Metadata: Columns and Filtering

We just released a new feature that automatically extracts and organizes document metadata. Even better, key metadata fields, such as email recipients and sent dates, can be use to build powerful filters.

Support article: https://support.casefleet.com/en/articles/3657319-viewing-and-filtering-document-metadata

Video tutorial:

Notify user of additional logins

CaseFleet now tracks concurrent logins and provides an alert when an additional login is detected. This feature helps ensure account security, and provides an opportunity to change passwords or add two-factor authentication, as needed.

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Filtering facts by creator

It's now possible to filter facts by who created them. You can visit the facts or reports page on any case and open the filter builder to access this new filter.

Automatic logout

We now have an automatic logout. Any accounts that have had an extended period of inactivity will automatically be logged out for security reasons.

Malware scanning for uploads

We now have malware scanning for all uploaded files.

Expanded user subscription management options

Allow users to cancel and restart their subscriptions themselves if desired.

Improved bulk editor for sources

We redesigned the bulk edit feature for sources. Now you have more control over the changes you're making, and it's easier to understand what will happen when you hit the "save" button:

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Bulk edit and archive facts

It's now possible to change the issues for multiple facts at a time. Using our newly-updated bulk-edit feature, you can select any number of facts and add or remove issues in bulk. You can also "archive" multiple facts at once - a handy way of hiding certain facts without having to delete them.

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Improved controls for adding time

We recently updated the date and time section of the form for adding new facts and editing existing facts to make it easier to set the time or remove the time for a fact.

By default, you don't need any input for time: Screen Shot 2019-10-01 at 4.18.43 PM.png

Clicking + Add Time, gives you a handy input:

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Filter to view only facts with notes

Now you can filter facts to view only those that have notes. Simply open the filter dropdown on the facts page or reports page, and choose the "Notes" option. Once you've selected "Notes" you can select whether you want to view facts with notes (i.e., Notes "is not empty") or facts without notes (Notes is empty).

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