Litigation document review is seldom a one-time task — the same document may be reviewed repeatedly, by diverse team members and at different stages in the action. As reviewers apply annotations to identify and analyze key documentary content, their insight helps to guide future review, making case preparation more efficient.
When reviewing particularly large documents like clinical records or an insurer’s file, the ability to quickly pinpoint specific annotations becomes critical. While a case’s annotations can always be searched and filtered using the Annotation screen, sometimes you just need quick access to relevant notes on your current document. That’s where the Primafact 6 document Annotations Tab can make a big difference.
Accessible from the document preview as well as in the normal view of an open document, the Annotations Tab can be scrolled, filtered and searched to identify specific content. It’s similar to using CTRL+F to find specific text within a document – only you are searching across the document’s annotations instead of the text of the document itself.
For example, to focus on content marked “favorable” within a large and heavily annotated medical document, you can apply the "thumbs up" filter to identify favorable annotations only. You can also search for a specific word or phrase found in your annotation text, such as “prognosis” or “add to summary.” Combining filters with text searches can instantly identify specific annotation content with greater precision.
To view any annotation in detail, simply click on your chosen annotation listed on the Annotations Tab. The expanded form will display the annotated page image together with your annotation’s content. If you prefer to view the annotated page of your document, you can right-click the selected annotation to open the document at the annotated location in a tab or new window. Accessing this content quickly supports more effective ongoing review.
Streamlined access to the most relevant annotations can make all the difference when revisiting key insights at any stage of review. Use the Annotations Tab search and filter tools to save valuable time and maintain clarity across every stage of your file review.
Interested in using Primafact 6 to its fullest potential? Contact us to get started!