Documents can be uploaded to NextRequest as part of a specific request. They can also be uploaded ahead of time to the general public index, even if no one has asked for them yet. You can also post links to previously posted documents or external sites.
Important Notes
To review or redact a document, it must be smaller than 500 megabytes. In the rare case your document is larger than this size, please split it into smaller parts. Each part should be under 500 megabytes before uploading it into your NextRequest account.
You can upload up to 100 files at a time. If you have more than 100 files, upload them in installments of 100.
Add a Document to a Request
You can add a document to any request. At the time you add the document, you can choose to either release it immediately or keep it under internal review to be released at a later date.
Sign in to your site
Open the request you want to add a document to
Click the Add Document icon (paperclip) in the upper-right corner, above the request description
Upload individual files by clicking the Upload Files icon to add to the request. You can also upload all documents in a folder by selecting the Upload folders option. Follow the next step to keep them in a folder on the request if you need them to maintain the folder structure.
(Optional) Enter the name of a new or existing Folder you would like the documents to be stored in
Note:
If you are typing in a new Folder name, press 'return/enter' on your keyboard to enter the name of the folder.
(Optional) Change the visibility setting from Staff Only to either Requester + Staff or Public. If you would like the document to only be visible to internal staff, don't change the visibility at this time.
Note:
The document will need to be released at a later date in order to be visible to the requester. Learn more about Document Visibility.
Click the Save button
View the document in the Documents tab list of the request
Add a Link to a Request
You can add a link to any request. When you add the link, you can release it immediately. You can also choose to keep it under internal review to be released at a later date.
Sign in to your site
Open the request you want to add a document to
Click the Add Document icon (paperclip) in the upper-right corner, above the request description
Click the Links tab
Paste the URL in the Document Link field
(Optional) Add a Description and Document Date
Description: Include any keywords that will help make the document easy to find in search.
Document Date: The date the webpage/document was created or last updated
(Optional) Enter the name of a new or existing Folder that you would like the link to be stored in
Note:
If you are typing in a new Folder name, press 'return/enter' on your keyboard to enter the name of the folder.
(Optional) Change the visibility setting from Staff Only to either Requester + Staff or Public. If you would like the link to only be visible to internal staff, don't change the visibility at this time.
Note:
Learn more about Document Visibility.
Click the Save button
Upload a Document Outside of a Request
You can upload a document to the NextRequest portal before a request has been made for it. Visitors to your NextRequest portal can find the document in the public index. They can then download it without needing to submit a request. Just like documents uploaded to a request, documents in the index can be released to the public or retracted. They can also be organized into folders.
Sign in to your site
Select the Documents link in the upper-left corner of the Portal dashboard
Click the Upload documents button in the upper right-hand corner
Upload individual files by clicking the Upload Files icon. You can also upload all documents in a folder by selecting the Upload folders option.
Fill out the remaining fields, as needed
Folder: Enter the name of a new or existing folder that you would like the link to be stored in
Document Visibility: If you would like to release the link now, you can change the visibility setting. You can change it from Staff Only to either Requester + Staff or Public. If you would like the link to only be visible to internal staff, don't change the visibility at this time. Learn more about Document Visibility.
Click the Save button
Edit Document and Link Information
You can edit a document or a link's name, description, and date at any time after it has been added to a request.
Open the document through a request or the Documents index:
Request: Open the request and select the document link
Documents index: On the Documents page, select the document you wish to edit
Click the pencil icon next to the field you wish to modify
Description: Add a description of the document
Folder: Select the folder you wish to add the document to
Visibility: If needed, change the visibility of the document
Document Date: The date that the document was created/last updated
Organize Documents & Links into Folders
You can use folders to organize documents and links and make them easier to manage and locate. Folders created on a request page will automatically appear on the documents index. Changes made to a documents folder on the document's index will be applied to the request page as well.
Important Notes
To create a folder, you have to upload or move a document/link into it. It is not possible to create an empty folder. If all documents and links are deleted from a folder, the folder will disappear.
When a requester uploads a document, it goes into a folder. The folder is called "Requester uploads".
Move Documents into Folders on a Request
Open the request you want to add a document to
Select the Documents tab
Check the boxes next to the files you wish to move and select the Move to folder icon at the top of the list
Search for and select an existing folder from the drop-down or type in a name for a new folder
Click the Save button
Move a Document into a Folder Outside of a Request
Select the Documents link in the upper-left corner of the Portal dashboard and select the document you wish to edit
Click the pencil tool next to the Folder field in the left navigation
Type a new or existing folder name into the box
Click the Save button
Delete a Document or Link
If you decide that a document or link should not be available on your portal to either requesters or staff, you can delete it. If you delete a document or link it will no longer be available and cannot be restored. We strongly recommend you retract a document or link and/or keep it unpublished rather than delete it entirely. Documents and links can only be retracted when the request is open. View information on how to reopen a closed request. A document or link that is not published is only visible to staff who have access to the request it has been uploaded to. If the document or link was uploaded directly to the documents index then it is visible to all internal staff.
Delete Documents on a Request
Sign in to your site
Open the request you want to add a document to
Select the Documents tab
Check the box(es) next to the document(s) you wish to delete and click the Delete documents icon at the top of the list
Click the Delete button on the pop-up that says "You are about to delete X documents. This action cannot be undone. Do you want to continue?"
Delete a Document Outside of a Request
Select the Documents link in the upper-left corner of the Portal dashboard and select the document you wish to delete
Click the Delete (trashcan) icon in the top right corner
Click the Ok button on the pop-up that says "Are you sure you want to delete this document?"
