The easiest way to add documents to your case is to visit the Sources tab and drag your documents onto the page as shown below.

You can select multiple individual files to upload at one time, or drag an entire directory (folder) of documents to be added to your case (Note: upload via folder drag is available only in Chrome browsers).

Note: You do not need to use optical character recognition (OCR) to convert scanned images into text before uploading your documents into CaseFleet. Additionally, duplicate documents are flagged during upload. For more details on CaseFleet's document processing, duplicate detection and text recognition, click here.

When setting up a new case, we recommend uploading source files after you've added key contacts and issues. (Check out our best practices for new cases.)

Remember, document upload speed depends on your internet connection. Once the document is uploaded, our processor converts your document for use in our Document Reviewer.

You can also load documents and other sources from the Cases Home page or by clicking the chevron next to the "Create Fact" button when you are working in the Facts tab.

If you are uploading a transcript or audio/video files, check out our support articles for these specific types of documents: 

Supported File Types

CaseFleet currently supports the following file types in our document reviewer: .bmp, .cdr, .cgm, .csv, .doc, .docx, .dxf, .emf, .eml, .eps, .flac, .flv, .gif, .htm, .html, .jpeg, .jpg, .key, .mkv, .mov, .mp3, .mp4, .mpg, .msg, .numbers, .odp, .ods, .odt, .pdb, .pdf, .png, .ppm, .pps, .ppt, .pptx, .psd, .rtf, .sda, .sdc, .sdw, .svg, .tif, .tiff, .txt, .vsd, .wav, .wmf, .wpd, .wps, .xls, and .xlsx.

NOTE: The following are maximum file sizes for an individual file upload -

If the file you want to upload is in a different format, you may need to convert it to PDF yourself before uploading. Large collections of zipped documents (.zip) or email archives (.pst or .mbox) can be added to CaseFleet via the bulk upload add-on.

NOTE: Be sure to split document bundles so that each separate file you upload will be a unique document. You don't want to have one PDF that consists of 20 documents all in the same file. Bundling documents makes it very difficult to see which facts are proven by each piece of evidence.

To learn more about managing your document review, adding tags to organize sources or bulk editing information in the Sources tab, check out these articles

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