Ready-made statements of material facts, and more
All of MasterFile’s views or any custom view you create coexist as tables you can paste into Word or Excel. So you can easily add almost any information you need to your own reports or as part of a Grab ‘n Go Brief — in just two clicks. For example, the screenshot at left shows documents, extracts, facts and players linked to the key issue, “Sky High Elevators knew parts were defective”.
You can ...
- Convert the Facts by Issue report, or any part of it, to a ready-made statement of material facts in one click – or simply print it to use as an outline for cross-examination.
- Add outstanding questions related to the same issue that require investigation directly to your reports too.
- Easily create witness lists — i.e. relevant players from the cast of characters in the case — from MasterFile’s standard Players view, too. For example, the selected players shown at left will be pasted into Word or Excel in tabular form to form part of the Lay and Expert Witnesses tables.
Once complete, any report can be added to the case record in MasterFile too.
Grab ‘n Go Briefs
When we designed Grab ‘n Go Briefs we saw a report collection as a brief that might need editing or drafting of additional text. Consequently, Grab ‘n Go Briefs are not a static description of every aspect of a report like CaseMap’s Report Books, nor is there a need to pre-configure many details for each report.
Grab ‘n Go Briefs are customizable Word templates into which selections of MasterFile views are inserted automatically as tables.
You can ...
simply ‘grab’ (select) information you need and add it to your brief with one click, as you go. Once complete, save the brief as a Word or PDF document. A cover page, table of contents and an introduction, all of which you can modify as needed, are added automatically.
We cover Grab ‘n Go briefs in more detail, including real world examples that you can download on our blog, here.
Custom views
The report examples above use MasterFile’s default views. You can also create custom views with specific information from MasterFile’s profiles and use those for customized reporting. Here’s a view created with specific fields from the Fact profile and pasted into Excel. The column titles can simply be edited to be more meaningful.
Miscellaneous reports
MasterFile also provides other textual reports. Two of these, the Digest report and the Full content report, are useful when you need to print out the content of profiles. Full content is rarely used for documents as it contains the OCR field as well — and as that usually has the full text content of the document imported into MasterFile, it is in effect the same as printing that! The digest report is quite useful in its place and for situations where you need a brief summary of the document and its profile. We leave the balance of the page blank for you to make handwritten notes, etc., such as in an interrogation.
The full profile report is used with Argument profiles or Fact profiles when you do need to print your own work.
Here are examples of a document profile’s digest report and a fact profile’s full content report.
