This CaseScribe release focuses on boosting clarity and efficiency with game-changing features. The ability to Save Filters as Views lets you create reusable configurations for faster navigation, while renaming "Document Class" to "Subtype" improves classification clarity. Additionally, new Fact and Document Verification tools help track reviewed items and refine AI accuracy. These updates are designed to make your workflows more intuitive and effective.
Improved Document Classification and Verification
Renamed "Document Class" to "Document Subtype":
This update improves clarity, making it clear that "Document Type" is the parent category and "Subtype" is its child. This change is applied throughout the user interface for better understanding and navigation.Fact and Document Verification:
You can now verify both facts and document classifications to help you remember which facts and documents you have already reviewed.
Enhanced Fact Management
Filter Facts with Comments:
Easily display only facts that have comments, streamlining collaboration and pinpointing areas needing attention.Editable Line Breaks:
The fact editor now allows users to press "Enter" to create new lines without saving the fact. This enhancement improves note-taking and ensures consistent formatting.Add Facts from Digital Text:
Reintroduced functionality to highlight text within the PDF viewer and add it as a fact, complete with associated page numbers.
Search & Filter Enhancements
Save Filters as Views:
Save and name custom filter configurations for quick reuse. Saved views retain expanded rows, filter settings, and the selected view mode.Universal Case Search:
Perform a consolidated search across facts and document text. The results display facts and matching document text in a unified view, ensuring no relevant detail is overlooked.
Export Enhancements
Word Export with Tags:
A new Word export option includes tags in a dedicated column. The export menu now features “Word file with tags (.docx)” as a selectable format.
Document Review and Sorting Improvements
Improved Sorting Options:
Documents in the review screen now sort by VA's received date, aligning with user expectations.Dynamic Field Behavior:
Fields like "Type" and "Subtype" are now disabled if the document's "Doc Date" is missing, and the "Re-process" button is hidden in these cases to prevent confusion.
Many of these enhancements are based on your feedback, so keep sharing your ideas!
Thank you for being a valued member of the CaseScribe community.