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About PDFs and DocPreviewer

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CaseMap's integration with Adobe® Acrobat and Adobe® Reader provides you with additional tools and features that make the case analysis process easier.

Integration with CaseMap and Adobe PDF files is also part of the DocPreviewer feature. CaseMap's DocPreviewer add-in program easily handles basic PDF tasks like importing PDFs (requires Adobe Acrobat®). DocPreviewer also includes the Send to CaseMap tool, which allows you to create new fact records from PDF content and perform premium tasks like Bates Stamping and converting emails to PDF. Premium tasks require an additional subscription for DocPreviewer.

When you purchase a DocPreviewer subscription, you can use all the DocPreviewer tools accessible from CaseMap menus or from the DocPreviewer menus and toolbar that display in Adobe Acrobat or Reader. The CaseMap DocPreviewer toolbar and drop-down menu are automatically installed in Acrobat and Reader when you install CaseMap. If you have a DocPreviewer subscription and are also interested in using CaseMap's DocManager near native file viewer, please contact your CaseMap Sales Representative for upgrade pricing. For more information, see DocManager.

We recommend you use the Import Linked Files Wizard to bulk import PDF files into your case. Additionally, you can use DocManager to Bates stamp files and send emails to your case without having to convert them to PDFs. To learn more about these features and more, see Importing linked files and About DocManager.

You need CaseMap v8.0+ to use DocPreviewer, which can activate the add-in program for use. Contact your CaseMap Sales Representative at 866-316-8525 if you would like to add this feature.

If you are using CaseMap Server and have a SQL case open, you may not have permissions granted for using all DocPreviewer features. If so, these features will be disabled or grayed out in the DocPreviewer pane.

Reference the following table for in-depth descriptions of DocPreviewer features and where to access them.

Adobe® Acrobat v6.0+ (Standard or Professional) is required unless Adobe® Reader is also specified.

DocPreviewer Overview
Feature	Description	Adobe Acrobat or Reader Required	DocPreviewer Subscription Required	CaseMap Version Required
Bates Stamp PDFs	Bates stamp a PDF file or a folder of PDFs using Acrobat. CaseMap recognizes PDF files previously Bates stamped with Acrobat v8.0+. CaseMap imports the PDFs files and fills in the Bates Begin, Bates End, and Pages fields on the Documents object spreadsheet. CaseMap's default behavior is to use the beginning Bates number as the full name and to create the short name. The Send to CaseMap wizard does offer you the option of retaining the document name of imported PDFs. See Bates stamping PDFs. * Acrobat v8.0+ can apply more than one Bates stamp number to a PDF file. If your document collection has multiple Bates stamps applied in Acrobat v8.0+, the Send to CaseMap wizard is unable to import them into a case. ** You can also use the Batch Print Wizard to apply Bates stamps. See Batch printing linked documents.	Acrobat ONLY	Yes	CaseMap v6.0+
Email to PDF Wizard	Convert emails in selected Microsoft Outlook folders to PDF documents (any email attachments are embedded in the PDF file) using a step-by-step wizard. DocPreviewer offers an option to populate the Persons spreadsheet with senders and recipients of the converted email. CaseMap automatically links the emails to senders and recipients. See Converting emails to PDFs. * We recommend that you use DocManager to Send Email to CaseMap. See Send email to CaseMap.	Acrobat ONLY	Yes	CaseMap v8.0+
Import PDFs	Use to import one or multiple PDF documents into a case. This feature already exists in CaseMap as part of the Send to CaseMap tool. See Importing PDFs. * You can also bulk import PDF files into a case using the Import Linked Files Wizard. See Importing linked files.	Acrobat ONLY	No	CaseMap v6.0+
Review PDFs	Use the review mode to review a set of linked PDFs in Adobe Acrobat or Reader without opening multiple documents and switching back and forth from CaseMap. The DocPreviewer toolbar buttons in Acrobat and Reader allow you to navigate the linked documents. See Reviewing PDFs. * You can also use DocManager to review linked files, including PDFs. See About DocManager.	Acrobat or Reader	No	CaseMap v8.0+
Batch Prints PDFs	The batch print option allows you to print a set of PDFs linked to a spreadsheet. See Batch printing linked PDFs. * You can also use the Batch Print Wizard, which also offers Bates stamping options. See Batch printing linked documents.	Acrobat ONLY	No	CaseMap v6.0+
Send PDF document to CaseMap	Link a PDF document to an object spreadsheet (like the Documents spreadsheet). You can select the type of object and change the Full Name and Short Name entries. The import process automatically links the case record to the PDF source file for you. See Importing PDFs. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+
Send Fact to CaseMap	Send selected text from a PDF file to the Facts spreadsheet to create a new fact record. The Send To CaseMap tool allows you to enter additional field information for the fact record before sending the fact. If CaseMap does not recognize the document as an object, a Link this PDF to CaseMap dialog box opens for you to add the documents to an object spreadsheet. Once you complete this step, the Send to CaseMap - New Fact dialog box displays on-screen. See Sending facts from PDFs. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+
Edit CaseMap Document	Allows you to edit case document field data or link the document to issues in the associated spreadsheet, while still working in Acrobat or Reader. See Importing PDFs. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+
Send Multiple PDFs to CaseMap	Allows you to bulk import multiple PDF files or individual PDFs into a case using the Send PDFs to CaseMap utility. Uses the same import utility as Importing PDFs. You can select an individual file or group of files from a folder for import. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat.	Acrobat ONLY	No	CaseMap v6.0+
Send PDF to CaseMap - Update	Send updated data from a linked PDF file to the case record in CaseMap. Overwrites previous field values in the spreadsheet record. See Importing PDFs. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+
Send Fact to CaseMap - Update	Send selected text and linked file data from a PDF file to update the case record in the spreadsheet. The Facts spreadsheet must be open in the case with the record selected before you can import the updated content. The Send to CaseMap - Edit dialog box opens with the updated text displaying for that record, as well as allowing you to enter additional field information. See Importing PDFs. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+
Go to Linked CaseMap Document	Opens the CaseMap spreadsheet and highlights the case record to which this PDF file is linked as an attachment. * Accessible on the CaseMap DocPreviewer menu and toolbar in Acrobat or Reader.	Acrobat or Reader	No	CaseMap v6.0+

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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