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Technicolor - Thomson West Case Notebook manual Introduction, System Requirements

Models: West Case Notebook

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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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Technicolor - Thomson West Case Notebook manual Introduction, System Requirements, West LiveNote Administration

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