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.
Uploading Documents
Click + New Upload in the upper right corner.
Fill in the fields as needed and click NEXT. An explanation of each field is available below.
The Upload Window will appear. At this time, you may either drag and drop files or folders into the Upload Window, or click on the cloud icon to select files using Windows Explorer.
If uploading a folder that contains subfolders, the folder paths will be maintained in the Source FilePath metadata field regardless of whether the folder has been zipped
Do not close this window until the message appears stating that the upload is complete.
Upon upload completion, click Close Window to return to the Add Case Documents page.
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.
Custodian
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.
Comments
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
Checkboxes: Select 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:
View Upload Reports: This takes users to the Case Assessment page where custom reports can be generated.
Edit Upload: Click to edit the Title or Comments fields for that particular upload.
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.
Unsupported: This 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 ProfessionalServices@lexbe.com (see Policy for Lexbe-Assisted Uploads).