Create discovery packets

Create a discovery packet with the case folder view by clicking Discovery  Add Discovery Packet.

Discovery Tab

For information on case navigation, see Cases.

On the add discovery packet page: - All fields with a red asterisk are required. - An effective to date can be added to limit the time the packet is available. If no time is selected the packet does not expire. - Documents can than be selected and are stored as a Zip file.

Documents must be marked as approved for disclosure before a document can be added to a discovery packet. For information on how to mark a document approved, see Filing cabinet.