Technicolor - Thomson West Case Notebook manual

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 Process Updating 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