Frequently Asked Questions

How do I easily add documents to a case?



Task: You want to add documents to a case on CaseLines. 

Physical Paper

A typical scenario is that your client has delivered a large amount of paper documentation to your office. You have the job of creating a date ordered index and paginated, number stamped bundle. You plan to use CaseLines to make your job significantly easier.

 

Your first step is to identify the individual documents in the pile of paper. You do not have to put them in any order (CaseLines will do that for you later). But you do need to identify the start and end of each document.

 

Often a document will be a single piece of paper. Sometimes a document will be much longer.  An example of a longer document would be a legal agreement that runs to 30 pages.

 

A good way to work is to insert a blank coloured page between each document. When you have finished the next stage will be a lot easier.

 

Your next step is to scan each document using equipment in your office. Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

 

Start by scanning the documents for one section and save the scans into a folder on your PC or network drive. Give the folder the same name as the target section name.

 

At this stage you can choose to rename each scanned file according to the name you want to appear in the index.  You can also choose to do this later after you have loaded the documents into CaseLines.   Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

Electronic Files

A typical scenario is that your client sends you a number of electronic files. These may include spreadsheets, word files, PDFs, emails and other specialist formats.

 

Your first step is to save each file in PDF format.  Note that CaseLines will automatically create PDF versions for you from well used formats such as Microsoft Office and Open Office. However, the results depend on how the print settings have been applied within the individual files. Our experience is that it is more reliable to save the files into PDF format at this stage before loading into CaseLines. In this way you can be sure that the format of the result is correct before carrying out any further work. Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

 

In some cases your client may have sent more than one document in a single PDF. For example, your client may have picked up a sheaf of papers, put them through the scanner in one go, and sent you a single PDF file. In this case you must save individual PDF files for each document from the large PDF file. Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on.

 

Save the PDFs into a folder on your PC or network drive. Give the folder the same name as the target section name.

 

At this stage you can choose to rename each scanned file according to the name you want to appear in the index.  You can also choose to do this later after you have loaded the documents into CaseLines.  Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762. 

Loading Documents into the Bundle

Now we are going to load files from your PC hard drive or network folder into the CaseLines bundle.

 

  1. Click on “Sections” (at the top of the gray area, in the middle of the buttons).
     
  2. Identify the section and click on “Bulk Load”.
     
  3. At the bottom of the page, click on “Add Files”.
     
  4. Navigate to the folder on your PC or network drive that contains the document files.
     
  5. Select one or more files in the folder and click on “Open”.
     
  6. Click on “Start Upload”.
     
  7. Wait until the upload is complete.  This is indicated by the progress bar at the bottom of the screen.
     
  8. Click on “Index” (at the top of the gray area).
     
  9. Scroll down and review the latest version of the index.