Technicolor - Thomson West Case Notebook Manuale Utente Scaricare il pdf (Pagina 39)

Managing Characters

With West Case Notebook, you can easily keep track of all the characters in the litigation, such as

parties, attorneys, experts, and witnesses, and their contact information.

Creating a Character

To create a character, complete these steps:

1. Click the New arrow on the Main Menu toolbar and choose Character from the menu. The Character

Properties dialog box is displayed.

2. Fill in the text boxes as appropriate.

3. Click OK. The character is displayed on the Characters tab in the right pane and listed under Characters in the

left pane.

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West Case Notebook User Guide 1
West Case Notebook 3
User Guide 3
West Customer Service 4
Contents 5
Introduction 10
Managing Cases 11
Opening a Local Case 12
Importing a Case 12
Accessing Secure Cases 12
Changing Replication Options 16
Managing Transcripts 17
Deleting a Transcript 18
Closing a Transcript 18
Updating Transcripts 21
Updating with an ASCII File 22
Updating with a PTF File 22
Updating with a LEF File 23
Managing Documents 25
Importing Load Files 26
Opening an Existing Document 27
Deleting a Document 27
Closing a Document 27
Managing Pleadings 29
Opening an Existing Pleading 30
Deleting a Pleading 30
Closing a Pleading 30
Managing Research 31
Updating KeyCite Information 32
Searching for Documents 33
Importing Research Documents 34
Managing Key Facts 35
Editing a Key Fact 36
Deleting a Key Fact 36
Closing the Key Facts Tab 36
Managing Characters 39
Editing a Character 40
Deleting a Character 40
Closing the Characters Tab 40
Working with Issues 41
Importing Issues 42
Exporting Issues 42
Working with Annotations 43
Transferring Annotations 45
Editing Annotations 45
Deleting Annotations 45
Creating a Full Text Search 47
Working with Full Text Search 48
Working with Auto Tags 49
Managing Auto Tags 50
Working with Reports 51
Issues Report 53
Case Report 54
Search Report 54
Auto Tag Report 55
Transferring Reports 55
Saving Reports 56
Working with Data Groups 57
Using Data Groups in Reports 58
Transferring Document Text 59
Using the Word Index 61
Connecting to Realtime 63
Working with a Transcript in 67
Realtime 67
Quick Marks Report 68
Using Issue Marks 69
Working with Annotations and 71
Video in Transcripts 71
Binder Cases to West Case 74
Notebook Cases 74
Appendix C: Prompts and 75
Appendix D: Connecting to a 76
Simulated Realtime Transcript 76
Case Notebook 77

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Technicolor - Thomson West Case Notebook Manuale Utente Pagina 39

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