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

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Managing Pleadings

11. Click Finish. The pleading is displayed in the right pane and listed under Pleadings in the left pane.

Opening an Existing Pleading

To open a pleading, complete these steps:

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

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

Deleting a Pleading

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

Yes.

Closing a Pleading

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

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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 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 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 Transcripts Starting the Updating ProcessUpdating 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 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 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 Transferring Annotation Video Segments Working with Annotations and Video in TranscriptsPlaying 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 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.

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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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