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Sources
Uploading and organizing documents in your cases.
+1
13 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
Downloading Sources
Download a bundle of your source documents
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
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
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
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