4.01 Casesoft Suite

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CaseMap Load Files

1.       A comma or tab-delimited text file with no supporting files

2.       The first line of the text file should be the field names

3.       One document record per line in the text file

4.       The first field should have a value for every row.  If necessary, this can be a sequentially numbered column that is skipped during the import.

5.       No particular sort order is necessary.  CaseMap will sort the records automatically.

6.       Beginning and ending document numbers are often included, but not required.

7.       The Bates – Begin field is a text field; so, Bates numbers should be padded with zeros in order to sort correctly.   Example: 0001, 0010, 0100, 1000

8.       Since many document databases use the beginning Bates number as the image ID, it is possible to set up links to images without importing any other information.

a.       Set up the appropriate File Viewer for the document database in the target case and make it the default File Viewer.

b.       From the Tools menu, choose Options and click to the Doc. Bates # tab.  Check the option for “Use for default Linked File value” under Bates – Begin.  (There is also an option here to populate Full Name and Short Name with the beginning number.)

c.        With these settings, your imported documents will be linked to their respective images at the completion of the import.

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