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Facts
Facts are the most important records in Casefleet. Learn how to create facts to build your chronology.
Best Practices for Creating FactsHow to create facts that will be reusable, readable, and easy to prove.
Creating a Visual Timeline of Your FactsHow to use the visual timeline feature.
Date Types, Styles, and Fuzzy DatesSet your date style preference, use fuzzy dates, and review the date types available for precise organization of facts.
Formatting the Text in FactsQuick instructions for creating bold text, italicized text, and block quotes.
Merging FactsHow to combine multiple facts into one single fact.
Bulk Editing FactsHow to apply issue tags to multiple facts at once.
Bulk Archiving FactsHow to remove multiple unneeded facts from your case at once.
Filtering FactsHow to narrow your view to only see a subset of facts.
Quick Filters for Linked Contacts, Sources, and Issue TagsQuickly filter facts associated with a particular contact, document or issue tag.
Using Saved Views to Create Snapshots of FactsWith saved views, you can save filter and view settings so that you can easily recall the same info later.
Using the Date GraphHow to use graphic visualization to analyze and filter your chronology.
Creating Facts from the Facts PageHow to add facts to your chronology without the Document Reviewer.
Creating Citations from the Facts PageHow to create evidentiary citations from the fact page and without having to open the document reviewer.
Creating Issues from the Facts PageHow to create and add issue tags from the Facts Page.
Creating Internal Notes (Comments) for FactsHow to create a comment on a fact.
Facts and Citations ExplainedUnderstanding the difference between facts and citations.