How do I add documents to a case? 2017-09-21T10:10:19+00:00
How do I add documents to a case?Category: CasesHow do I add documents to a case?
Alessandro Catania asked 9 months ago
Task: You want to add documents to a case on CaseLines. 

Physical Paper

Physical Paper documents can be added to the Bundle by creating electronic versions. The easiest method to do this is to scan the documents.  CaseLines can do this for you as part of the ‘Scan and Title’ service – for more information on this service please Contact Us.

Electronic Files

Adding Electronic Files to the Bundle is a simple process. The types of files that can be uploaded to the Bundle include spreadsheets, word files, PDFs, emails and other specialist formats.

To add Electronic Files to the Bundle:

  1. Click on “Sections”.
  2. Select the correct section.
  3. At the bottom of the page, click on “Add Files”.
  4. Navigate to the folder on your PC or network drive that contains the document files.
  5. Select one or more files in the folder and click on “Open”.
  6. Click on “Start Upload”.
  7. Wait until the upload is complete.  This is indicated by the progress bar at the bottom of the screen.
  8. Once uploaded click on the “Index” tab.
  9. Scroll down and review the latest version of the index.

For information on adding documents please view Upload a Document and for more information on ingesting multiple documents into a Bundle please view Ingest a Bundle into a Case.