Technicolor - Thomson West Case Notebook manual Adding a Key Fact to an Annotation

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Working with Annotations

When you have finished associating a note, issue, key fact, or attachment with the annotation, click OK. If you did not select an issue, the text is highlighted with the default annotation color.

Adding a Note to an Annotation

The Note tab is the default tab in the Annotation Properties dialog box. To add a note to the annotated text, type your note in the Note text box and click OK.

Adding an Issue to an Annotation

To associate an issue with an annotation, complete these steps:

1.Click the Issues tab in the Annotation Properties dialog box. The list of prioritized issues (those that appear on the Main Menu toolbar) is displayed under My Top Issues and the list of non-prioritized issues is displayed under Other Issues.

2.To assign one or more issues to the annotation, select the appropriate check boxes. Note that the check boxes for any issues you previously selected on the Main Menu toolbar are already selected.

3.Click OK. The annotated text is highlighted with the color of the issue you selected.

Adding a Key Fact to an Annotation

To assign a key fact to an annotation, click the Key Facts tab in the Annotation Properties dialog box, select the key fact you want to assign to the annotation, and click OK.

Adding an Attachment to an Annotation

To add an attachment to an annotation, complete these steps:

1.Click the paper clip icon () in the Annotation Properties dialog box. The Edit Attachment dialog box is displayed.

2.Click Browse to display the Open dialog box is. Select your document and click Open. The Edit Attachment dialog box is redisplayed.

3.Click OK.

4.Click OK again in the Annotations Properties dialog box.

Associating Video with an Annotation

You can associate video with an annotation if the transcript has been synchronized with video footage. For further information, see “Working with Annotations and Video in Transcripts” on page 63.

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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 West LiveNote Administration IntroductionSystem 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 Accessing Secure Cases Opening a Local CaseImporting a Case Opening a RealLegal Binder CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Replicating Cases Offline and to the Network Changing Replication OptionsReplicating a Case Offline Replicating a Case to the NetworkManaging Transcripts Importing a TranscriptOpening an Existing Transcript Closing a 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 an Ascii File Updating with a PTF FileUpdating with a LEF File Page Managing Documents Importing a DocumentImporting Load Files Closing a Document Opening an Existing DocumentDeleting a Document Page Managing Pleadings Importing a PleadingClosing a Pleading Opening an Existing PleadingDeleting 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 FactClosing the Key Facts Tab Editing a Key FactDeleting a Key Fact Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a CharacterClosing the Characters Tab Editing a CharacterDeleting a Character Prioritizing Issues Working with IssuesCreating Issues Importing Issues Exporting IssuesAdding an Issue Annotation Using the Main Menu Toolbar Working with AnnotationsAssociating Video with an Annotation Adding a Key Fact to an AnnotationAdding an Attachment to an Annotation Transferring Annotations Sending Annotations to Instant MessagesEditing Annotations Deleting AnnotationsPage Working with Full Text Search Creating a Full Text SearchUsing the Root Expander Using ConnectorsUsing the Universal Character Formatting a Full Text SearchWorking with Auto Tags Creating Auto TagsDeleting Auto Tags Managing Auto TagsShowing and Hiding Auto Tags Working with Reports Annotations ReportVerbatim Digest Report Issues Report Attachments ReportCase Report Search ReportAuto Tag Report Transferring ReportsSaving Reports Editing Data Groups Working with Data GroupsCreating a Data Group Using Data Groups in Reports Using Data Groups in Full Text SearchesTransferring Text of a Document or Pleading Transferring Document TextTransferring Text of a Transcript Transferring Text of a Westlaw Document Using the Word Index Selecting Word Index Display OptionsPage Using LiveNote Stream Connecting to RealtimeConnecting with a Serial Connection Accessing LiveNote Stream Through West Case Notebook Accessing LiveNote Stream Through Internet ExplorerAccess 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 Working with Annotations and Video in Transcripts Playing Annotation Video SegmentsTransferring 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 Items that are converted Items that are not converted TranscriptsDocuments 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

West Case Notebook specifications

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