CaseFleet release notes www.casefleet.com

Brand new improvement: now when you edit a document in the document viewer, the document will not be covered! This is very useful if you need to refer to what's on the page when changing the fields in the form for the document.

Big news: now you can include block quotes in your facts! Simply add the ">" character at the beginning of a line, and it will become a block quote.

The following text:

Becomes:

It's finally here: Visual Timelines!

Read our blog post on this release here: https://www.casefleet.com/blog/visual-timelines-how-we-made-it

When you're adding a contact to a case, and the contact's name matches that of another contact in your account, CaseFleet will now show a little warning prompting you to link the existing contact, rather than creating a duplicate.

We've updated and improved CaseFleet's document viewer so that the page you are viewing will be positioned automatically. When you initially open the document, it will be zoomed in to fit the left-to-right dimensions of the page, and when you create a citation, the document will slide over so that it's not covered by the form. We also added a bunch of handy keyboard shortcuts to make document review even easier!

Ever re-created the same contact on a different case? Now you can merge duplicate contacts. Simply visit the page for the contact you want to keep and click the merge icon in the top right.

Choose the contact you want to merge into this record, and click "Merge Records". CaseFleet will ensure that related details like facts, cases, and sources are updated appropriately.

It's now possible to include notes/comments on your facts in several CaseFleet reports, such as the Facts by Issue report, the Facts by Contact report, and the Detailed Chronology report.

Now, you can download a csv and zip file of your sources straight from the "Sources" tab of your case. Just go to the sources page, apply any filters or saved views you would like, then click "Download." Decide if you want to include the zip archive, then click "Generate."

The report will be waiting for you on the reports page.

The "X" you click to close the fact form can be a bit small. We updated the form so that you can close it by clicking anywhere outside the form. If you have unsaved changes, CaseFleet will warn you and prompt you to save them.

Now you can add italics, bold, and multiple paragraphs in your facts in CaseFleet! Check out the following example:

To write text, surround it with *asterisks*; for italics, surround it with _underscores_; for a new line, hit enter. We've kept the formatting options simple to ensure that your formatting can be replicated in all reports formatted in Microsoft Word.