Quick tips
A collection of simple tips and techniques from our blog that will make your use of MasterFile more efficient.
Help
Topics
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Getting Started 17
- The Workspace
- Navigation
- Profiles
- Creating a new case or matter
- Creating practice specific case templates
- Creating a document profile
- Using the Watch Folder
- Using Express Load
- Video - Managing documents, evidence, transcripts and research
- Creating extracts
- Video - Managing extracts: see what's important at a glance
- Creating facts and chronological events
- Video - Creating facts, issues and setting out argument
- Creating keywords
- Quick tips
- How do I open a case that's not on my Workspace?
- How do I rename a keyword?
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Loading Evidence 15
- Overview
- Express Load
- Express Load settings
- Tips for preparing batches
- try it - using Express Load
- E-Mail Loader
- eMail import on macOS
- Splitting PDFs with Express Load
- How do I load Concordance production sets?
- Using cloud storage like DropBox, OneDrive, BOX, etc.
- Client Intake - facts, events, players and documents
- How do I import CaseMap cases?
- Video - Importing CaseMap cases
- How do I get a folder's filename list into Excel?
- How do I place (open) CSV files in Excel for MasterFile?
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Views 9
- Overview
- Using views
- View descriptions
- How do I switch views and keep the current document selection?
- How do I use a view's column header arrows?
- How do I create a folder based on a specific view type?
- How do I display more Summary column text in document and fact views?
- How do I show extract text and argument/notes as columns?
- How do I show Issue/Topics as columns?
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Working with profiles 16
- Document Profiles
- Fact Profiles
- Extract profiles
- Creating profiles
- Saving, modifying or editing profiles
- Deleting profiles
- Excluding or hiding profiles
- Doc-links
- Creating your Issue/Topic outline
- Rapid tagging with Issue/Topic folders
- Assigning reminder tasks to profiles
- Managing questions raised
- How do I delete document, extract, player and other keyword profiles?
- How do I change the issue / topic / binder tab keyword assigned to profiles?
- How do I prevent an embedded document from opening in-line?
- How to copy profiles between databases
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Working with transcripts 3
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Review and Revision Tools 2
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Working with folders 3
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Production 10
- Overview
- Creating and using briefcases
- Producing briefcases
- Managing production errors
- Finalizing production
- Distributing produced documents
- How do I tag a briefcase's profiles?
- How do I delete or erase production history?
- How do I restore production history I deleted by mistake?
- How do I rename files dumped from a MasterFile briefcase?