “Modify Repository” utility.

second

The BCC field can be changed at any time from the Modify Repository tool.

The other new CC function is small, but helpful. When either uploading a new file or a new version of a file in TC you can now CC yourself alongside the users you want to notify. This will help you better keep up on TC file changes.  The recipient list will be included in the message delivered to each user, allowing an easier audit of who received the notification.

New CC function available for TC file uploads

New CC function available for TC file uploads

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Electronic redaction in DiscoveryCloud is not only more failsafe than it’s “magic marker” counterpart – it saves time in the process.  It’s that same “failsafe” requirement that makes proper auditing a bit tricky — make the redaction permanent… except when it’s necessary to see what was under there in the first place.  Newly available to DiscoveryCloud is a feature that does just that — making auditing available users who themselves have the authority to redact.

Documents that have redactions made in DiscoveryCloud will have an additional icon in their “Viewer Tools” section.

post-red-1

A view of the document pre-redaction will be temporarily displayed.  The version of the document available for (normal) export / production is not effected by using this audit mode.  Navigating away from the document will not leave the setting on.  Likewise, any other users viewing the document at the same time would see the redacted copy.

post-un-1

Checks & balances are in place to prevent production of unredacted images remain in place, ensuring that those copies are provided only when explicitly requested.  We hope this feature comes in handy and makes the process of auditing redactions simple and straightforward.

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Transmitting images utilizing Privilege Protect (or exporting) is a common use case, but some filetypes just don’t have a logical image:  What does a pst “look like”?  To account for this issue, a “placeholder” image can be employed to fill a spot – providing the ability to have something indicating that there is a native file that does not have images available.

Placeholders may be assigned as part of a Bulk Action:

bulkplaceholders

In DiscoveryCloud, placeholders may also be assigned as part of Bates number assignment/stamping:

placeholderbates

This functionality will make bates application – and more importantly: production itself – a more consistent process.  The functionality is available immediately in Discovery Cloud and Trial Cloud.

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Several small/medium enhancements have been made available over the last couple of weeks.  This is not a complete list, but we’d like to highlight a few:

Deposition Summary Report

Available in TrialCloud, this feature provides a high level overview of what is currently loaded.  It’s quite handy when conducting a “what are we missing” audit following extensive uploading.
deporeport

“Responsive w/o Issues” Filter

Available in DiscoveryCloud, this handy feature helps you isolate documents that have been flagged as responsive but are potentially missing a reason code.
noissue

Copy Export to S3 Folder

Downloading large files via the browser can be inconvenient.  Moving them to a location where you can utilize a more robust upload/download tool can simplify the process.

snipexport

 Rotate Ranges of Document Images

Rotating pages individually can be a hassle when an entire document came in sideways.  Move several at once by providing a range.

rotaterange

Each of these features is already available and active in your Nextpoint application instance.

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One feature of our recent Review Metrics release is the ability to keep closer tabs on your review at the Reviewer level.  One (optional) tool in your set is the ability to track time for the purposes of calculating documents per hour reviewed.

A Reviewer may clock themselves in/out with the click of a button on their landing page.

clock in

 

If time was logged incorrectly, spent outside the system, or just plain forgotten: edits and full entries may be modified via the calendar interface (accessed via the “view” link in the screenshot above).

calendar

 

Advanced users may manage their own time entries or do the same for other users:

chgcaluser

 

The focus of Time Keeping is the documents-per-hour metric and does not aim to be a fully featured time management system.  In that name, the system is flexible and does not provide locking, security, and audits that might appear in a true time-tracking tool.  However, reports detailing the work done in a given day or month, by any given Reviewer, are available to advanced users — providing direct timestamps at which documents were reviewed.

tlog

 

We hope you’ll find this change and the wider release that it is part of helpful in gaining visibility into the status of your review.

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We’re excited to bring a significant refresh to the Discovery Cloud experience.  The updates add clarity to your review at the Reviewer and Subreview levels and provide visibility into where progress is being made or where it may be lacking.  The ability to more clearly differentiate between documents that are not yet reviewed for privilege and those that have been positively identified as “not privileged” facilitates privilege review in a way that was previously inconvenient.

 

Subreview Metrics

Available to Advanced-level users, a tab under “Admin” brings you status and counts at the Subreview level.

substat

Subreview level statistics illustrate progress and may provide insight on what area of your review is producing the highest quantity of relevant/privileged/etc documents.  Many graphs may be clicked to gain an extra level of detail.

 

Reviewer Metrics

Available to Advanced-level users, a tab under “Admin” brings you status and counts at the Reviewer level.

reviewstat

Statistics for each Reviewer provide visibility on what sort of work is being accomplished.  If you elect to utilize the (new) Timekeeper functionality, a time metric is also available to give an indicator of review speed.  As with Subreview Metrics, many graphs may be clicked to gain an extra level of detail.

 

Reporting

Available via Settings -> Metrics Reports, users may opt-in to status emails.  A report will be generated and transmitted weekly, providing the recipient with the overall +/- subreview status of the review.  These emails do not need to be tied to a Nextpoint account, freeing you up to transmit them to addresses of those not necessarily involved in the day-to-day review.

reportsign

 

Independent Privilege and Relevancy Review

Previously known as “Review Status”, “Relevancy Status” is concentrated on the relevant/not portion of a review.  On the Privilege side, this enables differentiation between a document that is “not reviewed for privilege” and a document that has been reviewed for privilege and certified to truly be “not privileged”.

Existing documents with a “Not Privileged” status have been marked as “Not Reviewed” for privilege.  If you would prefer that those documents instead be “Not Privileged” – a simple bulk edit is all that is necessary to make that modification en masse.

 

So, when do I get it?

The update will be available to some users beginning Tuesday 3/19, with the remainder receiving the updates Thursday, 3/21.  As with all updates, no action is necessary on your end.

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“Date” type Custom Fields have been added to DiscoveryCloud and TrialCloud, expanding on the set of field types already available:

date-cf

A helpful date-picker widget is made available when you need to edit values via the application:

click-for-widget

Values continue to be stored as alpha-numeric behind the scenes, but with the assistance of this tool: they are formatted in the easily searchable YYYY-MM-DD HH:MM:SS format.  This will alleviate current issues with searching when some date formats vary.

When populating the field via loadfile, values will be coerced into this format wherever possible (any valid date format).  Values that cannot be sorted out (ie. if “hello” was provided as a value) will be saved as is.

We hope you enjoy this new feature available immediately in DiscoveryCloud and TrialCloud.

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