Customizing case options

General

Select/clear whether to activate the Case Jumpstart Wizard after creating new cases.

For more information, see Using the Case Jumpstart Wizard.

Select/clear whether to show the Connect to CaseMap Server dialog box at start up.

Spreadsheet

Select/clear whether to activate the Link Assistant Auto-Popup window feature for the Objects and Issues spreadsheets. Select the number of characters typed before the pop-up window displays.

For more information, see Using the Link Assistant.

Select/clear whether to display associated icons for linked files.

Select/clear whether to automatically open linked files in DocManager. Clearing the check box opens linked files in their native applications.

For more information, see Viewing documents and images.

Select/clear whether to activate arrow keys to always move between spreadsheet fields.

Select/clear whether to show object short name link hints in editors.

Searching

Select/clear whether to enable the Search Link Assistant for full-text searching. The Search Link Assistant finds links to objects and issues with names matching words in a search query.

For more information, see About searching.

Date

Reference the date and time display and edit modes.

Adjust the date and time settings for style, delimiter, day of week, and military time.

Documents

Adjust the default use for the Bates Begin Numbers and End Bates Number settings for Full Name, Short Name, and Linked File values. Select whether to synchronize pages for the End Bates Number.

For more information, see About Bates stamping.

Select Objects spreadsheet settings for showing/hiding documents and the number of documents to display.

For more information, see About objects.

Research

Select/clear whether to show research menus on the toolbar, as drop-down menus in spreadsheets, or in fields with right-click menus.

For more information, see About research.

Select/clear whether to display the Shepard's Signals look-up feature at www.lexisnexis.com for research citations.

Select/clear whether to display Shepard's Signals look-up in the Citation field.

For more information, see Using Shepard's Signals.

Select/clear whether to display Shepard's Signals in the Citation field.

For more information, see Using Shepard's Signals.

Select/clear whether to display Shepard's Signals descriptions in the Citation field.

For more information, see Using Shepard's Signals.

Select/clear whether to display Shepard's Signals look-up dates in the Citation field.

For more information, see Using Shepard's Signals.

File Locations

Reference the directory location of case files, templates, replicas, export and import files, and linked files.

For more information, see Before creating cases.

Select/clear whether to create new cases in the Case Files folder only.

For more information, see Store cases on network for staff access.

Modify the directory location of case files, templates, replicas, export and import files, and linked files.

For more information, see Changing linked file paths.

CaseMap Servers

View a listing of all CaseMap Servers registered in CaseMap. Each server's name and URL displays. You can add, edit, and remove servers here.

For more information, see Registering a CaseMap Server.

Printing

Select the gridline and shade color you want to use while printing.

Scripting

Adjust the current system user settings for running case scripts in CaseMap.

For more information, see About case scripts.

Set scripting options passwords for users running scripts.

Send to Plug-ins

Review, edit, and delete CaseMap plug-in files and versions.

ReportBook Plug Ins

Review, edit, and delete ReportBook plug-in files and versions.

Accessibility

Select/clear whether to use the standard Windows menu instead of a ribbon.

Select/clear whether to select all of the text in a spreadsheet cell when it is entered.

SmartAssist

Select/clear whether to show and/or display the SmartAssist search box when opening CaseMap.