Where can I find the case export?
You can find the case export button in the left sidebar under "Share" and then under "Open case exports." Afterwards, a new sidebar will open with your export options.
How do I perform a case export?
Step-by-step:
Enter the name of your recipient in the field
Select the type of case export
If you have selected a simple case export, you can select the desired documents by:
Dragging and dropping a single document into the area
Dragging a label into the area to add all documents contained in it
Selecting the "+" button in the upper left corner to add all documents from the document list
Select 'Create preview'
Select "Create case export"
Press "Create" in the popup window and done! Your case export has been created
What do I do now with the exported case?
You have two ways to share:
1.) You can download the exported case directly via the download button and share it this way.
2.) You can share your exported case directly through legal-i.
Simply select the "Share" icon for this.
In the window that opens, you have two options:
You can send the exported case directly via email to the recipient. Just enter the recipient's email address.
If you activate the "Share case export securely via link" switch, you can easily share the export via link and generated password.
