We suggest you use the accompanying Quick Start Concepts and Tutorial PDF guides alongside the Quick Start videos for handy reference.
Walks you through setting up a MasterFile database for “Global Warming” research. Learn the key tasks to get started: creating the database, loading documents, creating extracts and issues, and capturing web pages with MasterFile’s integrated PDF print driver.
Follow this video install the Lotus Domino server — it’s fast and it’s easy. You can view this tutorial on-line or download the self-running, off-line version to guide you through server installation. This video must be used alongside the PDF guide “Install Notes+MasterFile for Domino server users” as the section in the video on Domino Administrator no longer applies.
This video walks you through registering Domino users — a quick 2 minute process — so they can access MasterFile databases stored on Domino servers. It also covers renaming users and how to temporarily prevent a user from accessing the server.
This video shows you how to
- grant users access to a MasterFile database,
- control access to individual documents, extracts or facts,
- lock profiles for extended periods with check in/out, and
- use MasterFile’s “Global add/remove” and “Global replace” to make bulk corrections to profile security.
How to connect standalone Notes/MasterFile workstations in your office to your Domino Server and access MasterFile databases stored there.
Steps external users outside your organization need to take to connect to your Domino Server and access your MasterFile databases.
Steps you must take to allow external users access to your Domino Server and MasterFile databases.
See how to manage your work such as correspondence, research, pleadings, etc.
See how to use MasterFile’s Express Load to easily load small, medium or large batches of documents.
See how to use the E-mail Loader to easily load e-mails from your own other Notes or Outlook mail boxes or data from other Notes databases.
See how to convert CaseMap cases to MasterFile’s integrated document and fact repository using MasterFile’s automated CaseMap® Importer.
See how easy it is to create doc-links to facts, evidence, research, external reference MasterFile databases, documents and facts in other case files, etc.
See how MasterFile’s integration with Notes or Outlook lets you effortlessly collaborate with your team to review documents, extracts, facts or argument even when on the road.
See how to OCR or convert desktop application file formats and images into PDF for full-text indexing and searching.
See how to produce documents in native format, PDF or TIF image for disclosure, add Bates stamps and more.
See how to
- print column or digest reports
- create tables of views in Word or Excel.
MasterFile makes a collaborative case analysis and evidence management platform for lawyers and litigators. Everything that matters is right at your fingertips in an intelligent system built for simple document management or complex litigation that transforms your practice.
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