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Creating replica cases

Creating replica cases

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Creating replica cases

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The Create Replica Wizard guides you through the steps of creating a replica copy of for local and SQL cases. The wizard offers options for how you want to save the replica. You can save a replica copy on your computer along with copies of linked documents. Or you can save the replica to a specific location on your network or email it. The last two options do include copies of linked documents.

 

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If you are working with SQL cases, the replication process is nearly identical to creating a replica of a local case. At least one user must be assigned to a SQL case in the CaseMap Admin Console before a replica can be created. All users assigned to a SQL case will be exported when the replica is created. For SQL cases, you also have the option to password protect the replica.

 

Synchronization of all replicas with the master case is done in the TextMap client application. If new users are added in the replica, they must also be added in the CaseMap Admin Console as users and be assigned to the case for synchronization to be successful.

 

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For more information on how to create a TextMap SQL case replica in the CaseMap Admin Console, see the following topic: Creating replica SQL cases

 

hmtoggle_plus1To create a case replica
1.In TextMap, open the case for which you want to make a replica.
2.On the File menu, click Synchronize, and then click Create Replica.
3.When the Create Replica Wizard launches, click Next.
4.In the Why are you creating this replica? dialog box, choose where you want to save the replica.

Create Replica Wizard > Why are you creating a replica?

•Select Yes, I want to take the replica offline on this computer to save the replica and copy linked documents.
•Select No, I do not want to use the replica on this computer to save the replica to another location. You cannot copy linked documents when selecting this option.
5.Click Next to continue.
6.In the Name and Location dialog box, type in a name for the replica.

Create Replica Wizard > Name and Location

7.Click Browse to navigate to the folder where you want to save the replica, then click Next.
8.In the Offline Access to Case Documents dialog box, select whether you want offline access to linked documents while working in the replica.

Create Replica Wizard > Offline Access to Case Documents

Select Yes, copy the linked files to the folder below to access the documents offline

1.Click Next to access the Offline Document Access Overview dialog box to review how many files are linked to the case, and how many TextMap can copy for you to use offline.

Create Replica Wizard > Offline Document Access Overview

2.Select the Show me detailed information on the linked files when I click Next check box to view a listing of linked files that cannot be copied, then click Next.
3.In the Linked Files Not Supported dialog box, review the list of files that cannot be copied, such as linked documents that reside on web sites. TextMap will copy web site addresses to the replica.

Create Replica Wizard > Linked Files Not Supported

4.Click Next to access the Linked Files to Copy dialog box and review a listing of all documents that can be copied.

Create Replica Wizard > Linked Files to Copy

Linked files are saved in an Exhibits folder to the same location you specified to save the replica.

Select No, I don't want offline access to the linked files

When this option is selected, linked documents will not be copied when the replica is created.

Click Next to access the Email or Save to File dialog box.

Create Replica Wizard > Email or Save to File

Select I want to email this replica

1.Click Next to open the Emailing the Replica dialog box.
2.In the File Name field, type in the name of the replica, then click Next.
3.In the Reduce Email Attachment Size dialog box, select whether you want to create a zip file of the replica before attaching it to the email, then click Next.
4.Click Finish when the process completes.

A Microsoft Outlook email opens with the replica case attached and information regarding the file that can be customized according to your needs.
1.Click Next to open the Name and Location dialog box.
2.In the File Name field, type in the name of the replica.
3.Click Browse to navigate to the folder where you want to save the replica.

 

 

9.Click Next to continue.
10.In the Ready to Create Replica dialog box, verify the path where the replica will be saved, then click Next.
11.In the Completing the Create Replica Wizard dialog box, click Finish when the process completes.

The Case Log On dialog box displays so you can log back in to the master case.

The replica is now saved to the location specified and is ready for use. When the the replica is opened, it will display [Replica] in the case name.

 

 

 

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 877.301.0344. International user? For CaseMap, please call 904.373.2160. The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. ET, Monday - Friday.

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