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Matters

Uploading matters

Upload a file to create, update, or close multiple matters at once, and review upload history to track past uploads and results.
You can create, update, or close matters by uploading a matter file. Your upload file can be in one of 3 formats:
  • Comma-separated value CSV spreadsheet
  • Tab-delimited text file
  • Pipe-delimited text file
The following steps assume you have the upload file ready.

Upload a matter file

  1. Select
    Matters
    , then
    Matter upload
    .
  2. Select the option that indicates the file type for the file you want to upload.
  3. Use the dropdown to select the date format used in the upload file.
  4. Select the action to take on the matters in this file:
    • Create
    • Update
    • Close
  5. Mark the checkboxes for optional actions as needed.
    • We recommend selecting the
      Test Only
       and
      Verify all columns are valid
       checkboxes to test the upload file and fix any errors before proceeding.
    • Mark the
      Validate Record Errors
       checkbox to have Legal Tracker check each record for formatting and required field errors (such as an incorrect date format or a missing Associated Matter ID) before processing. If errors are found throughout the entire file, the upload is blocked and no records are processed. If errors are found in only some records, the valid records are sent through for processing while the erroneous records are held back so you can correct and re-upload them. If this checkbox is clear, the upload proceeds using the standard behavior without this additional validation step.
  6. Select the
    Browse
     button and go to the file to upload on your computer.
  7. Select
    Upload
    .
  8. The results page will show the total number of matters updated or created, and any matters that failed. Legal Tracker uploads all matters that don't have errors, and indicates the line items of matters that do have errors--those are not created or not updated.

Review matter upload history

Matter upload history shows file upload dates and times, users who uploaded the files, action taken, function performed, and the number of matters that succeeded and failed. You can download or view the upload file.
  1. Select
    Matters
    , then
    Matter upload
    .
  2. Select the 3 dots icon, then select
    View history
    .
  3. Use the view selectors on the audit history page to review activity for test files or submitted files, and for create, update, and close functions.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company