Copying/pasting data and records

Copying and pasting data in spreadsheet fields requires some forethought and care so that you do not break links already set within the text of a field. If you have text from one field that should be added to another, be careful to paste it after the period of the last sentence. If you right-click in a cell and paste the text in it, the new text will be inserted wherever your mouse pointer is placed.

You can also copy and paste a record in a spreadsheet. Doing so gathers all field data for a record and pastes it into a new record. The copy process also retains record links for short names and issues, as well as links to attached source files. However, you now have a duplicate record in the spreadsheet of your case. You should carefully edit the new copied record to differentiate it from the previous one in your case so that there is no confusion among staff when analyzing the document and its linked case elements.

 

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To copy the Date & Time entry from one cell to the next, use the key command CTRL + '.

 

hmtoggle_plus1To copy/paste data
1.In the Case Shortcuts pane, click the icon for the spreadsheet (e.g., Persons) you want to use.
2.In the case record cell, highlight the text you want to copy, and right-click to click Copy.

You can also click the Home ribbon, and then click Copy.

3.Click in the cell where you want to paste the text, then right-click, and click Paste.

You can also click the Home ribbon, and then click Paste.

4.Navigate to another cell or record to save your changes.
hmtoggle_plus1To copy/paste records
1.In the Case Shortcuts pane, click the icon for the spreadsheet (e.g., Documents) you want to use.
2.Highlight the case record you want to copy.
3.On the Home tab, click the More submenu, and then click Create Copy.

An exact copy of the record is added to the spreadsheet, including links to short names and issues.

4.Optional: If the original record is linked to a source file in a network folder, then you must reset the link to that file, if necessary.

 

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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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