What's New in CaseMap

The following enhancements are included in the CaseMap version 12.1 release. For more release information, see the Release Notes.

 

CaseMap v12.1

 

hmtoggle_plus1SmartAssist

SmartAssist aids in performing various tasks in CaseMap by providing you with keyword search capabilities in locating user-driven functions.

See SmartAssist for additional information.

hmtoggle_plus1Import Email attachments as separate objects

When using the Microsoft® Outlook plug-in to send an email to CaseMap, now you can import attachments as separate objects. Additional enhancements/capabilities include:

You can now send emails to CaseMap in bulk from Outlook. Each email is created as a separated object record.

See To bulk send Outlooks emails to CaseMap for additional information.

When using the Outlook plug-in to extract an attachment from an email, attachments are extracted in their native format to a user-specified folder and linked to CaseMap as new object records. The records are added as Document object records and identified by the file name of the attachment.

See Send email to CaseMap for additional information.

A new 'Link attachments as separate records' check box has been added to the 'Send Email to CaseMap' dialog box. When selected, all attachments/objects are added to the Documents spreadsheet in CaseMap. If the check box remains unchecked, then any of the CaseMap spreadsheets can be selected.

See Send email to CaseMap for additional information.

When email attachments are extracted and linked to CaseMap, the parent/child relationship is maintained. Attachment records are linked to the parent email via the “Attachment(s)” field on the Documents spreadsheet.

See Send email to CaseMap for additional information.

hmtoggle_plus1Find and redact text on a document

Now in CaseMap you can search and find words or phrases to be redacted. Additional enhancements/capabilities include:

A new button has been added to the DocManager Home tab for utilizing the 'Find and Redact' feature.

See Finding and redacting text for additional information.

New search capabilities have been added to CaseMap that allows you to locate words and/or phrases in a document to be redacted.

See Finding and redacting text for additional information.

CaseMap provides you with the ability to redact common/personal privacy information such as social security numbers, date of birth, phone numbers, etc.

See Finding and redacting text for additional information.

A dialog box is now displayed in CaseMap to confirm the total number of redactions when the Find & Redact function is used to create redactions.

See Finding and redacting text for additional information.

hmtoggle_plus1Code object metadata when importing linked files

Now you can import files into CaseMap based on who provided them to you, thus enabling you in simplifying the document review and production workflow processes by means of:

A new screen, to include additional check boxes has been added to the Import Linked Files Wizard that allows you select and populate specified fields within a CaseMap spreadsheet.

See Importing linked files for additional information.

hmtoggle_arrow1Specify a source when importing documents

Now when importing files into CaseMap, you will be prompted whether or not to enter a document source. By selecting Yes, you will be able to code a source for the documents being imported.

See Importing linked files for additional information.

hmtoggle_arrow0Select destination field and specify coding values

The Import Linked File Wizard now allows you to display and select destination fields for coding source information as well as marking documents for review.

See Importing linked files destination for additional information.

hmtoggle_plus1Double-click to open linked files

In addition to clicking on the linked file indicator (paperclip icon) to view the directory path of the native file, and the type of file that is linked to a record in CaseMap, now you can double-click on the paperclip icon to open the file(s) and/or research linked documents.

See Send email to CaseMap and/or Analyzing and linking research for additional information.

hmtoggle_plus1Produce documents to TIFF

A new 'TIFF Image' option  has been added to the Document Production wizard that allows you to produce and save documents in the TIFF Image format.

See Document Document Production_TIFF for additional information.

hmtoggle_plus1Produce documents rendered in grayscale

Now in CaseMap you can convert all document content colors to grayscale.

 

See Document Production_ colors for additional information.

hmtoggle_plus1Endorse additional information on produced document

CaseMap now allows you to include additional information such as statements of confidentiality on a document. You can also specify the location of the added information in the header or footer of the document.

Additional functionality includes the ability to:

A new screen has been added to the Document Production wizard that allows you to add new header and footer content to produced documents.

See Document Production_headers for additional information.

With the addition of the new header and footer content screen being added to the Document Production wizard, you can now add the header and/or footer information to all documents being produced or to specific documents produced by using the 'Saved Filters' criteria.

See Document Production for additional information.

 

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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