The Workspace

MasterFile provides a tabbed workspace within which you organize all your cases.

Each case is represented by a square icon and each tab can be used to organize these by whatever criteria you prefer - alphabetically, by type, year whether active or dormant, etc.

The case icon is created automatically on the current page when you create a new matter from the MasterFile_Template. And holds everything to do with that case - evidence, facts, issues, chronological items, timelines, and work product, notes and argument, as well as tracking production.

Each case is one file on disk, so archiving, backup and mobility is simple.


The left most column of icons holds various bookmarks by default. You can also add bookmarks here to specific cases and even documents within them. The most widely used one will of course be the Workspace and any Favourites you drag and drop there.

MasterFile's default window

MasterFile's main window and default view, "Documents by Date" is shown below.

It has several parts:

  1. The left menu panel, which are views into the database that finds and presorts documents, research, facts and key information so you can easily browse to anything within a couple of clicks.
  2. The right menu panel which has all the actions you need to perform during intake, document import, review, production, analysis and so on.
  3. The central area that displays the view you select from the left panel.
  4. The selection margin.

You can collapse any menu panel away by clicking on the twisty on its inner border.

Using views

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.,  is 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 75 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" and "Transcripts - all". As you you can see four transcripts exist in this case record.

To open a profile from the view list, simply double click on its row, or select it and press the enter key, just as you would an e-mail message. Once open, you can view the original document attachment and its the meta data - or edit that if necessary as well. 

A document's text is always extracted and stored in the OCR section of its profile, from which you'll highlight and create extracts and facts of any key information, facts and events.

To see one or more documents, select them in the selection margin and click "View documents".

Note that if the menu the panels disappear, and you see the MasterFile "folder panel" instead, click on Actions > Restore MasterFile from the menu bar or "Restore MasterFile" at the top of the left panel to restore them. If the  Actions menu is not visible, click on any row in the current view to restore it.