About the Navigation pane

The Navigation pane is a vertical bar located on the left side of your screen when you open a case in CaseMap. CaseMap's Navigation pane has two task panes: Case Shortcuts and Search Results. The default setup is to display the Case Shortcuts pane, which allows you to easily transfer from working in one case spreadsheet to another. The Search Results pane displays after a full-text search is run and provides search results and access to reports.

 

CaseMap Navigation Pane

Elements

Description

Case Shortcuts

Use to navigate CaseMap spreadsheets, which are organized in two different task panes: Favorites and All Shortcuts.

Search Results

Use to review search results, narrow search results, or access search reports.

Arrow Bar

Use to show/hide buttons to maximize viewing within the Navigation pane.

 

hmtoggle_plus1Case Shortcuts pane

The Case Shortcuts pane has three tasks panes:

•Search pane — Allows full-text searches to be run on case records and linked files.
•Favorites — Contains icons for the spreadsheets used most often: Facts, All Objects, Persons, Documents, Issues. You can modify the icon display to suit your preferences.
•All Shortcuts — Contains icons for all spreadsheets, including individual object spreadsheets. Each spreadsheet icon also displays the current number of records for each. Simply click on an icon to display that spreadsheet in the main CaseMap window.

 

Case Shortcuts pane

 
hmtoggle_plus1Search Results pane

The Search Results pane displays search results for spreadsheet hits as well as any linked document hits.

•Search pane — Allows full-text searches to be run on case records and linked files.
•Narrow Results pane — Provides options for narrowing search results by search hits located in spreadsheets, linked file content, and annotation notes.
•Results pane — Displays all spreadsheets that contain records or linked files with search hits. The number of search hits located for each displays to the right of the spreadsheet name.
•Resources pane — Provides access to three search results reports.

 

Search Results pane

 
hmtoggle_plus1Arrow bar

The Arrow bar allows you to collapse or expand buttons to maximize the pane view.

Arrow bar and Navigation pane buttons

 

 

related_topics_buttonRelated Topics

 

 

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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