Technicolor - Thomson West Case Notebook manual Verbatim Digest Report

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Working with Reports

2.All of the issues in the case are selected on the Issues tab by default. To exclude an issue from the report, clear its check box.

3.Clear the Include Quick Marks check box, if desired.

4.Clear the Include Annotations with no Issues check box, if desired.

5.Select the Only include Annotations with all selected issues (“Match all Issues”) check box, if desired.

6.Select the Only include Annotations that contain notes check box, if desired.

7.Click the Data tab to display a list of all document types and data. By default, all document types and data are selected. To exclude a document type from the report, clear its check box. To exclude particular data from the report, click the document type containing the data, then clear the check boxes for the data you want to exclude.

8.Click the Display tab to view a list of display options. Type a title for the report in the Title text box, if desired. Then select or clear the appropriate check boxes.

9.Click the Context tab to display a list of context options. Select or clear the appropriate check boxes.

10.Click the Authors tab to display a list of annotation authors. If you are working in a secured case on the network, a list of all annotation authors is displayed. If you are working on the case off the network, just LocalUser is displayed. Select or clear the appropriate check boxes.

11.Click OK. The Annotations report, which includes the lines you marked and the surrounding questions and answers, is displayed on the Report tab in the right pane and listed under Report in the left pane.

Verbatim Digest Report

This is an Annotations report that includes only highlighted document text. To create a Verbatim Digest

report, first create an Annotations report. Then click the Properties button ( ) on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box. Click the Display tab. Clear all check boxes except the Highlight check box under Annotations, then click OK.

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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 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 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 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 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 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 Working with Annotations and Video in Transcripts Playing Annotation Video SegmentsTransferring 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 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

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.

Another significant characteristic of the Technicolor - Thomson West Case Notebook is its collaboration capabilities. Users can share case files and documents with colleagues, clients, and other stakeholders seamlessly. This promotes teamwork and enhances communication, ensuring that everyone involved in the case is on the same page. The ability to collaborate in real-time allows for faster decision-making and improved case outcomes.

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.

The software also emphasizes security, incorporating robust encryption methods to protect sensitive legal information. With the legal field's growing emphasis on data privacy, the Case Notebook provides peace of mind, knowing that confidential information is safeguarded.

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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