Open the Upload Document window. At the top you'll see two upload options, click "Batch Document Upload".
Next, specify the type of upload you'd like to perform by choosing a setting from the I would like to upload dropdown menu (pictured below). There are three options to chose from:
Multiple documents to one case file
Use this option when you are uploading a group of files and you would like to have all of them linked to one particular case. When this option is selected, there will be a case picker towards the top-right corner of the window. Choosing a case here will apply that case link to every document you are about to upload.
Multiple documents to multiple cases
Use this option when you are uploading a group of files that belong to different cases. You will be able to specify the case link on a per-document basis.
Multiple firm documents
Use this option when you are uploading a group of files that you would like to keep in your Firm Documents section (retainer agreements, employee handbooks, firm materials, etc.).
Next, select the documents and files that you would like to upload. You can find the files on your hard drive and drag-and-drop them into the upload area, or you can click on the upload area to use the file dialogue box.
Note: When you click on the upload area, it will display your browser's file picker window. While holding Control, click on all of the files you would like to upload (they will all be highlighted). Then click Open/OK and all of those files will begin uploading.
As the files upload, they will appear in the window where you will be able to specify additional settings for each (pictured below).
1: Doc. Name - Enter the name of the document as you'd like it to appear in MyCase. By default, this field will be populated with the name and extension of the file you're uploading.
2: Case Link - Lets you specify the case/matter that you'd like to associate each document with.
3: Tags - Type into this field or click the arrow towards the right to browse all available tags. This lets you tag each document for organizational purposes.
4: Sharing - Click the Sharing button to choose who you'd like to share each document with after it is uploaded (pictured below).
Once you have uploaded all of your files and are finished assigning them to cases, applying tags, and setting up sharing, click the blue Save Uploads button bottom-right to complete the process.
Due to the advanced nature of this feature, Batch Document Upload is not available to Internet Explorer users. If you would like to take advantage of this feature, please upgrade your browser (Mozilla Firefox, Google Chrome, Safari, etc.).
