Toolbar buttons

SmartAssist

Search for keywords in case content or in LexisNexis Research.

New Record

Add new facts, objects, issues, questions, and authorities for each respective spreadsheet.

Print buttons

CaseMap offers multiple print buttons: Quick Print, Print to PDF/PDF (Email), Batch Print (To Printer, To PDF, To TIFF), More (Print Preview and Page Setup), to include the Document Production wizard.

Document Production

Use this button to trigger the Document Production wizard.

Delete Record

Use the Delete Record button to permanently delete records from the case.

Refresh Spreadsheet

Use to refresh the spreadsheet view to display updated data.

Undo and Redo

Click the Undo and Redo buttons to retrieve deleted information in description fields before leaving the cell.

Cut, Copy, Paste

Use the Cut, Copy, and Paste buttons to remove and copy/paste text in spreadsheet records.

Format buttons

Use the Format buttons to adjust font color, size, height, and to underline words or characters. Format buttons are only active when text is selected in certain spreadsheets.

Record Detail

Use the Record Detail button to access a detail dialog box for the selected record particular on the spreadsheet being viewed.

Add Question

Use the Add Question button to access a Question Detail dialog box so you can add a question to the Questions spreadsheet while working in another spreadsheet.

Define Views

Use the Define Views button to toggle between a spreadsheet's default view and other saved views, including a Favorite view.

Advanced Sort

Use the Advanced Sort button to open a dialog box where you can perform multi-level sorting of data on spreadsheets.

Row Height

Use the Row Height button to adjust the height of spreadsheet records.

CaseWide

Use the CaseWide button to access a graph displaying a visual timeline of facts in your case. CaseWide is available only on the Facts spreadsheet.

Linked Authority

Use the Linked Authority button to toggle between the Extracts from Authorities and the Authorities and Extracts spreadsheets. This button displays only when working in these two spreadsheets.

Issue Linking

Use the Issue Linking button to open the Issue Linking pane so you can link records to multiple issues at one time, add a new issue to the Issues spreadsheet, and access the Analysis Filter to sort issues. Click the drop down arrow to the right of the Analysis Filter heading to display the Analysis Filter details.

Underline Objects

Use the Underline Objects button to turn on/off whether objects are underlined in spreadsheets.

Show Full Name

Use the Show Full Name button to turn on/off whether object short names or full names display in spreadsheets.

Research

Use the Research button to access a submenu that offers search options in our LexisNexis companion products, like www.lexis.com, CourtLink, and more. The Research button and submenu changes depending on the spreadsheet being viewed.

Review Linked Files

Use the Review Linked Files button to open linked files in the Research spreadsheets, like Authorities and Extracts from Authorities. Linked files open in DocManager.