Technicolor - Thomson West Case Notebook manual Managing Documents, Importing a Document

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Managing Documents

You can add key documents to West Case Notebook to quickly categorize and search.

Importing a Document

To import a document, complete these steps:

1.Click the New arrow on the Main Menu toolbar and choose Document (from File) from the menu. The Data Import Wizard–Document Files dialog box is displayed.

2.Click Add to display the Open dialog box.

3.Select your document and click Open. The Data Import Wizard–Document Files dialog box is redisplayed.

4.Click Next. The Data Import Wizard–Document Files dialog box is displayed.

5.Type a name for the document, e.g., JobSummary_1005, in the Title text box.

6.Select a type from the Type drop-down list, if desired.

7.Type the author’s name in the Author text box or select the name from the drop-down list, if desired.

8.Type the recipient’s name in the Recipient text box or select the name from the drop-down list, if desired.

9.Type a number in the Bates range and Through text boxes, if desired.

10.Select the Document Date check box, if desired. When you select this check box, the current day’s date is entered in the text box automatically. Click the arrow to select another date.

11.The OCR check box is automatically selected if the document is an image file or PDF file.

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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 Introduction West LiveNote AdministrationSystem Requirements West Case NotebookFile Types for Importing Documents and Pleadings File Types for Importing TranscriptsWest LiveNote Repository Creating a New Local Case Managing CasesCreating a New Case from an Open Case Opening a Local Case Accessing Secure CasesImporting a Case Opening a RealLegal Binder CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Changing Replication Options Replicating Cases Offline and to the NetworkReplicating a Case Offline Replicating a Case to the NetworkImporting a Transcript Managing TranscriptsClosing a Transcript Opening an Existing TranscriptDeleting a Transcript Printing a Transcript with AnnotationsClick the Print icon to print the transcript Page Starting the Updating Process Updating TranscriptsUpdating with an E-Transcript File PTX or EXE Updating with a PTF File Updating with an Ascii FileUpdating with a LEF File Page Importing a Document Managing DocumentsImporting Load Files Deleting a Document Opening an Existing DocumentClosing a Document Page Importing a Pleading Managing PleadingsDeleting a Pleading Opening an Existing PleadingClosing 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 FactsDeleting a Key Fact Editing a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Creating a Character Managing CharactersDeleting a Character Editing a CharacterClosing the Characters Tab Creating Issues Working with IssuesPrioritizing Issues Exporting Issues Importing IssuesWorking with Annotations Adding an Issue Annotation Using the Main Menu ToolbarAdding an Attachment to an Annotation Adding a Key Fact to an AnnotationAssociating Video with an Annotation Sending Annotations to Instant Messages Transferring AnnotationsEditing Annotations Deleting AnnotationsPage Creating a Full Text Search Working with Full Text SearchUsing Connectors Using the Root ExpanderUsing the Universal Character Formatting a Full Text SearchCreating Auto Tags Working with Auto TagsShowing and Hiding Auto Tags Managing Auto TagsDeleting Auto Tags Annotations Report Working with ReportsVerbatim Digest Report Attachments Report Issues ReportSearch Report Case ReportTransferring Reports Auto Tag ReportSaving Reports Creating a Data Group Working with Data GroupsEditing Data Groups Using Data Groups in Full Text Searches Using Data Groups in ReportsTransferring Text of a Transcript Transferring Document TextTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Selecting Word Index Display Options Using the Word IndexPage Connecting with a Serial Connection Connecting to RealtimeUsing LiveNote Stream Accessing LiveNote Stream Through Internet Explorer Accessing LiveNote Stream Through West Case NotebookAccess to Features in LiveNote Stream Page Working with a Transcript in Realtime Using Quick MarksStarting and Stopping Text Quick Marks Report Using Issue Marks Page Playing Annotation Video Segments Working with Annotations and Video in TranscriptsTransferring Annotation Video Segments Creating a Video Segment from a Single AnnotationCreating a PowerPoint Presentation from a Single Annotation Transferring Annotations to Microsoft PowerPointSaving PowerPoint Files with the Same Name Appendix a Using Issues to Create an Errata Report Transcripts Items that are converted Items that are not convertedDocuments 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