User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
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• Processing - blank by default; no Processing Job will be
created. Clicking the drop-down arrow and selecting Yes
means that a new Processing Job will be created.
• Container Name - required if only Container Paths are
specified in the import file
• Container Path - required in the imported .CSV or comma
delimited file. Note: If the Container Path is modified, it
must exist prior to importing as well as be accessible from
the Controller.
The Import Preview dialog is populated based on the contents of the
imported .CSV or comma delimited file.
If necessary, the data may be edited directly in the Import Preview dia-
log prior to importing.
6. Do any of the following:
• Click Select All
to select all the Jobs and/or Containers. The Select
All changes to Deselect All to facilitate deselecting all the Jobs and/
or Containers in one action if necessary.
• 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: