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

Source tags are used to identify and organize your list of source documents in Casefleet. By adding tags, you also create an easy way to filter a large list of documents. 

This article covers:

Source Tags Overview

Source tags can be customized for each case file in your account. You can create and edit tags that will only appear in the case you are working on by clicking the "+ edit tags" button when you are working under the Sources tab in your case:

Default Source Tags

Casefleet comes with several default tags already set up, including Interrogatory Response, Pleading, and Email. These default source tags automatically appear in each new case created.

An account administrator can remove these tags or create new tags on the Account Settings > Sources page that will be applied to every subsequent case created in the account.

Tagging Individual Sources from the Sources Tab

Once you've created tags, you can add them to your source documents in one of three ways. First, you can click the pencil icon next to the source to edit its details and add tag(s):

Assigning Source Tags in Bulk

From the Sources tab, select the checkbox to the left of any source records you would like to add tags to and click the orange "Edit X Sources" button at the top of the sources list. A list of fields will appear for bulk-editing. Click the tag(s) you would like to add to the selected records, then click Save: 

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Learn more about Bulk Editing Sources in Casefleet, here.

Tagging Sources from the Document Reviewer

From the Document Reviewer, click the "Edit Source" button in the menu bar. This will open the Edit Source sidebar, where you can apply tags and edit other details on the source record:

As noted above, Casefleet also provides a way to filter your list of sources by tags. For example, use tags to label all of the depositions in the case, the documents produced in discovery, or documents marked as trial exhibits. Then click the filter icon to select which filters you want visible in your list. 

You can even download a CSV file of your filtered source results and download a ZIP file of the actual documents with a click of a button. This is very handy when prepping for a deposition or preparing trial exhibits.

To learn more about filtering sources, click here. For more information on the other ways, you can organize information under the Sources tab check out our article on managing reviews. Finally, to learn how to save your column and filter preferences for sources, check out our article on saved views

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