The All Objects spreadsheet is where you can view all object records in the case in one view. Or you can view case records in one of the many sub-level objects spreadsheets that categorize objects by type (such as persons, organizations, documents, events, etc.).

You can analyze data in each of these spreadsheets as well as link records to source files stored in a network folder. Most of the fields in the All Objects spreadsheet default view have probably been populated with data when you first manually entered the case record, created an initial Cast of Characters using the Case Jumpstart wizard, or imported the data into the case.

However, you may want to double-check certain fields (such as the Key field) to ensure that you've adequately categorized information according to your organization's internal guidelines. The Key field is the primary field used to categorize information in each object spreadsheet. Sub-level objects spreadsheets include fields distinct to each type and may have additional status fields that you want to use to categorize information. For example, the Documents spreadsheet includes the Source of Doc, Privilege, Review Status, Reviewed By that help you further define a case record. The Pleadings spreadsheet includes a Type field specific to the type of pleading entered (Answer, Complaint, Reply). Ensure that you are familiar with each object sub-level spreadsheet fields and which ones case staff has agreed are important to track and categorize case records.

For more information on fields, see Objects spreadsheet field list.