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EV collections copied to Clearwell?

jejdag
Level 3

We have some EV collection tasks that need to be copied as EV Hold tasks into Clearwell.

Can this be done, or do I need to re-run the collections in Clearwell?

1 ACCEPTED SOLUTION

Accepted Solutions

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

Yes, it is super easy:

  1. From the Actions column, click the (copy) icon to open the collect task you want to copy to create a new task.

    The Copy pop-up appears.   Choose to copy as a Data hold task

 

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3 REPLIES 3

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

Yes, it is super easy:

  1. From the Actions column, click the (copy) icon to open the collect task you want to copy to create a new task.

    The Copy pop-up appears.   Choose to copy as a Data hold task

 

Liam_Finn1
Level 6
Employee Accredited Certified

Do you mean you have already collected data in EV and exported it from EV  without using Clearwell and now want to bring that data into Clearwell?

jejdag
Level 3

Yes, that is what I mean.