Following along in MyCase is recommended as you read the steps in the article.
Overview
Using the Batch Document Upload feature makes uploading multiple documents into MyCase easy. Instead of uploading documents individually, you can group them so they can upload all at once. You can also download case documents in a batch as well.
Batch Upload Documents
Click the Add Document button on the dashboard, Quick Actions, or Case Details page to open the Add Document window.
Select Upload Multiple Documents.
Specify the type of upload you'd like to perform by selecting the Upload Type dropdown.
Multiple documents to one case file: Use this option when uploading a group of files, and you would like to have all of them linked to one particular case. When this option is selected, there will be a case picker towards the window's top-right corner. Choosing a case here will apply that case link to every document you are about to upload. Once you have chosen a case, you can select a specific folder to upload these documents.
Multiple documents to multiple cases: Use this option when uploading a group of files belonging to different cases. You will be able to specify the case link on a per-document basis.
Multiple firm documents: Use this option when uploading files you want to keep in your Firm Documents section suck as retainer agreements, employee handbooks, firm materials, etc.
You can also select a folder within a case to upload the files. However, this only applies when uploading multiple documents to one case file, and you can upload only one folder at a time.
Select the documents and files you want to upload. You can find the files on your hard drive and drag them into the upload area or click on the upload area to use the file dialogue box.
As the files upload, they will appear in the window where you can specify additional settings, including:
1: Doc. Name: Enter the name of the document as you'd like it to appear in MyCase. By default, this field will be populated with the name and extension of the file you're uploading.
2: Case Link: Specify the case/matter with which you'd like to associate each document.
3: Tags: You can tag each document for organizational purposes.
4: Sharing: After uploading each document, Click the Sharing button to choose with whom you'd like to share it.
Once you have uploaded all of your files and are finished assigning them to cases, applying tags, and setting up sharing, click the blue Save Uploads button bottom-right to complete the process.
Batch Download Case Documents
Go to the Case Details page for the case you want to download documents for.
Click the Documents subtab.
Select the file(s) you want to download.
Click the Actions dropdown.
Select Download all case documents.
A pop-up window on the bottom of your screen lets you know that your files are ready for download.
Click the Download button. When you click the Download button, the documents will download to your browser/computer into a folder that will be the name of the case. All case documents will be listed in the folder when opened.
Note: Due to the advanced nature of this feature, Batch Document Upload is not available to Internet Explorer users. If you would like to take advantage of this feature, please upgrade your browser (Mozilla Firefox, Google Chrome, Safari, etc.).