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Archive for the ‘Featured Feature’ Category

DiscoveryCloud now provides the ability to choose and configure your own redaction stamping text, giving you the flexibility to use the labels that make sense for you.

Advanced users may add, remove, rename, and sort Redaction Reasons in the Settings section.

Redaction Reasons are immediately available for selection in the normal redaction interface.

Processing completes a few seconds later, leaving a redacted box containing the desired text.

The ability to customize redaction text puts the power to provide clarity (or ambiguity) in your hands, allowing you to craft the solution to fit your specific situation.

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As mentioned in our Introducing Coding Templates post, Confidentiality Codes have arrived in DiscoveryCloud.  The codes are fully customizable & sortable in the settings section or via the “Edit Template” link when reviewing documents.

When reviewing documents, apply any applicable codes to mark and automatically stamp them.  It’s quick and easy and won’t interfere with any bates stamping on the documents.

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We’ve been getting some great feedback since launching Grid View.  Chief on the wish-list has been customization and we’re happy to bring it to you.  The newest set of changes (available immediately) bring the ability to setup multiple templates, displaying what you want to see / how you want to see it.

Setup a new template by selecting the columns that you’d like to see, in the order that you’d like them presented.  Your custom fields are available, in addition to standard document fields.

Choose the template that you’d like to use to view your results.

Templates are configurable by any ‘Advanced’ level user and available for selection by all users.

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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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Today we launch Saved Search for TrialCloud, DiscoveryCloud, and CloudPreservation, bringing you easily repeatable (and sharable) searches.

Execute a search to ensure your syntax is correct before clicking the Save Search icon.



Anyone can save a search for themselves.  Advanced users can publish searches to everyone (“public”).


At any time in the future, select a previously saved search to re-execute the search and view the updated results via the same Save Search icon.


Saved Search provides the convenience of repeatable searches in an easily shared form.  We hope you get a lot of mileage out of them.

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Very soon we’ll be releasing a streamlined interface for browsing your documents we’re calling “Grid View.”

Sample grid view

Grid view

Grid View is going to be great, as it lets you get an overview of your documents in a more compact, easy to scan package — similar to how you can easily scan for information contained in a spreadsheet. Lining your documents’ data up like this makes it much easier to intuitively sort and browse too, so you can find just the data you need more effectively.

Don’t worry if you’ve grown attached to the older interface either, when Grid View launches you’ll find a link to “Classic View” prominently displayed at the top of any listing of documents in the application. If you do decide to use Classic View, we’ll remember and keep giving you your documents in the older style, no configuration necessary.

Look for Grid View to be released to all Trial Cloud and Discovery Cloud customers in the very near future soon.

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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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