How can I create a Load File in FTK 5.6.4 and later?



The ability to generate a Load File was added in FTK 5.6.4 as a Report format option. Because it is a Report format, you cannot simply export files to a Load File; rather, you should proceed through your case, bookmarking as desired, as you normally would, before creating a report.



  1. In the Examiner, go to File > Report.
  2. In the left pane, under the Report Outline, select the check boxes for the options you would like to include in your load file. Be sure to highlight each item selected and fill out the appropriate information. You can add information to these areas using the methods described in the previous segments. When finished, press OK. This can be through the Bookmarks, Graphics, File Paths, and File Properties sections in the Report Options wizard. After selecting the desired items to include, click "OK".
  3. In the Report Output dialog, enter the path to the Report Folder. This is where your report will be located.
  4. Select the appropriate Language and Time Zone.
  5. Select the correct Export Option. Options include:
    • Use object identification number for filename-This setting makes it so the object identification number used in the existing or new case is also used as the filename in the load file. 
    • Append extension to filename if bad/absent-Selecting this setting will append the correct or assigned file name to a file if none is present or if the current one is bad. 
  6. In the Formats area, check the box next to Load File and click the Options button.
  7. In the Load File Export Options dialog, under the "General" tab, enter a Load File Name.
  8. Select a Format for your load file. Options include:
    • Browser Briefcase-This option generates an HTML format that provides links to the native documents, images, and text files. You can have multiple links for image, native, and text documents. You can also work with production sets exported previously in iBlaze Browser Briefcase format. This allows you to have greater control over the production set.
    • CaseVantage-This option generates a DII file specifically formatted for use with the AD Summation CaseVantage program. 
    • Concordance-This option generates a DAT file that can be used in Concordance. 
    • EDRM-This option generates an XML file that meets the EDRM v1.2 standard.
    • Generic-This option generates a standard delimited text file.
    • iCONECT-This option generates an XML file formatted for use with the iConect program.
    • Introspect-This option generates an IDX file specifically formatted for use with the Introspect program.
    • Relativity-This option generates a DAT file that can be used in Relativity.
    • Ringtail (MDB)-This option generates a delimited text file that can be converted to be used in Ringtail.
    • Summation eDII-This option generates a DII file specifically formatted for use with the AD Summation iBlaze or Enterprise programs.
    • Note: If you are outputting a Concordance, Relativity, or Generic load file, and include rendered images, you will also get an OPT and LFP file in the export directory. 
  9. Choose an Encoding option for your load file from the following: ANSI, UTF-8, or UTF-16.
    • If you are creating a Concordance, Generic, Introspect, or Relativity load file, you need to specify the following options:
      • Choose whether to Include a Header Row by clicking on the checkbox.
      • Select the Multi-Entry Separator. 
      • Select the Field Mapping.
      • Select the Text Identifier.
      • Select the Newline.
    • For the Browser Briefcase, CaseVantage, EDRM, iConect, Ringtail, or Summation eDII options, select only the Multi-Entry Separator.
  10. In the Available Fields pane, select the options you want to appear in your report. Highlight each field you would like to include and click the >> button to move it to the Selected Fields pane. If you would like to change the order of appearance for these items in the report, highlight the item you would like to move in the Selected Fields pane and click on the Up or Down button until it is in the right place.
  11. The "Files To Include tab" contains the following three options: 
    • Export Native Files-When selected, this option allows you to export the emails contained in PST/NSF in one of three different ways: 
      • Output a reduced version of the original PST/NSF file
      • Output messages as individual HTML/RTF files
      • Output messages as individual MSG files 
    • Export Rendered Images-When selected, this option allows you to select how rendered images appear in the load file. You can also select the File Format and Page Size for displaying these images. You can export using one or both of the following options:
      • Use existing image
      • Use SWF image 
    • Export Text-When selected, this option allows you to choose the Export Priority from the following options:
      • Export extracted text over OCR text
      • Export OCR text over extracted text
      • Export both extracted text and OCR text  
  12. When finished selecting these options, click OK in both the Load File Export Options and Report Output dialogs.
  13. The progress of load file generation will appear in the Data Processing Status dialog. Once the load file is generated, you can find it in the folder entered in Step 3. This folder will contain the load file as well as the original files for any items included in the report. 

Note: Best results occur when you select the Summation defaults and the Enable Standard Viewing feature during processing when creating the case.