About CaseMap toolbar buttons

CaseMap use ribbons instead of the Standard toolbar for its default display of the most commonly used buttons and functions. Click on a tab and place your mouse pointer over each button and/or menu item to view its name and a brief functional description.

 

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CaseMap 11.0 or later, by default, use ribbons to provide you with the most commonly used tasks and functions for easy accessibility and use. Ribbons are used by default as the user interface, but you can use the Standard toolbar by going to the File Tab > Options > Accessibility and then select the 'Use standard Windows menu in place of ribbon' check box.

 

Click on the More Buttons cm_more_buttons icon in the upper left corner of the Quick Access Toolbar to view a listing of the buttons available. Button selections change depending on what spreadsheet is active when you view the toolbar button listing. Simply select the buttons to add/remove buttons that you use most often. All checked buttons display on the toolbar.

 

Standard toolbar

 

Toolbar button menu

 

hmtoggle_plus1View the toolbar button list

Reference the following table for a listing of toolbar buttons and descriptions.

CaseMap Toolbar Buttons

Button

Name

Use

cm_new_button_zoom70

 

New Record

 

Use the New Record button to add new facts, objects, issues, questions, and authorities for each respective spreadsheet.

cm_print_buttons_zoom60

 

Print buttons

 

CaseMap offers four print buttons: Quick Print, Print to PDF/PDF (Email), Print Preview, and Batch Print (To Printer, To PDF, To TIFF).

cm_delete_button_zoom70

Delete Record

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

cm_refresh_table_button_zoom70

Refresh Spreadsheet

Use to refresh the spreadsheet view to display updated data.

cm_undo_redo_buttons_zoom70

Undo and Redo

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

cm_cutcopypaste_buttons_zoom70

 

Cut, Copy, Paste

 

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

cm_font_buttons_zoom60

 

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.

cm_record_detail_button_zoom70

Record Detail

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

cm_addquestion_button_zoom70

 

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.

cm_defineviews_button_zoom70

Define Views

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

cm_advancedsort_button_zoom70

Advanced Sort

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

cm_rowheight_button_zoom70

Row Height

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

cm_casewide_button_zoom80

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.

cm_linkedauthority_button_zoom80

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.

cm_issuelinking_button_zoom80

 

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 Analysis Filter to display the Analysis Filter details.

cm_underlineobjects_button_zoom75

 

Underline Objects

 

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

cm_showfullname_button_zoom75

 

Show Full Name

 

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

cm_research_button_zoom80

 

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.

cm_review_linked_files_button_zoom70

 

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.

 

related_topics_buttonRelated Topics

 

 

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