Using the Short Name Assistant
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After you bulk import a set of documents, you may want to run the Short Name Assistant utility as a standard practice. The Short Name Assistant utility identifies any unlinked objects mentioned in description fields for the imported documents and sets links for them to any other applicable case elements.
To run this utility, click Case Tools on the Tools menu, and then click Short Name Assistant.
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The Short Name Assistant does not link names imported as full names. Full names need to be replaced with short names in the source file before the import or in all spreadsheet description fields before running the Link Assistant. |
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