---
title: "Add Expert Report to a Case"
slug: "add-expert-report-to-a-case"
tags: ["Add", "Case", "Expert Report"]
updated: 2024-11-11T20:55:10Z
published: 2024-12-05T18:09:51Z
canonical: "docs.revealdata.com/add-expert-report-to-a-case"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Expert Report to a Case

There are two methods for adding an expert report to a case. You have the option of adding the report directly to the **Expert Report Explorer,** or you can add the report to the **Documents Explorer,** and then modify the document properties to classify it as an Expert Report. No matter how you add it, the report appears in both explorers. The sections below describe the steps you can take to complete these procedures:

## Add Expert Report Via Explorer Ribbon Bar

To add an expert report to the case via the Expert Report Explorer ribbon bar, follow the steps below:

1. Open the **Expert Report Explorer.**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(662).png)

The items already added to the case appear.

1. Click the **Add** button.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(663).png)

The first step of the **Add Documents** dialog appears.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(664).png)

1. Either click the **Select Files** or **Select Folde**r button. If you would like to include sub folders, ensure the **Include Sub Folders** check box is selected prior to clicking the Select Folder button.
  - If you click **Select Files**, the local file explorer appears. Locate the file you want to add, select it, and click **Open**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(666).png)
  - If you click **Select Folder**, the **Browse for Folder** dialog appears. Locate the folder you want to use and click **OK**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(667).png)

1. Click the **Next** button in the **Add Documents** dialog.

The document naming options appear in the dialog.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(668).png)

1. Review the document's naming options.
2. Click the **Add** button.

The Batch panel opens and displays the progress and status of the import. Once the documents are added to the case they appear in the **Expert Report Explorer**.

## Add Expert Report Via Document Properties

Let's say you've already added an expert report to a case via the **Documents Explorer.** For organizational purposes, you would now like that report to appear in the **Expert Report Explorer**. Rather than having to add that existing document to the case all over again, you can instead modify the document's properties so that it's classified as an expert report, and thereby appears in the Expert Reports Explorer. The following steps explain how to complete this procedure:

1. Open the **Documents Explorer**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(669).png)

1. Locate the expert report from the list of documents. Right-click on the document.
2. From the context menu, select **Properties**. The Document Properties dialog box appears.
3. Click the field beside Classification. A drop-down menu appears. Select **Expert Report**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(670).png)

1. Click **Save** to save your changes. The document now appears both in the Documents Explorer and the Expert Report Explorer. Repeat these steps for other documents you would like to add to the Expert Report Explorer.

## Related

- [Overview: Expert Reports](/overview-expert-reports.md)
- [Work with the Expert Report Work Area Ribbon Bar](/work-with-the-expert-report-work-area-ribbon-bar.md)
- [Use Expert Report Explorer Right-Click Context Menu](/use-expert-report-explorer-right-click-context-menu.md)
- [Save and Organize the Contents of Expert Reports](/save-and-organize-the-contents-of-expert-reports.md)