We've made it easy to upload multiple documents into MyCase by using the Batch Document Upload feature. Instead of having to upload documents one-by-one, you can group a bunch of them together to upload at once. You can also download case documents in a batch as well.
Here is how to batch upload documents:
Open the Add Document window. At the top you'll see upload options; click "Upload Multiple Documents".
Next, specify the type of upload you'd like to perform by choosing a setting from the I would like to upload dropdown menu (pictured below). There are three options to chose from:
Multiple documents to one case file
Use this option when you are uploading a group of files and you would like to have all of them linked to one particular case. When this option is selected, there will be a case picker towards the top-right corner of the window. Choosing a case here will apply that case link to every document you are about to upload. Once you have chosen a case, you can also select a specific folder to upload these documents to.
Multiple documents to multiple cases
Use this option when you are uploading a group of files that belong to different cases. You will be able to specify the case link on a per-document basis.
Multiple firm documents
Use this option when you are uploading a group of files that you would like to keep in your Firm Documents section (retainer agreements, employee handbooks, firm materials, etc.).
Once you've selected a case, you can also select a folder within that case to upload these files. Note: This only applies when uploading multiple documents to one case file. You will also only have the ability to upload to one folder at a time.
Next, select the documents and files that you would like to upload. You can find the files on your hard drive and drag-and-drop them into the upload area, or you can click on the upload area to use the file dialogue box.
Note: When you click on the upload area, it will display your browser's file picker window. While holding Control, click on all of the files you would like to upload (they will all be highlighted). Then click Open/OK and all of those files will begin uploading.
As the files upload, they will appear in the window where you will be able to specify additional settings for each (pictured below).
1: Doc. Name - Enter the name of the document as you'd like it to appear in MyCase. By default, this field will be populated with the name and extension of the file you're uploading.
2: Case Link - Lets you specify the case/matter that you'd like to associate each document with.
3: Tags - Type into this field or click the arrow towards the right to browse all available tags. This lets you tag each document for organizational purposes.
4: Sharing - Click the Sharing button to choose who you'd like to share each document with after it is uploaded (pictured below).
Once you have uploaded all of your files and are finished assigning them to cases, applying tags, and setting up sharing, click the blue Save Uploads button bottom-right to complete the process.
Here is how to batch download case documents:
Find the case you wish to download documents out of and click on the Documents tab in the case file.
On the top right side, click the Actions button and choose 'Download all case documents'.
Once you click to download all case documents, the downloading will begin and a pop up window will appear on the bottom of your screen (see below). This will indicate when the downloading has begun and finished.
When you click the Download button, the documents will download to your browser/computer into a folder that will be the name of the case. When opened, all of the case documents will be listed in the folder.
Due to the advanced nature of this feature, Batch Document Upload is not available to Internet Explorer users. If you would like to take advantage of this feature, please upgrade your browser (Mozilla Firefox, Google Chrome, Safari, etc.).