Import Data using Browse

IN THIS ARTICLE:

Import data for processing from a local drive or network share

WHO CAN PERFORM:

Client Admin Discovery

Good to know

A container file (ZIP, RAR, PST, etc.) must be used with this method to maintain correct metadata. Remove any encryption prior to upload.

How do I import data for a matter?

  1. Go to the Matter Details page > Imports

  2. Click NEW IMPORT and choose BROWSE as your upload method

  3. Click SELECT FILES to open a browser window or drag and drop files into the dialog box

  4. Select your files and click OPEN

    Warning!

    Do not close the dialog box or leave the page until all imports are finished uploading.

  5. Continue to select additional files or click DONE if you are finished uploading

If an import was unsuccessful, you will get an error message

Your imported files will appear at the top of the Imports table. See Assigning a Custodian next.


Training Videos

Uploading and Processing Data Using Browse

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