Adding Documents/The Process View

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Adding Documents/The Process View

The Process view is the primary tool for cataloging documents and preparing them for use in a Matter. This includes documents “contained” within other files, such as emails, attachments, and documents embedded in .zip files and other archives. As documents are added to Collections, DWR records the activity in the Document Control Log.

In the Process -> Collections, you can do the following:

Catalog contents received from the provider, creating a unique digital fingerprint for each document

Extract the content of container files

Detect and report potential container files that the processing engine does not extract content from, and log them as exceptions

Capture and record relevant metadata

Facilitate the loading of data into the database

Ingest adverse productions

Manage your collections and their heirarchy

View long running "jobs"

Manage OCR and Indexing of your documents


Collections vs Imports

Documents in DWR are maintained logically in two different ways. Collections and Imports. A collection can contain one or more imports (think "waves of data"). For instance, you might wish to create a collection for the data you've acquired today. But that data might come in several different forms, i.e. a hard drive, a CD, and an email container from a public server. You may wish to process those three pieces of data separately but still have them appear in today's collection. To do that, you'd create your collection first, then add each import into it one at a time. The collections tree will show a single collection but when you select it, you'll see each import listed along with some statistics about the import.

Adding Documents

To add documents to your matter, you must first create a Collection:

1. Switch to the Process View.

2. Right-click on the "Collections" node or an existing collection and select New Collection.


3. A new collection node appears in the collection tree and is editable.

Note: Renaming collections can be done in the same manner as renaming a folder in Windows i.e. click and hold on the node briefly, then release the mouse click and the collection name will become editable.



There are several ways to start adding documents ("Imports") into existing Collections:

Note: Any .lfp/.opt files that you add will be treated as a production load file and will be processed as a production.

1.Drag and drop a folder, file, directory, or lfp/opt file onto an existing collection node in the collections tree OR drag and drop onto the imports grid (highlighted below). The Add Documents interface will appear.


2. To browse to data to be processed, right-click on an existing collection and select Add Documents... The Add Documents interface will appear.



The Add Documents interface displays the files/folders/load files to be added to your collection. To add additional documents, drag and drop onto the box below the Browse... button or use the Browse... option to choose files or folders.



Generating OCR and Keyword indexes:

Indexing of a data set occurs as data is posted to Review via the Policy wizard. To index data prior to applying a Policy which contains a keyword filter, right-click a collection or a specific import and select Generate OCR... or Index Collection/Import to initiate that process. Once a long running job like OCR or Indexing has been started, the "View Jobs" interface appears in the top right corner. See Viewing Jobs for more information.