Technicolor - Thomson West Case Notebook manual Introduction, System Requirements

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Introduction

West Case Notebook is an electronic organizer and deposition tool for saving and working with important documents, research, and transcripts. With West Case Notebook you can

■track key facts and their related issues

■track the parties involved in the litigation

■import and convert key documents to text searchable formats using optical character recognition (OCR) technology

■send research documents from Westlaw to the case file

■check KeyCite status

■build issues databases by creating categories and highlighting text

■summarize issues by running reports

■copy text from a Westlaw document and paste the text along with the citation into a word-processing document

■connect to a deposition transcript in real time

System Requirements

You will need the following to operate West Case Notebook, West LiveNote Administration, and West LiveNote Repository:

West Case Notebook

If you intend to view video with West Case Notebook, use the recommended configurations.

■IBM PC or compatible computer with Pentium 4 processor

■Windows Vista or Microsoft Windows XP Service Pack 2

■1 GB of RAM (2 GB recommended) for Microsoft Windows XP

■1 GB of RAM (2 GB recommended) for Windows Vista

■10 GB of available hard disk space (100 GB recommended)

■Microsoft Internet Explorer 6 or later

■Windows Media Player 9 or later

■one free serial port for Realtime connection

Note: If you do not have a free serial port, you can connect to Realtime with a serial adapter connected to a USB port or through the Internet with LiveNote Stream. For more information on LiveNote Stream, see “Using LiveNote Stream” on page 55.

West LiveNote Administration

■IBM PC or compatible computer with Pentium 4 processor

■Windows Vista, Microsoft Windows XP Service Pack 2, or Windows Server 2003

■1 GB of RAM (2 GB recommended) for Microsoft Windows XP

■1 GB of RAM (2 GB recommended) for Windows Vista

■10 GB of available hard disk space

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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 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 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 Transcripts Starting the Updating ProcessUpdating 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 Opening an Existing Document Deleting a DocumentClosing a Document Page Importing a Pleading Managing PleadingsOpening an Existing Pleading Deleting a 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 FactsEditing a Key Fact Deleting a Key FactClosing the Key Facts Tab Saving Key Facts As a West Case Timeline File Page Creating a Character Managing CharactersEditing a Character Deleting a CharacterClosing the Characters Tab Working with Issues Creating IssuesPrioritizing Issues Exporting Issues Importing IssuesWorking with Annotations Adding an Issue Annotation Using the Main Menu ToolbarAdding a Key Fact to an Annotation Adding an Attachment to an AnnotationAssociating Video with 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 TagsManaging Auto Tags Showing and Hiding Auto TagsDeleting Auto Tags Annotations Report Working with ReportsVerbatim Digest Report Attachments Report Issues ReportSearch Report Case ReportTransferring Reports Auto Tag ReportSaving Reports Working with Data Groups Creating a Data GroupEditing Data Groups Using Data Groups in Full Text Searches Using Data Groups in ReportsTransferring Document Text Transferring Text of a TranscriptTransferring Text of a Document or Pleading Transferring Text of a Westlaw Document Selecting Word Index Display Options Using the Word IndexPage Connecting to Realtime Connecting with a Serial ConnectionUsing LiveNote Stream Accessing LiveNote Stream Through Internet Explorer Accessing LiveNote Stream Through West Case NotebookAccess 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 Playing Annotation Video Segments Working with Annotations and Video in TranscriptsTransferring 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 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

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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