Facts & Issues
Location: Analysis >> Facts & Issues
Issues: Creating, Editing, and Deleting
Click on the blue circle with the white plus sign in the upper left corner to add an issue
The Add Issue window will open, populate the Title and Description fields as desired
Click OK to add the issue to the case
Issues will appear in an alphabetized list on the left side of the screen
Editing an Issue
Hover over the issue you wish to edit
Click the pencil icon to open the Edit Issue window
Make the desired edits and click OK to save
Deleting an Issue
Hover over the issue you wish to delete
Click the X that appears next to the issue title
The Delete Issue window will open asking the user to confirm the deletion
Click OK to delete
Facts: Creating, Editing, and Deleting
Creating a Fact
Click on the blue plus sign in the white circle located in the upper right corner
The Edit Fact window will open and the following fields will appear:
Fact Title: Enter the substance of the fact in this field. Facts are easier to work with when the Title refers to one fact and not several or compound facts.
Date Range: Enter a date or date range to which the fact applies.
Contested: This field allows the user to indicate whether a fact is Not Contested, Contested, Unsure, or Prospective.
Material: This field allows users to select whether a fact is material or not.
Linked Issues: Assign the fact to one or more Issues by:
Linked Documents: This field cannot be updated through this page; however, hyperlinks to any documents added to a fact via the Doc Viewer will appear here.
Click Save to add the fact to the case
**Facts can also be added via the Facts Tab in the Doc Viewer. Visit the Facts Tab help page to learn more.
Identify the fact you wish to edit
Click on the Fact Title
Update any of the abovementioned fields
Click Save to save any changes
Deleting a Fact
Identify the fact you wish to delete
Locate the trashcan icon to the right of Material field and click on it
The Delete Fact window will appear
Click OK to delete the fact, or Cancel to keep it
In the Edit Fact window, begin typing the desired document's title in the "Search by document title" box
To aid in identifying documents, search results display the document title, Bates range (if available), and the length of the document in pages
Click on the desired document to select it
To link the document, click Add
If a document is more than one page, then a Page selection dropdown menu will appear
Selecting a specific page will result in the linked document opening to the specified page
Click Save to retain your changes
To delete the linked document, click the X to the right of the linked document
Click Save to retain your changes
**Documents can also be linked via the Facts Tab in the Doc Viewer. Visit the Facts help page to learn more.
Edit Fact Window
Facts can be sorted by the following fields:
Hover over the field name you wish to sort by.
Click the arrow that appears next to the fieldname to sort the field.
Click the arrow again to reverse the sort.
Facts Sorted by Start Date
Viewing Issues and Assigned Facts
Issues and Assigned Facts Only
Viewing Facts Assigned to a Specific Issue
The timeline view places facts with an assigned date on a horizontal timeline. Facts that do not have an assigned date are automatically excluded in timeline view. The timeline can be viewed with gaps (Overview) or without (Collapsed), and the Scale slider functions like a zoom button allowing users to expand or condense the view of their timeline.
To view the timeline, click on the graph icon located in the upper right corner next to the Add Fact icon. The timeline can be viewed for all facts in the case, or users can click on an issue to display only the assigned facts in the timeline. Clicking on a fact in the timeline will automatically open the Edit Fact window.
**Currently, there is no option to export the timeline view; however, the timeline can be saved to PNG or JPG/JPEG format and resized as needed (e.g. to create a demonstrative) via the Print Screen option on your keyboard, or through a utility like Microsoft's Snipping Tool.
Exporting Facts & Issues
Data from the Facts & Issues page can be exported to Excel, and imported through Excel. The exporting process is explained below, but please read our Technical Note: Facts & Issues - Importing and Exporting for additional information on the importing process.
Please note, an export from this page will include all of the facts and issues. Any filtering will need to be done in Excel once the export is complete. Follow these steps to generate an export:
Click on the vertical ellipses in the upper right corner
Select one of the following options: