Technicolor - Thomson West Case Notebook Working with Reports

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Working with Reports

You can generate reports for all Quick Marks, annotations, issues, notes, cases, searches, and Auto Tags.

While viewing an Annotations, Issues, or Quick Marks report, you can return to the location in the

document where the annotation or mark appears by clicking its section in the report. To return to the

report, click the Report tab. New annotations are automatically added to the report as you create them,

so the report is always current.

Annotations Report

You can generate a report that includes a list of all the annotations in a document, arranged in page and

line order. It also includes the surrounding questions and answers.

To create an Annotations report for the document you are viewing, right-click the Annotations folder in

the left pane and click Report. The report is displayed on the Report tab in the right pane and listed

under Report in the left pane.

To create an Annotations report for one or more documents, complete these steps:

1. Click the Report button ( ) on the Main Menu toolbar, then choose All Annotations from the

menu. The All Annotations Report Properties dialog box is displayed.

Right-click the

Annotations folder,

then click Report to

create an Annotations

report for the document

you are viewing.

Click the Hit arrows to

view the next or previous

annotation in your report.

Click a heading next to an

icon in the report to go to

the location in the

document where the

annotation appears.

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