Importing an image load file via Import/Export

You can use Import/Export to import image load files that are Opticon-formatted page-level files. RelativityOne only accepts single page, Group IV TIFFs, JPGs, or PDFs. When you import images, they are added to a workspace as documents.

To import an image 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 an image load file to your workspace.

  1. On the Choose the Load File type dialog, click the Image box to import an image load file to your workspace.

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

Choose load file and location dialog box

  • 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 .kwi configuration files. To apply job settings from a .kwi file, select the From Local Disk option and use the drag and drop feature or browse for a file to choose the .kwi file. All job settings provided in the selected file will be filled out automatically.

  • Load file—use the drag and drop feature or browse and select the zipped image load file from your local drive.

  1. On the Import settings dialog, configure your import job by selecting the numbering option and choosing import mode.

Import settings dialog

  • Numbering—select one of the following options:

    • Use load file page IDs—default setting.

    • Auto-number pages—select this option if page IDs in the production are not unique. For example, you might import a set of .tiff files that share a page identifier for each record. The page identifiers are shared per document and are not unique. The Auto-number pages option appends the 01, .02, and so on to the page-level identifier, creating a unique number per page.

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

    • Append Only—load only new records.

    • Overlay Only—update existing records only. You must include a workspace 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.

    • Overlaying identifier (If either Overlay Only or Append/Overlay mode is selected)—assign the unique identifier that will be used to overlay data in the workspace.

  • (Optional) Load Extracted Text toggle—select this option to load new text for Production documents that may be revised based on redactions. The text files must be meet these requirements:

    • Have .txt extensions

    • Stored in the same directory as image files

    • Named in the same way as the image files

  • Encoding for undetectable files—this field displays if the Load Extracted Text option above is selected. Choose the encoding format for the text file.

    • Western European (Windows)—indicates the Windows standard encoding for English.

    • Unicode—utilizes more than 107,000 characters covering 90 scripts.

    • Unicode (Big-Endian)—is the same as Unicode, except that the byte order is reversed.

    • Unicode (UTF-7)—represents Unicode text using a stream of ASCII characters to guarantee that the high bit will always be zero.

    • Unicode (UTF-8)—represents all characters in the Unicode character set using 8-bit bytes.

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

  2. The Importing dialog displays the progress of the importing process. 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 image load file 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.