Technicolor - Thomson West Case Notebook manual Managing Research

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Managing Research

If you are conducting research on Westlaw, you can deliver your Westlaw search result to West Case Notebook. From West Case Notebook, you can quickly update KeyCite information and access Westlaw to conduct further research. For more information on using Westlaw, download a free copy of Using Westlaw at west.thomson.com/westlaw/guides.

Delivering a Westlaw Search Result to West Case Notebook

After conducting your research on Westlaw, you can deliver the result list or selected documents to West Case Notebook. To deliver the result list or selected documents to West Case Notebook, complete these steps:

1.To deliver the result list, click the Export to Case Notebook icon () in the upper-right corner. To deliver

specific documents in the result list, select the check box next to each document you want to deliver and then click the Export to Case Notebook icon () in the upper-right corner. The Export to Case Notebook dialog box is displayed.

2.Make certain the matter number corresponds with the client-matter number for the case in West Case Notebook. (To view the client-matter number for the case, choose Case Properties from the File menu in West Case Notebook.)

3.Select an issue from the Category drop-down list, if desired.

4.Type a comment in the Comments text box, if desired.

5.Click Save. The Download Confirmation dialog box is displayed.

6.Click Complete Download. The File Download dialog box is displayed.

7.Click Open. The Research Files dialog box is displayed.

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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 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 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 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 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 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 Creating a Video Segment from a Single Annotation Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Transferring Annotation Video SegmentsCreating 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 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