Creating Packages
Follow these steps to create new document packages:
- Go to Fact Link to see the Package List.
- Click + Create Package.
- Enter the Package Name* , and click the chevron icon to expand the More Details section.
- In the More Details section, provide a Description , optionally select the External Type and External ID , and then click Create.
NOTES:
- External Type: Refers to the type of external case management, such as a Filevine project, associated with the package. This field is not required.
- External ID: The ID of the associated external case. This field is not required.
Editing Packages
- Go to Fact Link to view the Package List.
- Locate the package and click the Edit icon.
- Modify the details as needed, then click Update.
Deleting Packages
- Go to Fact Link to view the Package List.
- Locate the package and click the Delete icon.
- Confirm the deletion by clicking the Confirm button in the popup.
Uploading PDF Documents to a Package
- Open the package by clicking its name in the Package List , or automatically after creating a new package.
- Drag and drop the PDF or click Upload your documents here to browse and select files.
NOTES:
- Maximum File Size: 2GB.
- Maximum Files: 20 files per upload.
Supported PDF Files:
- Accessible Text PDFs: Create facts from selected text or full-page facts. This includes OCR-processed PDFs.
- PDF documents based on images: Only create full-page facts. This includes scanned documents and image-based PDFs where the text is stored as an image. Facts based on selected text are NOT supported in PDFs based on images.
- Verify the upload status of the selected documents in the Documents Uploading Queue section. Documents that have been successfully uploaded will appear in the list with the following information:
- Name: Click to open the document and manage facts.
- Uploaded by: Shows the name or username of the person who uploaded the package.
- Uploaded Date: Shows the date the package was uploaded. uploaded.
- Actions:
- Up Arrow icon: Click to open the document and manage facts.
- Delete icon: Click to delete the document.
Deleting Documents
- In the Package List locate the package and click the package’s name to open it.
- Locate the PDF document, and click the Delete icon.
- Complete the action by clicking the Confirm button in the popup to delete the document and all its associated facts and comments.
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