Self-Upload of Native Files

Location:  Case >> Add Case Documents

General

The Add Case Documents page allows for the self-service upload of documents to the case, including the self-upload of native files. 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. If a native upload is ~20 GB or greater, please reach out to Professional Services at support@lexbe.zohodesk.com for assistance. 

Uploading Native Documents

1. From the Case >>Add Case Documents page, click the + New Upload button in the upper right corner, and when prompted to "Choose your file location," select Local Computer and then Native.  

2. Fill in the fields as needed and click Next>. 

Upload Fields Description

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

Custodian: This field contains a dropdown list of available custodians. 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. 

Timezone: The default is Universal Time (0). The selection affects the time displayed on PDF versions of native emails as well as metadata associated with standalone documents. See Time Zone Offset for more information. 

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

3. When the upload window appears, you can drag and drop the folder containing the native files, or you can click the small + icon to navigate to the location on your local computer where the native files reside. 

4. A progress bar will appear showing the upload progress. Once the status says "Upload Complete" click "Close Window." 

5. Confirm the upload batch is processing by clicking the bell icon in the upper right corner of the screen. A red dot indicaes processing is occurring. Click the checkbox if you wish to receive an email notification once the upload is complete. 

6. Once processing is complete, return to the Uploads page, and click "Validate" to the right of the production upload batch. This will perform a series of automated checks on the data upload and will identify any issues with the upload.  Please refer to the Upload Validation Help Page for information on the various validation statuses.