Facts

Facts are the most important records in CaseFleet. Learn how to create facts to build your chronology.

15 articles in this collection
Written by Jeff Kerr, Meg Hall, and Charlotte Burns

Best Practices for Creating Facts

How to create facts that will be reusable, readable, and easy to prove.

Written by Jeff Kerr
Updated this week

Creating a Visual Timeline of Your Facts

How to use the visual timeline feature.

Written by Charlotte Burns
Updated this week

Editing and Formatting

Date Types, Styles and Fuzzy Dates

Set your date style preference, use fuzzy dates, and review the date types available for precise organization of facts.

Written by Meg Hall
Updated this week

Formatting the Text in Facts

Quick instructions for creating bold text, italicized text, and block quotes.

Written by Meg Hall
Updated this week

Merging Facts

How to combine multiple facts into one single fact.

Written by Meg Hall
Updated this week

Bulk Editing Facts

How to apply issue tags to multiple facts at once.

Written by Meg Hall
Updated this week

Bulk Archiving Facts

How to remove multiple unneeded facts from your case at once.

Written by Meg Hall
Updated this week

Filtering Facts

Filtering Facts

How to narrow your view to only see a subset of facts.

Written by Meg Hall
Updated this week

Quick Filters for Linked Contacts and Sources

Quickly filter facts associated with a particular contact or document.

Written by Meg Hall
Updated this week

Using Saved Views to Create Snapshots of Facts

With saved views, you can save filter and view settings so that you can easily recall the same info later.

Written by Meg Hall
Updated this week

Using the Date Graph

How to use graphic visualization to analyze and filter your chronology.

Written by Meg Hall
Updated this week

Creating Information from the Facts Page

Creating Facts from the Facts Page

How to add facts to your chronology without the Document Reviewer.

Written by Meg Hall
Updated this week

Creating Citations from the Facts Page

How to create evidentiary citations from the fact page and without having to open the document reviewer.

Written by Jeff Kerr
Updated this week

Creating Issues from the Facts Page

How to create and add issue tags from the Facts Page.

Written by Meg Hall
Updated this week

Creating Internal Notes for Facts

How to create a comment on a fact.

Written by Meg Hall
Updated this week