Archive for the ‘Featured Feature’ Category

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.


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.


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.



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.



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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The following features are available immediately in TrialCloud and DiscoveryCloud instances.


Image Placeholders

When producing files that are only available as natives, it is handy to have a placeholder — something that can be bates stamped or even just “holds a spot” in the stack of paper following printing.  To fill this need, we will now add a boilerplate image (at initial processing time) when we would otherwise not have anything to display/produce.



The placeholders will be inserted for new processing requests and are not available retroactively.  The keys are in your hands as far as keeping/removing these images after processing completes and documents that are in this boat may be located via a filter for “Unsupported Filetypes Only”.


Working with Processing Messages

Another feature now available is the ability to remove individual error/warning messages following batch processing.



This is in addition to the ability to resolve ALL messages in 1 motion.  Removing the messages is permanent and should only be done when you are sure that the issue has been resolved adequately.

We hope you enjoy these new features!

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We are excited to announce new options for crawling Facebook. We have added the ability to crawl profiles anonymously, crawl friends’ profiles, and crawl age and country restricted pages. Also, in an effort to make crawling Facebook easier we have combined page and profile crawl creation.

We now offer the option to crawl a Facebook profile anonymously. This will allow you to capture a Facebook profile’s information that is available to all Facebook users. You can do this by simply entering the address of the profile you want crawled, then selecting the “Anonymous User” option for who to crawl as. Simply complete the form and we will begin crawling. If you need to capture more information than is available publicly, and are unable to get the user’s credentials, we have added an option for that also.

You now have the ability to crawl friends and other profiles as they are available to you or anyone else who is willing to authorize the use of their credentials. This can be done by entering the address of the profile you want to crawl then selecting either the “Enter Facebook credentials” or “Email other Facebook User for credentials” options and proceed with authentication. We will then begin crawling the specified profile as if we were the user who authorized the crawl.

Facebook fan pages can be restricted based on the age and country of the viewing user. You can now crawl these restricted pages by selecting to crawl the feed with Facebook credentials that have the proper permissions to view these pages. When creating the feed, select either the “Enter Facebook credentials” or “Email other Facebook User for credentials” option and proceed with authentication. Once authentication is completed we will be able to crawl the page as if we were viewing the page as the authenticated user.

In addition, you no longer need to know if you are crawling a Facebook fan page or a Facebook profile. You can create crawls for both using the same process. Simply select the “Facebook Feed” options from the “Add a New Website or Social Network Account” dropdown menu. From here you can simply enter the ID of the Facebook object you want to crawl, select who you want to crawl the object as (more on this later), then fill out the remained of the options just as before. After authorization, if it is required, we will start crawling Facebook.

We hope the streamlining of the Facebook Feed setup will save you time when setting up new feeds. And we hope these new features will allow you to capture all the Facebook information you need.

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Nextpoint’s TrialCloud and DiscoveryCloud software now supports importing files directly from EnCase evidence files (E01) and Apple Disk Images (dmg) for all common disk formats — Windows XP, Windows 7, and Mac OS X.

On the import screen, you’ll now find a Disk Image import type, enabled when a valid disk image file has been selected from your S3 folder. These may be single files or multiple split-image files contained in a zip. When this option is used, the uploaded hard drive will be extracted in place and the files it contains will be imported directly from the image as though they’d been opened and imported separately.

Disk Image Upload

At import time, a specific set of files and directories to import may be defined in order to narrow the scope of the uploaded data and avoid processing large amounts of uninteresting documents. Additionally, for disk formats that support it, you may choose to include or exclude system files (those bundled with the operating system itself rather than created by a user, potentially uninteresting during review) and hidden files (most often application preferences and filesystem metadata).

These options, in combination with our DeNIST file filtering feature, allow you to focus in on the important documents from your collected evidence files quickly and easily.

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Document search results are normally displayed by one of two means: (1) Relevance – The document matches your search criteria, but how does it “score” compared to other documents that match? (2) Order that you explicitly specified.  In many situations, this makes the most sense, but sometimes you want to view document families (i.e. email’s with their attachments) together.  One way that we provide this capability is via “Group document families” (on the “Documents” page for TrialCloud; “Review” page for DiscoveryCloud).  Selecting this option will group members of the same family together in the search results.

Central to understanding the feature is an understanding of how Nextpoint defines a “document family”.  While we believe that an email and it’s attachment are two separate but highly-related documents… we also believe that for features such as de-duplification it’s important to have knowledge of the context of an individual document.  Therefore, a document’s “family” is considered to be anything that would typically be expected to be transmitted in a “single package”.  For example, an email physically contains the bytes necessary to piece together an attached file — they’re “in a family”.  A zip file contains the bytes necessary to re-assemble it’s contents: they’re in a family.  A reply to an email does not contain all of the bytes necessary to recreate a true representation of the email it replies to: they’re not in a family.

Are two identical documents considered to be “in a family”?  Only if their entire family’s are identical.  This most frequently happens when the same document is uploaded multiple-times by-itself , although it will also occur when the exact same email file (with an attached document) is uploaded more than once.  Note: Each of these situations is blocked if deduplification is enabled.

The results of the search display document families grouped together and separated by white space.  In this example, 2 families are shown: each comprised of a single email and their single attachment.

This feature does not pull any documents into your results that did not match your query, but instead does exactly what is promised: group the results of your search.  For example, a hit in an attached Word document would not lead to the Email that attaches it being included in the set, unless the email itself also matched the search criteria.  Should you require the capability to pull in related (non-matching) documents, options are available via “Bulk Actions” to accomplish that goal.

Similar to any other sorting option with document search:  The order documents are displayed on screen may be relied on to be the same order than any Bulk Actions (including Bates Assignment, etc) will be carried out.

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Import status (“Batch” documents upload) in DiscoveryCloud and TrialCloud has been updated to streamline reporting and enhance issue detection and handling.

The “batch list” page has a simplified look, allowing 2x the previous quantity to be conveniently displayed at a time, along with quick visual cues to make statuses obvious at a glance.  The status-bar provides a visual diagnostic of processing results for each batch.  Click on a section of the bar to view the corresponding portion of the processing logs.


Marking a batch as “Resolved” will update it’s status and gray out the status bar to make it a little less eye catching.


Remembering that “Batch 9” is the zip of files you found on Terry’s PC is a bit of a pain.  Providing a name for the batch gives you a handy moniker to be used throughout the interface.

Batch Status Reporting

Available when your batch has completed:  Download a full report of actions or the specific actions you are interested in (i.e. only the documents/issues that recommend follow-up action to be taken).


The link for “Normal” actions only is pictured above – To download only the “Warnings” for example, a similar link may be found on the “Warnings” tab.

The download is a csv listing the actions taken and (where available) links to the related document in the interface, providing you with a convenient starting point for resolving any issues encountered.


We’re excited about what these changes immediately bring to the table for Batch-status reporting and error resolution, as well as the future enhancements these underlying changes will enable in the future.

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Along with numerous back-end architectural enhancements, last night we introduced a set of keyboard shortcuts to improve Reviewer efficiency when moving through a large set of documents.  A cheat-sheet is available via a link in the upper-right corner of the screen while reviewing documents.



Shortcuts have been made available for the most common coding operations, as well as page & document navigation options.



Alt + Ctrl + R Responsive
Alt + Ctrl + N Non-Responsive
Alt + Ctrl + F Requires Follow-Up
Alt + Ctrl + P Privileged
Alt + Ctrl + C Clear Coding


Alt + Ctrl + U Update
Alt + Ctrl + Enter Update & Next


Alt + Ctrl + Up Arrow Previous Page
Alt + Ctrl + Down Arrow Next Page
Alt + Ctrl + Left Arrow Previous Document
Alt + Ctrl + Right Arrow Next Document


Alt + Ctrl + H Show Help Menu


“Alt + Ctrl”?  Why the game of keyboard-Twister?  The catch here is that your browser is also “listening” for the keys you’re pressing and reacting to certain special combinations.  Some browsers like to react more to “Control”, others “Command”, and others “Alt”.  This combination of keys gets us into our own space while using keys that are (on many/most keyboards) located near enough to each other to make the combination practical… with a little practice.

These new options allow you to quickly update a document’s status and move on to the next in the stack.

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