Changing shortcuts in the Favorites pane

The Favorites pane includes default shortcuts to the following spreadsheets: Facts, All Objects, Persons, Documents, and Issues. You can modify the icons that display in this task pane for those you use most often. And you can rearrange them by preference.

When you customize your Favorite Shortcuts in a case, the settings are saved for your view only. When another user opens a case, CaseMap displays that case's default or custom shortcuts specific to that user.

 

hmtoggle_plus1To add a spreadsheet icon to the Favorites pane

Right-click in the Favorites pane, click Add Shortcut, and then select the applicable spreadsheet.

Add spreadsheet icon to Favorites panel

hmtoggle_plus1To reorganize spreadsheet icon order

Right-click and then click Move Up in List or Move Down in List.

hmtoggle_plus1To remove a spreadsheet icon from the Favorites pane

Right-click on the shortcut you want to remove and then click Remove from Favorites.

hmtoggle_plus1To reset the spreadsheet icon default order

Right-click and then click Reset to Defaults.

Any spreadsheets other than the original default choices are removed from this pane.

 

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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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