Primafact 5 Resources

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.

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

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.

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

Merging allows you to combine multiple documents into a single Primafact 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 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 creates a shortcut within Primafact that allows files on your network to be accessed directly from Primafact. 

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

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

Publish binders to tabbed single PDF format. 

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

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

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

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.

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.

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

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.

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.

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.

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

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

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.

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.