Batch importing cases

The Batch Import Cases Wizards assists you in importing Portable Case Format (.pcf) files into a TextMap case. TextMap will create a new case for each of the files included. TextMap saves each case to the same folder as the original .pcf file and uses the .pcf file name for each new TextMap case created.

You have the option to skip building the word indices to reduce processing time. You may want to choose this option when importing large cases. TextMap can build the word indices anytime after the cases are created.

 

hmtoggle_plus1To bulk import cases
1.On the File menu, click Batch Import Cases.
2.In the message box to close the case, click OK.

The Batch Import Cases Wizard launches.

3.On the Welcome page, click Next.
4.On the Select Portable Case Files page, click Add Files.

Batch Import Cases Wizard > Select Portable Case Files

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If you want to import more than one file at a time, press the CTRL key while selecting the files you want to import.
5.In the Select one or more cases to import dialog box, navigate to the folder where the .pcf file is saved.
6.Select the file you want to import and then click Open.

To remove a file from the import, select it in the Selected Portable Case Files box and click Remove File.

To remove all files from the import, click Remove All.

7.Click Next to continue.
8.In the Word Index Options dialog box, choose whether to build a word index for each case, then click Next.
•Yes, I want to build the new word index.
•No, I do not want to build the word index.
9.In the Cases to Create dialog box, review the file location of the case files, then click Next.
10.In the Ready to Create Cases dialog box, review the number of cases you are bulk importing, then click Next.
11.In the Import Complete dialog box, review the number of cases successfully imported.
12.Select the View detailed result check box to view more details about the import, then click Next.
13.In the Detailed Results dialog box, scroll to view each case's details.

Batch Import Cases Wizard > Detailed Results

14.Click the Save to File button to save this information to a .csv file.
15.In the Completing the Batch Import Cases Wizard, click Finish.

You can now open the cases in TextMap.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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