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Reviewing Files from a Bulk Upload Project
Reviewing Files from a Bulk Upload Project

Use "Folder View" for enhanced file navigation for documents added via bulk uploads.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

One benefit of using CaseFleet's bulk upload add-on is enabling "Folder View", which allows you to navigate files by drilling down through the various folders included in the upload set.

Once your Upload project is complete, all included documents will be visible on the Sources tab in CaseFleet. You will also see a button next to the column chooser that allows you to toggle a "Folder View" on and off.

When the Folder View is turned off (default setting), 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 the various folders (directories) 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 files that have been added using the Bulk Uploads add-on feature. It is available for both native file uploads and processed upload projects.

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.

  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. If documents do not appear in the list, try clearing any active filters.

For more information about uploading large collections of native documents in bulk, click here.

For more information about working with pre-processed documents from a discovery production, click here.

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