Sources
Uploading and organizing documents in your cases.
By Ann and 1 other2 authors17 articles
- Uploading Documents as SourcesHow to add files to your case in Casefleet
- Uploading Emails from Gmail or Outlook as Source DocumentsUpload emails to your sources list in native format with their attachments.
- Document Processing and OCR ExplainedA primer on how Casefleet prepares uploaded sources for review.
- Uploading Sources in BulkAdd large collections of documents to your case via .zip, .pst, or .mbox archive files.
- Importing Pre-Processed Documents (Add-on)Upload computer-generated production sets and apply additional data from a load file.
- Editing the Details of a Source DocumentLearn how to edit the details of a source document including changing the name, adding a custodian, and identifying a Bates number.
- Customizing your Sources PageChoose what information about your sources is visible in the columns on the Sources page.
- Filtering SourcesLearn how to view a subset of sources or documents that match certain criteria.
- Organizing Sources with TagsHow to create and assign tags to source documents.
- Using Saved Views to Create Snapshots of SourcesSaved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later.
- Managing Exhibits for SourcesHow to add exhibit numbers and link documents as exhibits to other sources.
- Viewing and Filtering Document MetadataMetadata can be the most interesting part of a document, and it's almost always helpful for categorizing documents.
- Bulk Editing SourcesLearn how to apply tags, assign reviews, and update the review status of multiple sources at once
- Bulk Archive SourcesHow to bulk archive sources within your case
- Reviewing Files from a Bulk Upload ProjectUse "Folder View" for enhanced file navigation for documents added via bulk uploads.