Document Review

Uploading and reviewing documents is a key part of CaseFleet. You'll also have the ability to search documents.

Lindy Kerr avatar Jeff Kerr avatar Hunter Clarke avatar +1
15 articles in this collection
Written by Lindy Kerr, Jeff Kerr, Hunter Clarke and 1 other

Reprocessing Documents Uploaded Into CaseFleet

How to reprocess documents that have OCR
Lindy Kerr avatar
Written by Lindy Kerr
Updated over a week ago

Filtering Sources

Learn how to view a subset of sources or documents that match certain criteria
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Managing Document Review

Assign documents to reviewers, mark documents as reviewed, filter, and bulk update
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Bulk Editing Sources

Learn how to apply tags, assign reviews, and update the review status of multiple sources at once
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Citing text in combined documents

Accurately citing sub-documents aka documents-within-documents
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Citing text that spans multiple pages

How do you cite text that starts on one page and ends an another
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Reviewing Depositions

Hunter Clarke avatar
Written by Hunter Clarke
Updated over a week ago

Document Reviewer Overview

An introduction to the Document Review feature.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Case Search

How to use full-text search to find keywords in documents, facts, and more.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Using Highlights Document Reviewer to Create Facts

How to create a new fact using the Highlights feature.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Linking to an Existing Fact

How to add multiple citations for a single fact.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Citing to a Page when the Highlighter is Disabled

How to create a fact citation without selecting text.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Loading Source Documents

How to add a new source of evidence to your case
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Working with Bates Labels and Other Citation Formats

How to customize formats for fact citations.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Organizing Sources with Tags

How to create and assign tags to source documents.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago