Create an Export Series

Ipro Eclipse and Relativity exports are available for an Export Series. You can create either a Process Export Job or a Data Extract Export Job.

1. Click the Client Management tab.

   

2. Under Export Jobs, right click and:

   • For Process Exports, choose the New Process Export Series option on the right-click context menu.

   • For Data Extract Exports, choose the New Data Extract Export Series option on the right-click context menu.

   The New Export Series dialog box appears.

   

3. Select the Export Type: either , Direct to disk, Direct to Eclipse, or Direct to Relativity.

4. Enter a New Export Series Name.

5. (Optional) Enter a Description.

6. (Optional) Browse to the .INI file to load previously saved Export settings.

7. Click OK.

8. If you selected Direct to Disk, the Select Export Formats and File Handling Options dialog box appears. Click one of the following links to create the desired export job.

   • Create a Processed Data Export Job
   • Create a Data Extract Export Job
9. If you selected Direct to Eclipse, the Eclipse Case Selection dialog box appears. Click one of the following links to create the desired export job.

• Autoload into IPRO Eclipse - Data Extract Job

• Autoload into IPRO Eclipse - Processing Job
10. If you selected Direct to Relativity, click one of the following links to create the desired export job:

• Autoload into Relativity Processing Job

• Autoload into Relativity Data Extract Job

 

Related Topics

Overview: Exporting