Document Review

Uploading and reviewing documents is a key part of CaseFleet. You'll also have the ability to search documents.

Jeff Kerr avatar Hunter Clarke avatar Lindy Kerr avatar +2
22 articles in this collection
Written by Jeff Kerr, Hunter Clarke, Lindy Kerr and 2 others

Reviewing Audio & Video Files

How to create facts and citations for audio and video evidence.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Bulk Archive Sources

How to bulk archive sources within your case
Charlotte Burns avatar
Written by Charlotte Burns
Updated over a week ago

Editing the Details of a Source Document

Learn how to edit the details of a source document including changing the name, adding a custodian, and identifying a Bates number.
Lindy Kerr avatar
Written by Lindy Kerr
Updated over a week ago

Download Sources

Download a bundle of your source documents
Charlotte Burns avatar
Written by Charlotte Burns
Updated over a week ago

Customizing your Sources Page

Choose which columns to view on your Sources page.
Lindy Kerr avatar
Written by Lindy Kerr
Updated over a week ago

Loading Emails from Gmail or Outlook as Source Documents

Upload emails to your sources list in native format with their attachments.
Lindy Kerr avatar
Written by Lindy Kerr
Updated over a week ago

Using Saved Views to Create Snapshots of Sources

Saved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later.
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Reprocessing Documents Uploaded Into CaseFleet

How to reprocess documents that have OCR
Lindy Kerr avatar
Written by Lindy Kerr
Updated over a week ago

Filtering Sources

Learn how to view a subset of sources or documents that match certain criteria.
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Managing 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

Bulk Editing Sources

Learn how to apply tags, assign reviews, and update the review status of multiple sources at once
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Citing text in document bundles

Accurately citing sub-documents aka documents-within-documents
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Citing text that spans multiple pages

How do you cite text that starts on one page and ends an another
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Reviewing Depositions

Use our specialized deposition reviewer to make transcript review a breeze.
Hunter Clarke avatar
Written by Hunter Clarke
Updated over a week ago

Document Reviewer Overview

An introduction to the Document Review feature.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Full-Text Search

How to use full-text search to find keywords in documents, facts, and more.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Using the Document Reviewer to Create Facts

How to create a new fact using the Highlights feature.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Linking Facts Together

Add multiple citations to single fact with Link to Existing Fact.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Citing to a Page when the Highlighter is Disabled

How to create a fact citation without selecting text.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Loading Source Documents

How to add a new source of evidence to your case
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Working with Bates Labels and Other Citation Formats

How to customize formats for fact citations.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Organizing Sources with Tags

How to create and assign tags to source documents.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago