User guide

Importing Custodians and Jobs at the Project Level
www.iprotech.com Ipro eCapture User Guide 5-9
877-324-4776 Q1 2014
2. In the New Custodian dialog, enter a custodian name. A maximum of
30 characters are permitted.
3. Enter a custodian description.
4. Select a task table from the drop-down list. The task table that appears
in the field is based on the last task table selected for the Project. For
more information about Task Tables, see Chapter 2, Ipro eCapture Con-
troller and the section Assigning Task Tables to Workers on page 2-15
for information about assigning Workers to Task Tables.
5. Click OK. Ipro eCapture automatically creates three folders: Data
Extract Jobs, Discovery Jobs, and Processing Jobs underneath the custo-
dian in the Client Management tree view.
6. Click Discovery Jobs and notice that the Information Panel displays
Discovery Jobs but there is no data. Once the discovery job is running,
the Information Panel displays information about the job.
Importing Custodians and Jobs at the
Project Level
Multiple Custodians and Discovery Jobs can be added to a Project at one time
via an imported .CSV or a comma delimited file. Data Extract and/or Process-
ing Job(s) may be optionally created at the same time.
To import Custodians, the .CSV file column headings are:
Custodian Name
Custodian Description