This guide provides steps on how to create new cases or update existing cases in Collect.
First, download the Case Import Excel Template which is available in the first pane. Collect only recognizes the exact column names that are contained in the template.
Upload pane
Populate the template with your case data. The following fields are required: Case ID, Claimant Given Name, Claimant Surname. If the case already exists in Collect this import will update the case, a new case will not be created.
Import Excel Template
Once the template is populated import the file in the second pane by selecting 'Select Case Import File'.
The import process will validate the file and identify any errors. The errors will be captured below with the corresponding excel row number.
Validation Errors
Correct the errors in the excel file and re-import the file by selecting 'Re-select Case Import File'.
Once the file passes all validations you can submit the cases for creation. New cases are now available for you to upload documents.