Collect local and network files

You can add local files to a collection, including files from your personal computer, shared drives, and network drives available to your system.

Perform the following procedure to collect local information.

1. In the Main Menu, select Collect.
2. Click the Local button.
3. In the Local Collection pane, provide the following information.
   1. In Name, type a name for this collection.
   2. In Source, select where the files exist or add a new source.
      1. For example, you can select Personal Computer to collect your files, Shared Drive to collect files in a shared drive, or Network Drive for a drive in your network.
      2. To add a source, click + next to Source. In the Create Source dialog box, type a name for the source and click Create.
   3. In Custodian, select a name from the list or add a new custodian.
      • To add a new custodian, click + next to Custodian. In the Create Custodian dialog box, type the First Name and Last Name for the user and click Create.
4. Click Next to identify the files you want to collect.
1. Drag files from your desktop to the collection box.
2. Click the collection box. In the Open dialog box, navigate to the files you want to collect, select the files, and click Open.
3. Optional: Select Process Automation to automate subsequent tasks that run as separate jobs after collection. You can stop the automation anywhere in the sequence by not choosing to select the next option.
   1. To process the files, select Process.
   2. To promote or export the files, select Filter/Promote or Export and select an existing filter template.
   3. To image the promoted files, select Image and choose an existing image template.
   4. To create production for the promoted files, select Produce, and choose an existing production template.
      • Specify how to stamp the data (Bates Number, Document Number, or File Name).
      • Define the sort method for the data (Document Number, Family, Thread ID, File Name, or Custom. You can select up to three levels of sorting and specify whether to keep families together.
5. Click Submit.