CaseFleet

Meg Hall

Jeff Kerr

Charlotte Sassi

Uploading and organizing documents in your cases.

Sources

How to add files to your case in CaseFleet

Uploading Documents as Sources

Upload emails to your sources list in native format with their attachments.

Uploading Emails from Gmail or Outlook as Source Documents

A primer on how CaseFleet prepares uploaded sources for review.

Document Processing and OCR Explained

Add large collections of documents to your case via .zip, .pst, or .mbox archive files.

Uploading Sources in Bulk (Add-on)

Upload computer-generated production sets and apply additional data from a load file.

Importing Pre-Processed Documents (Add-on)

Uploading Files and Processing Documents

Learn how to edit the details of a source document including changing the name, adding a custodian, and identifying a Bates number.

Editing the Details of a Source Document

Choose what information about your sources is visible in the columns on the Sources page.

Customizing your Sources Page

Learn how to view a subset of sources or documents that match certain criteria.

Filtering Sources

How to create and assign tags to source documents.

Organizing Sources with Tags

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.

Using Saved Views to Create Snapshots of Sources

How to add exhibit numbers and link documents as exhibits to other sources.

Managing Exhibits for Sources

Metadata can be the most interesting part of a document, and it's almost always helpful for categorizing documents.

Viewing and Filtering Document Metadata

Learn how to apply tags, assign reviews, and update the review status of multiple sources at once

Bulk Editing Sources

How to bulk archive sources within your case

Bulk Archive Sources

Use "Folder View" for enhanced file navigation for documents added via bulk uploads.

Reviewing Files from a Bulk Upload Project

Sources Organization and Filtering

Download a binder of source documents and data based on your exact criteria.

Exporting Source Data and Downloading Sources

Convert documents to a PDF with detectable text.

Exporting Sources with OCR

Exporting Sources

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