Technicolor - Thomson West Case Notebook manual Managing Key Facts, Creating a Key Fact

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Managing Key Facts

West Case Notebook allows you to create key facts to quickly and easily organize, view, and share the most important facts in the litigation.

Creating a Key Fact

To create a key fact, complete these steps:

1.Click the New arrow on the Main Menu toolbar and choose Key Fact from the menu. The Key Fact Properties dialog box is displayed.

2.Type a name for the key fact, e.g., Investigation Report, in the Title text box.

3.Select the Start Date check box, if desired. If you have not previously created any key facts, the current day’s date is entered in the text box automatically. Otherwise, the start date of the last key fact you created is entered. Type a new start date or click the arrow to select another start date.

4.Select the Set Time check box, if desired. If you have not previously created any key facts, 12:00PM is entered in the text box automatically. Otherwise, the start time of the last key fact you created is entered. Type a different start time, if desired.

5.Select the End Date check box, if desired. If you have not previously created any key facts, the current day’s date is entered in the text box automatically. Otherwise, the end date of the last key fact you created is entered. Type a new end date or click the arrow to select another end date.

6.Select the Set Time check box, if desired. If you have not previously created any key facts, 12:00PM is entered in the text box automatically. Otherwise, the end time of the last key fact you created is entered. Type a different end time, if desired.

7.Type a description, e.g., Request for investigation made by supervisor, in the Description text box.

8.Select the Undisputed check box, if desired.

9.Click the Issues tab and select one or more issues, if desired. Issues will be listed on this tab only if they have previously been created. See “Working with Issues” on page 33.

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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 RequirementsWest 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 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 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 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 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 Creating a Video Segment from a Single Annotation Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Transferring Annotation Video SegmentsSaving 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 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.

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.

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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.

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.

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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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