Create Case

Complete the following steps to create a new case in ADDAutomated Digital Discovery.

Note that in the ADD configuration pages, required entries are marked with a red asterisk, *.

To define a new code name, click corresponding to the needed client and select Add Case.

  1. Get started:

    1. Identify/define the needed managing client and client; ensure that they exist. If not, see Create Managing Client and Client.

    2. Determine whether an existing or new code name will be needed for this case.

  2. Click Case Management on the ADD Home page (or Case Management on the main menu).

  3. In the left pane of the Case Management page, click Case Management.

  4. Take one of the following actions:

    1. To define a new code name, click corresponding to the needed client and select Add Case.

    2. To define a new case and associate it with an existing code name, click corresponding to the needed code name.

  5. On the Create Case page, click the needed case type.

  6. Take one of the following actions, depending on choice in step 4:



    Code Name*

    Enter the new code name using a maximum of 256 UnicodeAn encoding system where a unique number exists for every character regardless of the platform, application, or language. characters. For example, “Smith v. Jones.”

    Matter Number

    Optional: Enter a matter number using a maximum of 128 Unicode characters.

    ClientThe highest level in the ADD hierarchy. A Client is required to create a case.

    Review the selected client. If the wrong client was selected, click Cancel and start again with step 4.

  1. Click Next.

  2. Complete the case details page(s) as described in the following table.

  3. Specific pages/labels will differ, depending on the type of case you are creating (Processing, Review, or Processing & Review).




    Case Name*

    Enter the full name for the new case. By default, it will be the code name with a suffix indicating the case type. For example, “Smith v. Jones – Processing.” Ensure the name is unique.

    App Environment*

    Select the needed Processing and/or Review environment. Check with your administrator if you are not sure of the environment to select.

    DataComprises documents, numbers, files, emails, and any other information stored on a digital device. In eCapture, refers to the electronic files that are discovered and processed. Directory*

    For Review cases, select the needed data directory. The data directory is where ADD Review places database-specific files and other files required for the case.

    Advanced Options

    To use a default template(s), ensure that the term “default template” is listed for each available template and skip to step 9.

    To choose a custom template(s):

    1. Review the template information in Case details.

    2. Click Advanced Options.

    3. Select the needed template(s), depending on which type of case is being created:

      • For a Processing case, click in the Processing Case Template field. In the resulting dialog box, navigate to and select the needed .INI file, then click Open.

      • For a Review case, click in the Review Case Template field. In the resulting dialog box, navigate to and select the needed .CSE file, and then click Open.

      • For a Processing & Review Case, click in each of the following fields and select the needed templates: Processing Case Template (.INI file), Export Case Template (.INI file), and Review Case template (.CSE file).

  4. Click Next.

  5. Review the Summary page. If any items need to be changed, click Back (or the needed page button at the top of the page) and make corrections.

  6. Click Create Case. Wait as the case is created. When finished, it will appear in the Case Management page summary. To view full case details, do so in ADD Processing .