Adding Sources to an Import Session
- From the Case Manager tab, double-click on the desired Case to open it, and then navigate to Import sub-tab.
- Using a Windows File Explorer, drag and drop the desired source files/folders onto one of the two available panes on the left:
- Use the Top pane to create a Single Custodian for all sources.
- Use the Bottom pane to create Multiple Custodians, one for each top-level source.
- You can also use the
button at the top-left to create Blank Custodians instead.
- Once at least one Custodian has been created, you can add sources directly into any custodian in the following ways:
- From any File Explorer, drag and drop the desired source files/folders onto the
target area. - Click the
button to open the Browse For Folder window, which will help you navigate to and select individual source folders to add. - Click the
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.

- From any File Explorer, drag and drop the desired source files/folders onto the
- When you're finished adding sources, you'll be ready to take the following actions as desired:
- Remove Sources from the Import Session
- Change the Import Session Label/Name
- 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. |