The Document Reviewer in CaseFleet gives you the ability to open a document, review it, and create facts directly from the document text. By creating facts in this manner, your case will be impeccably organized in a way that is not possible in other systems. And your ability to recall any fact and the precise evidence that proves the fact will be just a click away.
Most file types, such as PDFs, Word documents, and images can be reviewed page-by-page in our standard document reviewer. CaseFleet also provides the following specialized reviewers for certain types of files:
To use the Document Reviewer, upload files to your case, then click the "Launch Reviewer" button once the document has been processed. By default, only one reviewer window is open at a time. To open multiple documents in the reviewer windows simultaneously, hold down the CTRL/CMD key while clicking the "Launch Reviewer" button.
Once you are in the document reviewer you can create facts by highlighting the text of the document, thereby linking each fact to its precise evidence, as well as tracking the related contacts and issues.
The Document Reviewer Toolbar
You can also use the menu bar to assist with your review. Here's a description of the functions, from left to right:
Tablet review compatibility icon
Open the bookmarks sidebar
Rotating and resizing the document
Viewing a list of all existing citations in the document
Page navigation tools
Download a copy of the original document
Editing details of a Source record, including changing the name, assigning a reviewer, identifying the Bates number, and more.
Full-text search (Standard plans only)
Updating review status
Navigating to the next/previous document in the Sources list
Additional Toolbar Options
Several additional buttons may appear in the reviewer toolbar for the following situations:
To learn how to create facts within the Document Reviewer, read on.