Populate a folder using document numbers

Using the Folder document action, you can upload a CSV of document numbers to populate a folder. After populating the new folder with the information from the CSV, you can promote the folder contents or perform other document actions. In the CSV, make sure that the document numbers appear in one of the following forms.

• List the document numbers in separate rows, as shown in the following figure. You can create this format in Epiq Discovery using the Export Document Action and selecting Export Fields to CSV.

  

• List the document numbers in a contiguous line with no spaces, separated by commas.
  

When adding top-level folders, you can restrict the folder access to one or more user groups. Refer to About folders in Inspect for more information.

Perform the following procedure to move documents into a folder.

1. In the Project page, click ANALYZE>INSPECT.
2. On the left navigation pane, click
3. Choose whether to add document numbers to a new folder or an existing folder. 
   • To create a new folder, in the FOLDERS pane, click .
     1. In the Create New Folder dialog box, in Folder Name, type a name for the folder.
     2. To add the new folder within an existing folder, in Create as Subfolder, click and then select the existing folder.

     3. When adding top-level folders, in Permissions, the default option is No Restrictions. To limit folder access to a specific user group, select that group.

     4. To select more groups, click Add Group, and then select a group from the field that appears.

     5. Select Load Document Numbers.
     6. In Upload File with Document Numbers, click the box, navigate to and select your CSV file, then click Open. Alternatively, you can drag the CSV file from Windows Explorer.
   • To add document numbers to an existing folder, hover on the folder name and select the Edit pencil .
     1. In the Folder Setting dialog box, select Load Document Numbers.
     2. In Upload File with Document Numbers, click the box, navigate to and select your CSV file, then click Open. Alternatively, you can drag the CSV file from Windows Explorer.

4. Click Create.

5. To view the folder contents, select the folder you created or updated.