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Archive for the ‘Discovery’ Category

Efficiency is king in document review.  You need tools that put what you need in front of you and then get out of the way.  Customizable Coding Templates bring you that power.  Set responsive, privileged, and confidentiality statuses that make sense for this task without the need for codes that you’re not going to use this time out.  Promote coding fields to your template, making them available quickly and easily to eliminate the need for hunting them down.

The new Related Documents section gives users the ability to apply any necessary changes to this document along with any that are in this email thread, md5 matches, etc. without the need to leave the document-view page.

Confidentiality Codes are stamped on your documents as you proceed.  No need to kick off the process later: simply set them now and they’ll be on the copy you produce.  Stay tuned for a more detailed post on confidentiality codes and how to use them.

The new “Update & Next” button lets you apply your changes and move-on; reducing click counts and adding efficiency.

Putting the ability to design the coding fields template in your hands, allows you to customize the tool to your own needs.  It will reduce mouse-clicks and visual scanning, increasing not only speed of the review, but accuracy & convenience.

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Did we mention that all data stored in Nextpoint products (Cloud Preservation, Discovery Cloud, and Trial Cloud) is now encrypted at rest?  Learn more about our encryption standards and our take on cloud security as a whole over on our company blog.

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The initial launch of S3 Folders brought a more convenient process of importing Document data to Trial Cloud and Discovery Cloud.  It’s role has already begun to evolve as it has expands to Depositions & Transcripts.

Depositions and Transcripts may now be sourced from a single file or zip.

Videos and syncfiles may be added via the Case Folder, providing a more convenient way to deal with these potentially very large files.

We’re looking to forward to seeing what doors Case Folders opens next for data transfer!

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Previously in TrialCloud and DiscoveryCloud, there were two distinct mechanisms to import documents.  First as a single file or document and second as a batch containing multiple files and an optional load file. With our last release and the inclusion of S3 Folders these methods have been combined to share a common interface called “Import Files” while maintaining and building upon the original functionality.  Here’s how it works.

After selecting the file(s) to import on the Import Files page, there is an option to process as a container file or as a native file.

Importing Container Files

Choose “Container Files” when uploading a single file or folder that is being used only as a means of organizing and uploading the files it contains.

Container Import Results

Information from load file will be applied

Only the contents of the file or folder will be processed, indexed, and included in the case or review, not the container file itself. If a container file or folder is found to contain a Nextpoint load file, that load file will be applied as part of the import.

Importing Native Files

Native File ImportChoose “Native Files” if you are uploading multiple files or folders, or if uploading a single zip file or single folder that is itself evidence. All files, including load files, found as part of processing the selected items will be processed as native files and the information in the load files will not be applied.  So be careful to use the Container Files option if you are looking to utilize a load file.

Native Results

Native files will be processed as if they are Evidence

These improvements, along with the addition of S3 Folders, have streamlined the Import process and provided more flexibility in importing files to your Nextpoint TrialCloud or DiscoveryCloud repositories.  As always, we welcome your comments and feedback.

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S3 Folders is an alternative to browser-based data import, allowing you to utilize a variety of  client-based uploading tools to transmit data to Discovery Cloud and Trial Cloud.  File size limitations are effectively removed, allowing you to upload large files (i.e. pst mailboxes) without the hassles associated with splitting them up.

Following upload to Amazon S3, files may be selected for import via the batch creation screen’s file-picker:

Load file formats traditionally supported in browser uploads continue to be supported via both browser upload and Case Folder selection.  Additionally, Case Folders supports the selection of loose files or directories containing loose files, making the upload process that much simpler.  Uploaded directory structures containing load files enjoy the extra benefit of easy correction and drop-in replacement of load files when issues are realized and remedied.

It’s an exciting development that we hope you’ll get a lot of mileage out of.

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We have a new post out on our Frank blog that runs down the unique challenges of archiving websites for legal and compliance purposes.

The unique architecture and connectedness of the web means that if you want to browse a website exactly as it was at some point in the past, you would need more than an archival tool, you’d need a time machine … Cloud Preservation takes a complete approach that not only preserves original unaltered source files, but also preserves the entire visual experience along with all text and related content for each page.

Take a look!

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Our Discovery Cloud interface was designed and tuned to keep user focus on the primary goal: Review.  Everything the interface does is intended to help users determine and set Responsive and Privileged status.  That does need to be the primary focus, however we’ve accumulated enough data about how folks are using Discovery Cloud to draw some conclusions and make some improvements.

Many “reviewers” are tasked not only with setting Responsive/Privileged codes, but also adding some coding information… since they’re in the neighborhood.  That has been a bit cumbersome as “Preview” (an image of the record/document) and “Coding” have been tabs on the left side of the page, allowing to view 1-or-the-other, but never both:

We’ve shifted that over to the right side of the page, allowing users to view the Preview, Review/Privileged status options, and Coding data all at once:

The change will reduce the number of clicks and focus changes necessary to get the job done and get on to the next document in the stack.

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