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Working with profiles
How do I delete document, extract, player and other keyword profiles?
How do I delete document, extract, player and other keyword profiles?
Please see
Deleting profiles
.
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Managing questions raised
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How do I change the issue / topic / binder tab keyword assigned to profiles?
Topics
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?
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?
Adding to the case chronology
5
Creating facts and chronological events
Adding documents and extracts to the chronology
Video - Creating facts, issues and setting out argument
Adding events to a timeline
Updating events on a timeline
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?
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
Searching, browsing and exploring
5
Searching
Boolean and advanced searching techniques
Tracing Source Evidence
Browsing and exploring vs. searching
How do I display search results by relevance or by view order
Working with transcripts
3
Managing transcripts, depositions and text
Formatting Transcripts
Managing exhibits
Redaction
8
Overview
Redaction views
Redaction types
Redaction status
Redaction errors
Redaction codes
Producing redacted documents
Global Redact
Review and Revision Tools
2
Overview
Rapid tagging with Issue/Topic folders
Working with folders
3
Folders
Report Folders / Customized Reporting
Can I rapidly tag issues without opening profiles?
Evidence Cruncher services
3
Overview
Services
Key Notes
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?
Reporting
7
Drafting Minion
Printing views
Digest reports
Report Folders / Customized Reporting
Grab n Go Briefs
How do I show extract text and argument/notes as columns?
How do I show Issue/Topics as columns?
Miscellaneous How Tos
5
How do I index a case database?
How do I grant or permit access to a case database?
How to fix Windows 10 printer issues
How to add new folder locations for cases
How do I add a new MasterFile serial or license key?
Print Article
Other Resources
MasterFile
Timeline
Downloads
Installation
Upgrading
Notes/Domino Basics
Recent Updates
MasterFile import/export CSV guide
Express Load settings
Redaction status
Redaction views
Overview
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