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Citing Text in Document Bundles
Citing Text in Document Bundles

Accurately cite sub-documents aka documents-within-documents.

Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Sometimes you'll upload a document to review and find that it's actually a collection of documents that are all contained in the same file. For example, you might have a 100-page PDF file in which pages 1 - 10 are a policy manual, pages 11 - 30 are a contract, pages 31 - 70 are bank statements, and so on.

When you encounter a document like this, you may want to consider using a program like Adobe Acrobat to "split" the original file into separate files so that you have a separate file for each sub-document. (You can always create a "link" between these related documents using the Exhibits Management feature.)

If you don't have time to do that, then you can still review the document in Casefleet with the following tips:

Edit the Source Name for Clarity

First, you should give the document a name that will make sense when it appears in reports. If the file was called "COTW_Bundle.pdf" you might want to name the source "COTW - Combined Production".

You can edit the name by clicking on "Edit Source" in the Document Reviewer menu or clicking the pencil icon next to the source when you are in the Sources tab.

NOTE: Casefleet is designed to preserve the file as originally uploaded to your case as evidence. The Source Name field can be edited for clarification and organizational purposes, while the original file name remains preserved as the Document Name.

Include Additional Details in the Pin Cite

Next, when you create facts by highlighting text in the document reviewer, edit the pin cite for each fact to provide the name of the sub-document. You could also provide the page number for the page of the sub-document. Here are some examples:

  • Say you're citing to page 101 of the combined document, which is in fact page 3 of a document called "Policy Manual": change the pin cite from "at 101" to "at 101 / Policy Manual at 3" or "(Policy Manual at 3) at 101".

  • Say you're citing to page 550 of the combined document, which is in fact page 1 of a document called "Ltr. to Adjuster": change the pin cite from "at 550" to "at 550 / Ltr. to Adjuster at 1" or "(Ltr. to Adjuster at 1) at 550".

It's important to remember that you can edit the pin cite in any way you choose without altering Casefleet's ability to relocate the page of the document that serves as proof for a fact. Choose whichever citation format makes the most sense for you and you should be able to keep track of the location in a sub-document that proves a fact without hindering your ability to review the combined document in Casefleet.

NOTE: Changes to the citation formatting / Bates information will only be reflected in future citations created for the source. Any citations created prior to editing the citation details will retain the prior formatting unless updated manually.

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