CaseFleet release notes www.casefleet.com

You can now merge Facts in CaseFleet. Merging facts combines the fact content, citations, issues, and comments of the various facts into one Fact record.

Learn more in our support article on Merging Facts.

When reviewing audio or video files in CaseFleet's A/V Reviewer, you now have the option to download the transcribed audio from the file as a Word document.

Note: The accuracy of a transcription depends upon the quality of the audio in the original file.

We have a new update that makes it easier to view and navigate when multiple pages of results are visible. On tabled pages (such as the Cases page or Sources tab within a case), you can now change the display count of results, see the total number of records, and navigate to the previous/next page of results from both the top and bottom of the list. Previously, you would need to scroll to the bottom to access this information.

We're excited to announce that we've just released some major updates to CaseFleet's Case Groups feature (Enterprise plans only). Case Groups enable you to designate user access to only specific cases. This feature is particularly helpful for companies that need walled-off access between various teams.

For more details on how Case Groups work, click here.

Note: Case Groups are a user permissions feature available on Enterprise plans only. If you would like access to case groups, please email support@casefleet.com.

We've just released an improvement that makes it easy for you to quickly add or remove yourself from a case. On the Case Home tab, click on the orange "+" button in the upper right-hand corner to join or leave the case as an assigned user.

Note: Administrators and Standard Users can add themselves as assigned user to any case in your account. Limited and Guest Users must be added to a case by an Administrator or Standard User.

CaseFleet has launched a new specialized tool for reviewing spreadsheets! Simply upload your .xls, .xslx or .csv file to CaseFleet and view them in our dynamic and easy-to-use interface. To create citations, select any number of cells and click the "Cite Selection" button at the top of the page. The pin cite will automatically reference the specific cells highlighted within the spreadsheet. For more information, click here.

You can now update the review status of a source from within the document reviewer with the click of a button. Simply select the checkbox next to the Search icon to toggle the review status to Not Started, In Progress, or Complete.

When creating facts, you will now see help text underneath the text box with available formatting options. Click this help text to view our support article with more detailed formatting information.

CaseFleet users now have the ability to download the OCR version of documents from CaseFleet. This is useful if you have a long PDF document that is not originally text-searchable, but you want to provide in a text-searchable format.

To access the feature, click the download button on the Sources tab. (You will want to filter before downloading if you want to download only a subset of the documents in OCR format).

Then check this box in the popup.

CaseFleet now offers the ability to access ALL contact fields directly from the contact list page when you are editing or creating a contact. Simply click "+ Show Additional Contact Fields" to see all of the options:

Here's what you'll see with all fields displayed: