CaseFleet's bulk uploads add-on feature provides a superior way of uploading large collections of documents to your case at one time. The bulk uploads tool offer several major advantages compared to the one-at-a-time method:

  1. Large collections of documents can be added to a case in a manner that's easier and more reliable than using drag-and-drop or individual file selection.

  2. Documents uploaded in bulk can be explored via a "Folder View", which allows you to navigate by drilling down through the different folders included in the upload set.

  3. With bulk uploads, you can bypass CaseFleet's current rate limit of 1,000 standard document uploads per day, per user.

To request the bulk uploads feature is enabled on your account, contact our Customer Success team via the in-app chat or by emailing support@casefleet.com.

A few additional notes about the bulk uploads add-on feature:

  • Bulk uploads are only available for Standard and Enterprise accounts.

  • There is no upfront charge to enable this feature for an account. Instead, bulk upload projects are priced on a per-project basis (see "Upload Analysis and Pricing" below).

  • Only an account administrator can create and approve upload projects for an account since there is the potential for charges to be incurred.

Creating an Upload Project

Before creating an upload, all necessary documents must be “archived" within a single .zip, .pst, or .mbox file. An individual upload project must be created for each .zip, .pst, or .mbox archive you wish to add to your case via bulk upload.

Once you've verified that your .zip file is ready to upload, visit the "Uploads" tab in any case and click "+ Create an Upload."

In the form that appears, enter a name for the upload project, then attach the .zip file by either (1) drag-and-dropping it onto the shaded "drop-zone" on the form, or (2) clicking "Choose File" and selecting the file from your computer. As soon as the file is dropped onto the interface or selected, it will begin uploading to CaseFleet.

NOTE: Archive files (.zip, .pst, .mbox) have a maximum file size of 10 GB each.

NOTE: It is essential to wait until the file has finished uploading in the "Create Upload" modal. Refreshing the page, hitting cancel, navigating away, or closing your browser window will cause the upload to terminate and nothing will be created.

CaseFleet utilizes a parallel / multi-part upload system to ensure that large files can be uploaded as quickly as your local internet connection permits. Even so, uploading multiple gigabytes of data will take some time, so you may want to pour yourself a cup of coffee. ☕️

Once the file has finished uploading, click the "Save" button to continue. A pop-up box will appear asking you to confirm the submission of your uploaded file to CaseFleet. Once you click "Save," you'll see an Uploads project tile indicating that CaseFleet is in the process of analyzing the upload to determine a quote.

NOTE: Upload projects cannot be deleted once they are created.

Upload Analysis & Pricing

Once an Uploads project has been submitted, CaseFleet's servers examine the contents of the .zip, .pst, or .mbox file to estimate the cost of processing its contents. Even though this process is fully automated, it can take several hours for large uploads or during times of high activity. When the quote is ready for you to review, you'll receive an email and a notification within CaseFleet.

Pricing depends on several factors — primarily the "unpacked" and uncompressed size of the contents of the archive file. For instance, CaseFleet considers not only the size of the contents of the main .zip file after it is extracted, but also the size of any additional .zip files or other container files located within the contents of the main .zip file. The total extracted size provides the most reliable indicator of the computing resources (and associated costs) required to process the upload, should you accept the quote.

The first 250 MB (or $25) of each upload project is free of charge so that, in many cases, the upload project is entirely free. Any accepted quotes will be charged to the default payment method on file for your account, upon completion of the upload project.

Quote Acceptance & Processing

You will receive an email and an in-app notification when your Upload quote is ready. To review your quote, visit the Uploads tab and click "View Quote" on the relevant project tile.

To approve the quote provided, click the orange "Process Upload" button. On the confirmation pop-up, click "Accept Charge" to proceed with processing the Upload.

NOTE: CaseFleet will not begin processing the contents of an upload project until the price quote has been accepted. Accepting the quote is entirely optional, and of course, there is no charge if you do not wish to proceed with the upload. If you have questions about the quote, you may contact support using the in-app chat feature, or by reaching the team at support@casefleet.com.

Once a quote is accepted, the upload project is processed automatically. Processing time depends on the size of the upload project, as well as the number of uploads CaseFleet's servers are processing concurrently.

Reviewing Files from an Upload

Once your Upload project is complete, the documents will be visible on the Sources tab in CaseFleet. You will also see a new button allowing you to toggle a Folder View on and off.

When the Folder View is turned off (default), all documents matching current filters will be visible in the master Sources list. When Folder View is enabled, all documents included in the Upload are grouped by directories (or folders) used in your original .zip file, allowing you to "drill down" and locate a particular document based on its file path.

NOTE: Folder View functionality is currently only available for .zip files that have been added using the Uploads functionality.

There are several ways to view a set of files included in a particular upload:

  1. On the Uploads page, find the upload project tile, and click the link text on the upload card that shows the number of files included in the upload.

  2. On the Sources tab, enable Folder View and locate the original .zip file for the upload. Click the orange folder icon to reveal the folder's contents.

  3. On the Sources tab, use the "Upload" filter to limit your sources list to only files included in the selected upload project(s).

NOTE: Any filters set on the Sources tab will persist as you drill down using Folder View.

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