Knowledge Base
https://www.nextrequest.com/
Reference
Getting Started
Reference
Managing an Individual Account
Getting Started
Fulfilling Requests
Reporting
Managing an Organization Account (admins only)
Video Tutorials
RapidReview
API Resources
Self-Serve Onboarding
Admin Set-up Guide
NextRequest Testing Guide for Self Serve Onboarding
Requester Resources
Webinars
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Knowledge Base
Reference
Getting Started
Reference
Managing an Individual Account
Getting Started
Fulfilling Requests
Reporting
Managing an Organization Account (admins only)
Video Tutorials
RapidReview
API Resources
Self-Serve Onboarding
Admin Set-up Guide
NextRequest Testing Guide for Self Serve Onboarding
Requester Resources
Webinars
Reference
All of the step by step instructions and helpful articles you need.
Does RapidReview de-duplicate files when extracting a PST?
Managing an Individual Account
Setting Your Password
Recommended Notification Settings for Staff Users
Managing User Account Information
Getting Started
NextRequest Accessibility Features
How to set up Payments: Cybersource
Fulfilling Requests
Viewing and Searching within a Document
Invoicing Requesters for the Cost of a Request
Assigning Requests
How to use the search field to search for requests
Logging Hours Spent on a Request
Redacting Documents
Request Show Page Preview
Internal Notes
Request page update comparison
Locating Requests
PDF Portfolio files
View email status
Adding and Managing Tasks
Undeliverable email address
How to reopen a closed request
Changing who can view documents and links
How to move documents between requests
Adding and Managing Documents and Links
Sending Messages about a Request
See more
Reporting
The General Report
Downloading a Requests Report
Risk Module Information
Reports Tab (Admins + Dept Amins only)
HB1594 Guide for Washington Agencies
Download a Users Report (admins only)
See more
Managing an Organization Account (admins only)
Published - Department Only Request Visibility
Permission Preview
Custom Holiday Calendar
How to create an automatic initial response
How to edit an existing user
How to set up Single Sign On (SSO)
FAQ: Deleting requests
How to change or edit a requester
How to create a custom field
Retention FAQs
Customizing Your Portal
Setting a Default Response Time Limit and Reminders
Setting up an FAQ page
Request Visibility
Creating and Managing Departments
Creating and Managing Users
Automatically Assigning Requests
Creating Alerts to Reduce Unnecessary Requests
Creating and Managing Message Templates and Categories
Adding document links and closure responses to requester notifications
Creating and Managing Tags
Retention
Setting up Payments
Linking your website to your NextRequest portal
Soft Launch Checklist
Going Live Checklist
Anticipated Fulfillment Date setting
Payments FAQ
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Video Tutorials
Customizing Portal (Video 4min)
Request Overview
Tasks (Video 3min)
Closure Responses (Video 3min)
Request Overview for Staff users
Custom Redaction Reasons (Video 2min)
Releasing Documents (Video 4min)
Tags (Video 2min)
Sending Messages (Video 4min)
Invoicing Requesters (Video 2min)
Departments (Video 5min)
Pausing a Request (Video 3min)
How to Print/Export a Request (Video 2min)
Uploading Documents (Video 3min)
Redaction (Video 8min)
Alerts (Video Tutorial)
Message Templates (Video 3min)
User Accounts (Video 2min)
Request Visibility (Video 4min)
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RapidReview
Batch redacting documents
Draft Redaction in RapidReview
Redacting individual documents in RapidReview
Extracting PST, MSG, and ZIP files
Releasing documents within RapidReview
Zipping up files in RapidReview
Redaction Logs
Bulk Actions
Change redaction type
How to create a custom redaction pattern
How to delete draft redactions
Understanding PST folders in RapidReview
Organizing documents in folders
OCR (Optical Character Recognition) In RapidReview
Moving documents between stages
Document Cards
RapidReview Overview
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API Resources
NextRequest API: V2.0
