Enhancements

For more information on the following enhancements, reference the topics noted for the CaseMap Answer Center.

 

hmtoggle_plus1User interface design changes

CaseMap introduced a new user interface design that looks and feels like Microsoft® Outlook 2007. The navigation pane displays favorite spreadsheets in the top panel for easy access. All spreadsheets in the case display in the All Shortcuts panel. To make a spreadsheet a favorite, right-click on it in the All Shortcuts panel and select Add to Favorites.

For more information, see the About navigating and About the Getting Started pane topics.
hmtoggle_plus1Friendlier spreadsheets

With the new user interface design, spreadsheets now look different too. Rows display in alternate shades so it is easier to track information across the spreadsheet. Selected records now display all field buttons for drop-down menus or other tool options. All records with linked file attachments now display a Paperclip icon, even if the record is not selected. Tool Tips are also available for each field by floating your mouse pointer over the field header.
hmtoggle_plus1New Case Replication Wizard

A new Case Replication Wizard makes it easier to take a case replica and set of linked documents on the road. The wizard makes it easier to put a replica and folder of linked documents on a laptop. You also have the option of saving a replica to another location on the network.

For more information, see the Creating replica cases topic.
hmtoggle_plus1New DocPreviewer add-in for Acrobat PDF and Outlook integration

CaseMap’s new DocPreviewer add-in program builds on the success of earlier add-ins for PDF documents viewed using Adobe® Acrobat or Reader.  Linking multiple PDFs into CaseMap is the most popular DocPreviewer feature. With the CaseMap v8.0 PDF Review feature you can browse through linked PDFs to extract facts with just one window open for the documents. DocPreviewer’s premium features (additional subscription required) are Bates Stamping PDFs, Acrobat and CaseMap Bates number recognition and importation into appropriate Documents spreadsheet fields, and converting Microsoft® Outlook PST files to PDFs.  Importing DocPreviewer-converted emails into CaseMap optionally adds senders and recipients to your CaseMap cast of characters, too. DocPreviewer tools are accessible as shortcuts on the navigation pane.

For more information, see the About PDFs and DocPreviewer topic.

 

Use to Bates stamp PDF files. See the Bates stamping PDFs topic.

Use to convert emails in Microsoft® Outlook folders to PDF files that can be sent to CaseMap. Any email attachments are embedded in the PDF file. You have the option to populate the Persons spreadsheet with senders and recipients of the email. A wizard helps makes this conversion process easy. CaseMap will automatically link the emails to the senders and recipients. See the Converting emails to PDF topic.

Use to import one or multiple PDF files in to CaseMap. Data imported includes the page count, Bates numbering, the document's full name and short name. Body content from the PDF file is imported by using CaseMap's Send To utility. You must have Adobe® Acrobat (Standard or Professional) installed on the same computer as CaseMap to use this feature. See the Importing PDFs topic.

Use to review a set of linked PDF files in Acrobat without having to open multiple documents and flip back and forth between the PDF file and CaseMap. Buttons in the Acrobat toolbar allow you to move to the next or prior linked document. See the Reviewing PDFs topic.

Use to print all linked PDF documents in a spreadsheet. See the Batch printing linked PDFs topic.

Use to launch a Privilege Log from the DocPreviewer panel of the Navigation pane. This CaseMap report wizard is new to the DocPreviewer pane and still accessible from the Reports menu. See the Printing a Privilege Log topic.

Use to run reports on whether there is any duplicate Bates numbering of documents or any gaps in numbering. This tool includes an option to save current tab data as a report. See the Analyzing Bates numbers topic.

Use to search a Bates range to locate a particular set of records, which then displays in the Documents spreadsheet. See the Locating a Bates range topic.

 

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 877.301.0344. 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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