- # -
# fields
about
basic vs filtered
link case elements
list dialog box, open
where # fields display
- A -
accessibility options
changing
adding
spreadsheets, custom
users, CaseMap (local)
analyzing
about, data
documents
Extracts from Authorities spreadsheet
facts
objects
research, Authorities spreadsheet
show all facts linked to a set of objects
annotations
about DocManager
annotating an area or graphic
annotating text
changing print options
creating new extracts
creating new facts
deleting
editing
printing
selecting annotations
selecting text
viewing annotation update history
authorities
Shepardize
Authorities and Extracts spreadsheet
about
Authorities spreadsheet
about
entering data manually
auto-numbering records
- B -
backups
about
backing up a case
restoring case data
Batch Print PDFs
batch printing linked documents
Bates Number Analyzer
Bates numbering
keyboard shortcuts
Bates Stamp PDFs
about
Bates stamping PDFs
features and descriptions
multiple Bates numbers
OCR processing
Bates stamping
about
features and descriptions
locate a range of Bates numbers
locate documents with Bates numbers
manage Bates numbering formats
modify Bates number settings
multiple Bates numbers
OCR processing
PDFs
run the Bates Number Analyzer
turn off Bates number synchronization
breaking
links
Bulk Field Copy
Bulk Field Updates
Bulk Issue Linker
about
link multiple issues
using
By Issue Report
By Object Report
- C -
case index
about
rebuilding
viewing linked file index status
Case Jumpstart Wizard
using
case options
about
case options table
customizing
case scripts
about
accessing the Case Scripts pane
copying
copying a case script into another a file
creating
deleting
editing
loading a case script from a file
renaming
running
setting access and options
case templates
about creating
creating
case tools
about
list of case tools
CaseMap
about
changing accessibility options
installing
menus, about
system requirements
toolbar buttons
toolbar buttons, changing
updating
what's new
CaseMap plug-ins
edit/delete ReportBook plug-ins
edit/delete Send To plug-ins
CaseMap Server
registering in CaseMap
cases
about
about adding, CaseMap (local)
about, optimizing
adding users, CaseMap (local)
backing up
before creating
changing file locations
converting (local) CaseMap
converting replicas to master cases
copying
creating replicas, CaseMap
creating, CaseMap (local)
deleting, CaseMap (local)
entering case properties
moving
opening
optimizing
resolve skipped conflicts, CaseMap
restoring
storing local cases, CaseMap
synchronizing, CaseMap
CaseWide
about
features
filtering and tagging affects
using
view timeline
chain link fields
changing
accessibility options
case locations
field values
font format, fields
font type, spreadsheets
gridline and shade color for PDFs
linked file paths
row height, spreadsheets
short name display options
short names
spreadsheet display order
Changing report print options
Concordance
send data to CaseMap
Concordance Image
add file viewer
Convert Emails to PDFs
about
converting
emails to PDFs
local cases CaseMap
replicas to master cases
copy/paste data and records
copying
case scripts
case scripts into another file
cases
data
linked file paths
linked Windows files
records
ReportBooks
creating
about cases, CaseMap
about, case templates
case files, before creating
case scripts
case templates
cases, CaseMap
custom fields
custom fields checklist
replica cases, CaseMap
customizing
case options
file viewers
- D -
data
entering, about
importing
Date Stamper
using
dates
adjusting the time zone
Date Stamper, using
dates ranges, sorting
specifying time
deactivating
users, CaseMap
deleting
all records in view
case scripts
facts
fields
objects
records
ReportBooks
reports from ReportBooks
spreadsheets
users, CaseMap
description fields
detail dialog boxes
about
fields
DocManager
about
adjusting document or image size
annotating an area or graphic
annotating text
batch printing linked documents
changing annotation options
changing hit highlighting options
changing print options
creating new extracts from annotations
creating new facts from annotations
deleting annotations
editing annotations
navigating documents
printing annotations
selecting annotations
selecting text
send emails to CaseMap
viewing annotation update history
viewing documents and images
DocPreviewer
about, PDFs and DocPreviewer
activation
Batch Print PDFs
benefits
convert emails to PDFs
converting emails to PDFs
importing emails
installation
pane
review PDFs
tool descriptions
trial period
update
DocuLex
add file viewer
Document review and coding
documents
hiding documents when printing
linking records to case issues
linking records to source files
send documents or event records to TimeMap
viewing in DocManager
- E -
editing
about, data
add a new dictionary
adjust spelling options
advanced filters
case scripts
copying/pasting data and records
finding/replacing data in a field
making global replacements
making global updates
spell check text in a field
using spelling tools
emailing
a report of questions
Intake Interview Jumpstart Form
emails
converting to PDFs
importing
load field mappings from a file
map email fields
preview before importing
save a list of field mappings
send to CaseMap
entering
data, about
facts
objects
questions
research
evaluation fields
about
display
scales to use
sort, filter, tag
Evaluation tools
about
search, tag, and sort
Excel
exporting data to Excel
exporting
about, data
email a ReportBook definition
facts to TimeMap
file formats
list dialog box data
ReportBook definitions to a file
send data to TimeMap
spreadsheet data
spreadsheet views
to Excel
to Word, WordPerfect, HTML
Extracts from Authorities spreadsheet
about
entering data manually
- F -
facts
about
analyzing
deleting
entering
sending from a PDF file
sending from a Word document
setting the date and time for facts
show all facts linked to a set of objects
updating facts from a PDF file
view by year, month, day
Facts spreadsheet
field listing
Favorites panel
changing shortcuts
fields
# (number)
about
applying field security
chain link
changing field values
changing font format
changing sort order
converting open-ended lists to fixed lists
creating custom
deleting
description
evaluation
Facts spreadsheet field listing
Field Considerations table
fixed lists
gray fields
hiding
inserting
Issues spreadsheet field listing
moving
Objects spreadsheet field listing
open-ended lists
Questions spreadsheet field listing
renaming
Research spreadsheet field listing
sort all objects alphabetically, then by type
sort facts by status type
sort facts by status type and date and time
sort multiple
sort questions by criticality status
sortable vs. non-sortable fields
text
trait
Update History
Use History spreadsheet
verifying use and history
file locations
changing
file viewers
about
add Concordance Image
add DocuLex
adding
bulk changing file viewers
changing
file types you can view in CaseMap
native applications you can view in CaseMap
remove a file viewer
set a default file viewer
set up file viewers
setting up custom
filtered report
creating
printing
saving the search status
filtering
about filtering
advanced
all documents with descriptions
basic keyword search
cancel filters
case records for What's New
delete filters
edit an advanced filter
fact records for a date
fact records with specific to/from dates
fields that contain specific text/status
filter buttons
filter options
guided filter
instant search for a field type
new records added in the last day/week/month
records linked to issues
rename filters
rerun saved filters
save filters
search for records linked to people, documents
find/replace data
fixed lists
fields
fuzzy dates
using
- G -
Getting Started task pane
about
Getting Started tips
using
global replacements
Bulk Field Copy
Bulk Field Updates
making global replacements
making global updates
gridline and shade color
changing
- H -
Hawkins vs Anstar
practicing with sample data
HTML
exporting data to HTML
- I -
Import Documents Wizard
Import PDFs
Import Wizard
about
importing
bulk import documents
bulk import PDFs
data
emails
external files
individual PDF files
Intake Interview Jumpstart Form
PDFs and DocPreviewer
ReportBook definitions from a file
table
text files
updated PDF files
index
about
rebuilding
viewing linked file index status
inserting
records
installing
before installing CaseMap
CaseMap
preliminary planning CaseMap
system requirements CaseMap
Intake Interview Jumpstart Form
about
checklist
customizing
emailing
importing
replacing full names with short names
ReportBook
Issue Linker pane
issues
# fields
about
Issue Linker pane
link multiple issues
Issues spreadsheet
field listing
- K -
keyboard shortcuts
application
Bates numbering
creating or editing
dialog box
spreadsheet view
- L -
Lexis.com
import research
send data to CaseMap
Shepard's Citation Service
Link Assistant
setting options
using
linked file paths
changing
copying
copying linked Windows files
updating
verifying
verifying linked Windows files
Linked File Text Hits report
linking
about
authorities and extracts to issues
authority and extracts records to source files
break links
breaking links
Bulk Issue Linker
document records to case issues
document records to source files
facts to case issues
facts to objects
link case records to source files
link data with short names
link multiple issues
locate a linked authority
object records to source files
objects to facts, questions, research
objects to issues
question records to source files
questions to issues
questions to objects
related files
research to objects
review linked record data
list dialog boxes
about
fields
Locate a Bates Range
- M -
menus
CaseMap
merging
short names
moving
cases
- N -
navigating
about
about the navigation pane
about title and status bars
changing toolbar buttons
DocPreviewer pane
documents in DocManager
modifying the navigation pane
toolbar buttons, about
Total Litgator pane
number fields
# fields
currency
integer
- O -
objects
about
analyzing
create a Cast of Characters
create short names for terms or groups
deleting
entering in sub-level object spreasheets
entering in the All Objects spreadsheet
entering objects on-the-fly
entering using the Case Jumpstart Wizard
linking
research online
show all facts linked to a set of objects
tips for using object spreadsheets
Objects spreadsheet
field listing
OCR
about OCR processing
disabling
enabling
viewing linked file OCR status
online research
about
case law, conducting
hide tools
using
open-ended lists
description
optimizing
about
cases
- P -
passwords
changing
protect cases
PDFs
about, PDFs and DocPreviewer
batch printing linked PDFs
bulk import PDFs
changing gridline and shade color
changing print options
edit linked PDF documents
importing emails
importing individual files
importing updated PDF files
PDF tool descriptions
reviewing
save or email a PDF report
sending facts from a PDF file
updating facts from a PDF file
updating linked PDFs
verifying linked PDFs
preliminary planning
CaseMap
printing
annotations
batch printing linked documents
changing annotation options
printing ReportBooks
about
add a custom report to an existing ReportBook
add a report from an existing ReportBook to another
adjust spreadsheet views before printing
benefits
copy a pre-existing ReportBook
create a By Issue report from a current view
create a new custom ReportBook
customize
managing
modify a pre-existing ReportBook
practice using sample data
pre-built ReportBook descriptions
pre-built ReportBooks
use pre-built templates
printing reports
about, reports
adding/editing report title pages
adjust spreadsheet views
batch printing linked PDFs
By Issue Report
By Object
changing print options, PDF
changing print options, standard
common report questions
emailing a report of questions
filtered report
grid or record view
hiding documents when printing
options and considerations table
output options
preview reports
Privilege Log
save or email a PDF report
saving the filtered search status
Summary Judgment
Privilege Log
- Q -
questions
about
analyzing
emailing a report of questions
entering from the Facts spreadsheet
entering in the Questions spreadsheet
linking
sorts fields by criticality status
Questions spreadsheet
field listing
Quickstart tutorial
about
introduction
Lesson One - Organize
Lesson Two - Analyze
Lesson Two - Report
- R -
records
auto-numbering
coppying/pasting
delete data from a cell
deleting
deleting all records in view
insert a symbol into a cell
inserting
send documents or event records to TimeMap
registering
CaseMap Server in CaseMap
related files
linking
renaming
case scripts
fields
ReportBooks
spreadsheets
replicating
about, CaseMap
converting replicas to master cases
create a replica, CaseMap
example of a data conflict, CaseMap
guidelines for success, CaseMap
synchronization rules, CaseMap
ReportBooks
about
add a custom report to an existing ReportBook
add a report from an existing ReportBook to another
adding a custom spreadsheet
adjust spreadsheet views before printing
benefits
copy a pre-existing ReportBook
copying
create a By Issue report from a current view
create a new custom ReportBook
customize
deleting a report from a ReportBook
deleting a ReportBook
edit/delete plug-ins
email a ReportBook definition
embedding linked documents
exporting definitions to a file
hiding other user's ReportBooks
importing
modify a pre-existing ReportBook
practice using sample data
pre-built ReportBook descriptions
printing a Search ReportBook
printing pre-built ReportBooks
renaming
use pre-built templates
reports
about
about, printing
add title pages
adding/editing report title pages
adjust spreadsheet views
batch printing linked documents
batch printing linked PDFs
By Issue Report
By Object
changing print options, PDF
changing print options, standard
common report questions
creating a filtered report
emailing a report of questions
embedding linked documents
grid or record view
hiding documents when printing
import reports
Linked File Text Hits report
options and considerations table
output options
pre-built reports table
preview reports
Privilege Log
Review Linked File Hits report
save exported reports
save or email a PDF report
saving the filtered search status
Summary Judgment
research
about
about, online
analyzing
Authorities and Extracts spreadsheet
Authorities spreadsheet
contact sales and support
entering manually in the Authorities spreadsheet
entering manually in the Extracts from Authorities spreadsheet
Extracts from Authorities spreadsheet
hide online tools
importing, LexisNexis web site
importing, saved as a PDF file
linking
objects, online
online tools, access
online tools, research options
online tools, using
send data to CaseMap
Research spreadsheet
changing settings
field listing
restoring
case data
Review Linked File Hits report
Review PDFs
- S -
sample data
Hawkins vs Anstar
practicing with sample data
saving
records
spreadsheet views
Search ReportBook
searching
about full-text searching
about indexing
about searching
canceling search results
changing search hits highlight options
printing search results reports
running basic searches
running full-text searches
running recent searches
using search operators
viewing search history
viewing search results
security
applying for fields
Send to CaseMap
creating new extracts from annotations
creating new facts from annotations
Send to CaseMap
about
about importing
edit/delete plug-ins
emails
facts from Word
from Concordance
research
sending facts from a PDF file
transcripts
updating facts from a PDF file
Word documents
setting
date and time, facts
Link Assistant options
setting the time zone, cases
Shepard's Citation Service
Shepard's Signals
about
change settings
icons
set up a Shepard's Alert
Shepardize authorities
update all Shepard's Signals
using
Short Name Assistant
using
short names
about
analyzing and linking data
automatically link data
changing
changing display options
checklist
create short names for terms or groups
creating reports
examples of short name changes
examples of short names
linking case information
merging
rules and conventions
Short Name Assistant
tips for changing short names
shortcuts
changing
sorting
about
all objects alphabetically, then by type
changing sort order
clear a sorted view
custom views
dates
facts by status type
facts by status type and date and time
multiple fields
questions by criticality status
sortable vs. non-sortable fields
spelling tools
add a new dictionary
adjust spelling options
spell check text in a field
using spelling tools
spreadsheets
about
accessing detail and list dialog boxes
add custom
applying fields security
changing display order
changing field values
changing font type
changing row height
changing views
converting open-ended lists to fixed lists
copying views
creating custom fields
creating views
delete records
deleting
deleting all records in view
deleting fields
deleting views
exporting data/views
field Use History spreadsheet
hiding fields
insert records
inserting fields
moving fields
rename
renaming fields
saving records
saving spreadsheet views
terminology
standard reports
about
add title pages
changing print options
import reports
pre-built reports table
save exported reports
status bar
about
Summary Judgment Report
synchronizing
about, CaseMap
cases, CaseMap
example of a data conflict, CaseMap
guidelines for success, CaseMap
linked documents from a replica
resolve skipped conflicts, CaseMap
reviewing synchronization history
synchronization rules, CaseMap
system requirements
CaseMap
- T -
tagging
about
case records from spreadsheet fields
case records using search operators
clear tags from case records before printing
templates
about creating
creating
text fields
about fields
text files
importing
TextMap
send data to CaseMap
time
adjusting the time zone, facts
specifying time, facts
time zone, cases
TimeMap
exporting facts
send documents or event records to TimeMap
send group of facts to TimeMap
send individual facts to TimeMap
title bar
about
toolbar buttons
about
changing
Total Litgator
pane
tracking user history
trait fields
transcripts
send data to CaseMap
tutorial
Quickstart, about
Quickstart, introduction
Quickstart, Lesson One - Organize
Quickstart, Lesson Three - Report
Quickstart, Lesson Two - Analyze
- U -
Update History fields
updating
CaseMap
linked file paths
Shepard's Signals
Use History spreadsheet, fields
user history
users
about adding, CaseMap (local)
adding to cases, CaseMap (local)
user history
using
Link Assistant
spelling tools
- V -
verifying
field use and history
linked file paths
linked Windows files
views
changing spreadsheet views
clear a sorted view
copying spreadsheet views
creating spreadsheet views
deleting spreadsheet views
saving spreadsheet views
sort to create custom views
- W -
Word
edit documents send to CaseMap
exporting data to Word
send documents to CaseMap
send facts to CaseMap
view a document in CaseMap
WordPerfect
exporting data to WordPerfect
