Extracting data

The Data Extraction tool can be used to quickly locate information in files and emails and save it to the relevant data marker.

Great for transferring information from data heavy documents such as the Memorandum of Sale, Contract or Mortgage Offer!
Extracting data
  1. Within the matter's Folder tab, locate the item you wish to extract data from
    This works for any item that can be previewed within the Folder, i.e. Word documents, PDF files and emails.
  2. Select the '...' icon to the right of the item
  3. Extract data
    1. Your last used data set will be remembered, select Change Dataset to access a different one
  4. Review the file for any data that you wish to save to the matter and copy it over to the relevant data points
    The data markers are ordered by matter fields fields followed by contact fields. The contacts available will be based on the stakeholders currently saved to the matter.
    1. If you wish to add a new stakeholder:
      1. At the top of the Data Extraction tool select + Add Stakeholder
      2. Choose the group you would like to add them to
      3. Search within your existing contact list or create a new contact
  5. Save

Any data and/or stakeholders will be saved to the relevant place on the matter.

Creating or editing a dataset

A dataset determines the data markers that are available to add information to when using the Data Extraction tool.

Create different datasets for the different situations you will be extracting data i.e. Memorandum of Sale, Mortgage Offer, Contract
  1. Within the matter's Folder tab, access the data extraction tool by selecting the '...' icon to the right of any Word document, PDF file or email
  2. Extract data
  3. If a dataset has been previously remembered, select Change Dataset
  4. To create a new dataset, select + New Dataset
    1. Provide the dataset with a name i.e. Mortgage Offer
  5. To edit a dataset, select the dataset you wish to change
    1. Select Edit Fields in the top right corner
  6. Select the fields you would like to be available
  7. Save

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