Technicolor - Thomson West Case Notebook manual Opening a Local Case, Importing a Case

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Managing Cases

1.Click the New arrow on the Main Menu toolbar and choose Case from the menu. The Save As dialog box is displayed.

2.Complete steps 2 through 4 above.

Opening a Local Case

To open a case, choose Open Case from the File menu to display the Open Case dialog box. Select your case from the list and click OK.

Importing a Case

To import a case, complete these steps:

1.Click the New arrow, then choose Case (from File) from the menu. The Open dialog box is displayed.

2.Select your case and click Open. The Save As dialog box is displayed.

3.Type a name for the file in the File name dialog box.

4.Click Save. The message Would you like to add the new case to your case list? is displayed. Click Yes. The case is displayed in the case window.

Opening a RealLegal Binder Case

You can open a RealLegal Binder case, version 5 or later, in West Case Notebook version 1.1. To open a RealLegal Binder case, complete these steps:

1.Choose Open Case from the File menu to display the Open Case dialog box.

2.Click Add. The Open dialog box is displayed.

3.Select the RealLegal Binder Case (PXL) file you want to import and click Open.

4.The message This case was created with RealLegal Binder. It must be imported before it can be used. Do you want to continue? is displayed. Click Yes. The Save As dialog box is displayed.

5.Type a name for the file in the File name text box and click Save. The case is listed in the Open Case dialog box.

6.Select the case and click OK.

Note: The RealLegal Binder case opens as a local case with no assigned users. For further information on the conversion of RealLegal Binder cases to West Case Notebook version 1.1 cases, see Appendix B: Converting RealLegal Binder Cases to West Case Notebook Cases.

Accessing Secure Cases

Notes

■If you are working on a secure case with other users, all users must use the same version of West Case Notebook. For example, if a secure case is upgraded to West Case Notebook version 1.1, all users working on the case must use West Case Notebook version 1.1.

■If you are working in a West Case Notebook version 1.1 case, then revert to using West Case Notebook version 1, you must manually rebuild the search index for the case. To rebuild the search index, choose Advanced, Rebuild Search Index from the Tools menu.

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Contents West Case Notebook User Guide Page West Case NotebookTM User Guide FebruaryBilling and Account Assistance Reference Materials About This GuideContents Managing Pleadings Working with Full Text Search Using the Word Index West LiveNote Administration IntroductionSystem Requirements West Case NotebookFile Types for Importing Transcripts File Types for Importing Documents and PleadingsWest LiveNote Repository Managing Cases Creating a New Local CaseCreating a New Case from an Open Case Accessing Secure Cases Opening a Local CaseImporting a Case Opening a RealLegal Binder CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Replicating Cases Offline and to the Network Changing Replication OptionsReplicating a Case Offline Replicating a Case to the NetworkManaging Transcripts Importing a TranscriptOpening an Existing Transcript Closing a TranscriptDeleting a Transcript Printing a Transcript with AnnotationsClick the Print icon to print the transcript Page Updating Transcripts Starting the Updating ProcessUpdating with an E-Transcript File PTX or EXE Updating with an Ascii File Updating with a PTF FileUpdating with a LEF File Page Managing Documents Importing a DocumentImporting Load Files Opening an Existing Document Deleting a DocumentClosing a Document Page Managing Pleadings Importing a PleadingOpening an Existing Pleading Deleting a PleadingClosing a Pleading Managing Research Delivering a Westlaw Search Result to West Case NotebookUpdating KeyCite Information Searching for Documents Importing Research Documents Managing Key Facts Creating a Key FactEditing a Key Fact Deleting a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a CharacterEditing a Character Deleting a CharacterClosing the Characters Tab Working with Issues Creating IssuesPrioritizing Issues Importing Issues Exporting IssuesAdding an Issue Annotation Using the Main Menu Toolbar Working with AnnotationsAdding a Key Fact to an Annotation Adding an Attachment to an AnnotationAssociating Video with an Annotation Transferring Annotations Sending Annotations to Instant MessagesEditing Annotations Deleting AnnotationsPage Working with Full Text Search Creating a Full Text SearchUsing the Root Expander Using ConnectorsUsing the Universal Character Formatting a Full Text SearchWorking with Auto Tags Creating Auto TagsManaging Auto Tags Showing and Hiding Auto TagsDeleting Auto Tags Working with Reports Annotations ReportVerbatim Digest Report Issues Report Attachments ReportCase Report Search ReportAuto Tag Report Transferring ReportsSaving Reports Working with Data Groups Creating a Data GroupEditing Data Groups Using Data Groups in Reports Using Data Groups in Full Text SearchesTransferring Document Text Transferring Text of a TranscriptTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Using the Word Index Selecting Word Index Display OptionsPage Connecting to Realtime Connecting with a Serial ConnectionUsing LiveNote Stream Accessing LiveNote Stream Through West Case Notebook Accessing LiveNote Stream Through Internet ExplorerAccess to Features in LiveNote Stream Page Using Quick Marks Working with a Transcript in RealtimeStarting and Stopping Text Quick Marks Report Using Issue Marks Page Working with Annotations and Video in Transcripts Playing Annotation Video SegmentsTransferring Annotation Video Segments Creating a Video Segment from a Single AnnotationTransferring Annotations to Microsoft PowerPoint Creating a PowerPoint Presentation from a Single AnnotationSaving PowerPoint Files with the Same Name Appendix a Using Issues to Create an Errata Report Items that are converted Items that are not converted TranscriptsDocuments AnnotationsAppendix 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

West Case Notebook specifications

The Technicolor - Thomson West Case Notebook is an innovative solution designed to optimize the efficiency and functionality of legal professionals. This advanced notebook combines superior technology and a user-friendly interface, making it an essential tool for lawyers, paralegals, and legal researchers.

One of the primary features of the Technicolor - Thomson West Case Notebook is its robust case management capabilities. Users can easily organize and manage their cases in a systematic manner. The software allows for the creation of detailed case files, including relevant documents, notes, and evidence, which can be accessed quickly and conveniently. This centralized storage reduces the risk of losing critical information and ensures that all data is easily retrievable.

The Case Notebook also integrates advanced search functionalities, enabling users to locate specific information within seconds. With powerful keyword search and filtering options, legal professionals can pinpoint relevant documents or notes, streamlining their research process. This feature not only saves time but also enhances the overall productivity of legal teams.

Another significant characteristic of the Technicolor - Thomson West Case Notebook is its collaboration capabilities. Users can share case files and documents with colleagues, clients, and other stakeholders seamlessly. This promotes teamwork and enhances communication, ensuring that everyone involved in the case is on the same page. The ability to collaborate in real-time allows for faster decision-making and improved case outcomes.

In addition to its case management and collaboration features, the Notebook supports various file formats, allowing users to import and export documents effortlessly. Whether it's Word files, PDFs, or spreadsheets, this flexibility ensures that users can work with familiar tools and applications without any hindrances.

Furthermore, the Technicolor - Thomson West Case Notebook is designed with a user-centric interface that prioritizes ease of use. The intuitive layout enables users to navigate the software with minimal training, allowing legal professionals to focus on their cases rather than grappling with complicated technology.

The software also emphasizes security, incorporating robust encryption methods to protect sensitive legal information. With the legal field's growing emphasis on data privacy, the Case Notebook provides peace of mind, knowing that confidential information is safeguarded.

In summary, the Technicolor - Thomson West Case Notebook is an essential tool for modern legal practice. With its comprehensive case management features, advanced search capabilities, collaboration tools, and user-friendly design, it empowers legal professionals to work more efficiently, enhancing their ability to serve clients and manage cases effectively. Whether for solo practitioners or large law firms, this notebook stands out as a vital resource in the legal industry.
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