Collaborating using Casefleet
Work together within teams or across organizations.
By Ann1 author8 articles
- Adding Assigned Users to a CaseDesignating the assigned users to a case unlocks Casefleet's collaborative features.
- Accessing Your Free Guest User AccountYou've been invited to join Casefleet as a guest user. Learn how to access your case.
- Toggling Between Multiple AccountsHow to switch between multiple Casefleet accounts to which you've been added as a user.
- Fact CollaborationTips for reviewing, communicating, and strategizing about facts as a team.
- Reviewing Documents with TeamsLearn how to maximize transparency and efficiency when conducting document review with your team.
- Task Management for TeamsTrack tasks from a macro level for your whole team.
- Reviewing Case ActivityView and filter activity logs for reviewing updates to your cases.
- Creating and Sharing a Saved View with Your TeamHow to create and share a saved view with your team.