Fact Link: Interface

Package List 

In the Fact Link page, you can view the Package List interface with the following details:

The Package List includes the following columns: 

Column		Description
Status		Indicates whether the package is Active or Inactive.
Name		Internal reference name for the package. Clicking the package name will open it.
Description		Brief internal reference description.
Created By		Users name that created the package.
Source		Indicates the origin of the package: Fact Link: If the package does not have an External Type and an External ID related. Filevine: If the package does have an External Type and External ID.
External Type		Specifies the type of external project linked to the package. When the package does have an External Type (Project), the External ID displays the corresponding external type (Project).  It’s empty when the package does not have an External Type and an External ID.
External ID		Displays the unique identifier of the associated external project. (e.g., If connected to Filevine, displays the Filevine Project ID.)
Project Type		Specifies the package Project Type associated with the external ID.
Created At		Displays the time and date the package was created.
Last Modified Date		Displays the last time and date the package was modified.
Actions
Edit		Allows users to modify the package
Delete		Allows users to delete the package

Package Interface

In the package view, users can view the following tabs: Package Content and Fact Index.

•  

  Package Content Tab

  In the Package Content tab, users can manage the documents within that package. This tab contains the following elements:

  

  Element	Description
  1. Package Name	Specifies the name of the package.
  2. Edit Package	This icon allows you to edit the Package Name*, Description, External Type, External ID, and Privacy Settings.
  3. Private Package	Specifies that the package is private.  NOTE: This element is not displayed when the package is not private.
  4. Case Type	Specifies the package project type associated with its external ID.  NOTE: The Case Type is not displayed when the external ID is missing or invalid.
  5. Import Documents	This option in the icon allows you to import PDF files from a Filevine project by using the provided Project ID. If no valid Project ID is specified, the option is disabled.
  6. Export PDF	This option in the icon allows you to export the PDF files (and their facts) in the package. If there are no files in the package, the option is disabled.
  7. Export Facts	This option in the icon allows you to export a CSV report of facts from the selected documents. You can customize which columns to include. If there are no files in the package, the option is disabled.
  8. Document Uploader	This section contains the options for uploading documents. Collapsed by default.
  9. Drop Or Upload your documents here	Add PDF files to the package via drag-and-drop or manual upload.
  10. Documents Uploading Queue	Displays the names, sizes, and upload statuses of documents being uploaded.
  11. Refetch Documents	Refresh the list of documents in the package.
  12. Search	This field allows users to enter text to filter facts based on the entered criteria.

   

  Package Documents Table

  This table lists all documents in the package with metadata and actions, organized by the following columns:

  Column		Description
  13. Name		Document’s name. If the document is completely uploaded, the icon appears.  If still uploading, a yellow icon appears with the message: This document is still being processed. Please try again in a few minutes.
  14. Source		Indicates if the document was Uploaded or imported from Filevine.
  15. Uploaded by		Name of the user who uploaded the document.
  16. Document Type		Assign or edit one or more Document Types.
  17. Document Subtype		Assign or edit one or more Document Subtypes.
  18. Document Date		Assign or edit the relevant document date.
  19. Uploaded Date		Date the document was uploaded.
  20.  Actions		Displays the available actions that can be applied to the document:
  Delete		Permanently delete the document.

  • Filters: Users can filter the table by clicking the ellipsis icon while hovering over each column’s name in the header

  • Document Type and Document Subtype allow users to sort facts and group facts.
  • If no documents are present, No document added yet appears in place of the table.
•  

  Fact Index Tab

  In the Fact Index tab, users can view the complete list of facts contained in the documents within the package. They can filter facts by document, manage fact details such as the document, date, and tags, and access each fact in a streamlined way. This tab includes the following elements:

  

  Element	Description
  1. By Document	Select or deselect documents to filter which facts appear in the table. All documents are selected by default.
  2. Columns	Show or hide columns in the Fact Index table.
  3. Filters	Apply filters based on a selected column, operator, and value to narrow the results.
  4. Density	Adjust the row spacing: Compact, Standard or Comfortable.
  5. Export	Export the Fact Index table as a CVS, Excel or Print.
  6. Search	Search by Document Name, Fact Content, and Created By columns.

  Fact Index Table

  This table presents a list of facts from the selected documents, along with the corresponding document information, organized in the following columns:

  Column		Description
  7. Document Name		Name of the document containing the fact. To open the selected fact in the document, click the icon.
  8. Document Type		Assigned Document Type(s). Blank if none are assigned.
  9. Document Subtype		Assigned Document Subtype(s). Blank if none are assigned.
  10. Document Date		Document's assigned date. Blank if not specified.
  11. Fact Content		Preview of the fact. To display the full content, click the icon.
  12. Fact Date		Fact’s assigned date. Blank if not specified.
  13. Tags		Add or edit one or more tags assigned to the fact.
  14. Page		Page number where the fact is located.
  15. Created By		Name of the user who created the fact.
  16. Created At		Timestamp of when the fact was created.