Technicolor - Thomson West Case Notebook manual Working with Annotations

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Working with Annotations

An annotation is a highlighted portion of the document text. It may be associated with an issue; a note (a comment associated with an annotation); or an attachment, e.g., a document or image.

Adding an Issue Annotation Using the Main Menu Toolbar

To add an annotation associated with an issue using the Main Menu toolbar, complete these steps:

1.Make certain the Apply Issue Mode button () is displayed on the toolbar above the document in the right pane. To display the Apply Issue Mode button, click the Annotate Mode button ( ) on the toolbar above the document and choose Apply Issue Mode from the menu. Note: The Annotate Mode button is the default button.

2.Click an issue button on the Main Menu toolbar to select the issue and assign it to the annotation you are adding.

3.Select the text you want to annotate. The text is highlighted with the color of the issue you selected. The issue will be assigned to every annotation you create until you cancel its selection on the Main Menu toolbar.

Note: You can select more than one issue on the Main Menu toolbar. Annotated text will be highlighted with the color of the last issue that you selected.

Apply Issue

Mode button

Adding an Annotation Using the Annotation Properties Dialog Box

You can use the Annotation Properties dialog box to add an annotation associated with a note, issue, key fact, attachment, or a combination of these. To view the Annotation Properties dialog box, make certain the Annotate Mode button () is displayed on the toolbar above the document in the right pane. Then select the text in document you want to annotate. The Annotation Properties 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

West Case Notebook specifications

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