Sources

Uploading and organizing documents in your cases.

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

Uploading Files and Processing Documents

Uploading Documents as Sources

How to add files to your case in CaseFleet

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 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 Sources in Bulk (Add-on)

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

Written by Meg Hall
Updated over a week ago

Importing Pre-Processed Documents (Add-on)

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

Written by Meg Hall
Updated over a week ago

Sources Organization and Filtering

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 Meg Hall
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 Meg Hall
Updated over a week ago

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

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

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

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

Bulk Archive Sources

How to bulk archive sources within your case

Written by Charlotte Burns
Updated over a week ago

Reviewing Files from a Bulk Upload Project

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

Written by Meg Hall
Updated over a week ago

Exporting Sources

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