Sending data from Concordance

When using a document management system, like LexisNexis® Concordance®, you can send selected text from documents and send them to an object spreadsheet in your CaseMap case. When you send a text excerpt to the Facts spreadsheet, a new fact record is created for you. During the import process, a new document record is also created on the Documents spreadsheet. Both the fact and document records will automatically have an attachment link set back the to source document stored in Concordance (including the highlighted excerpt) to the corresponding record in CaseMap.

You can also bulk import multiple records located in a Concordance search or tagged in a document set into a CaseMap spreadsheet to include in your case records listing. Both processes automatically set links back to the original source record in Concordance. To view the source record, click on the paperclip icon for the associated case record.

 

Sending data from Concordance includes:

Sending individual facts per record into a case spreadsheet (Documents or Pleadings)
Bulk importing multiple records by field mapping data to the case spreadsheet (Documents)

 

hmtoggle_plus1To send fact information from Concordance
hmtoggle_plus1To bulk import multiple records from Concordance

 

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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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