Technicolor - Thomson West Case Notebook manual

Version 1.0 and Version 1.1

West Case Notebook User Guide

February 2009

Contents

Main Page Page West Customer Service West Case Notebook Technical Assistance (available 24 hours a day) Billing and Account Assistance Reference Materials About This Guide Contents Page Page Page Introduction System Requirements File Types for Importing Transcripts File Types for Importing Documents and Pleadings Managing Cases Creating a New Local Case Opening a Local Case Importing a Case Opening a RealLegal Binder Case Accessing Secure Cases Page Page Viewing a List of Favorite Secure Cases Replicating Cases Offline and to the Network Changing Replication Options Managing Transcripts Importing a Transcript Page Page Page Updating Transcripts Starting the Updating Process Updating with an E-Transcript File (PTX or EXE) Updating with an ASCII File Updating with a PTF File Updating with a LEF File Page Managing Documents Importing a Document Importing Load Files Opening an Existing Document Deleting a Document Closing a Document Page Managing Pleadings Importing a Pleading Page Managing Research Delivering a Westlaw Search Result to West Case Notebook Updating KeyCite Information Searching for Documents Importing Research Documents Managing Key Facts Creating a Key Fact Page Saving Key Facts As a West Case Timeline File Page Managing Characters Creating a Character Page Working with Issues Creating Issues Prioritizing Issues Importing Issues Exporting Issues Working with Annotations Adding an Issue Annotation Using the Main Menu Toolbar Adding an Annotation Using the Annotation Properties Dialog Box Page Transferring Annotations Sending Annotations to Instant Messages Editing Annotations Deleting Annotations Viewing an Annotation Attachment Page Working with Full Text Search Creating a Full Text Search Formatting a Full Text Search Working with Auto Tags Creating Auto Tags Managing Auto Tags Working with Reports Annotations Report Page Issues Report Case Report Search Report Auto Tag Report Transferring Reports Page Working with Data Groups Creating a Data Group Editing Data Groups Using Data Groups in Reports Using Data Groups in Full Text Searches Transferring Document Text Transferring Text of a Transcript Transferring Text of a Document or Pleading Page Using the Word Index Selecting Word Index Display Options Page Connecting to Realtime Connecting with a Serial Connection Using LiveNote Stream Page Page Page Working with a Transcript in Realtime Starting and Stopping Text Using Quick Marks Quick Marks Report Using Issue Marks Page Working with Annotations and Video in Transcripts Playing Annotation Video Segments Transferring Annotation Video Segments Transferring Annotations to Microsoft PowerPoint Appendix A: Using Issues to Create an Errata Report Appendix B: Converting RealLegal Binder Cases to West Case Notebook Cases Items that are converted Items that are not converted Appendix C: Prompts and Messages for Video and PowerPoint Appendix D: Connecting to a Simulated Realtime Transcript Appendix E: Trial Version of West Case Notebook System Requirements