Creating Facts from the Facts Page

How to add facts to your chronology without the Document Reviewer.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

The most precise way to create facts is by using the Document Reviewer (learn how here). However, you can also quickly create facts directly from the Facts tab of your case.

To add a new fact from your chronology page you'll want to be working under the Facts tab. From there, click the "+ Create Fact" button located on the right side of the screen.

You'll see a pop-up modal giving you the option to create the text of the fact, identify the relevant issue(s), and link any necessary contacts. You can even include a citation from your sources if your fact is supported by evidence. 

How do I link a contact to a fact?

In your fact, use the "@" symbol to pull a list of case contacts and select the one you want to link:

Once saved, you'll see that the completed facts show the names of the linked contacts in blue:

In contrast, if you only type the name of the contacts and don't use the "@" symbol, the contacts will not be linked:

If the contacts aren't linked, you won't be able to run a report on a particular contact or use filters to see only that contact's facts.

What if I don't know the exact date of a fact?

You can set the date of a fact to a month or year by typing the date in by hand. The following examples are all valid dates for facts in Timelines:

  • 12/3/2015 - The fact occurred on December 3, 2015.

  • 3/2012 - The fact occurred sometime in March of 2012.

  • 2011 - The fact occurred sometime in 2011.

To learn more about date styles, date types, and fuzzy dates, click here.

What if I have multiple facts occurring on the same day?

If you are entering a series of facts that all took place on the same date, you can save time using the handy autofill option. Select the "autofill last date used" checkbox under the Date field and the last date you entered will automatically appear when you create a new fact.

What if a fact occurred in a different time zone?

By default, any timestamp you add to a fact will be in the time zone you established when you set up your case. Once a time is entered in the New Fact form, the time zone appears under the Time field. When entering the time of a fact, you can select the time zone by clicking on this text under the Time field and selecting the region and time zone for that specific fact.


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