You can download a csv and zip file of your sources straight from the "Sources" tab of your case. Just go to the sources page, apply any filters, column options, or saved views you would like, then click "Download".

Once you click "Download" a box will appear with additional options for determining which columns are included in the export, and if you want to include a zip archive of the original documents.

By default, the CSV will only include the columns (fields) currently visible on your sources list. If you want your CSV to include all available source fields, uncheck this box.

Next, decide if you want to include a zip archive of the original documents, based on your current filter or saved view settings. If so, an additional checkbox will appear, giving you the option to convert the exported files to OCR versions of the original documents in PDF format. Selecting this option ensures that any text recognized by CaseFleet's text-detection functionality will be included in the files you download.

Note: Certain documents, such as audio files, video files, spreadsheets, and TXT-formatted depositions cannot be converted to PDF and will be included in their native/original format. For more information on exporting sources with OCR, click here.

Select your desired options, then click Generate to create your report. The export will be waiting for you on the Reports tab.

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