Accelerator 6 – Advanced Litigation Organization

Accelerator 6 – Advanced Litigation Organization – Exhibits

Thank you for viewing our training module. There are 5 sections in this accelerator course showing you how to set up and organize your database for efficient and effect review. Each section consists of a short video and a series of questions to ensure you understood the material covered by the video. Please complete the answers to these questions so that we can better support you throughout the training process. Responding to the questions is not required in order to view any given video section, but if you would like for us to provide feedback and/or answer any questions you may have, please provide your contact information below.

Course Outline

Part 1: Introduction and Exchange
Part 2: Litigation Organization
Part 3: Exhibit Stamping
Part 4: Exhibit Lists and Exports
Part 5: Presenting Exhibits

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Accelerator 6 – Advanced Litigation Organization – Exhibits

Part 1: Introduction and Exchange

After viewing the video, you should be able to answer the following question:

It is usually easiest to move priority documents from your Discovery database to your Litigation database:

By asking the producing party to get you a new export of the specific document set you want to move to your Litigation database. By using Nextpoint’s “Exchange” feature to move the priority documents from your Discovery database to your Litigation database. By downloading the documents from your file room, uploading them to the litigation database’s file room and re-importing them. By exporting the priority documents from your Discovery database, downloading them, and importing them into your Litigation database.

Accelerator 6 – Advanced Litigation Organization – Exhibits

Part 2: Litigation Organization

After viewing the video, you should be able to answer the following question:

One recommendation for organizing the folders in your Litigation database is to:

Name them by exhibit. Add them to exports. Add them to categories. Add them to import batches.

Accelerator 6 – Advanced Litigation Organization – Exhibits

Part 3: Exhibit Stamping

After viewing the video, you should be able answer the following questions:

The number added to an exhibit stamp using the default template is:

Not shown on the face of the stamp. Randomly assigned to each document. Dependent on the order in which the document was stamped. Dependent on the document's folder number.

The easiest way to remove an exhibit stamp is to:

Delete and reimport the document. Remove and reapply the bates number to the document. Change the number of the document in the folder by clicking on the pencil icon next to the stamp icon. Remove the document from the folder it was stamped in.

Accelerator 6 – Advanced Litigation Organization – Exhibits

Part 4: Exhibit Lists and Exports

After viewing the video, you should be able to answer the following questions:

To create a custom exhibit list, you should:

Run a PDF export of the folder with the exhibits. Create a load file template with the fields you want to include and export a load file for your exhibits folder. Click the 3 dots next to the folder with the exhibits and select the “Export Exhibit List” option. Export a standard exhibit list and type in additional field data manually.

Which of the following steps would NOT be necessary to create an exhibit binder in Nextpoint that includes a set of stamped exhibits and a custom exhibit list?

Add images to the export template (usually as PDFs). Create and include a load file you want with the exhibit list fields in your export template. Select the exhibits in the grid view, click the 3 dots, and “Export Exhibit List.” Name the files in the export template by “Folder” and select the folder you stamped.

Accelerator 6 – Advanced Litigation Organization – Exhibits

Part 5: Presenting Exhibits

ADDITIONAL THEATER VIEW SHORTCUTS

You can type in CX-1,33 to go to the 33rd page, you don't need to use the "J" feature
You can type the numbers above your keyboard to advance from one saved treatment to another (don't have to use the saved treatment flyout)
You can click from one theater view icon to another "behind the scenes" to go through a set of documents in a scripted manor (all "conspiracy" docs for example, in the order you want to present)

More more information or to set up a demo with one of our experts, send the request to support@nextpoint.com or add the request to the question/comment section at the end of this course.

After viewing the video, you should be able to answer the following questions:

In theater view, the shortcut to call up a specific document is:

Nextpoint ID (6529) Folder Name-Folder position (Defense Exhibits-1) Bates Start Number (ABC000001) Folder Prefix-Folder position or Exhibit Number (DEF-1)

You can identify the hotkeys (shortcuts) to use in theater view by:

Viewing the list in the Settings tab under Documents. Clicking the Orange Help button in the bottom corner of the screen. Holding down shift and typing an “H”. Clicking on the question mark in the circle at the top of the page.

Advanced Litigation Organization – Exhibits Wrap-up

NOTE: If you would like to click on a link to one of the articles listed below, open it in a new window or tab so that you can still submit this form.

If you need to get your relevant documents into your Litigation database after having reviewed them in a Discovery database, you can leverage the Nextpoint Exchange feature
Organize your Litigation database with the proper folders and folder categories for different areas of the litigation process (witnesses, exhibits, depositions, productions, etc.)
Once you have your exhibits organized in the order that you would like in a folder, you will need to create an exhibit stamp template to use to give these documents exhibit stamps
Customize an exhibit export template to your specifications
You can now export your exhibit folder (click the ellipses to the right of the folder -> click export -> choose your export template -> export) and share it via email with whoever you choose
You can use Nextpoint Theatre mode to create and download treatments that you can use in PowerPoint presentations for opening/closing arguments, or it can be used to call things out when presenting live in the court room or via Zoom (as long as there is a stable internet connection)

Additional Questions

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Do you have any additional questions or comments?

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Please write your questions/comments about working with exhibits in in your Litigation database here:

If you entered your contact information and answered the questions that were paired with our training videos, please review your score and the answers to the questions in your confirmation email. If you asked additional questions in the field at the end of the course, a team member will follow up with you to provide support.

If you would like to schedule a more in-depth look at working with exhibits in your Litigation database with one of our experts, please complete the training request form (after opening it in a new window/tab).

Thank you for your time!