Technicolor - Thomson West Case Notebook manual Importing Research Documents

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Managing Research

Importing Research Documents

You can import other research documents into West Case Notebook.

To import a research document, complete these steps:

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

2.Click Add to display the Open dialog box.

3.Select your research document and click Open. The Data Import Wizard–Research Files dialog box is redisplayed.

4.Click Next. The Data Import Wizard–Research Files dialog box is displayed.

5.Type a name for the research document, e.g., 39 Cal.4th 260, in the Title text box.

6.Select a type from the Type drop-down list, if desired.

7.Select an author from the Author drop-down list, if desired.

8.Select a category from the Category drop-down list, if desired.

9.Select the Research 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 document is an image file or PDF.

11.Click Finish. The research document is displayed in the right pane and listed under Research in the left pane.

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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 Documents and Pleadings File Types for Importing TranscriptsWest LiveNote Repository Creating a New Local Case Managing CasesCreating 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 Starting the Updating Process Updating TranscriptsUpdating 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 Deleting a Document Opening an Existing DocumentClosing a Document Page Managing Pleadings Importing a PleadingDeleting a Pleading Opening an Existing 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 FactDeleting a Key Fact Editing a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a CharacterDeleting a Character Editing a CharacterClosing the Characters Tab Creating Issues Working with IssuesPrioritizing Issues Importing Issues Exporting IssuesAdding an Issue Annotation Using the Main Menu Toolbar Working with AnnotationsAdding an Attachment to an Annotation Adding a Key Fact 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 TagsShowing and Hiding Auto Tags Managing Auto TagsDeleting Auto Tags Working with Reports Annotations ReportVerbatim Digest Report Issues Report Attachments ReportCase Report Search ReportAuto Tag Report Transferring ReportsSaving Reports Creating a Data Group Working with Data GroupsEditing Data Groups Using Data Groups in Reports Using Data Groups in Full Text SearchesTransferring Text of a Transcript Transferring Document TextTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Using the Word Index Selecting Word Index Display OptionsPage Connecting with a Serial Connection Connecting to RealtimeUsing LiveNote Stream Accessing LiveNote Stream Through West Case Notebook Accessing LiveNote Stream Through Internet ExplorerAccess 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 Transferring Annotation Video Segments Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Creating a Video Segment from a Single AnnotationCreating 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 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