Reveal Help Center

Refresh Document Records

Refresh Document Records under the Advanced Options pane rebuilds document data relationships. It is used to overlay or populate data that didn’t properly load, or was received after the original load occurred. It allows you to rebuild the family structure of emails and other documents to keep the parent and child connections properly documented.

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Once you select a Case Name, select any or all previously imported load files under Import File Name for processing.

Select Refresh All Doc Counts or Rebuild All Family Relationships.

You may at your option check Rebuild Multi-Values and Refresh Family Cache for that field type in the selected set or sets.

Click Start to process.