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 As such, we recommend keeping each upload batch from ~10 to ~20 GB. For large uploads, please contact Professional Services for alternative upload options.

Uploading Documents

Upload Dialogue Box Fields

Batch Title 

Unique name assigned by the user for an upload to the case.  This field can contain both text and numbers up to 256 characters.


This field contains a drop down list.  The selections must be assigned before an upload.  See Custodians for more information. The default setting is Unassigned.  

Document Source

This field can contain both text and numbers up to 256 characters and can be used as a filter. 

Time Zone

The default is Universal Time. This affects how emails are converted to PDF. See Email Time Zones for more information.


This field can contain both text and numbers up to 1024 characters.

(Fig. 1) Upload Dialogue Box

(Fig. 2) Upload Window

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.

**Note** Repeatedly requesting a completion notification for the same job can potentially extend your processing time. As such, please try to submit your request for a notification of completion only once.

The Uploads Table

Uploads appear in the Uploads Table. By default, the table is sorted by Date (i.e. the date the upload was initiated); however, the table can be sorted by any of the other fields by clicking the field name. Users will find the following functions and fields in the upload table: 

Blue Bar Functions

Delete Selected Uploads:  Clicking will delete the selected batches including all documents contained therein.

DeNIST Selected Uploads:  Select desired batches and click to perform DeNIST

+ New Upload:  Click to create a new upload batch.

Vertical Ellipses:  Click to access the Deduplicate, Deduplicate by Custodian, and Assign Control Numbers functionalities. 

Uploads Table

CheckboxesSelect one or more of these to identify batches for deletion. Clicking the Checkbox at the top will automatically select all batches. 

Title:  Displays the title of the upload batch. This field can be edited at any time.

Date:  Date the upload was executed.

UTC Offset:  Displays the Time Zone Offset applied to that upload.

Comments:  Displays any comments entered for that particular batch. This field can be edited at any time.

User Name.  Name of the user who uploaded the batch of files. 

Custodian:  Displays the Custodian assigned at the time of upload. 

Source:  Displays the Doc Source entered at the time of upload.

Document Count:  Displays the total number of documents in that batch. The number will be 0 until the batch has been validated.

Status:  Clicking will initiate validation of the batch, or, if already validated, click to view the Upload Validation Report. Learn more about this report further below.

Vertical Ellipses:  

Upload Validation Report

The Upload Validation Report provides basic details about the upload and identifies any placeholders or other processing related errors or issues. Explanations of each potential status are as follows:

Passed:  There are no issues found in the batch.

Info:  This status is applied to batches that contain unsupported file types, files that failed to convert to PDF, or documents where the normalized PDF exceeds 500 pages. This status is informational and does not require PS intervention.

Warnings:  This identifies that the batch includes documents with index warnings. These are typically large docs with a partial index that should be manually reviewed.

Failed:  Batches with this status have documents that are missing a Normalized PDF and/or Original file, or one or more container files that haven't expanded. If this is the status following validation, please contact Professional Services.

UnsupportedThis status is applied to batches uploaded prior to January 1, 2023.

Error:  The validation step failed during processing. If this occurs contact Professional Services.

Not Run:  Validation has not been run.

Once Validation has been run, click on the status to review the Upload Validation Report in detail. Any errors will be set forth in the report in color blocks with applicable doc counts on the right side of the page. Clicking a color block will take users to the Browse screen which will be filtered on the documents from that batch to which that error applies.

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.

Quality Control

When an upload is completed, quality control procedures should be performed on the uploaded files.  See QC for Native Uploads and QC for TIFF Uploads for more information.

Click the vertical ellipses next to the desired upload batch and select either View Upload Reports or View Upload Validation to generate a QC report.

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; however, some pre-processing is required before uploading the files.  See Tiff Uploads for more information.

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 (see Policy for Lexbe-Assisted Uploads).