Sources
Uploading and organizing documents in your cases.
Uploading Documents as SourcesHow to add files to your case in Casefleet
Uploading Emails from Gmail or Outlook as Source DocumentsUpload emails to your sources list in native format with their attachments.
Document Processing and OCR ExplainedA primer on how Casefleet prepares uploaded sources for review.
Uploading Sources in Bulk (Add-on)Add large collections of documents to your case via .zip, .pst, or .mbox archive files.
Importing Pre-Processed Documents (Add-on)Upload computer-generated production sets and apply additional data from a load file.
Editing the Details of a Source DocumentLearn how to edit the details of a source document including changing the name, adding a custodian, and identifying a Bates number.
Customizing your Sources PageChoose what information about your sources is visible in the columns on the Sources page.
Filtering SourcesLearn how to view a subset of sources or documents that match certain criteria.
Organizing Sources with TagsHow to create and assign tags to source documents.
Using Saved Views to Create Snapshots of SourcesSaved views is a time-saving tool that gives you the ability to save filter and column preferences so that you can recall them later.
Managing Exhibits for SourcesHow to add exhibit numbers and link documents as exhibits to other sources.
Viewing and Filtering Document MetadataMetadata can be the most interesting part of a document, and it's almost always helpful for categorizing documents.
Bulk Editing SourcesLearn how to apply tags, assign reviews, and update the review status of multiple sources at once
Bulk Archive SourcesHow to bulk archive sources within your case
Reviewing Files from a Bulk Upload ProjectUse "Folder View" for enhanced file navigation for documents added via bulk uploads.