CaseFleet release notes
CaseFleet release notes
www.casefleet.com

Contact Cards on the Facts Tab

 

New

 

 

CaseFleet just released a new feature that displays additional information for contacts linked to a fact - right from the Facts tab! 🤩 Simply hover over the blue text indicating a linked contact, and a contact card will pop up showing you more details.

Screen Shot 2021-07-19 at 4.47.15 PM.png

Click here to learn more.

Quick Filters for Linked Contacts and Sources

 

New

 

 

We're excited to announce a new feature that allows you to easily filter your CaseFleet chronology directly from the Contacts and Sources tabs! 🎉 You'll now see a "View X related facts" link beneath any contact or source that has been linked to a fact. Simply click the link to automatically filter your chronology by the relevant contact or source record.

Related Facts - Sources.gif

For more information, click here.

Click 'Currently Viewing' to Refocus Reviewer Window

 

New

 

 

Big into multi-tasking? Us too! That's why we just released an update that will bring an open document reviewer window back into focus by clicking "Currently Viewing" in your Sources list. Check out the GIF below to see it in action. 😎

Currently Viewing Refocus.gif

Un-archive Duplicate Sources upon Upload

 

New

 

 

We just added a new feature allowing you to quickly un-archive documents flagged as duplicates during upload. If you have previously archived a source and attempt to upload the same document again, it is flagged as a duplicate with the option to quickly un-archive the original, so it appears in your Sources list.

Un-archive on Dupe Upload.png

For more information about archiving sources, click here.

Save Zoom Mode in Document Reviewer

 

New

 

 

The CaseFleet team just released a new update to our Document Reviewer. Now when you select a zoom mode (i.e. Automatic, Horizontal, Vertical, or Manual), your choice is saved when navigating to a new document or upon relaunching the reviewer.

Screen Shot 2021-04-16 at 11.50.14 AM.png

Limit Columns in Sources CSV Export

 

New

 

 

Exporting source information just got easier! 🎉 When downloading a CSV of the Sources list, you'll see a new option limiting the export to include only the columns currently selected in your view. This option is enabled by default. To include all available source fields in the export, simply uncheck this box.

Sources Export_Visible Columns.png

Click here for more information about the sources export tool in CaseFleet.

View Full Bates Range for Sources

 

New

 

 

When using Bates numbers for citation formatting in CaseFleet, you can now see the full Bates range for each source on the Sources tab and on the Source Detail page.

Use the column chooser to add the desired columns to your view, such as Bates Range, Beg. Bates, and Pages count. We've also included the beginning and ending Bates details for each document in our Source list CSV export, via the "Download" button.

Bates View.png

Enhanced Sources List Export

 

Improvement

 

 

The CaseFleet team just released an upgrade to our Sources export tool. All Source fields are now included in the CSV export - including associated metadata for the document. Just go to the sources page, apply any filters or saved views you would like to narrow your list, then click "Download":

Download Sources.png

Click here for more information on Downloading Sources in CaseFleet.

Source Tag Quick Filtering

 

New

 

 

We've just added a handy short-cut for filtering your Sources list by applied Source Tags. With the Tags column visible in your view, simply click on a source tag to display a little pop-up giving the option to filter by the selected Source Tag.

Quick Filter Source Tags.png

Contact Memo Access

 

Improvement

 

 

Memos on Contact records are now more easily accessible at the case-level. When creating or editing a contact, click "+ Show Additional Contact Fields" to show the memo field for a contact.

Contact Memo Field (caes level).png

Note: Contact memos are linked to the global contact record, and are visible/editable across all cases to which the contact has been added.