Export Jobs and Containers for the Custodian

A list of existing Jobs or Containers for the Custodian may be exported for reporting purposes as well as checking the formatting required for importing Jobs into a Custodian. If there are no Jobs or Containers in the Custodian, the .CSV file displays the column headers only.

1. In the Client Management Tree View, select the Custodian.

2. If you are exporting jobs, on the Status and Summary pane, click the Jobs tab.
   1. Click . The Save As dialog box appears.

   2. Navigate to the location where the file is to be saved. A default file name displays in the File Name field:

      Jobs_[Custodian Name]_year_month_day_[hr_min].CSV

   3. Click Save. The .CSV file contains the following column headers:

      • Job Name

      • Container Name

      • Container Path

3. If you are exporting containers, on the Status and Summary pane, click the Containers tab.

   1. Click . The Save As dialog box appears.

   2. Navigate to the location where the file is to be saved. A default file name displays in the File Name field:

      Containers_[Custodian Name]_year_month_day_[hr_min].CSV.

   3. Click Save. The .CSV file contains the following column headers:

      • Container Name

      • Discovery Job

      • Data Extract Job

      • Processing Job

      • Container Path

 

Related Topics

Export Custodians and Containers for the Case (Project)