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West Case Notebook User Guide
Version 1.0 and Version 1.1
February 2009
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TM West Case Notebook User Guide Version 1.0 and Version 1.1 February 2009
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West Customer Service West Case Notebook Technical Assistance (available 24 hours a day) If you have general or technical questions about West Case Notebook, call West Case Notebook Customer Technical Support at 1-800-290-9378 or send an e-mail message to west.livenote@thomson.com. Billing and Account Assistance For billing and account assistance, call 1-800-328-4880. Billing and account assistance is also available online at west.thomson.com/support. Reference Materials To browse and or
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Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 West Case Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 West LiveNote Administration . . . . . . . . . . . . . . . . .
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Opening an Existing Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 Deleting a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Closing a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Managing Pleadings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Transferring Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Sending Annotations to Instant Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Editing Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Deleting Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Using the Word Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Selecting Word Index Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Connecting to Realtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Connecting with a Serial Connection . . . . . . . . . . . . . . . . . . . . . . .
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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
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Introduction West LiveNote Repository ■ IBM PC or compatible computer with Pentium 4 processor ■ Windows Server 2003 ■ 1 GB of RAM (2 GB recommended) ■ 10 GB of available hard disk space File Types for Importing Transcripts You can import the following types of transcript files into West Case Notebook: ■ E-Transcript (PTX or EXE) files ■ ASCII (text only) files ■ Portable Transcript (PTF) files ■ LiveNote Evidence Format (LEF) files ■ Publisher Bundle (bundle.xml) files ■ Extensible Markup Lan
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Managing Cases Creating a New Local Case Cases in West Case Notebook can be created for one person to use (local cases), or they can be created through the West LiveNote Administration module to be available on a network so they can be shared (secure cases). Local cases can be imported through the West LiveNote Administration module to also make them shareable. To create a new case, follow these steps: 1. Access West Case Notebook to display the Open Case dialog box. 2. Click New to disp
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Managing Cases 1. Click the New arrow on the Main Menu toolbar and choose Case from the menu. The Save As dialog box is displayed. 2. Complete steps 2 through 4 above. Opening a Local Case To open a case, choose Open Case from the File menu to display the Open Case dialog box. Select your case from the list and click OK. Importing a Case To import a case, complete these steps: 1. Click the New arrow, then choose Case (from File) from the menu. The Open dialog box is displayed. 2. Select you
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Managing Cases To access a secured case, complete these steps: 1. Access West Case Notebook. Or in an open case, choose Open Case from the File menu. The Open Case dialog box is displayed. 2. Click Repositories in the Open Case dialog box. The Repositories dialog box is displayed. 3. Select the repository that you want to log on to and click Logon. The Logon to [Repository Name] dialog box is displayed. 4. Type your username and the password that is assigned to you in West LiveNote Administra
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Managing Cases 7. Click Close. The Open Case dialog box is redisplayed with a list of the cases to which you are assigned. Note: Two types of folders may be displayed: � A brown folder indicates a local case or a secure case that is currently being accessed through the network. � A blue folder with a key indicates a secure case that was replicated offline and is currently being accessed locally. To view cases only secure cases, select List Cases by Repository from the drop-down list at
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Managing Cases Viewing a List of Favorite Secure Cases When you access secure cases in West Case Notebook, all of the cases to which you are assigned are listed in the Open Case dialog box. You can add one or more of these cases to your list of favorite cases, then view only those cases when you access West Case Notebook. To view your list of favorite cases, complete these steps: 1. Access secure cases. The Open Case dialog box is displayed with the list of the cases to which you are assigned
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Managing Cases Replicating Cases Offline and to the Network Replicating a Case Offline You can work on a secure case off the network by replicating the case offline in West Case Notebook. To replicate a secure case offline, complete these steps: 1. From the File menu, choose Replicate Case Offline. The Cases Replicated to Offline dialog box is displayed, informing you that the case was successfully replicated to offline. 2. Click one of the following: ■ Open Case. The case is displayed in the
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Managing Transcripts Importing a Transcript To import a transcript, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Transcript (from File) from the menu. The Import Wizard–Transcript File dialog box is displayed. 2. Click Browse to display the Browse for Transcript Files dialog box. 3. Select a file type from the Files of type drop-down list. Then select your transcript and click Open. The Import Wizard–Transcript File dialog box is redisplayed. 4. Click Ne
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Managing Transcripts Opening an Existing Transcript To open a transcript, complete these steps: 1. If necessary, click Transcripts in the left pane to display a list of all transcripts in the case. 2. Double-click the transcript you want to open. The text of the transcript is displayed in the right pane. Closing a Transcript To close a transcript so that it is no longer displayed in the right pane, click the Close button ( ) on the transcript’s tab. Deleting a Transcript To delete a transcri
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Managing Transcripts 5. To include or remove annotations associated with specific issues from the printed transcript, click Select Issues. The Select Issues dialog box is displayed. Issues will be listed in this dialog box only if they have previously been created. See “Working with Issues” on page 33. 6. Select or clear the check boxes next to the issues you want to include or remove and click OK. The Page Setup–Condensed Transcript dialog box is redisplayed. 7. Select the Include Quick Mark
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