Inserting records and deleting both data and records are simple procedures that can be done at any time. Be certain that you want to remove data or a record before doing so because once a it is permanently deleted, it can't be retrieved without restoring a backup copy of the case or manually re-entering it. Also use caution as data or records deleted from a case may affect linking between case elements and/or attached source files.
|
We recommend you make a backup copy of the case before deleting data or records. Once records are deleted, you cannot retrieve the data or records without restoring a backup copy of the case. You can use the Undo feature to restore deleted data before you navigate from the cell it was removed from.
|
New records can be added to a spreadsheet at any time by clicking on the New button located on the Home ribbon or pressing the Insert key on your keyboard. New records display at the bottom of a spreadsheet. Records are saved automatically as you navigate from record to record. To resort the spreadsheet in accordance with the sort order, click Refresh Spreadsheet located under the More button on the Home ribbon.
|
| 1. | Locate the record and cell area where the symbol will be placed. |
| 2. | On the Home ribbon, click Symbol to open the Insert Symbol dialog box. |
| 3. | In the Insert Symbol dialog box, select the symbol you want to use, then click the Insert button. |
| 4. | Click Close to return to your spreadsheet record. |
|
To save data in a field, press tab to move to the next field in a record. The new record is automatically saved.
To save a record, choose one of the following options:
| • | Click in another spreadsheet record. |
| • | Under New Record, on the Home ribbon, in the Record group, select another record type from the list. |
| • | Under More, on the Home ribbon, in the Record group, click Refresh Spreadsheet. |
| • | Press the Insert key on the keyboard. |
| • | Press the Down Arrow key. |
| • | Press Tab repeatedly until you tab through all spreadsheet fields for that record and a new record row displays. |
|
Delete text within a cell by simply selecting it and pressing the Delete key.
To use the Undo feature to restore deleted data, you must do so before you leave the cell. Once data is deleted and you have selected a new cell or record, it is permanently removed from the case.
|
You can delete a record two ways:
| • | Under More, on the Home ribbon, in the Record group, click Revert to delete the last record entered in the spreadsheet. |
| • | Select the record in the spreadsheet and click Delete on the Home ribbon, in the Record group. |
|
If you delete an object, authority, or extract record that has annotated linked documents attached to it, the annotations will be deleted with the record. CaseMap will display a message when this occurs, displaying how many linked facts and annotations are attached to the record and will prompt you to confirm the deletion.
|
|
If necessary, you can delete all records in a spreadsheet. If you want to delete multiple records in a spreadsheet, first filter the spreadsheet to display only those records you want to delete, then use the Delete feature.
|
We recommend you use extreme caution when using this feature as records are immediately deleted from the case and cannot be retrieved without restoring a back-copy copy of the case.
|
| 1. | On the Case Tools ribbon, click Update Records, and then click Delete All Records in View. |
| 2. | In the message box to confirm the number of records being deleted, click OK. |
| 3. | In the message box to confirm the removal again, click Yes. |
All records in the current spreadsheet view are now permanently removed from the case.
| 4. | Click OK in the message box that displays the number of records deleted. |
Records not selected in the filter for removal remain in the spreadsheet.
|
