Add Case Documents
Location: Case >> Add Case Documents
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 to ~10 GB. For large uploads, please contact Professional Services for alternative upload options.
For video instruction for adding case documents, review the following links:
Click the Upload button to open the Upload Dialogue Box.
Upload Dialogue Box
Upload Processing: Completion Notification
Uploaded files will start processing automatically. Click on the Processing hyperlink at the top right of the screen to receive automatic email notification when processing is complete.
Viewing Files Uploaded in Batches
In addition to Batch Title, Comments, Doc Source, Custodian, and Time Zone Offset, the following fields will also be present on the Add Case Documents page:
Date. Date on which the batch was uploaded.
User Name. Name of the user who uploaded the batch of files.
Report Hyperlinks. See Quality Control below.
Edit. Edit is used to edit the columns mentioned above.
Delete. (far left screen) To remove single or multiple batches. Deleting a batch will delete the documents contained therein.
To view documents in a specific Uplolad Batch, go to the Add Case Documents page and select the batch link. This action will take the user to the Browse page to view all the documents for the batch in expanded form.
A filter may also be applied from the Browse or Search pages by selecting the Upload batch field. Upload batches are denoted by their Title within the Upload Batch field in Lexbe's filter.
Use the Report hyperlink to generate reports for QC based on different options such as Doc Count By Master Date, Doc Count By Extension, Doc Count Unsupported by Extension, and Doc Count Failed To Convert by Extension. See Case Assessment for more information on advanced visual reports.
Deleting Container Files
The user can safely delete the original RAR/ZIP files from a case after the data has been extracted. PSTs can also be deleted from the Lexbe eDiscovery Platform (LEP) after the upload has finished processing.
Miscellaneous Upload Information
Supported File Formats
Upload of ZIP or RAR Password Protected Files
Upload Productions with Load Files
Upload of Translated Documents
Upload of Redacted Documents
Upload of Emails
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 Professionalservices@lexbe.com (see Policy for Lexbe-Assisted Uploads).