Self-Upload of Productions with Load 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 incoming eDiscovery document productions with Concordance-like load 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 production upload is ~100 GB or greater, please reach out to Professional Services at support@lexbe.zohodesk.com for assistance.

PLEASE REVIEW THE TRAINING VIDEO BELOW IN CONJUNCTION WITH THE INSTRUCTIONS ON THIS HELP PAGE.

Pre-Upload QC of the Produced Data

NOTE: If the production is in a .zip file, you must unzip it before uploading.

1. Once unzipped, the production data for upload should contain, at a minimum, the following folders and files. If the folders are not named exactly as below, rename them to match the below):

a. DATA or LOADFILES (must contain both an .opt and a .dat file. If either of these files is not present, contact the producing party and ask for them. These two files are required for a successful upload.

(i) If the .dat and .opt files are loose (i.e., not inside a folder), create a folder titled DATA or LOADFILES and put them in it.

Sample .opt file for a PDF Production Upload

Sample .opt file for a TIFF Production Upload

b. IMAGES or PDF (IMAGES must contain only .tiff and/or .jpg files; PDF must contain only .pdf files)

c. ORIGINALS or NATIVES (this folder may or may not be present. It is not required for a successful upload but must be included if it is provided.

d. TEXT (contains the extracted .txt files that will be added to the LEP search index).

2. See the images below for examples of acceptable folder names:

3. The following are sample folder names that must be modified to match the above:

OCR - must be modified to TEXT

PDFs - must be modified to PDF

NATIVE - must be modified to NATIVES or ORIGINALS

TIFFS - must be modified to IMAGES

LOAD FILES - must be modified to LOADFILES or DATA

4. Once the incoming data passes the above pre-QC checks, proceed with the upload.

Uploading

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 "Processed."

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. Click "Select a Production Folder." This will open a window to your local file directory. Navigate to the folder containing the production for upload and click "Upload."

4. A popup window will appear confirming that you want to upload the files. Click "Upload."

5. LEP will look through the upload batch to confirm the presence of both the .opt and .dat file. Once found, the path to the load files will be displayed. Click Upload Files to start the upload process.

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

7. 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.

8. 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.

9. Once validation is complete, proceed to the next step of mapping the metadata (from the processed .dat file). Refer to the Metadata Mapping Help Page for details on this stage of the upload process.

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