Add New Incoming Delivery

In Media Manager, deliveries are anything you send or receive. Incoming deliveries are any case-related media you receive from clients, experts, service providers or related sources. Deliveries of all types contain media. Media Manager allows you to manage and track your deliveries and offers flexibility in workflow to accommodate different processing needs and scenarios. For example, when receiving an incoming delivery that contains data sets of differing priority levels, you are able to process high priority data immediately into the Review tool, and copy low priority data to your organization's network to be processed at a later time. You are able to monitor the status of each of these tasks in Media Manager.

To add a new incoming delivery (receipt or shipment of case-related media):

Prepare for the delivery by ensuring you know your organization’s conventions for delivery details and have all needed information. Check with your administrator if you have any questions.
In Media Manager, click the Deliveries tab.
Click Create and select the Incoming option from the drop-down list.
Enter or select needed delivery details, as listed in the following table:

Click here to view field descriptions

Note: Delivery Name is required (as indicated by *); all other entries are optional. Not all items apply to all delivery methods – for example, an email delivery would not include a tracking number.

Field	Description
Delivery Name*	Enter a name for the delivery. Consider defining naming conventions to ensure deliveries are easy to identify and find.
Delivery Method	Select the means of delivery from available options: Shipment: Delivered by a standard shipping company. Email: Sent by email. FTP: Deposited on an FTP (File Transfer Protocol) site. Electronic Delivery: An electronic method other than email or FTP. Physical Delivery: Delivered in person by a method other than the listed shipping companies.
Sender	To select a sender: Click in the field and complete step 2, 3, or 4 to select a sender (a contact defined by your administrator) from the list. In the list, click the sender's name. For long lists, enter any part of the name in the Find box to limit the list to names with the entered character(s). Click the needed name. Click X to clear the field and enter something different. If the name does not exist: Click Add New Sender and enter needed details. A name is required; other details are optional. Click Save. The new sender is selected in your New Delivery form (and also added to the Administration Contacts list).
Carrier	Select the applicable delivery service: Fed Ex: FedEx Corporation USPS: United States Postal Service UPS: United Parcel Service, Inc. Other: Any other delivery company or person.
Shipped On / Arrived On	Enter the date on which the media were shipped/received, using a numeric-only format (for example, 10/08/2015 or 10-8-15). Or, click the calendar icon and select the date.
Tracking Number	As applicable, enter the carrier’s package tracking number.
External ID	If your firm has another delivery tracking system, enter that system’s identification here.
Description/Notes	Enter any pertinent details about the delivery.

When finished, do one of the following:
- Click Save to complete definition of the delivery.
- Click Save and New to complete the definition of the delivery and define additional deliveries. The Delivery Type is Incoming.
After a delivery has been saved, optionally do one of the following:
- Click < Back to return to the New Delivery form/create a new delivery. The delivery type will be the same as the delivery you just created (Incoming).
- Modify delivery details.