It's now possible to edit source tags without having to edit a source first. This makes it much easier to add, remove, or edit the tags for each case!
Easier editing of source tags
Now you can add a quick description for your cases and pin it on the Case Home tab. Handy to help new collaborators know what the case is all about! 🙌
We released a set of changes to make our icons more consistent. You may not be able to spot the differences, but they are there! Check out the notifications bell, the buttons on the Facts page, and the buttons in the Document Viewer. 💎
New option when generating Facts by Issues reports
It's now possible to include the outline of all claims and issues when you generate a Facts by Issues report. Before, issues and claims would only be included as headings if they were linked to facts in the report. Now, it's option. Simply check the box and those items will be included!
Saved Views for Facts, Cases, and Sources 🕶
We just released a HUGE new feature that we think you'll find very useful: Saved Views 🙌
With Saved Views, you can choose a set of criteria on various pages in CaseFleet to create a sort of "smart playlist" of records, which could be facts, sources, or even cases.
To learn more about working with Saved Views, check out the following support articles:
Hyperlinked reports 🔗
Several of CaseFleet's reports now offer the option to include hyperlinks to their associated documents. When you download one of these reports, clicking on a document will open the correct file from among the documents included in the report.
With this feature, you can send a single .zip file to a client or export that contains all the facts and all of the proof for each fact!
Reports with the blue "link" icon after the document type include hyperlinks.
New date formatting options 🗓
CaseFleet now supports 3 types of date formatting. No matter where you live, we have a date formatting flavor just for you. You can choose between:
- International Style: 29/12/2017
- American Style: 12/29/2017
- ISO Style: 2017-12-29
Your choice will be applied wherever you are in CaseFleet.
Previous and next document buttons
When you're reviewing documents you can now open the next or previous document directly from the document reviewer! Simply click the buttons that appear on the right side of the toolbar.
Tracking reviewers and review status for sources
It's now possible to designate a reviewer and a review status for each source/document in CaseFleet. These fields can also be edited in bulk and filtered. For more info, check out these support articles:
New facts graph 📊
We added some new options to the facts graph in CaseFleet. Now when you open the graph, you'll see a bar chart showing the periods in your chronology when more or fewer facts occurred, regardless of which issues they are attached to. If you want to see details on when facts involving different issues occurred, change the graph type to line graph or area graph. These types give you the ability to show and hide lines and areas representing the occurrence of facts involving specific issues, or no issues at all.
No published changelogs yet.
Surely CaseFleet will start publishing changelogs very soon.
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