Reviewing Spreadsheets

How to review Excel and CSV files with our specialized spreadsheets reviewer.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

This article covers:

Spreadsheet Reviewer Overview

The Spreadsheet Reviewer in Casefleet gives you the ability to open a spreadsheet file, review it, and create facts directly from the relevant cells of data. By creating facts in this manner, your case will be impeccably organized, and your ability to recall any fact and the precise evidence that proves the fact will be just a click away.

To use the Spreadsheet Reviewer, upload the spreadsheet to your case, then click the "Launch Reviewer" button once the document has been processed.

NOTE: 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.

Creating Citations for Spreadsheet Files

To create citations, select any number of cells and click the "Cite Selection" button at the top of the page. The selection will automatically copy any included text to the fact and set the pin cite to the particular location within the spreadsheet.

Full-Text Search

Search is also supported in the spreadsheet viewer. You can use all of Casefleet's advanced full-text search features to locate specific text within the spreadsheet (including cell notes and comments). Selecting a search result will automatically navigate you to the appropriate cell within the reviewer.

Click here for more tips and tricks when creating facts via Casefleet's document reviewer.

Supported Formats

Casefleet's spreadsheet reviewer supports the following file types:

  • .csv, .xls, and .xlsx

For a full list of file types supported by Casefleet's document reviewer tools, please view this support article.

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