About importing data
Contents
CaseMap provides you with the tools you need to import various data into your case. Each import method is designed to accommodate the import process needed for the type of work you want to accomplish. Most of your import needs are accommodated using the Import Linked Files Wizard, which allows you to bulk import documents and files into a case spreadsheet at one time.
Most import options in CaseMap automatically create a new spreadsheet record for you and link to the source file in a network folder or third-party product.
Importing data options include the following:
The Import Linked Files Wizard allows you to import individual files or bulk import multiple files into a case spreadsheet, like the Documents spreadsheet or any other. The list of supported file types you can import is long and includes Microsoft® Office files, Adobe® .PDF files, and standard image files. You can choose to import a folder of files and files saved in sub-folders. The Import Linked Files Wizard also has an option to capture document metadata. This simplifies and automates the process to import and map document information into a CaseMap object spreadsheet. The Import Documents Wizard is the quickest and easiest method of populating a case with multiple documents at one time. CaseMap automatically creates new records for each file while linking to the source file saved in a network folder. Additionally, CaseMap allows you to specify the source of the files that are imported. For more information, see Importing linked files. |
Any Word, WordPerfect, Excel, or other similar file type can be converted to a comma or (recommended) tab delimited text file before you import it into a spreadsheet. We recommend you use the Import Linked Files Wizard to import most data into a case. Fore more information, see Importing text files. |
Launches the Email to PDF Wizard, which allows you to import emails from Microsoft Outlook or saved .pst files file stored in a computer/network folder or from a CD/DVD. The Email to PDF Wizard is part of DocPreviewer. For more information, see Converting emails to PDFs. Importing emails involves some prior planning based on how you want to link to your emails and access saved files. For more information, see About importing emails. |
Using the Send to CaseMap wizard, you can send selected document content (usually fact text or research extracts) from other applications into a spreadsheet like the Facts spreadsheet. You can also send Word documents and PDF files to an objects spreadsheet, such as the Documents spreadsheet. You can send fact text or documents to CaseMap from a variety of external applications, including Microsoft® Word and Outlook, Adobe® Acrobat or Reader, LexisNexis Concordance®, TextMap®, and www.lexis Advance.com. CaseMap automatically links the spreadsheet record to the source file. For more information, see About the Send to CaseMap tool and About PDFs and DocPreviewer. |
|
CaseMap builds the case index and performs OCR processing in the background after files are imported into the case. For more information about these processes, see About the case index and About OCR processing. |
 |