Add Case Documents

Location: Case >> Add Case Documents


The Add Case Documents page allows self-service upload of documents using either a Mac or a Windows PC. 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 For upload batches significantly over 10 GB, please contact Professional Services for alternative upload options.

It’s best to ZIP or RAR files first, other than PSTs which should not be zipped or RAR'd.

Instructional Video:

For video instruction for adding case documents, review the following links:

Uploading Documents

1. Click the Upload button to open the Upload Dialog Box.

2. Fill in the fields as needed. An explanation of each field is as follows:

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.

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

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

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.

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

Perform OCR on PDFs. Image-based PDFs will be converted into Searchable PDFs. Uncheck this box if the PDFs are already OCRed and the existing OCR should not be replaced. See OCR for more information.

Upload Dialogue Box

Upload Window

Large files are automatically broken into multiple parts of 2 MB each to improve upload speed. Progress is shown for each individual batch.

Do not close this window until the upload is complete as shown below. Click Cancel All to interrupt the upload in progress.

Upon upload completion, close this window to return to the Add Case Documents page. Click Refresh to see the newly uploaded batch.

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.

Upload and Processing Complete

In addition to the Batch Title, Batch Comments, Doc Source, Case Participant, and Time Zone Offset, the following fields will also be present:

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 does not delete the corresponding documents.

Viewing Files Uploaded in Batches

From the Add Case Documents page, 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 by Upload Batch from the Browse or Search pages. There is a record by Batch Title for purposes of identifying a set of documents for review.

Quality Control

Following completion of an upload, quality control procedures should be performed on the uploaded files. See QC for Native Uploads and QC for TIFF Uploads for more information.

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. Original PSTs will expand the case size. PSTs can also be deleted from the Lexbe eDiscovery Platform (LEP) after the upload has finished processing.

General Upload Information

Supported File Formats. See Supported File Types. Files that are not supported can still be uploaded and will receive a placeholder. These will often require the native application installed in order to view them in the Document Viewer.

Upload of ZIP or RAR Password Protected Files. Make sure ZIP or RAR files uploaded to a case are not password protected; otherwise, the file will receive a placeholder and no files will be extracted.

Folder Uploads. Individual files can be uploaded directly to LEP. To upload a folder of documents, the folder needs to be zipped and then uploaded as a single zip file. When uploading folder structures (nested subfolders) in a zip file to LEP, by default all files will be assigned automatically to a general folder called Unassigned. Folders may be organized. See Manage Folders for more information. Often it is better to organize files using Custom Doc Fields or Shared Filters rather than folders. See Folders vs. Document Fields/Tags for more information.

If there is a nested folder structure in the uploaded container files (e.g., Zip, PST), the paths will be mapped automatically to the Source FilePath field in the application.

Upload of TIFFs and Loadfiles. It is possible to self-upload standard productions from Concordance, Relativity, Allegro, iPro, iConnect and DII (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 or RAR PST files.

LEP supports automatic extraction of email (MSGs) metadata (date, time, sender, receiver, subject, type) and assigns to the corresponding fields.

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).