Technicolor - Thomson West Case Notebook manual Working with Issues, Creating Issues

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Working with Issues

An issue is a type of annotation that relates to a particular subject. For more information on annotations, see “Working with Annotations” on page 35. Categorizing annotations in a case by issue makes it easy to retrieve all information on a specific subject when you need it. Issues are created for each case and are the same for all users of that case. When creating new issues, it is important to not duplicate previous issues.

Although the issues in a case are the same for all users, each user can choose the issues to display on the Main Menu toolbar. The Main Menu toolbar enables you to access issues quickly when creating annotations. You can display up to 10 issues on the Main Menu toolbar.

Creating Issues

To create an issue, complete these steps:

1.Click the Manage Issues button () on the Main Menu toolbar. The Manage Issues dialog box is displayed.

2.Click New to display the New Issue dialog box.

3.Type the name of the issue, e.g., Employment history, in the Issue text box.

4.Click the Color arrow to select a color for the issue, if desired.

5.Click Repeat if you are creating multiple issues.

6.When you finish creating issues, click OK in the New Issue dialog box. The issues are listed under Other Issues in the Manage Issues dialog box.

Click New to display the New Issue dialog box.

Prioritizing Issues

To prioritize an issue and add it to the Main Menu toolbar, complete these steps:

1.Click the Manage Issues button on the Main Menu toolbar. The Manage Issues dialog box is displayed.

2.Select an issue under Other Issues, e.g., Work history.

3.Click the left arrow to move the issue under My Top Issues.

4.Repeat steps 2 and 3 for each issue you want to prioritize and add to the Main Menu toolbar. You can prioritize up to 10 issues.

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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