video1.0<iframe src="https://www.loom.com/embed/088eb08d27464a77ac24c56a3b6338a2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/088eb08d27464a77ac24c56a3b6338a2-00001.gif206.66807223899994In this video, I will demonstrate the various right click options available on the documents view in caseload. I will show you how to create revisions, rename documents, and remove documents from the file. Additionally, I will explain how to tag documents quickly from the documents grid and the events grid. Pay close attention to these options as they can greatly improve your workflow.