CaseMap

CaseMap Suite of Products

Opera Bug

Contents | Index

• Welcome
• Recommended Patch
• Finding what you need in the Answer Center
• Sending us feedback
• About CaseMap
• What's New in CaseMap
• Release Notes
• Installing CaseMap
  • Preliminary Planning for CaseMap
    • About preliminary planning
    • Before installation
    • System requirements
  • Installing CaseMap
    • Installation and activation
    • Registering the CaseMap Server in CaseMap
    • Converting local cases
    • Updating CaseMap versions
• Using CaseMap
  • Navigating CaseMap
    • Navigating CaseMap
    • About the Navigation pane
    • Modifying Navigation pane display
    • Changing shortcuts in the Favorites pane
    • Title and status bars
    • Toolbar buttons
    • Customize the Quick Access Toolbar
    • CaseMap ribbons
    • Customize the ribbons
  • Getting Started
    • Using the Getting Started tips
    • About the Getting Started task pane
    • Practicing with sample data
    • Printing the Quick Reference Card
    • Quick Start Tutorial
      • About the Quick Start tutorial
      • Introduction - Why CaseMap?
      • Lesson One - Organize
      • Lesson Two - Analyze
      • Lesson Three - Report
    • Opening cases
    • Changing passwords
  • Working with Cases
    • About cases
    • Before creating cases
    • Creating cases
    • Entering case properties
    • Using the Case Jumpstart Wizard
    • Case templates
    • Copying cases
    • Moving cases
    • Deleting cases
    • About adding users
    • Adding users to cases
    • Deactivating or deleting users
  • Spreadsheets and Fields
    • About spreadsheets
    • Changing spreadsheet elements
    • Spreadsheet views
      • Creating spreadsheet views
      • Changing spreadsheet views
      • Copying spreadsheet views
      • Deleting spreadsheet views
      • Sharing spreadsheet views
    • Changing shortcuts in the Favorites panel
    • Changing spreadsheet display order
    • Renaming spreadsheets
    • Creating custom spreadsheets
    • Deleting spreadsheets
    • Spreadsheet fields
      • About spreadsheet fields
      • Accessing detail and list dialog boxes
      • Inserting/hiding fields
      • Moving fields
      • Creating custom fields
      • Applying field security
      • Converting open-ended lists to fixed lists
      • Changing field values
      • Renaming fields
      • Deleting fields
      • Verifying field use and history
    • Viewing spreadsheet field lists
      • Issues spreadsheet field list
      • Facts spreadsheet field list
      • Objects spreadsheet field list
      • Questions spreadsheet field list
      • Research spreadsheets field list
  • Entering Data
    • About entering data
    • Inserting/saving/deleting records
    • Auto-numbering records
    • Short Names
      • About short names
      • Using the Link Assistant
      • Changing short names
      • Changing short name display
      • Merging short names
      • Using the Short Name Assistant
    • Entering Objects
      • About objects
      • Entering objects
    • Entering Facts
      • About Facts
      • About the Facts spreadsheet
      • Entering Facts in the spreadsheet view
      • Setting the date and time for facts
    • Entering Issues
      • About issues
      • Creating outlines
      • Entering issues
    • Entering Questions
      • About questions
      • Entering questions
    • Entering Research
      • About research
      • Entering research
    • Using the Intake Interview Form
      • About the Intake Interview Form
      • Emailing the Intake Interview form
      • Importing the Intake Interview Form
  • Importing Data
    • About importing data
    • Importing PDFs and using DocPreviewer
      • About PDFs and DocPreviewer
      • About Bates stamping
      • Bates stamping PDFs
      • Importing PDFs
      • Reviewing PDFs
    • Importing Emails
      • About importing emails
      • Send email to CaseMap
      • Receiving client emails
      • Converting emails to PDFs
      • Importing emails
    • Importing linked files
    • Importing text files
    • Importing NoteMap outlines
    • Send To CaseMap
      • About the Send To CaseMap tool
      • About Object Recognition for Fact Entry
      • Sending Word documents to CaseMap
      • Send email to CaseMap
      • Sending facts from PDFs
      • Sending research to CaseMap
      • Sending transcripts to CaseMap
      • Sending data from Concordance
      • Send Outlook emails to CaseMap
      • Send To CaseMap product integration
  • Analyzing and Linking Data
    • About linking
    • About analyzing data
    • Analyzing and linking documents
    • Analyzing and linking facts
    • Analyzing and linking objects
    • Showing all facts linked to a set of objects
    • Analyzing and linking questions
    • Analyzing and linking research
    • About online research
    • Using online research tools
    • Using martindale.com
    • Using Shepard's Signals
      • About Shepard's Signals
      • Using Shepard's Signals
    • Using the Bulk Issue Linker
    • Linking related files
    • Breaking links
  • Case Evaluation
    • Case evaluation overview
    • Evaluation fields
    • Fact Cards for issues and evaluations
    • Fact Dashboard
    • Reviewing use history
  • CaseWide Fact Timelines
    • About CaseWide Fact Timelines
    • Using CaseWide Fact Timelines
  • Sorting and Filtering Data
    • About sorting
    • Changing the field sort order
    • Sorting multiple fields
    • About filtering
    • Basic filtering
    • Guided filters
    • Saving filters
    • Advanced filtering
  • Search
    • About searching
    • Running basic searches
    • Viewing search results
    • Full-Text Search
      • About full-text search
      • Running full-text searches
      • Search operators
      • Writing full-text searches
      • Creating combined searches
      • Recent searches
      • SmartAssist search assistant
    • Canceling searches
    • Viewing search reports
  • Documents
    • About DocManager
    • Viewing documents and images
    • Document review and coding
    • Navigating documents
    • Adjusting document size
    • Annotating documents
    • Creating new facts/extracts from annotations
    • Search in DocManager
    • Creating a new redaction
    • Viewing a redaction reason
    • Finding and redacting text
    • Documents with redactions burned in
    • Editing annotations
    • Editing a redaction
    • Deleting annotations
    • Deleting a redaction
    • Printing annotations
    • Printing redactions
    • Batch printing linked documents
    • Docking and undocking the DocManager
    • Changing DocManager options
  • Tagging Data
    • About tagging
    • Tagging case records
  • Editing Data
    • About editing data
    • Using spelling tools
    • Finding and replacing data
    • Copying/pasting data and records
    • Inserting/deleting data and records
    • Making global replacements
  • Reporting
    • About creating reports
    • About printing reports
    • Report print options
    • Report title pages
    • Creating a filtered report
    • Emailing a report of questions
    • Printing Pre-built Reports
      • Printing a By Issue report
      • Printing a Summary Judgment report
      • Printing a Privilege Log
      • Printing a By Object report
    • Processing Search Results
      • Sending Search Results to a ReportBook
      • Printing a Linked File Text Hits Report
      • Viewing a Review Linked File Hits report
    • Hiding documents when printing
    • Embedding linked documents in reports
    • Batch printing linked documents
    • Batch printing linked PDFs
    • Document production
  • Creating and Printing ReportBooks
    • About ReportBooks
    • Creating custom ReportBooks
    • Creating a By Issue report from a current view
    • Printing a Search ReportBook
    • Adding a custom spreadsheet to a ReportBook
      • Printing pre-built ReportBooks
    • Embedding linked documents in reports
    • Managing ReportBooks
    • Exporting/importing ReportBooks
  • Exporting Data
    • About exporting data
    • Exporting spreadsheet data/reports
    • Exporting/importing ReportBooks
    • Sending data to TimeMap
    • Sending data to Sanction
    • Sending data to NoteMap
    • Exporting data to Word, WordPerfect, HTML
    • Exporting data to Excel
  • Keyboard Shortcuts
    • About keyboard shortcuts
    • Application keyboard shortcuts
    • Spreadsheet view keyboard shortcuts
    • Fact Cards view keyboard shortcuts
    • Dialog box keyboard shortcuts
    • Bates numbering keyboard shortcuts
    • Customizing keyboard shortcuts
• Administering CaseMap
  • Optimize Case Files
    • About optimizing case files
    • Optimizing case files
  • Replication and Synchronization
    • About replicating/synchronizing case files
    • Creating replica case files
    • Synchronizing case files
    • Synchronizing linked documents from a replica
    • Converting replicas to master case files
    • Reviewing synchronization history
  • Links to Files
    • Changing linked file paths
    • Updating linked PDFs
    • Copying linked files
    • Copying linked Windows files
    • Verifying linked PDFs
    • Verifying linked Windows files
  • File Viewers
    • About file viewers
    • Adding/changing file viewers
    • Setting up custom file viewers
  • Case Index
    • About the case index
    • Viewing linked file index status
    • Rebuilding the case index
  • OCR Processing
    • About OCR processing
    • Viewing linked file OCR status
    • Disabling OCR processing
  • Case Scripts
    • About case scripts
    • Accessing the Case Scripts pane
    • Creating/managing case scripts
    • Copying/loading case scripts to other cases
    • Setting case script access and options
  • Case Tools and Options
    • About case tools
    • Customizing case options
    • CaseMap Case Unlocker
  • Research Settings
    • Changing research settings
  • File Locations
    • Managing/changing file locations
  • Plug-Ins
    • Editing/deleting CaseMap Plug-Ins
  • Accessibility
    • Configure accessibility options
  • Back Up and Restore Data
    • About backups
    • Backing up a case file
    • Restoring case data
• CaseMap Reference
  • CaseMap Acknowledgements
  • End-user License Agreement
  • Error Messages
• User Guides
• Copyright Information

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