Collect local files

You can add files from local folders to a collection, including folders from your personal computer, shared drives, and network drives available to your system. When defining the collection, you assign a selected set of files and/or folders to each supplied custodian. When you select a folder, the system collects all files in the folder.

Perform the following procedure to collect local information.

1. In the Action page, click LOCAL.
2. In the Collection page, in JOB NAME, type a name for the collection job. 
3. In SOURCE, select a data source from the list or add a data source using the following substep.
   Add a new source

   • To add a source, click + next to SOURCE. In the ADD NEW SOURCE dialog box, type a name for the source and click CREATE.
4. Use the following substeps to assign collected files and folders to a custodian. You can create multiple assignments by repeating these substeps.
   1. In SELECT FILES, you can navigate to the folder you want or paste a path. Then, select one or more files and/or folders to assign to a custodian.
      Select multiple files and/or folders
      

      • To select non-contiguous files or folders, select a file or folder and then press and hold Ctrl while selecting additional files or folders anywhere in the hierarchy.

      • To select a contiguous range of files or folders, select the first file or folder, then press and hold Shift while selecting the last file or folder in the range.

   2. After selecting the files to assign, in CUSTODIAN, select a custodian name from the list or add a new custodian using the following substep.

      Add a new custodian

      • To add a new custodian, click + next to CUSTODIAN. In the ADD NEW CUSTODIAN dialog box, type the First Name and optional Last Name for the user and click CREATE.

   3. Click ASSIGN FILES to make the assignment.

      The following custodian indicators display in the SELECT FILES box.

      • The custodian name appears next to assigned files.

      • The custodian name appears next to folders where all files in the folder are assigned to a specific custodian.

      • Partial appears next to folders where one or more of the files in the folders are not assigned. When submitted, the collection does not include any files that are not assigned, including unassigned files in a Partial folder.

      • Multiple appears next to folders where all files are assigned using more than one custodian.

   4. Optional. As needed, in the SELECT FILES box, you can remove an assigned file or folder by clicking the Delete icon that appears after a custodians name.
5. Optional. You can choose to collect a portion of the path, a relative path, rather than the full path. To capture only the relative path, select Capture Relative Path. As a result, the File Path field for the loaded documents will contain only the relative path. The relative path used is the full path less the path shown in the SELECT FILES box.
6. Optional. To automatically process the collection, select the Start processing automatically checkbox.
7. Optional. You can specify custom metadata by selecting Apply Custom Metadata. In the table that appears, in Field, select an existing user-created field (short or long text field). In Value, provide the field content.
8. Click SUBMIT.

9. Desktop Client displays the Jobs page, where you can view the progress of the collection job.

   • If you selected the Start processing automatically checkbox, open Epiq Discovery in the browser to view the process job. In the same project, select the OVERVIEW menu and use the toggle to display Jobs Overview, which displays the process job information.

10. In case of success/failure, the job generates logs that include the details of successfully uploaded documents and the ones that failed to upload.