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Sources
Uploading and organizing documents in your cases.
15 articles in this collection
Written by
Jeff Kerr,
Meg Hall,
and
Charlotte Burns
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
Meg Hall
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
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
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
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
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