Sources

Uploading and organizing documents in your cases.

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14 articles in this collection
Written by Jeff Kerr, Lindy Kerr, Meg Hall and 1 other

Uploading Documents as Sources

How to add files to your case in CaseFleet

Written by Meg Hall
Updated over a week ago

Document Processing and OCR Explained

A primer on how CaseFleet prepares uploaded sources for review.

Written by Meg Hall
Updated over a week ago

Uploading Emails from Gmail or Outlook as Source Documents

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

Written by Lindy 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

Written by Jeff Kerr
Updated over a week ago

Exporting Source Data and Downloading Sources

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

Written by Charlotte Burns
Updated over a week ago

Exporting Sources with OCR

Convert documents to a PDF with detectable text.

Written by Meg Hall
Updated over a week ago

Organization

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.

Written by Lindy Kerr
Updated over a week ago

Customizing your Sources Page

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

Written by Lindy Kerr
Updated over a week ago

Organizing Sources with Tags

How to create and assign tags to source documents.

Written by Meg Hall
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.

Written by Jeff Kerr
Updated over a week ago

Managing Exhibits for Sources

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

Written by Meg Hall
Updated over a week ago

Bulk Archive Sources

How to bulk archive sources within your case

Written by Charlotte Burns
Updated over a week ago

Filtering

Filtering Sources

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

Written by Jeff Kerr
Updated over a week ago

Viewing and Filtering Document Metadata

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

Written by Jeff Kerr
Updated over a week ago