Importing entities via Relativity Desktop Client

You can add multiple entities by uploading a .CSV or .DAT file via the Relativity Desktop Client.

Importing legal hold entities

Use the following basic steps for importing entities through the RDC.

  1. Compile or locate the entity load file you wish to import. For more information about the load file, see Legal Hold entity load file
  2. Log in to the RDC and select the workspace into which you want to import these entities and eventually publish data.
  3. From the object drop-down list in the RDC, select the Entity object.

  1. Click Tools | Import | Entity Load File.

  1. Click the ellipsis next to the Load File field and select the file containing all of your entities.
  2. Map the Relativity entity fields to the fields included in your load file.
  3. Complete the import. For more information, see Importing through the RDC.

Legal Hold entity load file

To load entities via the RDC, create a load file that contains at least the following:

  • Entity's full name
  • Entity's email address