Tabular reports in Excel or Word
Witness lists, exhibit lists, etc. — Select in MasterFile. Paste as a preformatted table.
Apart from Grab n’ Go briefs, it is easy to create other reports and lists of players, documents and facts from MasterFile since all of MasterFile’s views coexist as tables you can paste into Word or Excel. Here, we’e selected the documents and facts we need and in two clicks created the respective reports as parts of a Grab n Go Brief in Word — the first report being a list of documents, extracts, facts and players linked to the key issue, “Sky High Elevators knew parts were defective” and the second, a list of outstanding questions, related to the same issue, that require investigation.
Witness lists — i.e. relevant players from the cast of characters in the case — are easily created from the standard Players view in MasterFile. Like any other profile, select the players you want and paste that as a table directly into your own Word or Excel document. Either way, you can add any other information required for filing.
The selection below will become part of the Lay and Expert Witnesses tables …
as pasted into Word or Excel.
Once complete, you can save as PDF and add the PDF to the case record in MasterFile too.