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Creating cases

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Each case you want to include in TextMap requires its own case file. A new case can be created quickly so you can add case staff and initial case data within minutes. TextMap's New Case Wizard provides you with a default new case template that accommodates most of your data entry needs. The example case, Hawkins v. Anstar, uses a new case template.

The case file name is the name of the case database file that is saved to your machine or in a network folder. The default location for case storage is the C:\Users\[User ID]\CaseSoft\TextMap folder on your hard drive. For other users to access the file, it must be stored in a network folder.

TextMap cases hosted on CaseMap Server (SQL cases) must be created by a system administrator. For more information on how to create SQL cases, refer to your CaseMap Server documentation.

New cases are not protected by passwords until you or other users create them. Passwords automatically default to blank, so you would simply type a password and verify it, and then click OK to save it. If you forget your password, you need to call CaseMap Technical Support to have them reset it for you. See Changing case passwords and Managing case staff.

1.	On the File menu, click New Case to launch the New Case Wizard.

You can also open the New Case Wizard by clicking on the Create a New Case link on the Getting Started pane.

2.	On the New Case Wizard's Welcome page, click Next.

The Case Setup page opens.

3.	In the Case name box, type in the case name.

We recommend that you do not use any punctuation in the case file name except the underscore. You cannot use apostrophes, colons, quotation marks, slashes, or asterisks.

4.	In the Organization box, type in the organization name, and then click Next.

The Case File page opens. The File Name is automatically filled in with the case name.

5.	In the File Name box, substitute underscores for spaces in the case name so that the result is similar to: Plaintiff_vs_Defendant.

6.	Click Browse to navigate to the network folder where you want to save case files, and then click Next.

The case file name is the name of the case database file that is saved to your machine or in a network folder.

The default location for case storage is the C:\Users\[User ID]\CaseSoft\TextMap folder on your hard drive. For other users to access the file, it must be stored in a network folder.

7.	In the Case Staff Support page, choose one of the following:

•	Click No if you are the only person accessing this case or if you want to add case staff later in Tools > Case Staff.

•	Click Yes if you want to add case staff now. In the Name field type in your first and last name.

If you click Yes, the Additional Staff members page displays so you can type in case user names here.

8.	Click Next to continue.

9.	On the Completing the New Case Wizard page, click Finish.

Your new case automatically launches so you can begin working with it. A TextMap message displays, stating that you do not have any transcripts in your case.

10.	In the message, click OK.

You are now ready to add case users or import transcripts in your new case.

About cases

Entering case properties

Copying cases

Moving cases

Deleting cases

Adding users to cases

Setting/changing passwords

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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