Technicolor - Thomson West Case Notebook manual Managing Pleadings, Importing a Pleading

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Managing Pleadings

West Case Notebook allows you to add pleadings to categorize and search.

Importing a Pleading

To import a pleading, complete these steps:

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

2.Click Add to display the Open dialog box.

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

4.Click Next. The Data Import Wizard–Pleading Properties dialog box is displayed.

5.Type a name for the pleading, e.g., Answer_BowerDC, 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.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.

10.The OCR check box is automatically selected if the pleading 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 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 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 Updating with an E-Transcript File PTX or EXE Updating TranscriptsStarting the Updating Process Updating with a PTF File Updating with an Ascii FileUpdating with a LEF File Page Importing a Document Managing DocumentsImporting Load Files Closing a Document Opening an Existing DocumentDeleting a Document Page Importing a Pleading Managing PleadingsClosing a Pleading Opening an Existing PleadingDeleting 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 FactsClosing the Key Facts Tab Editing a Key FactDeleting a Key Fact Saving Key Facts As a West Case Timeline File Page Creating a Character Managing CharactersClosing the Characters Tab Editing a CharacterDeleting a Character Prioritizing Issues Working with IssuesCreating Issues Exporting Issues Importing IssuesWorking with Annotations Adding an Issue Annotation Using the Main Menu ToolbarAssociating Video with an Annotation Adding a Key Fact to an AnnotationAdding an Attachment to 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 TagsDeleting Auto Tags Managing Auto TagsShowing and Hiding Auto Tags Annotations Report Working with ReportsVerbatim Digest Report Attachments Report Issues ReportSearch Report Case ReportTransferring Reports Auto Tag ReportSaving Reports Editing Data Groups Working with Data GroupsCreating a Data Group Using Data Groups in Full Text Searches Using Data Groups in ReportsTransferring Text of a Document or Pleading Transferring Document TextTransferring Text of a Transcript Transferring Text of a Westlaw Document Selecting Word Index Display Options Using the Word IndexPage Using LiveNote Stream Connecting to RealtimeConnecting with a Serial Connection Accessing LiveNote Stream Through Internet Explorer Accessing LiveNote Stream Through West Case NotebookAccess 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 Playing Annotation Video Segments Working with Annotations and Video in TranscriptsTransferring 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 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

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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