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West Case Notebook
THOMSON West Case Notebook Management Manuals
Manuals and User Guides for THOMSON West Case Notebook Management. We have
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THOMSON West Case Notebook Management manual available for free PDF download: User Manual
THOMSON West Case Notebook User Manual (80 pages)
West Case Notebook
Brand:
THOMSON
| Category:
Software
| Size: 1.82 MB
Table of Contents
West Case Notebook
3
User Guide
3
About this Guide
4
Table of Contents
5
Introduction
9
System Requirements
9
West Case Notebook
9
West Livenote Administration
9
West Livenote Repository
10
File Types for Importing Transcripts
10
File Types for Importing Documents and Pleadings
10
Managing Cases
11
Creating a New Local Case
11
Creating a New Case from an Open Case
11
Opening a Local Case
12
Importing a Case
12
Opening a Reallegal Binder Case
12
Accessing Secure Cases
12
Viewing a List of Favorite Secure Cases
15
Replicating Cases Offline and to the Network
16
Replicating a Case Offline
16
Replicating a Case to the Network
16
Changing Replication Options
16
Managing Transcripts
17
Importing a Transcript
17
Opening an Existing Transcript
18
Closing a Transcript
18
Deleting a Transcript
18
Printing a Transcript with Annotations
18
Updating Transcripts
21
Starting the Updating Process
21
Updating with an E-Transcript File (PTX or EXE)
21
Updating with an ASCII File
22
Updating with a PTF File
22
Updating with a LEF File
23
Managing Documents
25
Importing a Document
25
Importing Load Files
26
Opening an Existing Document
27
Deleting a Document
27
Closing a Document
27
Managing Pleadings
29
Importing a Pleading
29
Opening an Existing Pleading
30
Deleting a Pleading
30
Closing a Pleading
30
Managing Research
31
Delivering a Westlaw Search Result to West Case Notebook
31
Updating Keycite Information
32
Searching for Documents
33
Importing Research Documents
34
Managing Key Facts
35
Creating a Key Fact
35
Editing a Key Fact
36
Deleting a Key Fact
36
Closing the Key Facts Tab
36
Saving Key Facts as a West Case Timeline File
37
Managing Characters
39
Creating a Character
39
Editing a Character
40
Deleting a Character
40
Closing the Characters Tab
40
Working with Issues
41
Creating Issues
41
Prioritizing Issues
41
Importing Issues
42
Exporting Issues
42
Working with Annotations
43
Adding an Issue Annotation Using the Main Menu Toolbar
43
Adding an Annotation Using the Annotation Properties Dialog Box
43
Adding a Note to an Annotation
44
Adding an Issue to an Annotation
44
Adding a Key Fact to an Annotation
44
Adding an Attachment to an Annotation
44
Associating Video with an Annotation
44
Transferring Annotations
45
Sending Annotations to Instant Messages
45
Editing Annotations
45
Deleting Annotations
45
Viewing an Annotation Attachment
45
Working with Full Text Search
47
Creating a Full Text Search
47
Formatting a Full Text Search
48
Using the Root Expander
48
Using the Universal Character
48
Using Connectors
48
Working with Auto Tags
49
Creating Auto Tags
49
Managing Auto Tags
50
Showing and Hiding Auto Tags
50
Deleting Auto Tags
50
Working with Reports
51
Annotations Report
51
Verbatim Digest Report
52
Notes Report
53
Attachments Report
53
Issues Report
53
Case Report
54
Search Report
54
Auto Tag Report
55
Transferring Reports
55
Saving Reports
56
Working with Data Groups
57
Creating a Data Group
57
Editing Data Groups
57
Using Data Groups in Reports
58
Using Data Groups in Full Text Searches
58
Transferring Document Text
59
Transferring Text of a Transcript
59
Transferring Text of a Document or Pleading
59
Transferring Text of a Westlaw Document
60
Using the Word Index
61
Selecting Word Index Display Options
61
Connecting to Realtime
63
Connecting with a Serial Connection
63
Using Livenote Stream
63
Accessing Livenote Stream through West Case Notebook
64
Accessing Livenote Stream through Internet Explorer
64
Access to Features in Livenote Stream
65
Working with a Transcript in Realtime
67
Starting and Stopping Text
67
Using Quick Marks
67
Quick Marks Report
68
Using Issue Marks
69
Working with Annotations and Video in Transcripts
71
Playing Annotation Video Segments
71
Transferring Annotation Video Segments
71
Creating a Video Segment from a Single Annotation
71
Creating Multiple Video Segments from an Annotations Report
71
Transferring Annotations to Microsoft Powerpoint
72
Creating a Powerpoint Presentation from a Single Annotation
72
Creating a Powerpoint Presentation from an Annotations Report
72
Saving Powerpoint Files with the same Name
72
Appendix A: Using Issues to Create an Errata Report
73
Appendix B: Converting Reallegal Binder Cases to West Case Notebook Cases
74
Appendix C: Prompts and Messages for Video and Powerpoint
75
Appendix D: Connecting to a Simulated Realtime Transcript
76
Appendix E: Trial Version of West Case Notebook
77
System Requirements
77
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