Primafact Help Center
Primafact 6
Getting started
Intro to Primafact
Primafact 5
Primafact 6
Document Management
Getting Around Primafact
Search & Filter
Personalization Preferences
Export & Productions
Document-Level Coding
Annotations
Document Markup
Case Administration
Primafact Administration
Efficiency Tips
Early Adopters
About the Early Adopter Program
Early Adopter Participants
Back to home
Primafact Help Center
Primafact 6
Getting started
Intro to Primafact
Primafact 5
Primafact 6
Document Management
Getting Around Primafact
Search & Filter
Personalization Preferences
Export & Productions
Document-Level Coding
Annotations
Document Markup
Case Administration
Primafact Administration
Efficiency Tips
Early Adopters
About the Early Adopter Program
Early Adopter Participants
Primafact 6
Need help using a Primafact 6 feature? Our tips will have you working expertly!
Document Management
Importing email (Outlook Integration)
How do I import documents to Primafact 6?
Getting Around Primafact
PDF: Complete Working with Primafact 6 User Guide
What's New in Primafact 6
Getting Around Primafact
What is a Primafact Case?
Find a Case or Folder in Primafact
Using the Case Navigation Ribbon
Video: Navigating Primafact 6 Binder View
The Case Summary Screen
See more
Search & Filter
***How do I search in Primafact?
How Do Text Searches Work in Primafact?
***How do I use the Quick Search option for binder searching
Searching Within a Document
Binder View Search & Filter
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Personalization Preferences
Customizing your Personal Primafact Preferences
Customizing your Binder View
Export & Productions
Video: Upload Documents with Primafact's Portal Upload Tool
Blog Post: Simplify Exports with Primafact 6's Portal Uploads
Portal Uploads
Document-Level Coding
Team Flags
Annotations
About Annotations
Using Annotation Lists
Annotation Chronologies and Reports
Create an Annotation
Copy an Annotation to A New Annotation
Viewing Annotations
How do I use Annotation Repeat
Creating Saved Annotation List Views
Annotation Batch Updates
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Document Markup
Create a Redaction
Blog Post: Using Primafact Links to Connect to Document Content
Adjusting Document Markup Display
Case Administration
Setup Case/Update Existing Case Settings Using Case Templates
Case Customization - Title Aliases
Creating a New Case
Creating Binders, Tabs and Sections
Convert older cases to the new Case Format - Video Tutorial
Managing Case Permissions
Adding Date of Loss to your Case
See more
Primafact Administration
Global Customization - Customizing Profile Fields
Auto-Generating Title Aliases (Global Settings)
Global Customization - Case Templates
Global Customization - Customizing Annotation Color Labels
Global Customization - Customizing Team Flag Labels
Global Customization - Changing the Default Annotation Form Settings
See more
Efficiency Tips
Efficiency Tip: Copy text from Primafact to Word documents (1m video)
