Importing a document load file via Import/Export

You can use Import/Export to import document load files into RelativityOne.This process will import document metadata, native files, and extracted text.

To import a document load file:

  1. Use tabs, search, or the quick nav bar to navigate to the Import/Export Job page.

  2. On the Import/Export Job page, click the New Import/Export Job button to start a new job.

  3. On the Choose workflow dialog, the Import button is selected by default. Next, click the Structured (Processed) Data workflow box to import a document load file to your workspace.

  1. On the Choose the Load File type dialog, click the Document box to import a document load file to your workspace.

    Import Choose Load File Type of Document

  2. On the Choose load file and location dialog, complete the following fields:


    • Job Name—provide a descriptive job name so that you can quickly identify and track that job on the Import/Export Job Page. The Job name field accepts up to 50 characters.

    • Destination Folder—click the Select button and choose the destination folder.

    • Profiles—Import/Export is able to read and apply job settings from existing .kwe configuration files. To apply job settings from a .kwe file, select the From Local Disk option and use the drag and drop feature or browse for a file to choose the .kwe file. All job settings provided in the selected file will be filled out automatically.

    • Regional Settings (Date and Time)—the default date and time importing format is "English (United States)," which is MM/DD/YYYY and HH:MM:SS AM/PM. If you want date and time data to be imported using a different format, choose the appropriate one from the drop-down list. A preview of the chosen regional setting will appear below the selection.

    • Load File—use the drag and drop feature or click browse for a file to select the document load file from your local drive.

    • Include Native & Text—select this option to include native and text files.

    • Native & Text—if Include Native & Text was selected, use the drag and drop feature or click browse for a file to select the zipped native and text file from your local drive.

  1. On the Load File Settings dialog, select the delimiters and encoding values of the document load file for the import. The File Column Headers Preview pane on the right will help you to choose the proper settings.

Load File Settings dialog

  • File Encoding—select an encoding format for the document load file. Consult your processing vendor or department to determine the correct encoding option, if necessary.
    The File Column Headers Preview pane on the right automatically updates when you select the File Encoding type. Since the load file is parsed based on the delimiter set, you may need to check delimiters used in the load file if the column headers are not lined up correctly. Determine the delimiters used in the file, and then select them in the delimiters section of this tab.

  • First Line Contains Column Names toggle—select this option if the first line contains column names.

  • Select the delimiters and encoding values used by your load file:

    • Column—select the character used to separate columns.

    • Quote—select the character used as the text qualifier.

    • Newline (Long Text Fields)—select the character used to indicate the end of a line in any extracted text or long text field.

    • Multi-Value—select the character used to separate choices within a field.

    • Nested Value—select the character used to separate the different levels of a multi-choice hierarchy.

  1. Select the load file fields to import and map to the workspace fields. Only fields matched in the center columns or those with additional settings selected are loaded into the workspace. Other fields in the Workspace Fields and Load File Fields lists are ignored. You must always match the identifier field for the load file.

Load File Mapping dialog

  • Create Field button—click this button if you want to create a new workspace field.

  • Auto Map Fields button—click this button to automatically map fields. The fields from the load file are mapped to any existing fields of the same name in the workspace.

  • Mapped to the top toggle—when turned on, this option groups all mapped fields on the top.

  • Load File Sample column—presents exemplary data from the load file fields.

  • Load File Fields column—provides the load file field names.

  • Workspace Fields column—allows you to manually map the load file fields to the existing workspace fields.

  • Additional Field Settings column—to enable additional field settings, go to the Additional Field Settings column and click the Choose down arrow to select the additional field as follows:
    Additional fields settings dialog

  • Extracted Text—select this option if the load file field includes extracted text, and then select the File Encoding type.

  • Folder Information Column—select this option if you want to use a metadata field to build the folder structure for the workspace.

  • Native File—select this option if the field from your load file contains a relative path to the native files.

  1. On the Import Settings dialog, select one of these options to indicate the type of load:
    Import settings dialog

    • Import mode—choose how you want the records to be imported:

      • Append Only—loads only new records.

      • Overlay Only—updates existing records only. You must include an Overlay Identifier in an overlay load. This field acts as a link indicating to Relativity where to import the data.

      • Append/Overlay—adds new records and overlays data on existing records.

    • Multi-Select Field Overly Behavior—if you are performing an Overlay Only or Append/Overlay and have mapped at least one Multiple Choice or Multiple Object field, select an Overlay Identifier to specify the field that links your overlay load file to the workspace. The following fields are only available if you choose the Overlay Only or Append/Overlay option:

      • Use Field Settings—merges or replaces all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged according to the overlay behavior settings in the environment.

      • Merge Values—merges all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged regardless of the overlay behavior settings in the environment.

      • Replace Values—replaces all values for multi-choice and multi-object fields in the load file with corresponding multi-choice and multi-option fields in the workspace. The fields are merged regardless of the overlay behavior settings in the environment.

  1. Click the Import button to start the importing process.

  1. Review the importing progress on the Importing dialog. Click the Cancel button if you need to stop the import job before it completes. Click the Close button when the importing process is complete.

Note: Keep the Importing dialog open until the data is successfully imported. Closing the dialog earlier will terminate the data transfer.

Importing document loading progress dialog

  1. When the import is complete, the Import Summary displays. If errors were found in the load file, the number will be listed. If you want to correct the detected errors manually and import it to RelativityOne, click the Download Error Load File button.

    Import summary dialog

  2. Click Finish to close the dialog.

You can review the Import/Export Job page to see more information about the job. Refer to Import/Export Job tracking and history for details.