Filter Documents

You can filter the documents in your case using the Documents Explorer. You can filter the documents by type or by status.

To filter the documents in the case, follow the steps below:

  1. From the dashboard, click the Fact Management module.

  2. Select the Case Story tab in the left navigation panel.

  3. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  4. Open the Documents Explorer by selecting the Documents tab on the left side of the page.

  5. Click the Filter dropdown button in the Explorer ribbon bar.

  6. By default, the Filter option is set to All Items.

    The list of filter options appear.

  7. Select a filter option.

  8. If, for example, you choose Exhibits, the Documents Explorer shows only those documents that have an exhibit number defined.

Filter Options

Option

Definition

Imaged Documents (B&W)

With this option selected, the Documents Explorer only shows black and white imaged documents. Case Story can detect a property in an image to determine if it is black and white.

Photo Documents (Color)

With this option selected, the Documents Explorer only shows color photo documents. Case Story can detect a property in a photo to determine if it is in color.

Trial Exhibits

With this option selected, only documents in the Documents Explorer that have a Trial Exhibit Number in their properties are displayed.

Exhibits

With this option selected, only documents in the Documents Explorer that have an Exhibit Number in their properties are displayed.

Annotated Documents

With this option selected, only documents in the Documents Explorer that contain annotations are displayed.

 

Related Topics

Overview: Documents

Change the Details or Properties of a Document

Print a Document