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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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The next time you login to your Nextpoint account, you may notice some fresh new icons.

Available to existing Nextpoint customer’s, Privilege Protect expands previous document, deposition, and transcript transferring capabilities.  New features and customizations combine to make this the most powerful and convenient document production tool available.  Official public release will be coming in September 2012.

To get started, simply search to isolate documents and select the Privilege Protect icon.

Then configure your transfer.

If the target of your transfer is a 3rd party, additional checks and balances will be made available to ensure safety and sanctity of data.
Some notable options:

  • Selecting a recipient.  Transferring to 3rd party recipients (who are existing Nextpoint clients themselves) requires a PIN be setup and communicated between the 2 parties, not only providing reassurance that you are transferring to the correct recipient, but also that the 3rd party’s privacy is protected.
  • Privilege Detection [Discovery Cloud only].  Privilege Detection compares documents you’ve elected to transfer with those that you have previously identified as privileged and/or have redacted.  A report is generated bringing potential leaks to light, allowing you to double check suspicious documents before they may have been erroneously transferred to a 3rd party.
  • Loadfile Review.  To reassure you that the data transferred will be exactly what you have anticipated – nothing more, nothing less – you are afforded the opportunity to review the actual loadfile that will be used for the transfer.  Search this file for key phrases, email addresses, or anything else that may be a red flag that an undesired document or meatadata would have otherwise been transferred.
  • “Smart Override” for native document transfer.  Blocking documents that are privileged from production is critical, but what if a native email (which is not itself marked as privileged) were transferred – containing the data necessary to re-create a privileged Word Doc that had been an attachment?  Smart override works to detect this situation and prevent transmission, instead opting to transfer images of the document in question.

Nextpoint Privilege Protect is available now to existing Nextpoint customers, allowing you to produce without ever leaving our toolset.  No harddrives to inventory and worry about going astray in the mail.  We hope you get a lot of benefit and use out of this tool and look forward to hearing your feedback.

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Trial Cloud’s newest feature adds the ability to generate Deposition and Transcript PDFs with multiple pages per sheet. You can even show background highlighting on your Condensed PDFs.

Just select the issues and designations that you would like to include in your report, choose “Condensed PDF” and click “Export” and Trial Cloud will generate your pdf for you.

Pages are ordered in the pdf sheets from top to bottom, left to right.

This is an often requested feature addition and something we’re very excited to roll out to our users.

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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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