Technicolor - Thomson West Case Notebook manual Opening an Existing Document, Deleting a Document

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Managing Documents

6.Click Next. The Data Import Wizard–Load Files: Select the Load File Field Mappings dialog box is displayed.

s

7.Assign a title to each field in the file by mapping the field. For example, to map the first field, which contains Bates Numbers, in the figure above, select the field by clicking [none] at the top of the first column. Then select Bates Number from the Mapping drop-down list. Repeat this process for each field you want to map.

Note: You must map the File Path and Name field to import the file. If the file path and file name are not in the same field, map the File Path and File Name fields separately.

8.If you do not want to import a field, select the field and then select the Do not import field (Skip) check box.

9.If a field indicates that the load file contains a row for each page of a document, select the field. Then select the Field indicates start of a new document when check box and select an option from the drop-down list.

10.Click Finish. The documents are listed under Documents in the left pane.

Opening an Existing Document

To open a document, complete these steps:

1.If necessary, click Documents in the left pane to display a list of all documents in the case.

2.Double-click the document you want to open. The text of the document is displayed in the right pane.

Deleting a Document

To delete a document, right-click the document in the left pane and choose Delete from the menu. The message Permanently delete the selected Document and all associated Annotations? is displayed. Click

Yes.

Closing a Document

To close a document so that it is no longer displayed in the right pane, click the Close button ( ) on the document’s tab.

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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 RequirementsFile 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 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 Transcripts Starting the Updating ProcessUpdating 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 Opening an Existing Document Deleting a DocumentClosing a Document Page Importing a Pleading Managing PleadingsOpening an Existing Pleading Deleting a 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 FactsEditing a Key Fact Deleting a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Creating a Character Managing CharactersEditing a Character Deleting a CharacterClosing the Characters Tab Working with Issues Creating IssuesPrioritizing Issues Exporting Issues Importing IssuesWorking with Annotations Adding an Issue Annotation Using the Main Menu ToolbarAdding a Key Fact to an Annotation Adding an Attachment to an AnnotationAssociating Video with 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 TagsManaging Auto Tags Showing and Hiding Auto TagsDeleting Auto Tags Annotations Report Working with ReportsVerbatim Digest Report Attachments Report Issues ReportSearch Report Case ReportTransferring Reports Auto Tag ReportSaving Reports Working with Data Groups Creating a Data GroupEditing Data Groups Using Data Groups in Full Text Searches Using Data Groups in ReportsTransferring Document Text Transferring Text of a TranscriptTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Selecting Word Index Display Options Using the Word IndexPage Connecting to Realtime Connecting with a Serial ConnectionUsing LiveNote Stream Accessing LiveNote Stream Through Internet Explorer Accessing LiveNote Stream Through West Case NotebookAccess 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 Creating a Video Segment from a Single Annotation Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Transferring Annotation Video SegmentsTransferring 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 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

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.

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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.

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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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