Importing Documents into Casedo

 

A little forward planning reaps great benefits. By making sure the files you import are in the right form you will get even more out of Casedo.

 

Since the release of v1.0.0, Casedo can directly import Word documents in addition to the existing capability of importing pdfs. Word documents therefore no longer need to be converted to pdfs, and so none of the following applies to them, just drop the documents directly into the Desk Space.

 

And since the release of v1.1.0, Casedo contains an OCR feature (see HERE for further details), though we still strongly recommend OCRing large documents before importing them into casedo. Read on for details!

 

 

Documents should be searchable

 

Though one pdf looks much the same as another to most of us, in fact they do come in a variety of formats, the main three being

 

  • Searchable – Searchable pdfs are what you get if you save a word document as a pdf. The text is embedded in the pdf document and can, therefore, be searched and highlighted by Casedo.
  • Non-searchable scans –  A non-searchable pdf is essentially a scan of a document, a computer recognises it as an image, it’s not searchable.
  • Fillable forms – A fillable form is a searchable pdf with a whole set of additional functionality, as such it is searchable, but can cause layout problems in Casedo.

Casedo loves searchable pdfs. They can be searched and highlighted easily.

 

 

Making a pdf searchable

 

The easiest way to do this is by using a premium service such as one of the following (there are many alternatives on the market):

 

 

There are also many free online services such as OCR.space.

 

Once you have a searchable pdf in your grasp, you can import it to Casedo in the usual way.

 

 

Break up large documents or bundles into smaller chunks

 

It’s very tempting to scan a 300-page document and import it directly into Casedo. The downside is that Casedo will only recognise it as a single document, and the Index View will reflect this. Whilst bookmarks and linking etc. will still be available, the Index will contain a single item, which can therefore not be re-ordered.

 

The best way to break up a large document is to not scan it in one piece in the first place! If this is unavoidable, using a free service like Adobe Acrobat Reader to ‘Print to pdf’ different sets of pages, is the easiest way to achieve this.

 

 

 

 

Other useful links:

 

How Do I Add Documents & Folders to an Existing Folder?

2/12 Importing Documents

How to delete documents, folders, bookmarks, comments & links

How to order documents inside a folder

What documents does Casedo work with?