You can upload a file from a case, a person, or an organization. The file will be connected to the case, person, or organization where it was uploaded, and you can add additional connections as you prepare the uploaded file for submission.
If you need to upload a file for a caseworker to handle later, see Routing an uploaded file to a worker.
What you can upload
You can upload a single audio, document, email, image, text, or video file type to Traverse. You can upload multiple image or PDF files (or a combination of image and PDF files) that'll be submitted to Traverse as one content item.
HEIC and WebP files cannot be included in multi-file uploads.
You won't be able to preview some file types, but you can still download them from Traverse, and most file types will still be analyzed by case discovery.
File types you can preview in Traverse
Audio: MP3, M4A, OGG, WAV
Documents: DOC, DOCX, PDF, PPT, PPTX, XLS, XLSX
Emails: MSG
Images: BMP, GIF, JPEG, JPG, PNG, TIF, TIFF, WebP
Text: RTF, TXT
Video: AVI, MOV, MP4, TS, WMV, 3GP
File types you can't preview in Traverse
HEIC
Non–text-file components of XHTML or ZIP files
XPS, OXPS
Once you submit the uploaded file, it becomes a content item, and you cannot edit it.
To upload a file
From a case, a person, or an organization, click the + New button.
Click Upload.
The upload page appears.Drag and drop the file into the main panel, or click Browse to find a file to upload. If you're uploading image or PDF files, you can continue to add more, and the files will appear in a stack.
From the right-hand panel, use the pencil and date icons to select a content type and date and add additional connections if needed. You can add an optional comment in the Comment section.
Tip: You can use comments to store important information about a file, like the password for a password-protected file.
Click Submit content item. This button will become active once all the listed requirements have a green dot next to them.
The content item submits, and you have the option to upload another file with the same connections. Traverse starts processing the file as soon as you submit it (or the set of files if you uploaded multiple), but you may have to wait a moment before you can view the content item.