Import Cases

The instructions below will show you how to import cases that were exported from another SmartAdvocate system.

1) Log into SmartAvocate

 

2) Perform the following

  • Tools

    • Import/Export Cases

 

3) Select Import

 

4) Select Load Cases

 

5) Search for the location of the exported zip files

 

 

6) Once you have select the case(s) it will take a moment to load

 

7) Once this case(s) have loaded you can review the information before importing

  • Once you have reviewed the information you can select Import Cases

  • Once the process is completed you will see a notification that the case as been “imported successfully.”

 

 

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