CaseMap
CaseMap Suite of Products
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Contents
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Index
Welcome
Finding what you need in the Answer Center
Sending us feedback
About CaseMap
What's New in CaseMap
Release Notes
Installing CaseMap
Preliminary Planning for CaseMap
About preliminary planning
Before installation
System requirements
Installing CaseMap
Installing CaseMap
Registering the CaseMap Server in CaseMap
Converting local cases
Updating CaseMap versions
Using CaseMap
Navigating CaseMap
Navigating CaseMap
About the Navigation pane
Modifying Navigation pane display
Changing shortcuts in the Favorites pane
About the title and status bars
About CaseMap toolbar buttons
Changing toolbar buttons and settings
About CaseMap menus
Getting Started
Using the Getting Started tips
About the Getting Started task pane
Practicing with sample data
Printing the Quick Reference Card
Quick Start Tutorial
About the Quick Start tutorial
Introduction - Why CaseMap?
Lesson One - Organize
Lesson Two - Analyze
Lesson Three - Report
Opening cases
Changing passwords
Working with Cases
Before creating cases
About cases
Creating cases
Entering case properties
Using the Case Jumpstart Wizard
About case templates
Creating case templates
Copying cases
Moving cases
Deleting cases
About adding users
Adding users to cases
Tracking user history
Deactivating or deleting users
Working with Spreadsheets and Fields
About spreadsheets
Changing spreadsheet elements
Modifying spreadsheet views
Creating spreadsheet views
Changing spreadsheet views
Copying spreadsheet views
Deleting spreadsheet views
Changing shortcuts in the Favorites panel
Changing spreadsheet display order
Renaming spreadsheets
Creating custom spreadsheets
Deleting spreadsheets
Working with spreadsheet fields
About spreadsheet fields
Accessing detail and list dialog boxes
Inserting/hiding fields
Moving fields
Creating custom fields
Applying field security
Converting open-ended lists to fixed lists
Changing field values
Renaming fields
Deleting fields
Verifying field use and history
Reviewing the Use History spreadsheet
Viewing spreadsheet field lists
Issues spreadsheet field list
Facts spreadsheet field list
Objects spreadsheet field list
Questions spreadsheet field list
Research spreadsheets field list
Getting Data into CaseMap
About entering data
Inserting/saving/deleting records
Auto-numbering records
Using Short Names
About short names
Using the Link Assistant
Changing short names
Changing short name display
Merging short names
Using the Short Name Assistant
Entering Objects
About objects
Entering objects
Entering Facts
About facts
Entering facts
Setting the date and time for facts
Entering Issues
About issues
Creating outlines
Entering Questions
About questions
Entering questions
Entering Research
About research
Entering research
Using the Intake Interview Form
About the Intake Interview Form
Emailing the Intake Interview form
Importing the Intake Interview Form
Importing Data
About importing data
Importing PDFs and using DocPreviewer
About PDFs and DocPreviewer
About Bates stamping
Bates stamping PDFs
Importing PDFs
Reviewing PDFs
Batch printing linked PDFs
Importing Emails
About importing emails
Send email to CaseMap
Receiving client emails
Converting emails to PDFs
Importing emails
Importing linked files
Importing text files
Importing NoteMap outlines
Using the Send to CaseMap tool
About the Send to CaseMap tool
Sending Word documents to CaseMap
Send email to CaseMap
Sending facts from PDFs
Sending research to CaseMap
Sending transcripts to CaseMap
Sending data from Concordance
Send to CaseMap product integration
Analyzing and Linking Data
About linking
About analyzing data
Analyzing and linking documents
Analyzing and linking facts
Analyzing and linking objects
Showing all facts linked to a set of objects
Analyzing and linking questions
Analyzing and linking research
About online research
Using online research tools
Using Shepard's Signals
About Shepard's Signals
Using Shepard's Signals
Using the Bulk Issue Linker
Linking related files
Breaking links
Using CaseWide
About CaseWide
Using CaseWide
Using Evaluation Tools
About evaluation tools
Sorting Data
About sorting
Changing the field sort order
Sorting multiple fields
Filtering Data
About filtering
Performing basic filters
Performing guided filters
Performing advanced filters
Saving filters
Searching Data
About searching
Running basic searches
Viewing search results
Full-Text Searching
About full-text searches
Running full-text searches
Using search operators
Writing full-text searches
Creating combined searches
Running recent searches
Canceling searches
Viewing search reports
Using DocManager
About DocManager
Viewing documents and images
Navigating documents
Adjusting document size
Annotating documents
Creating new facts/extracts from annotations
Editing annotations
Deleting annotations
Printing annotations
Batch printing linked documents
Docking and undocking the DocManager
Changing DocManager options
Send emails to CaseMap
Tagging Data
About tagging
Tagging case records
Editing Data
About editing data
Using spelling tools
Finding and replacing data
Copying/pasting data and records
Inserting/deleting data and records
Making global replacements
Creating and Printing Reports
About creating reports
About printing reports
Changing report print options
Adding/editing report title pages
Creating a filtered report
Emailing a report of questions
Printing Pre-built Reports
Printing a By Issue report
Printing a Summary Judgment report
Printing a Privilege Log
Printing a By Object report
Printing Search Results reports
Printing a Search ReportBook
Printing a Linked File Text Hits Report
Viewing a Review Linked File Hits report
Hiding documents when printing
Embedding linked documents in reports
Batch printing linked documents
Batch printing linked PDFs
Creating and Printing ReportBooks
About ReportBooks
Creating custom ReportBooks
Creating a By Issue report from a current view
Printing a Search ReportBook
Adding a custom spreadsheet to a ReportBook
Printing pre-built ReportBooks
Embedding linked documents in reports
Managing ReportBooks
Exporting/importing ReportBooks
Exporting Data
About exporting data
Exporting spreadsheet data/reports
Exporting/importing ReportBooks
Sending data to TimeMap
Sending data to Sanction 3.5 or later
Sending data to NoteMap
Exporting data to Word, WordPerfect, HTML
Exporting data to Excel
Keyboard Shortcuts
About keyboard shortcuts
Application keyboard shortcuts
Spreadsheet view keyboard shortcuts
Dialog box keyboard shortcuts
Bates numbering keyboard shortcuts
Customizing keyboard shortcuts
Administrating CaseMap
Optimizing Case Files
About optimizing case files
Optimizing case files
Replicating and Synchronizing
About replicating/synchronizing case files
Creating replica case files
Synchronizing case files
Synchronizing linked documents from a replica
Converting replicas to master case files
Reviewing synchronization history
Managing Links to Cases
Changing linked file paths
Copying linked PDF files
Updating linked PDFs
Verifying linked PDFs
Copying linked Windows files
Verifying linked Windows files
Managing File Viewers
About file viewers
Adding/changing file viewers
Setting up custom file viewers
Managing the Case Index
About the case index
Viewing linked file index status
Rebuilding the case index
Managing OCR processing
About OCR processing
Viewing linked file OCR status
Disabling OCR processing
Managing Case Scripts
About case scripts
Accessing the Case Scripts pane
Creating/managing case scripts
Copying/loading case scripts to other cases
Setting case script access and options
Managing Case Tools and Options
About case tools
Customizing case options
Managing Research Settings
Changing research settings
Managing File Locations
Managing/changing file locations
Managing Plug-Ins
Editing/deleting CaseMap Plug-Ins
Managing Accessibility Options
Changing accessibility options
Backing Up and Restoring Data
About backups
Backing up a case file
Restoring case data
CaseMap Reference
CaseMap Acknowledgements
Error Messages
Year 2000 Compliant
End-user License Agreement
User Guides
Copyright Information