Technicolor - Thomson West Case Notebook manual Case Report, Search Report

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Working with Reports

6.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.

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

8.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.

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

Case Report

This report includes the names of documents and any comments about the documents. To create a Case report, complete these steps:

1. Click the Report button () on the Main Menu toolbar, then choose Case from the menu. The Case Report Properties dialog box is displayed. By default, all document types and data are selected on the Data tab. 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.

2.Click Groups to include a data group in your report. Select the group you want to include in your report and click OK. For more information on data groups, see “Working with Data Groups” on page 49.

3.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.

4.Clear the Include cover page when printing or saving check box, if desired.

5.Click OK. The Case report is displayed on the Report tab in the right pane and listed under Report in the left pane.

Search Report

This report lists the result retrieved when you run a search using the Full Text Search feature. To create a

Search report, the Report button () on the Main Menu toolbar, then choose Full Text Search from the menu. See “Working with Full Text Search” on page 39 for information on running searches.

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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 System Requirements West LiveNote AdministrationIntroduction West Case NotebookFile Types for Importing Transcripts File Types for Importing Documents and PleadingsWest LiveNote Repository Managing Cases Creating a New Local CaseCreating a New Case from an Open Case Importing a Case Accessing Secure CasesOpening a Local Case Opening a RealLegal Binder CaseManaging Cases Managing Cases Viewing a List of Favorite Secure Cases Replicating a Case Offline Replicating Cases Offline and to the NetworkChanging Replication Options Replicating a Case to the NetworkManaging Transcripts Importing a TranscriptDeleting a Transcript Opening an Existing TranscriptClosing a Transcript Printing a Transcript with AnnotationsClick the Print icon to print the transcript Page Updating Transcripts Starting the Updating ProcessUpdating 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 Opening an Existing Document Deleting a DocumentClosing a Document Page Managing Pleadings Importing a PleadingOpening an Existing Pleading Deleting a 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 FactEditing a Key Fact Deleting a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a CharacterEditing a Character Deleting a CharacterClosing the Characters Tab Working with Issues Creating IssuesPrioritizing Issues Importing Issues Exporting IssuesAdding an Issue Annotation Using the Main Menu Toolbar Working with AnnotationsAdding a Key Fact to an Annotation Adding an Attachment to an AnnotationAssociating Video with an Annotation Editing Annotations Transferring AnnotationsSending Annotations to Instant Messages Deleting AnnotationsPage Working with Full Text Search Creating a Full Text SearchUsing the Universal Character Using the Root ExpanderUsing Connectors Formatting a Full Text SearchWorking with Auto Tags Creating Auto TagsManaging Auto Tags Showing and Hiding Auto TagsDeleting Auto Tags Working with Reports Annotations ReportVerbatim Digest Report Issues Report Attachments ReportCase Report Search ReportAuto Tag Report Transferring ReportsSaving Reports Working with Data Groups Creating a Data GroupEditing Data Groups Using Data Groups in Reports Using Data Groups in Full Text SearchesTransferring Document Text Transferring Text of a TranscriptTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Using the Word Index Selecting Word Index Display OptionsPage Connecting to Realtime Connecting with a Serial ConnectionUsing LiveNote Stream Accessing LiveNote Stream Through West Case Notebook Accessing LiveNote Stream Through Internet ExplorerAccess to Features in LiveNote Stream Page Using Quick Marks Working with a Transcript in RealtimeStarting and Stopping Text Quick Marks Report Using Issue Marks Page Transferring Annotation Video Segments Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments Creating a Video Segment from a Single AnnotationTransferring Annotations to Microsoft PowerPoint Creating a PowerPoint Presentation from a Single AnnotationSaving PowerPoint Files with the Same Name Appendix a Using Issues to Create an Errata Report Documents Items that are converted Items that are not convertedTranscripts 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