Technicolor - Thomson West Case Notebook manual Managing Cases, Creating a New Local Case

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Managing Cases

Creating a New Local Case

Cases in West Case Notebook can be created for one person to use (local cases), or they can be created through the West LiveNote Administration module to be available on a network so they can be shared (secure cases). Local cases can be imported through the West LiveNote Administration module to also make them shareable.

To create a new case, follow these steps:

1. Access West Case Notebook to display the Open Case dialog box.

2.Click New to display the Save As dialog box.

3.Select the location to use for storage of the case; type the file name, e.g., smithvjones; and click Save. The New Case Properties dialog box is displayed.

4.Type the name of the case, e.g., Smith v Jones, in the Name text box.

5.Click OK.

The case window, which lists all the documents for the case, is displayed.

Main Menu toolbar

Creating a New Case from an Open Case

To create a new case from an open case, complete these steps:

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Contents West Case Notebook User Guide Page February West Case NotebookTM User GuideReference Materials About This Guide Billing and Account AssistanceContents Managing Pleadings Working with Full Text Search Using the Word Index West Case Notebook West LiveNote AdministrationIntroduction System RequirementsWest LiveNote Repository File Types for Importing TranscriptsFile Types for Importing Documents and Pleadings Creating a New Case from an Open Case Managing CasesCreating a New Local Case Opening a RealLegal Binder Case Accessing Secure CasesOpening a Local Case Importing a CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Replicating a Case to the Network Replicating Cases Offline and to the NetworkChanging Replication Options Replicating a Case OfflineImporting a Transcript Managing TranscriptsPrinting a Transcript with Annotations Opening an Existing TranscriptClosing a Transcript Deleting a TranscriptClick the Print icon to print the transcript Page Updating with an E-Transcript File PTX or EXE Updating TranscriptsStarting the Updating Process Updating with a PTF File Updating with an Ascii FileUpdating with a LEF File Page Importing a Document Managing DocumentsImporting Load Files Closing a Document Opening an Existing DocumentDeleting a Document Page Importing a Pleading Managing PleadingsClosing a Pleading Opening an Existing PleadingDeleting a Pleading Delivering a Westlaw Search Result to West Case Notebook Managing ResearchUpdating KeyCite Information Searching for Documents Importing Research Documents Creating a Key Fact Managing Key FactsClosing the Key Facts Tab Editing a Key FactDeleting a Key Fact Saving Key Facts As a West Case Timeline File Page Creating a Character Managing CharactersClosing the Characters Tab Editing a CharacterDeleting a Character Prioritizing Issues Working with IssuesCreating Issues Exporting Issues Importing IssuesWorking with Annotations Adding an Issue Annotation Using the Main Menu ToolbarAssociating Video with an Annotation Adding a Key Fact to an AnnotationAdding an Attachment to an Annotation Deleting Annotations Transferring AnnotationsSending Annotations to Instant Messages Editing AnnotationsPage Creating a Full Text Search Working with Full Text SearchFormatting a Full Text Search Using the Root ExpanderUsing Connectors Using the Universal CharacterCreating Auto Tags Working with Auto TagsDeleting Auto Tags Managing Auto TagsShowing and Hiding Auto Tags Annotations Report Working with ReportsVerbatim Digest Report Attachments Report Issues ReportSearch Report Case ReportTransferring Reports Auto Tag ReportSaving Reports Editing Data Groups Working with Data GroupsCreating a Data Group Using Data Groups in Full Text Searches Using Data Groups in ReportsTransferring Text of a Document or Pleading Transferring Document TextTransferring Text of a Transcript Transferring Text of a Westlaw Document Selecting Word Index Display Options Using the Word IndexPage Using LiveNote Stream Connecting to RealtimeConnecting with a Serial Connection Accessing LiveNote Stream Through Internet Explorer Accessing LiveNote Stream Through West Case NotebookAccess to Features in LiveNote Stream Page Starting and Stopping Text Using Quick MarksWorking with a Transcript in Realtime Quick Marks Report Using Issue Marks Page Creating a Video Segment from a Single Annotation Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Transferring Annotation Video SegmentsSaving PowerPoint Files with the Same Name Transferring Annotations to Microsoft PowerPointCreating a PowerPoint Presentation from a Single Annotation Appendix a Using Issues to Create an Errata Report Annotations Items that are converted Items that are not convertedTranscripts DocumentsAppendix C Prompts and Messages for Video and PowerPoint Appendix D Connecting to a Simulated Realtime Transcript Appendix E Trial Version of West Case Notebook Page