Data Import

Posted almost 2 years ago by Harrison Gowers

Once you reach the Data stage of the Request Tracker, to import your files from Smartbox you must carry out the following steps:

1. Change the "Are there any documents..." toggle to Yes and click Attach a box

2. The window will display all the boxes currently stored in Smartbox. Select the one you wish to disclose and click Import.

3. Click Import Data to proceed

4. Click Import data in the top right of the screen

5. You will be presented with 2 options for your import: you can either import all files from a box, or only those you have tagged as Approved. Select the one that you wish and press Import.

6. Once loaded you will be presented with all the files in the box that meet your chosen import option. Select the files you wish to send out by using the checkboxes next to the file names.

7. Click Confirm Data to confirm your selection. This will launch a circular progress bar that will turn green once the documents have been gathered.

  • Please note: depending on data size this may take several minutes. If it hasn't automatically proceeded to the next stage within 30 minutes please refresh the page.

8. You will next a screen where it states "Files are being imported. Please wait". 

  • Please note: depending on the size of the data it may take some time to prepare.

9. Once the files load and appear they are ready to be disclosed and sent to the subject. Hit Send Data when you are ready and this will send out an email to the subject with a secure link from which they can download their data.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article