The Sources tab in CaseFleet can be customized, with over 30 fields to choose from for column selection. From fields that aid in document review for teams to fields that show metadata, your sources list can be customized to keep key information about your files visible at all times.
By default, the columns visible on the Sources tab in CaseFleet are source name, number of citations, source tags, and date for each file you've uploaded.
To customize the columns you see for each source, click on the edit column button and select from the additional options. You can adjust the order of visible columns in your view by clicking the double bar next to the active columns and dragging them to the desired order.
NOTE: When adjusting column order, the vertical order in the column chooser drop-down corresponds to the horizontal order of the columns on the page.
Below is a list of all of the column fields available:
User-editable data fields
Source (the name of the source in CaseFleet)
Citations count
Tags
Date (of the document)
Path
Reviewer
Status (of review)
Contacts
Uploaded date
Created by
Memo
Beginning Bates number
Bates Range
Size
Pages
Custodian
Percent (of document) Reviewed
Universal metadata fields
Content type
Created date
Created by
Last changed date
Document (original file name)
Title (sometimes available in PDF documents)
Metadata fields unique to Microsoft Office applications
Last edited by
Editing Time
Last Printed
Email metadata fields
To Address
To Name
From Address
From Name
Subject
Sent
CC Address
CC Name
BCC Address
BCC Name
Image metadata fields
Camera make
Camera model
Coordinates
To save your column selection, create a saved view and set it as default so your customized column selection appears each time you navigate to the Sources page for your case.
To learn other tips for navigating and organizing the Sources page of a case, check out our articles on viewing and filtering document metadata, managing document review, filtering your sources, and using source tags for organization.