--- title: Primafact 6 Resources --- # Power Up Your Case Preparation Work smarter with Primafact 6 resources ![PF6 Category Icon-1](https://www.primafact.com/hubfs/Website%20Icons/KB%20Icons%20+%20Logos/PF6%20Category%20Icon-1.png) ![User Guides](https://f.hubspotusercontent20.net/hub/275827/hubfs/sr-assets/images/presentation-1.png?width=64&height=64&name=presentation-1.png) ## [User Guides](https://www.primafact.com/pf6-resources#PF6-USER-GUIDES) [Find downloadable Primafact 6 PDF Guides here](https://www.primafact.com/pf6-resources#PF6-USER-GUIDES) ![head](https://f.hubspotusercontent20.net/hub/275827/hubfs/sr-assets/images/head.png?width=64&height=64&name=head.png) ## [Tutorial Videos](https://www.primafact.com/pf6-resources#PF6-TUTURIAL-VIDEOS) [Our videos get you up to speed on Primafact 6 features, planning, and customizations](https://www.primafact.com/pf6-resources#PF6-TUTURIAL-VIDEOS) ![For Administrators](https://www.primafact.com/hs-fs/hubfs/AI-Generated%20Media/Images/checklist%20line%20drawing%20in%20blues%20and%20whites%20%20please%20make%20it%20look%20like%20a%20modern%20icon%20%20please%20lose%20the%20clip%20on%20the%20top.png?width=80&height=80&name=checklist%20line%20drawing%20in%20blues%20and%20whites%20%20please%20make%20it%20look%20like%20a%20modern%20icon%20%20please%20lose%20the%20clip%20on%20the%20top.png) ## [For Administrators](https://www.primafact.com/pf6-resources#PF6-ADMINISTRATORS) [Planning and customization resources to boost team efficiency](https://www.primafact.com/pf6-resources#PF6-ADMINISTRATORS) ![Help Center](https://f.hubspotusercontent20.net/hub/275827/hubfs/sr-assets/images/target.png?width=64&height=64&name=target.png) ## [Help Center ](https://www.primafact.com/help/primafact-6) [Find answers to your specific questions with our searchable Primafact 6 Knowledge Base](https://www.primafact.com/help/primafact-6)   ## User Guides View and download our user guides for clear, printable instructions and best practices for using Primafact ### Quick Start Guide - Primafact 6 Upgrade Features [![Quick Start Guide Button - PDF Flag](https://www.primafact.com/hs-fs/hubfs/Quick%20Start%20Guide%20Button%20-%20PDF%20Flag.png?width=100&height=137&name=Quick%20Start%20Guide%20Button%20-%20PDF%20Flag.png)](https://www.primafact.com/hubfs/DOCUMENTS/PF6%20Resource%20Page%20Guides/Primafact%206%20Upgrade%20QSG.pdf)Get up-to-speed quickly on the most-used Primafact 6 new features       ### Quick Start Guide - New Users [![Quick Start Guide Button - PDF Flag](https://www.primafact.com/hs-fs/hubfs/Quick%20Start%20Guide%20Button%20-%20PDF%20Flag.png?width=100&height=137&name=Quick%20Start%20Guide%20Button%20-%20PDF%20Flag.png)](https://www.primafact.com/hubfs/Stock%20images/Primafact%20New%20User%20Quick%20Start%20Guide.pdf)New to Primafact? Get up-to-speed quickly with the basics for working effectively.       ### User Guide - Working with Primafact 6 [![Working WIth Primafact 6 Icon](https://www.primafact.com/hs-fs/hubfs/Primafact%206%20-%20Early%20Adopter%20Program/Working%20WIth%20Primafact%206%20Icon.png?width=100&height=138&name=Working%20WIth%20Primafact%206%20Icon.png)](https://www.primafact.com/hubfs/Website%20Icons/KB%20Icons%20+%20Logos/WORKING%20WITH%20PRIMAFACT%206%20-%20Primafact%206%20Upgrade%20Guide%20-%202022.12.06%20.pdf)Get comprehensive guidance on Primafact 6's features with this detailed user guide *Consider using our searchable [Knowledge Base](https://www.primafact.com/help) for answers to your specific questions         ## Tutorial Videos Get up to speed on Primafact 6 feature use in video format. Expand videos to full-size for sharper viewing. ### Using the Binder View Enhancements This video provides an in-depth review of Primafact's latest binder enhancements, including full-text search and document filters.     ### Customizing Your Binder View This video shows you how to update your personal binder view settings for improved content identification.     ### Introduction to the Primafact 6 Inbox The new Primafact 6 Inbox supports more efficient team document intake and review workflows, to help you work more productively. This video gets you started with a look at key Inbox features and basic setup.   ### Your Inbox - Intake and Review Workflows Enjoy more efficient document intake and review, with tools that make it easy to annotate, delegate and manage document review activities right from your Inbox.   ### Document Discussions Document discussions allow teams to have conversations about documents right within Primafact.  This tutorial shows how to post and receive comments, direct recipients to a specific page, mark for review and post to multiple recipients.   ### Chronologies & Reports - Creating Saved List Views Saved List Views let you display Primafact list views in your preferred formats. - Switch Views at the touch of a button - Consistently repeat View formats & filters for structured reviews - Create Case Chronology filters and date sorting for custom exportable reports   This tutorial shows how to set up a Saved View on the Annotation List.  Saved Views are set up similarly on the Document List, although you will likely select different formatting and filters.    ### Chronologies & Reports - Creating a Chronology Learn how to create Case Chronologies for effective Case Preparation.   ### Chronologies & Reports - Creating Primafact Hyperlinks for Word Memos Learn how to quickly add Primafact page links to your Word documents for quick access to document context as you review Case Memos.   ### Annotations - Using the Annotation Enhancements Learn how the new Annotation enhancements can help you more efficiently code and assemble your annotations for chronology development and case preparation: - Updated Annotation form with chronology supports - Annotation Screen refinements - New exported report formats, including export to Word tables       ### E-Brief Tools - Overview Primafact's new e-brief tools are designed to make assembling submissions more efficient. E-Briefing Tools include: - Bundle Binders - Highlighting - Linking - Binder Aliases Learn how to leverage these tools effectively for more efficient production preparation. ---   ### E-Brief Tools - Working With Bundle Binders Bundle Binders are a key component of the new e-Briefing tools in Primafact 6, and provide quick access to easy access to other Primafact e-brief tools for efficient assembly and export of electronic submissions. Using bundle binders makes it particularly easy to export Court submissions in a single tabbed PDF, along with highlights and links to other documents in your exported bundle. Watch the series to learn how to leverage these tools effectively for more powerful case preparation. --- **00:00   **Introduction to Bundle Binders **01:33**   Creating a Bundle Binder **02:09**   Using Bundle Binders to Assemble E-Briefs **03:33**   Viewing Exported Bundle Binders in Adobe Reader **04:14**   Using the Portal Upload Tool **04:48**   Related Tutorial Videos       ### E-Brief Tools - Working With Highlights Primafact’s new highlighter tool makes e-brief preparation more efficient, letting you add highlights to your documents right within Primafact for easy PDF export to courts and outside parties. Watch the series to learn how to leverage these tools effectively for more powerful case preparation. ---   **00:00   **Introduction to Primafact Highlights **00:15**   Using Highlights in a Bundle Binder **00:36**   Adding a Highlight **01:41**   Deleting a Highlight **01:52**   Highlights Tab **02:02 **  Hiding Highlights on an Open Document **02:25**   Exporting Highlights on PDFs **03:00**   Related Tutorial Videos         ### E-Brief Tools - Working with Links Primafact’s new link tool enhances connectivity for more effective e-briefs, letting you embed links to websites and other Primafact content within your Primafact documents.  These links are exportable for more functional submissions. Watch the series to learn how to leverage these tools effectively for more powerful case preparation. ---   **00:00   **Introduction to Primafact Links **00:43**   Adding Links **01:39**   Creating a Link to a Primafact Document Location **02:56**   Opening a Link within Primafact **03:01**   Modify a Link **03:26**   Delete a Link **03:40 **  Linking to an External Location (Online) **04:36**   Modify an External Link **04:41**  "Linking to Highlight" Online **05:26 **  Viewing Links **05:46 **  Exporting Links in PDFs **06:59 **  Related Video Tutorials         ### E-Brief Tools - Working With Title Aliases Primafact Title Aliases support more efficient e-brief preparation by allowing you to assign more than one name to a document to meet requirements including compliance with the naming protocols of judicial forums.  Watch our e-brief series to learn how to leverage these tools effectively for more powerful case preparation. ---   **00:00   **Introduction to Primafact Title Aliases **00:36 **  Using Using Title Aliases in Bundle Binders **01:13**   Renaming Individual Documents **01:54**   Using Profile Fields to Auto-Generate Titles **02:47**   Exporting Title Aliases in PDFs **03:28 **  Setting up Title Aliases **05:16**   Customizing Title Aliases with Texts **05:51 **  Using Title Aliases for More Efficient E-Briefs **06:11**   Related Video Tutorials       ### E-Brief Tools - Uploading to Portals Learn how to directly upload organized Primafact documents to online portals in this 2 minute video.   Learn how to upload organized Primafact documents directly to online portals in this 2 minute video.  This tool is ideal when you need to upload documents as individual PDF files, and not as part of a tabbed PDF. ---   ### Using Team Flags Team flags are a great way to identify & filter at the document level, and can be useful in delegated workflows.    ### Productivity - Efficiently Creating Consistency with Case Templates Primafact's Case Templates bundle your Case binders and coding settings into one easily-copied package that you can use to quickly create and update Primafact Cases. This 11-minute tutorial shows how to open new Primafact Cases and update existing Cases using Case Templates.  ---   **00:00   **Introduction to Case Templates **02:24**   Opening a New Case **06:21  ** Updating an Existing Case **09:58**   Comparing Case Template Values to Global Values       ### Productivity - Using Annotation Templates ***Annotation Templates** *can take your reviews to the next level of efficiency, helping to standardize coding for quickly assembling reports and memos.   ---     ### Productivity - Using Annotation Repeat Annotate more efficiently using the new ***Annotation Repeat** *feature.  This five-minute tutorial will save you tons of time!   ---     View All ## For Administrators Boost team efficiency with our Primafact 6 planning and customization resources ### System Requirements [![BUTTON - GUIDE](https://www.primafact.com/hs-fs/hubfs/Website%20Icons/KB%20Icons%20+%20Logos/BUTTON%20-%20GUIDE.png?width=100&height=137&name=BUTTON%20-%20GUIDE.png)](https://www.primafact.com/hubfs/Primafact%205%20%26%206%20System%20Requirements.pdf)Understand the system requirements to install and run Primafact 5 & 6         ### Planning Guide - Your Primafact 6 Upgrade [![Project Planning Guide Icon](https://www.primafact.com/hs-fs/hubfs/Primafact%206%20-%20Early%20Adopter%20Program/Project%20Planning%20Guide%20Icon.png?width=100&height=138&name=Project%20Planning%20Guide%20Icon.png)](https://www.primafact.com/hubfs/DOCUMENTS/PF6%20Resource%20Page%20Guides/Primafact%206%20Planning%20Guide%20(Self-Serve).pdf)Use this guide to determine how your team will configure and use Primafact 6's features for maximum benefit     ### Planning Guide - Inboxes & Document Review Workflow [![Project Planning Guide Icon](https://www.primafact.com/hs-fs/hubfs/Project%20Planning%20Guide%20Icon.png?width=76&name=Project%20Planning%20Guide%20Icon.png)](https://www.primafact.com/hubfs/Primafact%206%20Planning%20Guide%20-%20Inbox%20Review.pdf) This Guide outlines Planning details, including Primafact configurations & customizations for Inbox Review to make your project a success.   ### Planning Guide - Annotation Coding & Chronologies [![Project Planning Guide Icon](https://www.primafact.com/hs-fs/hubfs/Primafact%206%20-%20Early%20Adopter%20Program/Project%20Planning%20Guide%20Icon.png?width=100&height=138&name=Project%20Planning%20Guide%20Icon.png)](https://www.primafact.com/hubfs/DOCUMENTS/PF6%20Resource%20Page%20Guides/Primafact%206%20Planning%20Guide%20-%20Annotation%20Coding%20and%20Chronologies%20.pdf)Use this guide to assist in planning your annotation coding settings and views for optimized case understanding and reports     ### Setup Guide - Primafact 6 Case Templates & Customizations   [![BUTTON - SETUP GUIDE](https://www.primafact.com/hs-fs/hubfs/BUTTON%20-%20SETUP%20GUIDE.png?width=76&height=104&name=BUTTON%20-%20SETUP%20GUIDE.png)](https://www.primafact.com/hubfs/PF6%20Resource%20Page%20Guides/Primafact%206%20Case%20Template%20%26%20Customization%20Guide%20(Self-Serve).pdf)  This Guide is designed to help Primafact Administrators and team leaders independently configure system default setting customizations, customized Case Templates and associated Primafact enhancements. Feature descriptions and step-by-step instructions help you to independently configure many newly customizable system defaults and Case Template settings in Primafact.   ### Quick Start Guide - How to Customize Coding Labels [![Customizing Labels QSG LInk Icon](https://www.primafact.com/hs-fs/hubfs/Customizing%20Labels%20QSG%20LInk%20Icon.png?width=75&name=Customizing%20Labels%20QSG%20LInk%20Icon.png)](https://www.primafact.com/hubfs/Beta%20User%20Page/Primafact%206%20QSG%20-%20Customizing%20Labels%202023.05.08.pdf)Customizing Annotation Color Labels and Team Flag Labels help make coding more structured and uniform, and help find content quickly.  This Quick Start Guide will get you started! ### Video Tutorial - Working With Case Permissions Case Permissions protect data integrity by controlling which users are able to adjust Case Settings and apply Annotation Batch Coding.  This video describes how Case Permissions work in Primafact, and how to use these powerful tools. ---   ### Video Tutorial - Applying Batch Updates Learn how to apply Annotation Batch Updates to bring existing annotations in-line with updated coding practices.  Tutorial includes tips to help safeguard existing annotation data while applying your updates.     View All