Add a New Batch View or Edit a Batch Entry

Project Data > Batches > right-click > New Batch

Requires Batches - View Permissions for viewing,
Batches - Add/Edit Permissions for New or Edit, and
Batches - Delete Permissions for Delete

When you import a Data Set, you can assign a Batch name, or use the default name (the name you give to the Data Set).

These created Batches and their associated data then become part of the Project under Imports. When you add the data to Project Data, the Batches are also represented as analytic Batch views. The first Batch view in the Batch list is reserved for the Unassigned Batch (which represents any documents not currently assigned to any Batch).

You can also add Batch views to the Project Data yourself (for example, from the Batches Summary). After you add a Batch view, you can use the Add to option from any documents list to save and assign documents to that Batch view (for example, after you discover that a set of documents are associated with that Batch).

A document can only be assigned to one Batch. After import, you can save documents to a particular Batch you have added, or move documents from the initial Batch view to the Unassigned Batch view Removing documents from a given Batch will cause the documents to return to the Unassigned Batch view.

After you create a Batch, you can edit the information for a given Batch (for example, if you wanted to fix a typo in the Batch name). You cannot edit or remove the Unassigned Batch.

New Batch or Edit Batch Options

  • NameClosed The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) — Assign a name for the Batch that you want to add. The Batch name must be unique within the Project and is subject to validation upon creation or edit. A Batch name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), as well as a number of supported characters (such as a hyphen, underscore, period, pound sign, dollar sign, percent sign, ampersand, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Batch names and will generate an error message indicating that your entry contains invalid characters:

    ! " * + / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

    Note: To support auto-discovery of Batches based on staging, a Batch name has fewer restrictions regarding invalid characters. Other items in the tree, including Batches, Tags, Imports, eDiscovery Exports, Folders, Saved Searches, Workflows, Comparisons, Samples, and Synthetic Documents, have additional restrictions.

  • If you include the supported special characters in the name, you must escape those characters as part of a Search query (for example, custodian_view::savings\&loan), or you must place the entire name in quotes (for example, mediaid_view::"savings&loan"). You cannot change the name of the Unassigned Batch.
  • DescriptionClosed Provides a helpful description of an item. A description can have up to 255 characters. — Add a helpful description of the Batch.
  • OK — Issues a request to add or edit the Batch with the specified information. This button will not become active until you supply all required information, such as the Name.
  • Cancel — Cancels the operation.

The new Batch appears in the Batches Summary.

If you want to delete a Batch from the Batch list, click Delete from the Batches Summary. You cannot delete the Unassigned Batch.