Add Case Documents

Location:  Case >> Add Case Documents

General

The Add Case Documents page allows for the self-service upload of documents to the case.  The maximum size of the upload batch is limited by the user's Internet connection upload speed which can sometimes be significantly slower than download speeds.  One source to check upload speed is http://www.speedtest.net. As such, we recommend keeping each upload batch from ~10 to ~20 GB. For large uploads, please contact Professional Services for alternative upload options. 

Viewing Documents in an Upload Batch

To view documents in a specific upload, go to the Add Case Documents page and click on the Title of the applicable batch.  This action will take the user to the Browse page to view all the documents for that batch in expanded form. 

Batches may also be viewed from the Browse or Search pages by applying a filter using the Upload Batch field. Upload batches are denoted by their Title within the Upload Batch field in Lexbe's filter.

Miscellaneous Upload Information

Supported File Formats  

See Supported File Types to learn more. Files that are unsupported can be uploaded, but they will receive a placeholder in the platform. Viewing these files in the Document Viewer will often require the native application to be installed.

Password Protected Files 

Make sure uploaded files are not password protected. If they are, then the file will receive a placeholder. For container files (zip, 7zip, rar, etc.) this will prevent LEP from being able to expand and extract any files contained therein.

Uploading Folders 

Folders may be uploaded via drag and drop without being zipped.  If there is a nested folder structure in the uploaded folder(s) or container file(s), then those folder pathways are automatically preserved in the Source FilePath field of LEP.

Upload Productions with Load Files  

It is possible to self-upload standard productions from Concordance, Relativity, iPro, iConnect, and Summation.

Upload of Translated Documents  

LEP allows bulk upload of translated documents.  See Bulk Upload of Translated Documents for more information.

Upload of Redacted Documents 

LEP allows bulk upload of redacted documents.  See Bulk Upload of Redacted Documents for more information.

Upload of Emails  

Do not zip PST, OST, or MBOX files. These files can be uploaded without being zipped.

For questions or problems related to uploading documents, please contact Professional Services.  For new jobs to be handled by Professional Services, fill out the Lexbe Data Ingestion Form attached to the bottom of this page and send to support@lexbe.zohodesk.com (see Policy for Lexbe-Assisted Uploads).