Sources

Uploading and organizing documents in your cases.

Jeff Kerr avatar Meg Hall avatar Charlotte Burns avatar
17 articles in this collection
Written by Jeff Kerr, Meg Hall, and Charlotte Burns
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.
Meg Hall avatar
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.
Meg Hall avatar
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.
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Organizing Sources with Tags

How to create and assign tags to source documents.
Meg Hall avatar
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.
Jeff Kerr avatar
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.
Meg Hall avatar
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.
Jeff Kerr avatar
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
Jeff Kerr avatar
Written by Jeff Kerr
Updated over a week ago

Bulk Archive Sources

How to bulk archive sources within your case
Charlotte Burns avatar
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.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago