CaseMap offers many features for getting the various types of data you need into your case efficiently.
The three primary methods for populating a case include:
| • | Manually entering data into spreadsheets or using the Case Jumpstart Wizard (populates Cast of Characters in object spreadsheets) |
| • | Using the Send to CaseMap tool to send fact text or documents directly to your case file and to link the case record to the file. Text excerpts are sent the Facts spreadsheets and documents to the Documents spreadsheet or another selected sub-object spreadsheet. |
The Send to CaseMap tool works with Microsoft Outlook, Microsoft Word, Adobe Acrobat or Reader, document management systems like LexisNexis Concordance, LexisNexis TextMap, and case web sites like www.lexis Advance.com. For more information, see About the Send to CaseMap tool.
| • | Importing data using the Import Linked Files Wizard to automatically link to your case files on the network and create a new case record for each file (populates the Documents spreadsheets and other object sub-level spreadsheets while linking to documents, videos, graphics, photographs, etc.) This also includes an option to automatically import and map the file metadata to a CaseMap object spreadsheet. For more information, see About importing data and Importing linked files. |
Additional methods of getting data into your case include:
| • | Sending/saving authority and authority extract content from case law research sites like www.lexis.com (populates Research spreadsheets and links to web site data or PDF files) |
| • | Importing data using the Intake Interview Jumpstart Form (populating the All Objects spreadsheet and other sub-level object spreadsheets) |
| • | Linking to emails in Microsoft® Outlook (populates the Documents spreadsheet and links to emails in Outlook) |
Once you have created a case in CaseMap, you are now ready to being entering information in spreadsheets to organize and link your case knowledge and elements. Data entered is automatically saved as you work in a spreadsheet and table into another cell, field, or record. There is no Save button or need for one.
Typing data into a cell that already contains text does not overwrite previous text. New data entered will start after the last period. If two people try to type in the same cell simultaneously, an error message displays indicating the conflict.
Anytime you need to undo your last edit, simply press the ESC key or Undo button before leaving the field. Once you have saved the record, you can highlight text and press the Backspace key or Delete key to remove information from a cell — just be sure not to delete information that is linked to other data.
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Before you import or enter data in a case, you need to develop an understanding of object short names and how they affect the linking of your case information — which is integral to using CaseMap effectively and efficiently.
Short names are unique names created by CaseMap for each object entered in a case and are what make linking case data possible. CaseMap automatically creates short names off of the Full Name field entry. As you enter other data in a case, CaseMap automatically identifies text that already has a short name created for it and links the object short name with case information: issues, facts, questions, and research. You can create your own object short names or modify CaseMap's default short name as needed.
Cells that store short names and link to other case information are identified by the chain link icon in the field header.
For more information, see the About short names help topic.
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CaseMap allows you to enter a variety of symbols and punctuation in fields.
| 1. | On the Insert menu, click Insert Symbol. |
| 2. | Click on the symbol you want to insert, then click Insert. |
The symbol now displays in the field.
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