We’ve enhanced the Document Viewer with a new document details panel for easier access to key information and actions and improved navigation through a document list view, streamlining your document management experience.

Users can now review and update key document details directly within the Document or PDF Viewer. A new Document Details panel has been added to the right side of the viewer, displaying information such as document type, sub-type or class, source, number of facts, document date, and upload date.

You can also edit and correct document information such as Document Type, Document Classification, Source, and Document Date directly within this panel.

We’ve simplified downloading PDFs by adding the download option directly to the Document Details tab. Additionally, there is now a delete button available in this panel, allowing users to permanently remove a document from CaseScribe if needed.

Navigating between documents is now more efficient with the addition of a document list on the left side of the Document Viewer.

When a document is opened, the document list is displayed on the left, sorted by document date (ascending) and document name (descending).

The current document is highlighted, with its name centered in the list for quick reference. Each document also displays a status icon, allowing you to track progress at a glance.

Track Deletion Actions

For better audit tracking, any document deletions are now logged in the Document History table. This record includes who deleted the document and the exact time of deletion, providing a detailed history for future reference.