User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-12 Ipro eCapture User Guide www.iprotech.com
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• Click Select All to select all the Custodians. The Select All changes
to Deselect Al
l to facilitate deselecting all the Custodians in one
action if necessary.
•Select one or more Custodians by clicking the box in the desig-
nated row. A green check mark appears in the box. (Click the box
with the green check mark to deselect the Custodian.)
Enter a Discovery Job Name for the Custodian in the Job Name
column.
Enter a Container Name for each Container.
Note: If a Discovery Job and/or Container Name is not specified
(fields are left blank), the system returns a prompt indicating it
will use the folder name of the associated Container. An example
prompt is shown in the following figure:
Click Cancel and enter a Job Name and a Container name in the
blank fields. Proceed to step 7. Otherwise, accept the default
names indicated in the Warning Messages dialog.
• To create Data Extract Jobs and/or Processing Jobs, for all Custodi-
ans indicated in the Import Preview dialog, click the option Create
All Data Extract and/or Create All Processing. The Data Extract
column and/or the Processing column(s) changes from blank to
Yes. These columns cannot be edited.
• (Optional) Enter a Custodian Description for each Custodian.