Upload Data

There are two options available for uploading data in Self-Service:

This page contains the following topics:

Upload Data for Processing Later

Scenario: You are away from the office, without access to your internal network or VPN, and need to upload data back to your organization.

Self-Service allows you to upload and save data back to be processed and imported into review at a later time.

 

To upload a file for processing later:

  1. On the Self-Service page, click I want to upload a file for processing later.

  2. Click Select File.
  3. Select the file you want to upload and click Open.

  4. If needed, change the Delivery Name to assist with future identification. By default, the file name is entered as the Delivery Name. For Media Manager administrators, this is the name used on the Deliveries tab.
  5. Click Go.

    Note: The file is uploaded to a network location defined in Enterprise Settings. Files uploaded by this method are logged on the Media Manager Deliveries tab so that they can be fully processed when needed.

  6. Wait as the file is uploaded.
    • Job progress is shown in the Upload Status area at the bottom of the page.
    • The Upload history and status area shows all upload activity for the current user. See View Upload History and Status for more information.
  7. Optional: For larger files and/or slower network speeds, pause or cancel the job if needed. See Self-Service FAQs.
  8. When the processing is completed, repeat these steps to upload other files, if needed.
  9. Communicate upload information to appropriate personnel.

 

Next Step: View Upload History and Status

 

Upload Data for Processing into Review

Scenarios:

This is very easy with the Enterprise Self-Service module, enabling anyone with correct permissions to upload data for their service provider, have it processed, filtered and loaded into the Enterprise Review module, tracking the data throughout the process. By utilizing templates, uploaded data automatically begins the process of extraction, filtering, and loading directly into Review and is tracked throughout the process. You can upload data to your infrastructure, a service provider, or the Enterprise platform.

Data uploaded using Self-Service can also stream into Relativity.

 

To upload a file for processing into review:

  1. On the Self-Service page, click I want to upload a file to process into review.

  2. Click Select File.
  3. The file is uploaded to the directory of the case you select and processed through Enterprise Streaming Discovery. This option requires that a Streaming Discovery job has been defined using a Direct to Eclipse export series. When processing is complete, the uploaded document is added to the Enterprise Review case associated with the Discovery job.

  4. Select the file you want to upload and click Open.
  5. Complete the upload definition fields.
  6. ClosedClick to view field descriptions

  7. When you are finished completing fields, click Go.
  8. If you created a new custodian(s), click OK in response to the resulting confirmation message.
  9. Wait as the file is uploaded. Job progress is shown in the Upload Status area at the bottom of the page. The Upload history and status area shows all upload activity for the current user. See View Upload History and Status.
  10. Optional: For larger files and/or slower network speeds, you can pause or cancel the job if needed. See Self-Service FAQs.
  11. When the processing is completed, repeat these steps to upload other files, if needed.
  12. Communicate upload information to appropriate personnel.

 

Related Topics

Get Started with Self-Service

View Upload History and Status