- Help Center
- Explore
- Importing
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CloudNine Training Videos
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Did You Know?
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CloudNine Analyst
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CloudNine Review
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- Section 1: Getting Started
- Getting Started: My Projects
- Section 2: Understanding Different Views
- Section 3: Searching
- Section 3A. Smart Filters
- 3b: Search Term Lists
- Section 4: Working with Documents
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- Section 5: Administrative Functions
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CloudNine Discovery Portal
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LAW
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Explore
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Concordance
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Concordance Desktop
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On Premise Software Q&A
Changing the Import Session Label/Name
- From the Case Manager tab, double-click on the desired Case to open it, and then navigate to the Import sub-tab.
- From here, there are two ways to change the Session name:
- Use the [New Session] drop-down to select a previous session label. The selected session will be appended.
- Click the Change... link to open the Edit Import Session Label window, allowing you to enter a new session name.
- From the Edit import Session Label window, enter a new session name into the box provided, and then click OK to apply it.
- You can also click the Auto-Generate link at the top-right to let Explore choose a suitable name, based on the current date and number of completed sessions.
- Once the desired session label is set, you'll be ready to take the following actions as desired:
- Add Sources to the Import Session
- Remove Sources from the Import Session
- Click Start Import at the top-right to begin importin any uncommitted sources.
💡 | Once the import has started, all sources will become permanently committed to their respective custodians. |