Source tags are used to identify and organize your list of sources documents in CaseFleet. By adding tags, you also create an easy way to filter a large list of documents.
CaseFleet comes with several default tags, including Interrogatory Response, Pleading, and Email. If you'd like to remove these tags or create new tags that are available in every case, visit Firm Settings > Sources. Alternatively, you can create 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.
Once you've created tags, you can add them to your source documents one of three ways.
1. From the Sources tab, click the pencil icon to edit a source, then add your tag(s).
2. From the Sources tab, click "Bulk Edit Records", select the source records you would like to add tags to and click "Edit Multiple." A list of possible tags will appear. Select the one(s) you would like to add.
3. From in the Document Reviewer, click the "Edit Source" button in the menu bar.
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 review. Finally, to learn how to save your column and filter preferences for sources, check out our article on saved views.