The left most column of icons on the workspace holds various bookmarks by default. Of these, some are not used in day-to-day work; the ones that are, are shown below. You can also add bookmarks to specific cases and even documents within them.
The default view
This is the main window and MasterFile's default view, 'Documents, by Date'.
- is the left navigator. It lets you slice into the case by over 60 views that find and presort documents, research, facts and key information so you can easily browse to anything within a couple of clicks. You can hide a navigator by clicking the twisty on its inner border.
- is the right navigator. It's from where you perform actions you need from intake, document import, review, production, analysis and so on.
- is the central area and displays the view you selected on the left panel.
- is the persistent selection margin where you select one or more documents.
- is the Status bar. It lists (primarily) progress, technical and troubleshooting messages. Click it to expand.
Using the navigators
Both navigators have a common appearance.
- Dark grey buttons group similar views or functions together.
- Light grey buttons, all on the left panel, display a selection of profiles in the central area, sorted and categorized according to the view selected.
- Blue buttons, all on the right panel, perform commands or functions on profiles or on the database itself.
We indicate we are referring to views on the left navigator or panel with the [L+] prefix and to commands on the right panel with [R+].
Views are similar to folders except that instead of dragging documents into them, views search the database for a set of documents and group, sort and display them in specific ways.
Evidence, research, correspondence, key extracts, facts and events, etc., are therefore sorted and grouped by your own topics and issues, by document types, by author, and by relevance, and so forth. Simply browsing MasterFile's set of over 60 views lets you find what you need quickly - although you can also search the database when you need.
The view below shows documents 'by Document Type'. Under "Transcripts" > "Transcripts - all" the four transcripts in the case are shown.
To open a profile from a view, simply double click on its row, or select it and press the enter key, just as you would an e-mail message.
Profiles may be displayed in edit or view mode; however you can only change their content and save it from edit mode. To change to edit mode, double click anywhere in an open profile or right click and choose 'Edit'.
To see one or more documents, select them in the selection margin and click [R+ General > View documents].
- If the navigators disappear, and you see the MasterFile "folder panel" instead, click Actions > Restore MasterFile from the top menu bar or "Restore MasterFile" at the top of the plain navigator to restore them. If the Actions menu is not visible, click on any row in the current view to restore it.
- In some versions of Notes, views may appear with all categories expanded. Press <Shift-> or click on the collapse all button.
Note that the 'try it' sections refer to the sample case Arcade v SkyHigh installed with MasterFile.
To open a view
- Click on [L+ Documents > by Doc Type]. The view changes to show a list of document type categories.
- Click on the grey triangle left of "Court Documents" to expand the category and list documents types in it.
- Click on the grey triangle left of "Affidavit" to show all affidavits in descending date order with a short summary and other details.
To open a profile
- Double click on the first affidavit's row (or click to select and press Enter) to open its profile.
- The original affidavit file is attached to the first shaded field.
- Double click the file (or click it to select; then click the "Launch" button at the top of the profile) to open the affidavit in its default (associated) application on your computer.
Note that you can open the same native file(s) directly from the view by selecting its row and clicking "View documents"