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Importing Exhibits

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To import exhibits, you can either drag and drop them into the Exhibits tree in Sanction, or you can run the Exhibit Import Wizard, which is available from FILE > Info > Import or from HOME > Import. To import a series of scanned files as one exhibit, use the Exhibit Import Wizard.

Any files that are not PDF or image files are automatically omitted from being imported.

If you import folders, Sanction creates new folders in the Exhibits tree that mirror those you import.

When you import files, Sanction copies the source files to your case. The import process does not move or change the source files in any way.

When you import exhibits, Sanction assigns a name to each exhibit and exhibit page. It also numbers the exhibit pages. Naming and numbering are determined as follows:

•	The exhibit name is drawn from the file name without the file extension. For example, a file named BalanceSheet.pdf, when imported would appear in the exhibit list as BalanceSheet.

•	Page names consist of the exhibit name followed by a dash (-) separator and a page number. The exception to this is the first page, which is composed only of the name of the exhibit without the separator or number.

•	Page numbering reflects the page count of the original document.

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After the import, you can change exhibit properties, such as name, page numbers, Bates numbers, and more. For more information about changing exhibit properties individually, see: Editing Item Properties. For more information changing multiple exhibit properties at one time, see: Wizards for Renaming, Renumbering, and Bates Numbering.

By default, when you import a set of image files, each file is imported as an individual exhibit. However, when you use the Exhibit Import Wizard, you are given the option to combine all the image files you are importing into a single exhibit.

The option to combine files is not available via drag and drop import.

Combining files is an all-or-nothing operation. When you run the Exhibit Import Wizard, and you select the option to combine files into one exhibit, all of the files imported in that import session are combined. When you use the option to combine files, take care to include only files that all belong to that one exhibit.

Example

Suppose Alice wants to import 3 exhibits. Two of the exhibits are multi-page PDF files: Contract_A.pdf and Contract_B.pdf. The third exhibit, is a scanned report comprised of several TIF files. To be certain that each exhibit retains its identity as a separate exhibit in the case, Alice runs the import wizard twice.

The first time she runs the import wizard, she selects just the two PDFs. After the import, each PDF appears in the exhibit folder as a separate exhibit.

The second time she runs the import wizard, she selects the TIF files. Because all the TIF files belong to the same exhibit, in the import wizard she uses the option to combine all the files into one exhibit. After the import, all of the TIF files are combined into a single exhibit.

1.	With a case open, click the Exhibits navigation bar.

ExhibitsNavBar

ExhibitsTreeA

The Exhibits folders are listed.

2.	Drag and drop exhibit files or folders into a folder on the Exhibits tree.

The Drag & Drop File Import dialog box confirms the file import by providing a count of the number of files that were imported and notes if any files were not imported. If you dropped folders, Sanction creates new folders in the Exhibits tree that mirror those you dropped.

3.	Do one of the following:

•	To finish the import without numbering or renaming, click Close.

•	To renumber the exhibits, click Launch Exhibit Numbering Wizard, then follow the steps in the wizard.

•	To rename the exhibits, click Launch Exhibit Renaming Wizard, then and follow the steps in the wizard

For more information on renaming and renumbering, see: Wizards for Renaming, Renumbering, and Bates Numbering.

1.	With a case open, do one of the following:

•	Press Ctrl+I.

•	On the FILE tab, click Info, click Import, and then click Exhibits.

•	On the HOME tab, click Import. and then click Exhibits.

ImportOptionsExhibitsSelected

The Exhibit File Import Wizard starts.

2.	Click Next.

The Select Files to Import dialog box opens.

3.	Depending on whether you want to add files individually or by the folder, do one of the following:

•	Click Add Files to add files individually.

•	On the Select Files to Import dialog box, browse to the folder that contains the files, select the files, and then click Open.

•	Click Add Folder to add an entire folder and its contents.

•	Browse to the folder location, select the folder, and then click Select Folder.

Repeat the steps as needed to add more files.

To remove one or more files, select the file(s) and then click Remove Files. To remove all files, click Remove All.

4.	Click Next.

The Select Import Destination Folder dialog box opens.

5.	Select a destination folder and then click Next. If necessary, you can click New Folder and then create a new folder to use as the import destination.

6.	This step depends on whether you have selected a single file for import or multiple files.

If all of the files selected for import are image files, the Combine Files dialog box opens.

Do one of the following, depending on whether the files should all be combined into a single exhibit.

•	Click Yes only if all the files belong to the same exhibit.

•	If each file represents a different exhibit, keep the default as No, and then click Next.

•	Click Cancel and then restart the wizard if some of the files should be combined and others should not.

The Ready to Import dialog box opens.

7.	Review the summary of your import selections and then click Next.

The import proceeds. When completed, the Import Confirmation dialog opens. If any error occurred during import, it is noted on the dialog box.

If any duplicates were imported, it is noted in the dialog box.

8.	Do one of the following:

•	Click Rename Duplicates.

•	Click Close if you choose to not rename the duplicate files.

The files are added to the case in the folder you selected.

9.	If you choose the option to Rename Duplicates, the Rename Duplicates dialog box opens and shows a list of the duplicate files imported.

10.	To rename the duplicates, double-click the file name.

You can also press F2 to rename the file.

11.	After you have renamed your duplicates, click Finish.

With Sanction, you can bring exhibits into your case by importing load files formatted as Opticon .LOG or as IPro LFP.

1.	With a case open, do one of the following:

•	On the FILE tab, click Info, click Import, and then click Exhibits.

•	On the HOME tab, click Import, and then click Exhibits.

ImportOptionsExhibitsSelected

2.	In the Welcome dialog box, click Next.

The Select Files to Import dialog box opens.

3.	Click Add File and then browse to the exhibit load file.

4.	Select the load file and then click Load.

The Select Files to Import dialog box opens again.

5.	Click Add File and then select a load file, or click Next to continue with the wizard.

6.	Select the folder where you want to save the exhibits.

If you want to create a new folder, then click New Folder, type a name for the folder, select a destination folder, and then click OK.

The Ready to Import dialog box opens.

7.	Verify your selection and then click Next.

The Import Confirmation dialog box opens, which provides a count of the files that were imported.

8.	Click Close.

1.	With a case open, do one of the following:

•	On the FILE tab, click Info, click Import, and then click Exhibits.

•	On the HOME tab, click Import. and then click Exhibits.

ImportOptionsExhibitsSelected

The Exhibit File Import Wizard starts.

2.	Click Next.

The Select Files to Import dialog box opens.

3.	Click Add Folder to add an entire folder and its contents.

4.	Browse to the folder location that contains the image files that you want to import as a single exhibit, select the folder, and then click Select Folder.

After adding the items, you can add additional files and/or remove the ones added as needed from the queue. To remove one file, select the file and then click Remove Files. To remove all files, click Remove All.

5.	Click Next.

6.	Add more items or remove items from the list as needed.

7.	When your list contains all the files you want to import, click Next.

The Select Import Destination Folder dialog box opens.

8.	Select a destination folder and then click Next. If necessary, you can click New Folder and then create a new folder to use as the import destination.

9.	Click Yes, combine the selected files..., and then click Next.

The Ready to Import dialog box opens.

10.	Review the summary of your import selections. If the file list and destination folder are all right, then click Next.

The import proceeds. When completed, the Import Confirmation dialog opens. If any error occurred during import, it is noted on the dialog box.

11.	Do one of the following:

•	Click Rename Duplicates.

•	Click Close if you choose to not rename the duplicate files.

The files are added to the case in the folder you selected.

12.	If you choose the option to Rename Duplicates, the Rename Duplicates dialog box opens and shows a list of the duplicate files imported.

13.	To rename the duplicates, double-click the file name.

You can also press F2 to rename the file.

14.	After you have renamed your duplicates, click Finish.

Import Overview

Import Media

Import Transcripts

Wizards for Renaming, Renumbering, and Bates Numbering

Moving Exhibits and Media

Adding and Removing Items

Need additional help? Email Sanction support at: casemap.support@lexisnexis.com, or call 800.833.3346 (option 3). Support is available Monday - Friday from 9:00 a.m. to 7:00 p.m. Eastern Time.

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