Adding Sources to an Import Session

  1. From the Case Manager tab, double-click on the desired Case to open it, and then navigate to Import sub-tab.
  2. Using a Windows File Explorer, drag and drop the desired source files/folders onto one of the two available panes on the left:
    1. Use the Top pane to create a Single Custodian for all sources.
    2. Use the Bottom pane to create Multiple Custodians, one for each top-level source.
  3. You can also use the CaseDashboardImportAddCustodian button at the top-left to create Blank Custodians instead.

    CaseDashboardImportCustodianPanes 


  4. Once at least one Custodian has been created, you can add sources directly into any custodian in the following ways:
    1. From any File Explorer, drag and drop the desired source files/folders onto the CaseDashboardImportCustodianDragTarget target area.
    2. Click the CaseDashboardImportCustodianAddButton button to open the Browse For Folder window, which will help you navigate to and select individual source folders to add.
    3. Click the CaseDashboardImportCustodianDownArrow button and select Add Files... from the drop-down to open a File Explorer, which will help you navigate to and select source files/folders to add.
    CaseDashboardImportAddSourcesCustodian


  5. When you're finished adding sources, you'll be ready to take the following actions as desired:
    1. Remove Sources from the Import Session
    2. Change the Import Session Label/Name
    3. Click Start Import at the top-right to begin importing any uncommitted sources.
💡 Once the import has started, all sources will become permanently committed to their respective custodians.