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Bulk Creating Custodians


Michael Atkin

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Creating Custodians without Creating Jobs

 

As of version 2016.3.1, batch custodian creation is available without having to

create Jobs at the same time.

  1. From the Client Management tree view, select the Case (Project) you wish to import the Custodians.
  2. Click "Import...". The Open CSV for Import dialog appears.
  3. Navigate to the .CSV or comma delimited file containing either the Custodian Name only column or the Custodian Name and Custodian Description columns.
  4. Click Open. The Import Preview dialog appears.
  5. Click Select All to select all the Custodians. The Select All changes to Deselect All to facilitate clearing all the Custodians in one action if necessary.
  6. Click OK. The Custodians are created under the Case (Project). If a Custodian of the same name exists twice in the list, and/or the Custodian already exists for the Case (Project), it will be ignored.

These instructions are from the eCapture User Guide (2017.3.4) starting on page 153

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  • Administrators

Creating Custodians without Creating Jobs

 

As of version 2016.3.1, batch custodian creation is available without having to

create Jobs at the same time.

  1. From the Client Management tree view, select the Case (Project) you wish to import the Custodians.
  2. Click "Import...". The Open CSV for Import dialog appears.
  3. Navigate to the .CSV or comma delimited file containing either the Custodian Name only column or the Custodian Name and Custodian Description columns.
  4. Click Open. The Import Preview dialog appears.
  5. Click Select All to select all the Custodians. The Select All changes to Deselect All to facilitate clearing all the Custodians in one action if necessary.
  6. Click OK. The Custodians are created under the Case (Project). If a Custodian of the same name exists twice in the list, and/or the Custodian already exists for the Case (Project), it will be ignored.

These instructions are from the eCapture User Guide (2017.3.4) starting on page 153

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