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Batch printing linked documents

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The Batch Printing Wizard allows you to print documents linked to an objects spreadsheet, research spreadsheets (Authorities and Extracts from Authorities spreadsheets), and the Facts spreadsheet. You must be viewing the spreadsheet from which you want to print documents before the batch printing options are enabled. You can only batch print from one spreadsheet at a time. You must have permission to save files to a selected folder when printing to PDF or TIFF.

Batch printing options include:

•	Wizard to Printer

•	Wizard to PDF

•	Wizard to TIFF

The Batch Print Wizard allows you to:

•	Review documents in the batch, and remove any you do not want to print

•	Select color and annotation options

•	Choose your printed output

Review the Batch Printing Considerations table to learn more about using this feature.

Batch Printing Considerations
General
When printing from the Facts spreadsheets, CaseMap loads all documents for any object linked to a fact record into the batch for printing.
When printing from an objects or research spreadsheet, CaseMap loads all documents in the Linked File field into the batch for printing. If an object is linked to multiple facts, the document is only selected once for printing.
If any filters or searches are currently running in a spreadsheet, CaseMap loads only those documents linked to records in the current spreadsheet view.
Files print in the order they display on the selected spreadsheet (as opposed to file name order). When printing from the Facts spreadsheet, files print in the order they first display. If a document is linked to a fact record multiple times, it will only be selected once for printing. If multiple documents are linked to a single fact, the documents will be listed in a random order in the Batch Print Wizard.
Printer, PDF, or TIFF
Burning annotations as a permanent part of the image prints the annotations in color into the Printer, PDF, or TIFF file.
Printing annotation notes in the Printer, PDF, or TIFF output allows users to view the notes when the mouse pointer is placed over the annotation.
Select a custom print color for annotations. This color can be different than the color used when the annotations were applied. The color selected for printing applies to all annotations in the document batch. For example, if users apply annotations using green and pink colors and yellow is selected as the annotation print color, then all annotations will print highlighted in yellow.
Case staff must have permission to save files to a selected folder when printing to Printer, PDF, or TIFF. If they do not have folder permissions, users should select another folder or contact their system administrator for assistance.

1.	On the Reports ribbon, select Batch Print.

2.	On the submenu, click To Printer.

3.	In the Review the documents to print from the current spreadsheet dialog box, review the documents you want to print from the current spreadsheet.

If you want to remove a document from batch, select the document in the Documents to print box, then click the Remove button.

4.	Click Next to continue.

5.	In the How do you want the printed output to look dialog box, select a document content color option:

•	Use the original document content colors

•	Convert all of the document content colors to grayscale

•	Display text in the document in black

6.	Click Next to continue.

7.	In the Do you want to include annotations in the printed output dialog box, select whether you want to print annotations, and then click Next to continue.

If Yes, click on the color for which you want annotations to print in the Color list.

8.	Click Next to continue.

9.	In the Which printer do you want to use dialog box, select the printer you want to use in the Printer list.

Do not select a printer that generates files. Otherwise, the printer will prompt you to save a file for every document printed.

10.	Click Next to continue.

11.	Review your selected options and click Next.

Please wait while printing is completed.

12.	Review the number of documents that printed successfully, and then click Finish.

1.	On the Reports menu, select Batch Print, and then click To PDF.

2.	In the Review Documents dialog box, review the documents you want to print from the current spreadsheet.

If you want to remove a document from batch, select the document in the Documents to print box, then click the Remove button.

3.	Click Next to continue.

4.	In the Document Content Colors dialog box, select a document content color option:

•	Use the original document content colors

•	Convert all of the document content colors to grayscale

•	Display text in the document in black

5.	Click Next to continue.

6.	In the Do you want to include annotations in the printed output dialog box, select whether you want to print annotations, and then click Next to continue.

If Yes, click on the color for which you want annotations to print in the Color list.

7.	Optional: Select how you want to add annotations to the PDF files:

•	Create PDF comments that include annotation notes

•	Make the annotations a permanent part of the content

8.	Click Next to continue.

9.	In the Where do you want to save the output files dialog box, click the Browse button to navigate to the network folder where you want the files saved, and then click OK.

10.	Click Next to continue.

11.	In the Review your selected options dialog box, review your selected options, then click Next.

Please wait while the printing is completed.

12.	In the Complete box, review the number of documents that printed successfully.

13.	Optional: Click the link Click here to open the output folder to review the printed output.

14.	Click Finish to close the wizard.

1.	On the Reports menu, select Batch Print Wizard.

2.	On the submenu, click To TIFF.

3.	In the Review Documents dialog box, review the documents you want to print from the current spreadsheet.

If you want to remove a document from batch, select the document in the Documents to print box, then click the Remove button.

4.	Click Next to continue.

5.	In the How do you want the printed output to look dialog box, select a document content color option:

•	Use the original document content colors

•	Convert all of the document content colors to grayscale

•	Display text in the document in black

6.	Click Next to continue.

7.	In the Do you want to include annotations in the printed output dialog box, select whether you want to print annotations, and then click Next to continue..

If Yes, click on the color for which you want annotations to print in the Color list, and then click Next to continue.

8.	In the Where do you want to save the output files dialog box, click the Browse button to navigate to the network folder where you want the files saved, and click OK.

9.	Click Next to continue.

10.	In the Review your selected options and click Next to start printing dialog box, review your selected options, then click Next.

Please wait while the printing is completed.

11.	Review the number of documents that printed successfully.

12.	Optional: Click the link Click here to open the output folder to review the printed output.

13.	Click Finish to close the wizard.

About printing reports

Hiding documents when printing

Embedding linked documents in reports

Batch printing linked PDFs

Importing linked files

Docking and undocking the DocManager

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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