Advice and answers from the CaseFleet Team

Search results for:saved views

Using Saved Views on the Cases Page

Take advantage of saved views to create lists of cases with custom columns… In fact, you can visit any page with saved views and use the filters without creating or using saved… Saved View Resetting Your View To start using the Saved Views feature on the Cases page,

Using Saved Views to Create Snapshots of Facts

With saved views, you can save filter and view settings so that you can easily recall the same info later… In fact, you can visit any page with saved views and use the filters without creating or using saved… Editing or Deleting a Facts Saved View Saved Views on the Reports Tab To start using the

Using Saved Views to Create Snapshots of Contacts

Saved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later… In fact, you can visit any page with saved views and use the filters without creating or using saved… CaseFleet's Saved Views feature gives you the ability to save various combinations of filters and custom

Using Saved Views to Create Snapshots of Sources

Saved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later… In fact, you can visit any page with saved views and use the filters without creating or using saved… CaseFleet's Saved Views feature gives you the ability to save various combinations of filters and custom

Reviewing Account Activity

How administrators can view and filter activity logs across all case files… Creating Snapshots of Account Activity with Saved Views… If you have questions about saved views, click the chat button in the bottom right to send us a question

Reviewing Case Activity

View and filter activity logs for reviewing updates to your cases… Creating Snapshots of Case Activity with Saved Views… Activities Overview Filtering Case Activity Creating Snapshots of Case Activity with Saved

Creating a Visual Timeline of Your Facts

For more information on using Saved Views and Filters with your timeline see the following support pages… Saved Views for Facts and Filtering Facts… To toggle between the two views, click the timeline toggle at the top of your Facts list: The timeline

Viewing and Filtering Document Metadata

(Learn how in our article on Saved Views.)… want to add to the page: Once you've added the columns you want to view, you may want to create a Saved… you add a filter that you want to reuse or share with your team, we recommend saving it as part of a Saved

Reviewing Documents with Teams

Using column customization and saved views on the Sources page will save you time when working with others… Customize and Save Your Review List on the Sources Page

Exporting Source Data and Downloading Sources

To include all documents in your case file, simply clear all filters or saved views… decide if you want to include a zip archive of the original documents, based on your current filter or saved