Converting Your Case Folders to the Primafact 5 Case Format

 

  • Cases in Primafact 5 are set up within Black Case folders, which activate Case features for that specific Case.
  • All Cases in Primafact consist of a Case folder that contains one or more Binders.
      • We recommend multiple Binders within a Case
      • Documents cannot be “copied” into multiple Cases
      • Summary Screen Layout & Standard Annotation Issues can be added to Template if desired

* Cases in Primafact are discrete units; Case materials cannot be shared/linked (copied) between Cases.

If you have multiple Cases that share documents, decide which Case will hold the coded materials OR Create a “Master Case” with containing the related Matter folders and Binders.

This must be done before Converting your Folder to a Case. When related folders are Converted to separate Cases, all existing links (copies) are lost, and the documents are converted to Duplicates.

 

 

 

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