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Archive for the ‘New Features’ Category

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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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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Viewing deposition video is an essential part of the Trial Cloud’s Depositions tool.  The process becomes a bit more convenient with the addition of continuous play within a label set.

playlist

In addition to play control for each individual designation, the controls preceding the list of designations will play the entire set handsfree.

This change is available immediately in all Trial Cloud instances.

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Importing email from an external mail server saves you time normally spent creating, exporting, and uploading mailbox files.  Enter your email configuration and credentials (similar to any email client) and you’re on your way to importing all mail available in the mailbox.

mail-tight

Following authentication, all emails and attachments provided by the external server will be imported similar to normal “batch” processing.  Relationships between emails and attachments will be established and the documents will be imaged as normal.

This feature is immediately available to all users of Trial Cloud and Discovery Cloud.

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