Quick status update in document reviewer

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. Update Review Status.gif

Tooltip for formatting text in facts

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.

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Exporting Sources with OCR

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).

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Then check this box in the popup. Screen Shot 2020-06-08 at 1.42.26 PM.png

More easily access contact fields

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:

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Ability to upload duplicate documents

CaseFleet used to completely block uploading documents with content exactly matching that of one or more existing documents. Now, it's possible to override this protection and upload a new document with identical content:

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Faster loading document previews

We released a major improvement to the way that we process documents in CaseFleet. Documents you upload will now open in CaseFleet's document viewer up to 3x faster than before! 🚀

Exhibit Management

You can now manage your exhibits on the source detail page. You can also view exhibits linked to a particular source within the document reviewer by using the drop-down menu.

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Editable @ Name

You can now edit the @ Name for contacts in the contacts overview page. You can get to this page by clicking on a contact on the contacts page.

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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