The Sources tab in CaseFleet can be customized, with over 30 fields to choose from for column selection. From fields that aid in document review for teams to fields that show metadata, your sources list can be customized to keep key information about your files visible at all times.
By default, the columns visible on the Sources tab in CaseFleet are source name, number of citations, source tags, and date for each file you've uploaded. To customize the columns you see for each source, click on the edit column button and select from the additional options:
Below is a list of all of the columns fields available:
User-editable data fields
Source (the name of the source in CaseFleet)
Date (of document)
Status (of review)
Beginning Bates number
Percent (of document) Reviewed
Universal metadata fields
Last changed date
Document (original file name)
Title (sometimes available in PDF documents)
Metadata fields unique to Microsoft Office applications
Last edited by
Email metadata fields
Image metadata fields
To save your column selection, create a saved view and set it as default so your customized column selection appears each time you navigate to the Sources page for your case.
To learn other tips for navigating and organizing the Sources page of a case, check out our articles on viewing and filtering document metadata, managing document review, filtering your sources, and using source tags for organization.