Technicolor - Thomson West Case Notebook manual Importing Load Files

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Managing Documents

12. Click Finish. The document is displayed in the right pane and listed under Documents in the left pane.

Importing Load Files

To import a load file, 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 Load File 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–Load Files: Select the Load File Field Delimiter dialog box is displayed.

5.Select the file type for the load file from the File Type drop-down list. The field delimiter, row delimiter, and text qualifier are automatically entered for you. The First row contains field names check box is selected, if appropriate.

Note: If your load file is not listed in the File Type drop-down list, select Custom from the list. Then select the appropriate field delimiter, row delimiter, and text qualifier from the drop-down lists.

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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 System Requirements West LiveNote AdministrationIntroduction West Case NotebookWest 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 Importing a Case Accessing Secure CasesOpening a Local Case Opening a RealLegal Binder CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Replicating a Case Offline Replicating Cases Offline and to the NetworkChanging Replication Options Replicating a Case to the NetworkManaging Transcripts Importing a TranscriptDeleting a Transcript Opening an Existing TranscriptClosing a Transcript Printing a Transcript with AnnotationsClick the Print icon to print the transcript Page Updating with an E-Transcript File PTX or EXE Updating TranscriptsStarting the Updating Process Updating with an Ascii File Updating with a PTF FileUpdating with a LEF File Page Managing Documents Importing a DocumentImporting Load Files Closing a Document Opening an Existing DocumentDeleting a Document Page Managing Pleadings Importing a PleadingClosing a Pleading Opening an Existing PleadingDeleting 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 FactClosing the Key Facts Tab Editing a Key FactDeleting a Key Fact Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a CharacterClosing the Characters Tab Editing a CharacterDeleting a Character Prioritizing Issues Working with IssuesCreating Issues Importing Issues Exporting IssuesAdding an Issue Annotation Using the Main Menu Toolbar Working with AnnotationsAssociating Video with an Annotation Adding a Key Fact to an AnnotationAdding an Attachment to an Annotation Editing Annotations Transferring AnnotationsSending Annotations to Instant Messages Deleting AnnotationsPage Working with Full Text Search Creating a Full Text SearchUsing the Universal Character Using the Root ExpanderUsing Connectors Formatting a Full Text SearchWorking with Auto Tags Creating Auto TagsDeleting Auto Tags Managing Auto TagsShowing and Hiding Auto Tags Working with Reports Annotations ReportVerbatim Digest Report Issues Report Attachments ReportCase Report Search ReportAuto Tag Report Transferring ReportsSaving Reports Editing Data Groups Working with Data GroupsCreating a Data Group Using Data Groups in Reports Using Data Groups in Full Text SearchesTransferring Text of a Document or Pleading Transferring Document TextTransferring Text of a Transcript Transferring Text of a Westlaw Document Using the Word Index Selecting Word Index Display OptionsPage Using LiveNote Stream Connecting to RealtimeConnecting with a Serial Connection Accessing LiveNote Stream Through West Case Notebook Accessing LiveNote Stream Through Internet ExplorerAccess 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 Transferring Annotation Video Segments Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Creating a Video Segment from a Single AnnotationSaving 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 Documents Items that are converted Items that are not convertedTranscripts 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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