User guide

Chapter 2, Ipro eCapture Controller
2-30 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
The Projects tab shows the ID, Name, Description, and Matter ID.
The Notes tab is used to enter pertinent information.
When the Project root level is selected, the following information displays in
the Information Panel: ID, Name, Location (default directory assigned under
Client root when Project is created), Description, Matter ID (to change the
matter ID, double-click the matter ID and enter a new matter ID in the dia-
log), Task Table, Date Created, and a list of Custodians (ID, Name, and
Description).
The Custodians tab shows the ID, Name, and Description. From the Custodi-
ans tab, Custodians may be added by clicking as well as using the
context menu (alternate click Project in the tree view). See Chapter 5, Creat-
ing Clients, Projects, Custodians, and Jobs and the section Creating a New
Custodian on page 5-8 for procedures.
From the Custodians tab, a batch of Custodians may be created by importing
an external .CSV file. See Chapter 5, Creating Clients, Projects, Custodians,
and Jobs and the section Importing Custodians and Jobs at the Project Level
on page 5-9.
A .CSV file can be created containing existing Custodians for the selected Proj-
ect through exporting. See Chapter 5, Creating Clients, Projects, Custodians,
and Jobs and the section Exporting Custodians and Containers for the Project
on page 5-14.
The Containers tab (new for Ipro eCapture 2013.0.0) at the Project level
shows the Name of user-defined Container (node), the Custodians, Discovery
Jobs (semicolon delimited list in which container exists), Data Extract Jobs
(semicolon delimited list in which container exists), Processing Jobs, (semi-
colon delimited list in which container exists) and Path to the container.
If the Data Extract Jobs or the Processing Jobs are blank, this indicates that
data has not been processed.