---
title: Primafact Tutorial - Convert to Case Format
description: For existing users upgrading to Primafact 5 - learn how to update to the Case format with this short Video tutorial
---

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Email: [info@primafact.com](mailto:info@primafact.com)

# Upgrading to Primafact 5 

### 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.*

 

 

 

[BACK TO CUSTOMER CENTER](https://www.primafact.com/customer-center-for-primafact-5)

 

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