Primafact 5 Video Library

Work Smarter With Our Primafact Feature Tutorials

Need help using a Primafact feature? Our videos will have you working expertly in no time!

 

Prefer Print?

Step through the details with our User Guides 

Get started by clicking on a header to read a short description, play the video, and review suggestions for related videos.

 

Quick Start Guide Button - PDF Flag Working with Primafact User Manual - PDF Button

 


File Intake and Organization

FOR CLERKS, ASSISTANTS &
FILE MANAGErs

Learn how to organize, manage and export Primafact Case materials.

Orientation to Primafact 5

This video provides an Orientation to the new views and features in Primafact 5, including the Case Summary, Outlook Integration, List Views, Annotation Issues, Tasks, In-App Messaging, New Search tools, the Document Intake module and Primafact mobility.

OPENING A NEW CASE

Learn how to open a new Case in Primafact, based on your firm's template.

CONVERT FILES TO THE NEW CASE FORMAT

Files in Primafact are set up in Black Case Folders which activate Case-level features for that specific Case.

BEFORE converting your Cases note that documents cannot be copied across multiple Cases.

If you have multiple files that share documents, decide which Case will hold the coded materials OR Create a “Master Case” that contains all of the related matters organized within the single black Case folder.

This must be done before Converting your yellow folder to a Case. When files are converted to the Case format, mutual copies of documents that filed in separate Cases are converted to Duplicates and no longer linked (copied) to other Cases.

COPYING and DUPLICATING DOCUMENTS

This video explains the difference between copying v. duplicating, and shows how to copy and duplicate documents in Primafact.

MERGING DOCUMENTS

Merging allows you to combine multiple documents into a single Primafact document. 

EXTRACTING PAGES FROM A DOCUMENT

Extracting pages allows you to

  • move pages from a document to create a separate document; or
  • clone (copy) pages from one document to create a new document, while keeping the original intact.  

FORCING OCR AND PRIORITIZING INDEXING

Forcing OCR can be used to improve the searchability of improperly OCR'd documents.  This feature can also be used to prioritize indexing of selected new documents. 

LINKING FILES TO PRIMAFACT

Linking creates a shortcut within Primafact that allows files on your network to be accessed directly from Primafact. 

Introduction to the Document List View

This video reviews how to Group, Filter, search and sort your documents in the Primafact 5 List View.

Suggested:

  • Advanced Document List View
  • Working with New Search Tools

PUBLISHING DOCUMENTS IN BINDER VIEW FORMAT

Primafact's Publish tool makes it quick and easy to assemble and export organized production binders, presented within a built-in document viewer. 

Suggested

  • Binder Page Numbering

PUBLISHING TO TABBED PDF FORMAT

Publish binders to tabbed single PDF format. 

Suggested

  • Binder Page Numbering

For Advocates

key TOOLS FOR LAWYERS

Understand Case positions more effectively with Primafact's powerful review tools.

COPY TEXT INTO WORD DOCUMENTS & EMAIL

Prepare memos and pleadings more efficiently by copying text and page images from Primafact documents into Word, email and other text applications. 

Suggested:

  • Forcing OCR and Prioritizing Indexing

WORKING WITH THE NEW PRIMAFACT 5 SEARCH TOOLS

This video reviews the new Filter and Tools available in Primafact 5, including List View searching and saved searches.

Suggested:

Introduction to New Annotation Tools

This video provides an overview of the updated Annotation Form, how to issue code annotations, and assembling annotations for review.

Suggested:

  • Introduction to the Document List View
  • Customizing Annotation Issues & Forms

Customizing Annotation Issues & Forms

This video guides you through setting up master Annotation Issue Codes and customizing Issue Codes and Annotation Forms for individual cases.

Recommended for Case administrators and advocates directing case review preferences.

Suggested:

  • Introduction to New Annotation Tools

Delegated Email Filing

This video shows you how to delegate email filing using the Send to Primafact feature. Ensure your email and attachments are delivered in your preferred format.

 

Primafact Mobility

This video reviews Primafact’s optional mobility add-on for iPad. Learn how to access and review Case materials, search content, create annotations, flag Favorites, have document conversations, and share documents using the iPad app.

The training video on Mobility for Android is coming soon.

For the Team

features That
make life easier

Work more efficiently with tools that save time and keep teams connected.

CHANGING YOUR DEFAULT DOCUMENT VIEW SETTINGS

If you tend to review documents in the Preview window, you may wish to adjust your default view settings to permit easier zooming.  

ROUTING DOCUMENTS

Easily share documents with other people on your team using the Routing feature.  Routing allows you to direct other users to Primafact documents and even specific pages within documents via an emailed link.

 

Importing Outlook Emails and Attachments

This video provides an overview of how to save emails and attachments directly to Primafact and how to delegate filing using the Send to Primafact feature.

Suggested:

  • Introduction to Filing Intake
  • Document Intake – Tips and Tricks
  • Messaging

Binder Page Numbering

Learn how to quickly apply page numbers to your Production binders groups in Primafact 5.

 

Working with Auto-Completes

Save time and improve accuracy when naming documents in Primafact. This video shows how to create, use and share Auto-Completes.

 

Introduction to the Document Intake Module

This short video introduces the Document Intake Module for document handlers. Learn how to name, file and assign documents using the Document Intake screen.

Suggested:

  • Document Intake – Tips and Tricks
  • Working with Auto-Completes
  • Primafact Messaging
  • Working with Outlook Integration

MESSAGING

This video reviews Primafact 5’s in-app Messaging tool, including managing your Primafact Inbox, sending and receiving messages, and reviewing Messages related to a case.

Suggested:

  • Task Management

TASK MANAGEMENT

This video discusses how Primafact’s Tasks feature works, including creating, assigning and monitoring tasks, reviewing Case-related tasks, and managing your own tasks in Primafact.

Suggested:

  • Messaging

 


Need Guidance?

If you have not upgraded to Primafact 5 yet, it's time. To help you take advantage of all the new features and workflow options, we offer our optional Primafact 5 Upgrade Assistance Package, a convenient value-add that includes the services and support you need to get up and running right away.


 

Complete this form to schedule your upgrade

Reading Material

Learn more about what to expect with the latest version of Primafact by downloading our handy
guides: