All Collections
Document Review
Tracking Document Review
Tracking Document Review

Assign documents to reviewers, mark documents as reviewed, filter, and bulk update

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

This article covers:

CaseFleet helps you to organize and manage your document review by assigning sources to different reviewers and tracking the review status of each document.

Automatic Review Tracking in the Document Reviewer Window

Whenever you view a deposition or document in CaseFleet, the pages you view will be tracked and will update the percentage of pages viewed for each document. The first place you'll see this feature is in the document reviewer window:

The review progress bar looks like a battery that's charging up. If you hover your mouse pointer over the battery, you'll see the percentage. Once 100% of the pages have been viewed, the battery will change to a checkbox.

NOTE: A page of a document is only considered to be viewed once you've been on it for approximately 1/4 of a second. If you flip through pages very rapidly, they won't be counted as viewed.

For a more detailed look at the review progress, open the drop-down menu that lets you jump to a particular page within the document. Pages that have been viewed previously will display a checkmark next to them, so you can quickly pick up where you left off the last time you were reviewing the document:

Automatic Review Tracking on the Sources Tab

You can also keep track of the percentage of pages viewed for a document on the Sources tab. Using the column selector, add the Percent Reviewed property to your view:

The same property is also available for filtering. Simply open the filter builder, and choose "Percent Reviewed" for the filter type:

Select the filter type, then enter a percent (between 0 and 100) and choose "greater than," "less than," and various other options. Once you've set up your filter and column choices, saving them as a Saved View is a great way to reduce work for yourself in the future.

Assigning Reviewers and Setting Review Status

To assign reviewers and set the status for a document, visit the Sources tab in one of your cases. Click the pencil icon next to the desired Source record, then choose a reviewer from the drop-down and indicate the review status. By default, sources will not be assigned to a reviewer and will have a status of Not Started. 

NOTE: Only users that have been assigned to the case will appear as an option in the reviewer drop-down. Click here to learn how to add assigned users to a case.

Additionally, you can add/edit the assignee and status by clicking on the "edit source" button (pencil icon) when in the document reviewer. Review status can also be quickly updated via the checkbox in the reviewer toolbar.

For tips on collaborating with other team members on document review, click here.

To learn how to edit the reviewer and status fields for multiple sources at once, check out our support article on Bulk Editing Sources.

Did this answer your question?