Neodeluxe Fact Link: Create & Manage Document Packages

Create Package

Follow these steps to create new document packages:

1. Go to Fact Link to see the Package List. 
2. Click + Create Package.
3. Enter the Package Name*, and click the chevron icon to expand the More Details section.
4. In the More Details section, provide the following information (optional unless importing from Filevine):
   • Description (optional)
   • External Type - Select Project if associating with a Filevine project.
   • External ID - Enter a valid Filevine Project ID if importing documents from Filevine.
5. Click Create to finalize the package.

Edit Package Information

1. Go to Fact Link to view the Package List. 
2. Locate the package and click the Edit icon .
3.  Modify the details as needed, then click Update.

OR

1. Click the Package’s Name in the Package List to open the package.
2. Click the Edit icon .
3.  Modify the details as needed, then click Update.

Delete Package

1. 1. Go to Fact Link to view the Package List. 
   2. Locate the package and click the Delete icon.
   3. Confirm the deletion by clicking the Confirm button in the pop-up.

Upload PDF Documents to a Package

1. Open the package by clicking its name in the Package List, or automatically after creating a new package.
2. In the Package Content tab, drag and drop the PDF or click Upload your documents here to browse and select files. 

3. Verify the upload status of the selected documents in the Documents Uploading Queue section. Documents that have been successfully uploaded will appear in the document list. When a document is still being processed, an icon appears with the message: This document is still being processed. Please try again in a few minutes.

Delete Documents

1. In the Package Content tab, locate the package and click its name to open it. 
2. Then, locate the PDF document and click the Delete icon.
3. Complete the action by clicking the Confirm button in the pop-up to delete the document and all its associated facts and comments.

Assign/ Unassign Document Types and Document Subtypes to Documents

Follow these steps to assign Types and Subtypes to documents in a Fact Link package:

1. In the Package Content tab, locate the package in the list. 
2. Then, in the Document Type column, click the chevron icon to expand the options.
3. Select or deselect Document Types to assign or remove them. Click All to select or deselect all.
4. Then, in the Document Subtype column, click the chevron icon to expand the options.
5. Select or deselect Document Subtypes to assign or remove them. Click All to select or deselect all.

For example: If the "Medical Evidence" Document Type is selected, its related subtypes—such as "X Ray," "Lab Results," and "Medical Results"—will appear in the Document Subtypes dropdown, along with subtypes from any other selected Document Types.

Import Documents from Filevine

1. Go to the Package, and click Import Documents.
2. Expand the folders to view their documents and select the files to import into the package.

3. Click Import Documents to start the import process.
4. The imported files will be listed with Filevine in the Source column.

Refetch Documents

When documents imported from Filevine within a package do not appear correctly in the list, users can use the refetch button to reload the document list:

1. Find the package and click its name to open it. 
2. Click Refetch Documents to refresh all the Filevine imported documents in the list.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Fact Link, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.