Primafact: Preparing Documents for Backup

Primafact: Preparing Documents for Backup

Mapping Matters

Prior to backing up documents from Primafact, each yellow folder that represents a matter should be converted to an actual matter folder.

To do this, log into Primafact and find yellow folders that represent matters:

Right-Click on the folder and select Convert to Case:

This should be repeated for each yellow folder that represents a matter.

Attaching Archives

Primafact enables documents to be archived off-server into a remote storage location.  To view remote storage locations, run the following query:

  1. SELECT
  2.     *
  3. FROM
  4.     _ArchM

And you will see results like the following.

The TgtPath value indicates remote storage locations.  From your migration workstation, you should map network drives as necessary so that as many of these locations as possible reference valid locations.


    • Related Articles

    • File Server Migrations: Preparing Documents for a Postal Transfer

      In the event that Faster Law will be importing documents from a file server or local computer and we need to accomplish it via a postal transfer, please do the following: Organize the data you wish for us to transfer according to the steps in this ...

    • Primafact: Document Synthesis

      How Primafact is Designed to be Used Primafact is not a document management system. While Primafact does store documents, Primafact is a Litigation Document Management System, not a standard document management system. It is designed to ingest large ...

    • NetDocuments: Preparing Documents for Backup

      Disable the Notification Limit Log into NetDocuments and go to Admin: Then choose Information and Settings Then change the Activity Threshold to a big number: Then Click Save

    • Folder Migrations: Preparing Documents for Export

      Unlinked File Servers Only These instructions should be followed if you have documents you would like to transfer and they exist on file server that is not linked to a practice management system. Consistently Organize Documents by Matter Over time, ...

    • ProLaw Backups: Preparing Companies for Backup

      Merge Duplicate Companies In order to prepare your companies for backup, duplicate companies should be merged. To do this, go to Contacts and then click on the '...' icon next to the company field. Then click the "Company" column header to sort by ...