documents - facts packet - overview

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Overview

Facts Packet allows users to highlight and organize key information or evidence that supports an assessment within a Case.

With Facts Packet, users can centralize relevant information by grouping Facts and supporting documents in a single location, making it easier to review information related to the Case.

Once a Facts Packet is created, users can filter its content, add documents, and create new Facts as additional information becomes available.

*Reference image showing the relationship between a Project a Fact Packet and the way it can contain Documents and Facts.
 

Key components

FACTS PACKET Tab:

In this section, all the created Facts Packets will be displayed on a list. Users can search and filter by name. Also, they can create Facts Packets by clicking the +PACKET (2) button.

*Reference image showing the FACTS PACKET Tab (1) the + PACKET Button (2) and the list in the Documents section of a Project (3).
 

+ PACKET Button:

When users are creating a packet, the system will bring the New Fact Packet Modal. Start by adding a Name for the Packet.

*Reference image showing the New Fact Packet Modal.

In this Modal, users can select between the Documents within the Project. Once the files have been selected, click on CREATE PACKET to add it to the list.

 

Fact Editor Accordion:

This workspace is for creating the Facts Packets, here, users can select and add Facts from the documents added. Then, users can export the Packet in PDF format for sharing.

*Reference image showing a Fact Packet displaying a Document.

 

Fact Details:

When a Fact is created, there are three main tabs for configuration:

  • DETAILS Tab: User can edit the change Fact Name, Date, Type, Text, Delete, See Creator and the Creation Date.
  • WORKING COPY Tab: Users can use this tab to enrich the text.
  • MESSAGES: Users can leave messages for additional context and make mentions.

*Reference image of the Fact Editor accordion displaying the DETAILS tab information.

 

How to create a Fact Packet

  1. Navigate to Cases
  2. Select Projects and look for any project.
  3. Look for the Documents section on the context menu.
  4. Go to the FACTS PACKET tab.
  5. The New Fact Packet page will popup.
  6. Select the Documents related.
  7. Click on CREATE FACT PACKET
  8. The Fact Editor Accordion will open, displaying one of the selected Documents on the right side.
  9. Select text or any data displayed in the Document using the mouse cursor. 
  10. Once some text is selected, the system will show a + icon. Click on it to create a Fact. 
  11. Users can + CREATE FULL PAGE FACT with the button on the upper side.
  12. Once the fact is created, it will display on the Fact List. Select the new Fact, this will display the details and the additional tabs included for configuration.
  13. Then, once all the Facts are added, users can export the Fact Packet. Click on EXPORT.
  14. An Exported Fact Packet message will appear. Here, users can Create a Document Record with the toggle.
  15. Click on EXPORT PDF.
  16. A success message will notify the creation of the Facts Packet.
  17. Go to the ALL DOCUMENTS tab.
  18. The new Fact Packet Document will be displayed as a PDF.
     

Technical considerations

  • Facts Packets can only be created inside a Project.  This allows users to find them in the Documents Section inside Projects.
  • Facts Packets only work with PDF files.
  • Facts Packets work under the Permissions for documents. Make sure the permissions are assigned to use the feature.