User guide

Importing Jobs at the Custodian Level
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view dialog (shown in the Figure in step 5) prior to importing, or left
blank (name will be auto-set).
• Importing Jobs/Containers and creating Data Extract Jobs and/or Pro-
cessing Jobs under the Custodian.
1. From the Client Management tree view, select the Custodian under the
appropriate Project.
2. From the Information Panel, click the Jobs tab.
3. Click . The Open CSV file for Import dialog appears.
4. Navigate to the .CSV or comma delimited file.
5. Click Open. The Import Preview dialog appears.
The Import Preview dialog contains the following column headers:
• Job Name - used to indicate the new Discovery Job name
• Data Extract - blank by default; no Data Extract Job will be
created. Clicking the drop-down arrow and selecting Yes
means that a new Data Extract Job will be created.