Using the Case Jumpstart Wizard

The Case Jumpstart Wizard helps you get started building the cast of characters and entering information when you create a new case. The wizard also helps you categorize the different types of people and organizations involved in the case. Each page is optional and can be skipped if you do not have any entries. As you work with the wizard, check marks display next to the categories that contain information. When you have completed the data entry, the information populates the All Objects spreadsheet as well as the sub-level object spreadsheets.

 

Case Jumpstart Wizard

 

You can cancel using the wizard at any time and enter information directly into the All Objects or other object sub-level spreadsheets. If you cancel before clicking Finish, any data you entered in the wizard will not be saved.

You can use the Case Jumpstart Wizard any time after the case is created. Any information already entered in the case will not display in the wizard. CaseMap will not check for duplicate entries. We encourage you to use the All Objects spreadsheet or individual object spreadsheets after your initial use of the CaseMap Jumpstart Wizard.  Access the wizard on the Help menu by clicking Case Jumpstart Wizard.

 

hmtoggle_plus1To use the Case Jumpstart Wizard
1.Click the File menu, and under the Jumpstart Guide section, click CaseMap Jumpstart Wizard.
2.In the CaseMap information box, click OK to open the CaseMap Jumpstart Wizard.
3.In the Type list (e.g., Organization), click on the appropriate selection.
4.In the Party field, type in the applicable information for name, firm, or party.
5.Optional: Click the Add Another button to continue adding more people or organizations for each category.
6.Click Next to continue.

A check mark is placed beside the category once it is completed.

7.Perform Step 5 through Step 8 as applicable for all other entries (i.e., Judge, Opposing Counsel, etc.)
8.When you are done, click Finish.

The All Objects spreadsheet displays with the people and organizations you entered.

 

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If you don't want the Case Jumpstart Wizard to display each time you create a new case, clear the 'Show when opening a new case' check box.

 

 

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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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