About DocManager

Content review of linked files can be done in CaseMap's DocManager near native image viewer. DocManager allows you to review and annotate documents and images without having to open the source file in its native application. You can add notes to annotations, edit annotations and notes, and also search annotation notes. When a search is run, search hits are highlighted in DocManager allowing you to review content and navigate between search hits. Once you have reviewed and annotated the content, the annotations and notes are automatically saved. When you print annotated files, you have the option of whether to print annotations. Annotation notes can be printed when you print to PDF.

The DocManager also includes Redaction tools which allows you to hide/black out confidential information [words, sentences, paragraphs/area of text, or an image(s)] in a document. The Redaction tools are located on the Home ribbon of the DocManager and consists of the 'Redact', 'Select Redactions', and 'Find & Redact' buttons.

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If you are using DocManager, document and images open in the near native window first when selected for viewing. You can still choose to view the document in its native application from within DocManager. When DocManager launches, it opens in a separate window from CaseMap.

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You can dock this window within CaseMap or move it to a secondary monitor if applicable.

 

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Once the 'Dock in Spreadsheet' option to view documents has been selected in the DocManager, all subsequent document viewings will be done via the DocManager being docked within the CaseMap application as depicted in the following illustration. See Docking and undocking the DocManager for additional information.

 

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DocManager features include:

Viewing documents or images in DocManager
Redaction capabilities to include the ability to perform find word/phrases to redact (Find and Redact), printing redaction files with or without redacted content
Viewing search hits in documents or images
Display of the Bates stamp label indicating the document numbering scheme
Viewing document coding data (metadata)
Annotating documents or images
Adding searchable annotations
Creating new facts from an annotation
Printing annotated files with or without annotations and notes
Accessing the Linked Document Hits Report and the Review Linked Document Hits report in the Search Results pane

 

hmtoggle_plus1Review complete DocManager descriptions

Reference the following table for in-depth descriptions of DocManager features and where to access them.

Unlike the DocPreviewer plug-in, DocManager does not require Adobe Acrobat or Reader.

DocManager Overview

Feature

Description

DocManager Subscription Required

CaseMap Version Required

Navigate search hits

Search hits are highlighted for easy navigation using the Previous Hit and Next Hit buttons in DocManager. The current search hit is highlighted in blue. All other search hits are highlighted in yellow. See Navigating documents.

Yes

CaseMap v10.0+

Annotate documents or images

Annotate selected text in files that are viewable by all case users. Add searchable notes to annotations. Customize annotation color for personal viewing preferences. Edit and delete annotations as needed. View and track annotation history. See Annotating documents, Editing annotations, and Deleting annotations.

Yes

CaseMap v10.0+

Print annotations

Print annotations when you batch print files from DocManager. Burn annotations to images when printing to Printer, PDF, or TIFF. See Printing annotations.

Yes

CaseMap v10.0+

Create new facts from an annotation

Create a new fact or research extract record from an annotation using the Send to CaseMap - New Fact tool. The annotated text and any notes applied to the annotation will display in the Fact Text field on the Facts spreadsheet, or in the Extract Text field in the Extracts from Authorities and Authorities and Extracts research spreadsheets. See Creating new facts/extracts from annotations.

Yes

CaseMap v10.0+

Redact

Select and highlight the confidential text/information [words, sentences, paragraphs/area of text, or an image(s)] to black out/hide in the document.  See Creating a new redaction.

Yes

CaseMap v12.0+

Select Redactions

Select an existing redaction for edit.  From the Edit and Print ribbon located on the Home ribbon of the DocManager you can copy, access the Redaction Properties and Options sheets, Print, and/or Delete a redaction. See Editing a redaction.

Yes

CaseMap v12.0+

Linked Documents Text Hits report

Print or view the Linked File Text Hits to reference text excerpts of search hits found in linked files after a full-text search is run. The report displays in DocManager with 12 lines of text before and after each search hit. Search hits print in bold and are highlighted in yellow in the file viewer. Each linked file's full name is highlighted in a gray bar to distinguish the transition of each one in the report. See Printing a Linked File Text Hits Report.

Yes

CaseMap v10.0+

Linked Document Hits report

View the Review Linked Document Hits report to see a list of all linked files containing search hits after a search is run. The report displays in DocManager with an Attachments pane listing the linked files. While previewing the report in DocManager, you can also navigate search hits, open the file in its native application, and access the record detail associated with the file. See Viewing a Review Linked File Hits report.

Yes

CaseMap v10.0+

Search ReportBook

Print a Search ReportBook that contains each spreadsheet record and all linked files located after a search query is run. Linked files are embedded in the PDF report for document sharing outside of CaseMap. See Printing a Search ReportBook.

No

CaseMap v10.0+

hmtoggle_plus1Try DocManager features for free

DocManager is available for a free 15-day trial period. To activate this trial period, contact CaseMap Technical Support at 800-833-3346 (Option 3) or email casemap.support@lexisnexis.com. You can also activate DocManager from the Help menu by clicking File > Help & Info > Activate CaseMap DocManager.

After the trial period, the batch print features are no longer accessible until you purchase a subscription to DocManager. Documents will open in their native application. Each time you use the trial version, the utility displays the number of days left in your grace period and gives you an option to activate it. To access DocManager, click on a document in the Search Results pane or on the paperclip icon for a document linked to a spreadsheet record.

If you have a DocPreviewer subscription and are also interested in using CaseMap's DocManager near native file viewer, please contact your CaseMap Sales Representative at LitigationSalesGroup@ReedElsevier.com for upgrade pricing.

To inquire about purchasing a DocManager subscription, contact your CaseMap Sales Representative at 866-316-8525 or email LitigationSalesGroup@ReedElsevier.com. To activate DocManager, click File > Help & Info > Activate CaseMap DocManager.

hmtoggle_plus1To purchase or learn more about DocManager

To learn more about DocManager, visit www.lexisnexis.com or contact your LexisNexis CaseMap account representative.

To inquire about purchasing a DocManager subscription, contact your LexisNexis CaseMap account representative at 866-316-8525 or email LitigationSalesGroup@ReedElsevier.com.

hmtoggle_plus1To install and activate DocManager

DocManager's features are built into CaseMap and are automatically installed. Activating DocManager requires a subscription or perpetual license that is sold separately in addition to your CaseMap licenses. If you have already purchased DocManager with CaseMap, the add-in is installed with CaseMap and is activated at the same time you activate your CaseMap license. If you are purchasing DocManager after your CaseMap upgrade or installation, you can activate it from within CaseMap.

To activate DocManager, click File > Help & Info > Activate CaseMap DocManager. Follow the steps to activate DocManager online or over the phone.

hmtoggle_plus1To review supported file types

DocManager works with the following files:

File Formats

File Extension

General Document and Image Formats

Adobe Portable Document Format

*.pdf

Adobe Pagemaker

*.p65

ASCII text

*.asc

Content Sealed Format

*.csf

Corel Draw

*.cdr

Corel Presentations

*.shw

FAX CITT Group 3 Fax

*.fax

Hyper Text Markup Language

*.html, *.htm

LexisNexis TextMap

*.ptf

Microsoft Excel

*.xls, *.xlsx, *.xlt, *.xlw

Microsoft Outlook 2007 or 2010

*.msg

Microsoft PowerPoint

*.ppt, *.pps, *.pptx, *.pptm

Microsoft Works

*.wdb, *.wps, *.docx, *.xlsx

Microsoft Word

*.doc, *.dot, *.docx

Quattro Pro

*.wb1, *.wb2, *.wq1

Rich Text Format

*.rtf

Samna Word

*.sam

Windows Write

*.wri

WordPerfect

*.wp5, *.wp6, *.wpd, *.wpf

WordStar

*.ws

Imaging Formats

CALS (Group IV)

*.cal, *.cg4, *. gp4, *.mil

DCX (multipage)

*.dcx

EDCARS

*.edc

Encapsulated Postscript

*.ps, *.eps

Formtek Raster

*.ftk

GIF

*.gif

ISO 8613/CALS

*.iso, *.cal

JPEG Compressed Image

*.jpg, *.jpeg

PC Paintbrush bitmap

*.pcx

Portable Network Graphic

*.png

Raytheon G4 / Navy DIF

*.dif

Tagged Image File

*.tif, *.tiff

Windows Bitmap

*.bmp

CAD Formats

000 HPGL Plot File

*.000

906/907 Plot File

*.906, *.907

AutoCAD Drawing (2D)

(through version 2012)

*.dwg

AutoCAD DXF (through version 2012)

*.dxf

AutoCAD Web Format

(through version 2012)

*dwf

Auto-trol Raster

*.dx

Auto-trol Vector

*.dg

CADKEY

*.prt

CAD Overlay

*.rlc

Computer Graphics Metafile

*.cgm

EDMICS

*.edm

GTX Group III, IV

*.g3, *.g4, *.cg4

GTX Runlength

*.rnl

HP CAD ME10 (through version 13)

*.cmi, *.mi

HPGL Plot File

*.plt

IGES (2D) (version 5.2)

*.igs, *iges

Inventor (2D) (versions 5.3 - 2012)

*.idw

MicroStation Drawing

(through version 8.1)

*.dgn

MicroStation Group IV

*.cit

MicroStation Runlength

*.rle

MYRIAD 3D View Sets

*.mvs

OrCad (version 10)

*.dsn

Solid Edge Drawings (2D)

(versions 8 - 18)

*.dft

SolidWorks Drawings (2D)

(versions 97 - 2009)

*.slddrw

Wavesoft

*.mot

 

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). 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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