Add Documents to a Case

You can add supported documents to an open case using any of the methods described below.

Note: When you select a group of documents to be added to the system, the documents are added in a batch. You can review the progress of the document import in the Document Batch panel.

  • Items successfully imported in the Batch Panel display a green checkbox.

  • Items that are in the process of being imported display a yellow gear icon.

  • Items that failed to import display a red X icon. You can right-click on the document that failed to import and select the Show Error Message button to view the reason the item failed to import.

You can only delete a batch from the Batch Documents panel after the batch import process is completed. In-progress batches cannot be deleted.

Drag and Drop

The easiest way to add a document is the drag and drop method. With the case you want to add a document to open in TrialDirector 360 EVIDENCE, follow the steps below:

  1. Open the file location in the local file explorer.

    2. Note: You may also drag files directly from your desktop.

  2. Hold left click on the file and drag the file over to the TrialDirector 360 EVIDENCE Documents Explorer.

  3. Release left click to drop the file into the Documents Explorer.

    4. After dropping the file into the Documents Explorer, the Add Documents dialog appears.

  4. Review the information in the Add Documents dialog.

  5. Click the Add button.

    6. The document is added to the case.

Documents Explorer Ribbon Bar

To add a document to the case via the Documents Explorer ribbon bar, open the case where you want to add a document and follow the steps below:

  1. Open the Documents Explorer.

    2. The documents already added to the case appear.

  2. Click the Add button.

    3. The first step of the Add Documents dialog appears.

  3. Click the Browse button in the Add Documents dialog.

    4. The local file explorer appears.

  4. Navigate to the document to be added.

  5. Select the file.

  6. Click the Open button.

  7. Click the Next button in the Add Documents dialog.

    8. The document naming options appear in the dialog.

  8. Review the document's naming options.

  9. Click the Add button.

    10. The document is added to the case and appears in the Documents Explorer.

Note: For more information on adding documents, see Understand the Add Documents Dialog.