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Uploading and organizing documents in your cases.

Meg Hall avatarJeff Kerr avatarCharlotte Sassi avatar
By Meg and 2 others3 authors17 articles

Uploading Files and Processing Documents


Uploading Documents as Sources
Uploading Emails from Gmail or Outlook as Source Documents
Document Processing and OCR Explained
Uploading Sources in Bulk (Add-on)
Importing Pre-Processed Documents (Add-on)

Sources Organization and Filtering


Editing the Details of a Source Document
Customizing your Sources Page
Filtering Sources
Organizing Sources with Tags
Using Saved Views to Create Snapshots of Sources
Managing Exhibits for Sources
Viewing and Filtering Document Metadata
Bulk Editing Sources
Bulk Archive Sources
Reviewing Files from a Bulk Upload Project

Exporting Sources


Exporting Source Data and Downloading Sources
Exporting Sources with OCR
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