Case Files

The Case Files menu view is where you will find all of the discovery uploaded for your case. Discovery for cases in TrialKit is found in this menu view and TrialKit organizes all of the files with different views or organizational frameworks for easier access. In this way, discovery files in TrialKit are not store in any one folder or space but are accessible everywhere within Case Files with different options for finding them

You can access Case Files from the left hand menu:

Within the Case Files page view you will see five sections representing the different organized views for your case discovery: As Received, File Types, Sources, Categories, and Tags. For more details on each see the sections below.

As Received

The As Received view of your case files shows a folder view of the discovery files as they were uploaded to TrialKit. Each folder represents a batch of subfolders or files date-stamped for when they were uploaded. This is an operational view of how your case was set up on the TrailKit platform either through self-upload of discovery by yourself or your team or by the TrialKit Discovery team.

As a best practice, all original folders and subfolders should be retained when uploading to TrialKit. Batching folders for upload in this way retains the original organizational structures. This serves as an audit opportunity to ensure that all files received were uploaded properly.

The As Received new is a great place to search your case files in their entirety with key words. Searches here cover all of your case discovery from the topmost view. Searching all of your case file from As Received can be done utilizing the Search Discovery bar:

For more information about using key word search to search your case files see this article:

Searching Discovery

File Types

File Types is the default view when you first open Case Files because this is the simplest way to see your discovery organized: by type. You should only ever see as many as four folders for file types: Audio, Document, Image, or Video

Occasionally, while files are still being processed by TrialKit after upload, you may see a fifth folder option for Unsupported. This will resolve when files within that folder complete their processing and file type is recognized and assigned.

You can double-click into any of these folders to browse through all files uploaded that match that type.

Using the same Search Discovery option as above within the File Type folders is a good way to narrow down your search if you are looking for a particular keyword mention within a file or within the descriptive details of a file of a specific type.

For more information about using key word search to search your case files see this article:

Searching Discovery

Sources

Sources is where TrialKit's powerful analysis and organization tools have gone to work to help you organize your case files for easy access. In this view you will find folders based on the source or origin of each file based on TrailKi's analysis of this file metadata and content. This is a great place to start if you know you have received discovery files from a certain source and want to start your review there.

Sources, as with all of the descriptive metadata that TrialKit creates upon upload and processing, can be edited, merged, or deleted. This does not remove the files from your discovery, only changes the descriptive metadata regarding the source grouping for each file.

For more information on how to edit the Source of a file or files, see this article:

Editing Sources and Categories