Team Flags

Use Team Flags to code & identify documents based on content or workflow attributes

Primafact 6 Team Flags allow you to tag documents with a labelled flag to easily identify and filter documents. Team Flag labels are set by the team. Team Flag Labels can be set up globally or by Case. (Applying Case label settings overrides the Global settings for that Case.)

Thirteen (13) Team Flag colors are available in Primafact 6. There is no limit to the number of Team Flags that can be applied to a document.

Applying Team Flags

Apply to a single document

To apply a Team Flag to a document:

1. Click the Team Flags dropdown button on the document Preview or Profile Tabs
   
2. Click the desired Team Flag to apply. Repeat as needed.

Apply Team Flag to Multiple Documents at One Time

1. Select your desired documents in the Binder or List View
2. Right-Click to display the pop-up menu:
3. Select Team Flags
4. Select desired flag. Repeat as needed.

Removing Team Flags

Follow the same steps outlined in Applying Team Flags, above. Repeat as needed.

Filtering by Team Flag

You can filter by Team Flag in the Binder and List Views. Team Flag filtering is not available on the Search Tab.

1. Click the Team Flag dropdown and select your desired flag filter.
   

Filtering by Multiple Flags

To filter by more than one flag:

1. Click the Team Flag dropdown and select Show Multiple Items
   
2. The Select Team Flags window will appear:
   
   
   
3. Check the desired Flags
4. Click OK to apply