Changelog

  1. Document Processing Sub-Status

    NEW

    CaseFleet recently released a new feature providing additional insight into document processing status. After uploading a document to your case, you'll now see more granular status updates as we prepare each document for review within CaseFleet. These fine-grained status updates include:

    • Queued for processing
    • Scanning for security risks
    • Extracting metadata
    Screenshot 2024-04-25 at 12.21.58 PM

    For more information about document processing in CaseFleet, view this support article.

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  2. Upgraded Document Reviewer

    NEW

    Our team is excited to share that the newest version of our standard document reviewer is now available! The new reviewer for paged documents (PDF, DOCX, images, etc.) includes several highly anticipated updates, such as:

    • Continuous scrolling for paged documents
    • Simplified zoom options
    • Highlighting across page breaks
    • Overlapping highlights
    • Enhanced visibility of selected highlight text
    • Improved search results visibility

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  3. Default Saved View Names

    NEW

    The CaseFleet team just released a time-saving enhancement for saved views. When clicking the "Save New View" button you'll now see a default saved view name based on the filters you have in place. Learn more about saved views in CaseFleet in our Help Center.

    Default Saved View Names

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  4. Context Menu with Additional Actions for Highlighted Text

    NEW

    When highlighting text in CaseFleet's document reviewer, the default action is to create a new fact from the highlighted text. Now, further actions can be performed by enabling the highlight context menu in the document reviewer.

    To enable, click the gear icon in the reviewer toolbar and select the enable/disable option there. Once enabled, the new context menu will provide the following options when text is selected using the highlight tool:

    • Create a fact,
    • Create a contact,
    • Create an issue,
    • Copy the selected text to the clipboard, or
    • Copy the highlighted text along with its pincite location to the clipboard.
    image

     

    For more information on the highlight context menu, please view this support article: https://support.casefleet.com/en/articles/8779572-using-the-highlight-context-menu 

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  5. Smarter Text Recognition (OCR) in Document Processing 🛠️

    IMPROVED
    NEW

    CaseFleet just released a major upgrade to our document processing, including significant advancements to our text recognition and document review tools! 🎉 With this total overhaul of CaseFleet's OCR, text recognition quality has dramatically improved - by as much as 96 percent! In addition, CaseFleet's upgraded OCR also:

    • detects rotated pages and will fix rotation automatically on a page-by-page basis.
    • detects problems in malformed PDF files that could lead to text becoming invisible during the final presentation of a document.
    • recognizes more instances of handwritten text.
    Screen Recording 2023-11-14 at 4.24.06 PM

     Learn more about CaseFleet's new OCR upgrade in this blog post.

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  6. Automatic Date Detection

    NEW

    The CaseFleet team is excited to share a brand new date-recognition feature! 💡 When highlighting text to create facts, CaseFleet now automatically attempts to recognize and insert a date mentioned within the selected text for the new fact.

    To use, simply launch the Document Reviewer and highlight a portion of text that references a date between the years 1900 and 2030. Detectable dates can be formatted as a standalone year; a month and year only (no day); or a specific day, month, and year.

    image

    This new date-detection feature will help save you and your team valuable time during your document review. To learn more, please visit this support article: https://support.casefleet.com/en/articles/2013203-using-the-document-reviewer-to-create-facts#h_2e56a748db.

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  7. Filterable Account Activity Logs

    NEW

    New Feature: Administrators can now review activity logs for your entire CaseFleet account - across all case files! Visit the "Activity" page, found in the vertical menu on the left for a detailed list of changes made within your account by each user.

    Each activity record includes:

    • The date and time of the action
    • The case the action was taken in (if relevant)
    • The user responsible for the action and the specific changes made
    • A link to the affected record (fact, issue, source, contact, etc.)
    • A preview of the record, reflecting its current state in the database

    You can also leverage filters and saved views to narrow your activity feed list by a particular user, date, record type, or action type.

    image

    For more information, please view this support article: https://support.casefleet.com/en/articles/8042723-reviewing-account-activity 

     

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  8. CaseFleet Dashboard Refresh

    IMPROVED

    We've made some exciting improvements to the account dashboard and Case Home tab in your case files! With our new, easy-to-use record cards you can quickly see snapshots of your recently accessed cases and your upcoming and past-due tasks. The dashboard also contains new sections for jumping back into recently viewed sources that have not been marked as complete and the recent actions you've performed.

    To learn more about the new CaseFleet dashboard, view this support article: http://support.casefleet.com/en/articles/8037427-casefleet-dashboard-overview

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