Create New Media

To create a media on the Delivery tab that will be added to a delivery:

  1. On the Delivery tab, create a new delivery or double-click an existing delivery.

  2. On the Delivery summary page, click Add New Media.

To create a media on the Media tab that will be added to a delivery:

  1. To create a media on the Media tab (independent of a delivery), click Create.

Complete the Add New Media form

  1. Complete the fields as described in the following table. (Ensure you have needed details and files before proceeding.)

  2. ClosedClick to view field descriptions

    Note: Only Media Type is required (as indicated by *); all other details are optional. Greater detail provides more traceability, however if you are unsure about any of the entries (and they are not required by your firm), leave them blank.



    Applies To


    Original Media


    Select this option if you are defining a medium originally received through a shipment, email, etc.

    Media Type


    Select the type of medium being defined:

    • Blu-Ray: Digital optical disc

    • CD: Compact disc

    • Drive: Hard disk, solid-state, or Universal Serial Bus drive (HHD, SSD, or USB)

    • DVD: Digital versatile/video disc

    • Network Share: A location on your firm’s network

    • HD DVD: High-density optical disc

    • Other: Any other type of media, for example, a web-based storage location.

    CD or DVD Type

    CD or DVD

    Select from common disc formats: Single Layer, Dual Layer, Triple Layer, or Quadruple Layer.

    HD DVD Type

    HD DVD

    Select from disc formats: Single Layer, Dual Layer, or Triple Layer.



    Select the Enterprise client to which the medium belongs.

    Clients are defined in Case Management, and managed in Enterprise Services.

    Note: You can define a medium without selecting the client, but you will not be able to process data until a client is selected.

    Container Type


    Enter the entity that holds the data, such as a .ZIP file, .PST file, or a folder.

    Description / Notes


    Enter any pertinent details about the medium.

    Drive Connection


    Select the type of interface (port) by which the drive is connected:

    • eSATA
    • IDE
    • SATA
    • USB 2
    • USB 3

    Drive Form Factor


    Select the drive’s form factor:

    • External

    • Internal 3.5

    • Internal 2.5

    Drive Type


    Select the type of drive:

    • HDD (Hard Disk Drive)

    • SSD (Solid State Drive)

    • USB (Universal Serial Bus)

    External ID


    If your firm has another delivery tracking system, enter that system’s identification here.


    CD, DVD, Drive

    Enter the disk or drive’s label details.


    CD, DVD, Drive

    Enter the disk or drive’s manufacturer.

    Network Path


    Enter the full UNC path for the content comprising the medium, for example:

    Serial Number


    Enter the drive’s serial number.



    Enter the medium’s size (in KB, MB, GB, or TB).

    Storage Location

    CD, DVD, Drive

    Select the physical storage area for the medium when it is not being copied.

    Image or file attachments


    See steps 2-3 for details on attaching image or other files to the medium definition.

    Description / Notes


    Enter other details about the medium.

  3. Optional. Include one or more image files with the medium:

  4. ClosedDrag and drop image files

    • Open Windows File Explorer and navigate to/open the folder containing the file(s) to be included.

    • Position File Explorer and Enterprise so that both are visible.

    • In File Explorer, select one or more files, then drag them to the add image area (at the top of the form):

    • The first image uploaded will be defined as the default image; it will appear in the form.

    • Point to the image to use the image taskbar to view and manage the attached images:

    • Note: Before a medium definition has been saved, the Delete button removes all images.

    ClosedSelect image files

    • Click the add image area.

    • In the Choose File dialog box, navigate to and select the image file(s) to be added to the medium.

    • Click Open.

    • Use the image taskbar as described in the section above to view and manage images.

  5. Optional. Complete the following steps to attach one or more files to the medium:

    • Near the bottom of the form is the add attachment area as shown in the following figure.

    • Use the drag-and-drop or file-selection method described in step 2 to attach the needed file(s).

    Note: Attachments are not uploaded until the medium definition is saved (and cannot be opened from the form until saved). When added, files are listed in the Attachments area, however, and can be deleted before saving – if a file needs to be deleted, click the corresponding button.

  1. When finished, take one of the following actions:

    • Click Save to complete the definition.

    • Click Save and New to complete the definition and define additional media.

  2. Optional: After the medium is saved, print the Media ID barcode:

    1. Click Print Barcode. The barcode appears in a browser window, and then the Print dialog box displays.

    2. Complete the Print dialog box and click OK.

  3. Note: Ensure that you select the correct printer and the paper tray containing your barcode labels or paper. Specific print options depend on your printer.

  4. For each medium defined:

    1. Review the Media details form. Note the unique media identification (ID). This is a sequential number with barcode, optionally in a format defined by your administrator.

    2. Work with defined media as explained in Managing Existing Media.

    3. Continue with Processing Media Data.

    4. Click < Back to return to the Deliveries or Media list, or click another tab to perform other work.

  5. Review the Media details form.
  6. Note the unique media identification (ID). This is a sequential number with barcode, optionally in a format defined by your administrator.


Next Step - Outgoing Delivery

After the outgoing delivery is created and you have defined the media to be associated with the delivery, the data can be shipped to clients, opposing counsel, etc.


Next Step - Incoming Delivery

Complete one of the following: