CaseFleet

Charlotte Sassi

Uploading and organizing documents in your cases.

How to add files to your case in CaseFleet

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

A primer on how CaseFleet prepares uploaded sources for review.

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

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

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

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

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

How to create and assign tags to source documents.

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.

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

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

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

How to bulk archive sources within your case

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

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

Convert documents to a PDF with detectable text.

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