CaseFleet release notes www.casefleet.com

Use keyboard shortcuts within the document reviewers.

• Shift + Right Arrow to open the next document (if available)
• Shift + Left Arrow to open the previous document (if available)

CaseFleet now offers 4 options for sizing and positioning documents within the document viewer:

• Auto: should look great most of the time
• Horizontal: if you want to make the document really wide (to read the fine print!)
• Vertical: if you want to see all of the page without having to scroll
• Manual: if you really need to zoom in on particular part of the page

Here's what it looks like:

You can now bulk archive sources that you wish to have hidden within a case. Simply check the boxes of the sources that you wish to archive, select "Edit Multiple", and click "Archive Records".

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.