The Upload Portal lets you connect an email account and upload emails with your legal team or your Hearsay account. You can search for specific emails one at a time or import in bulk by address, keyword, or date range. This article covers both methods.
Launch the Hearsay Upload Portal
Open the Upload Portal using the link in your invitation email or by going to upload.usehearsay.com.
Step 1: Enter your extraction code
Enter the extraction code from your invitation email and click Submit.
Step 2: Start your collection
Follow the guided plan and click Start next to the Emails source.
Step 3: Select email provider and authenticate
Select your provider: Gmail (Google), Outlook (Microsoft, Hotmail), Yahoo Mail (Yahoo), iCloud Mail (Apple), or Other Email (IMAP).
Follow your provider's sign-in prompts. Some providers ask for a special code instead of your password. If yours does, the portal shows you exactly where to find it.
For instructions on connecting each provider, see How do I authenticate a Gmail account?, How do I authenticate an Outlook account?, or How do I authenticate a Yahoo account?.
Step 4: Search, select, and share emails
After connecting, a modal presents two ways to collect emails.
Select Open search to find and import specific emails
Select Open bulk import to import everything matching a search at once.
You can switch between the two methods at any time using the Find emails and Bulk import tabs.
Find specific emails
Use the Find emails tab to search your mailbox and pick individual messages or threads.
Type a name, email address, subject, or keyword in the search box and click Search. For more filters, click Advanced Search.
Advanced Search adds subject line, address scope (sent to, received from, CC'd, BCC'd), date range presets, folder, and a Has attachment filter.
Click the checkbox next to the messages you want, or use the Select all messages dropdown to choose Select all on this page or Select all results. Click a message row to preview it.
Click Submit for Collection. The import runs in the background; you can keep searching while it finishes.
Messages you have already imported show an Already collected label instead of a checkbox.
Import emails in bulk
Use the Bulk import tab to import every message that matches your filters at once, without selecting messages one by one.
Fill in any combination of the four filters.
Under Find messages by address, paste up to 25 addresses (one per line or comma-separated) and choose a scope: Any, Sent to, From, CC'd, or BCC'd.
Under Search by keywords, enter keywords the same way.
Under Search within folders, pick folders or leave empty for all.
Under Date Ranges, choose a preset or set custom From and To dates.
To import everything in the account with no filters, click Import Entire Mailbox instead.
Check the summary line, then click Import. While it runs, the button reads Import in progress...
Adding additional email account(s)
To import emails from a second account, click Change next to the account address. Connect the new account and repeat the search or bulk import process.
Import history
Click Import history next to the tabs to see every import you have run for this account. Expand a row to see the count of emails and threads imported.
Move to the next source
After your first successful import, a modal confirms the source is ready. When you are done sharing emails, click Next source in the header. You can come back to any step later.
Next steps
When you are done, continue with How do I complete a collection?