Using CaseMap
• Navigating CaseMap
• Getting Started
• Working with Cases
• Working with Spreadsheets and Fields
• Getting Data into CaseMap
• Importing Data
• Analyzing and Linking Data
• Using CaseWide
• Using Evaluation Tools
• Sorting Data
• Filtering Data
• Searching Data
• Using DocManager
• Tagging Data
• Editing Data
• Creating and Printing Reports
• Creating and Printing ReportBooks
• Exporting Data
• Keyboard Shortcuts
User Guide
CaseMap®, Version 10
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No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including
photocopying, recording, or by any information storage or retrieval system, without permission.
While the information contained herein is believed to be accurate, this work is provided "as is," without warranty of any
kind. The information contained in this work does not constitute, and is not intended as, legal advice.
LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Inc., used under license. CaseMap
is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or
registered trademarks of their respective companies. 
© 2015 LexisNexis. All rights reserved.
CaseMap®
DocPreviewer™
DocManager™
CaseMap® Server
TextMap®
TimeMap®
NoteMap®
Sanction®
Concordance®
Version: CaseMap® 10.3 
Release Date: October 21, 2014
CaseMap User Guide
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3
Contents
3
© 2015 LexisNexis. All rights reserved.
Table of Contents
Chapter 1
About CaseMap
9
Chapter 2
What's New in CaseMap
11
Chapter 3
Using CaseMap
17
................................................................................................................................... 17
1
Navigating CaseMap
.......................................................................................................................................................... 17
Navigating CaseMap 
.......................................................................................................................................................... 19
About the Navigation pane 
.......................................................................................................................................................... 22
Modifying Navigation pane display 
.......................................................................................................................................................... 24
Changing shortcuts in the Favorites pane 
.......................................................................................................................................................... 25
About the title and status bars 
.......................................................................................................................................................... 26
About CaseMap toolbar buttons 
.......................................................................................................................................................... 29
Changing toolbar buttons and settings 
.......................................................................................................................................................... 31
About CaseMap menus 
.......................................................................................................................................................... 37
Changing menu settings 
................................................................................................................................... 38
2
Getting Started
.......................................................................................................................................................... 38
Using the Getting Started tips 
.......................................................................................................................................................... 39
About the Getting Started task pane 
.......................................................................................................................................................... 41
Practicing with sample data 
.......................................................................................................................................................... 41
Printing the Quick Reference Card 
.......................................................................................................................................................... 42
Quick Start Tutorial 
......................................................................................................................................................... 42
About the Quick Start tutorial
......................................................................................................................................................... 43
Introduction - Why CaseMap?
......................................................................................................................................................... 44
Lesson One - Organize
......................................................................................................................................................... 51
Lesson Two - Analyze
......................................................................................................................................................... 54
Lesson Three - Report
.......................................................................................................................................................... 56
Opening cases 
.......................................................................................................................................................... 59
Changing passwords 
................................................................................................................................... 60
3
Working with Cases
.......................................................................................................................................................... 60
Before creating cases 
.......................................................................................................................................................... 64
About cases 
.......................................................................................................................................................... 65
Creating cases 
.......................................................................................................................................................... 67
Entering case properties 
.......................................................................................................................................................... 68
Using the Case Jumpstart Wizard 
.......................................................................................................................................................... 69
About case templates 
.......................................................................................................................................................... 70
Creating case templates 
.......................................................................................................................................................... 72
Copying cases 
.......................................................................................................................................................... 73
Moving cases 
.......................................................................................................................................................... 74
Deleting cases 
.......................................................................................................................................................... 75
About adding users 
.......................................................................................................................................................... 76
Adding users to cases 
.......................................................................................................................................................... 78
Tracking user history 
.......................................................................................................................................................... 79
Deactivating or deleting users 
................................................................................................................................... 80
4
Working with Spreadsheets and Fields
.......................................................................................................................................................... 80
About spreadsheets 
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CaseMap
4
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.......................................................................................................................................................... 83
Changing spreadsheet elements 
.......................................................................................................................................................... 84
Modifying spreadsheet views 
......................................................................................................................................................... 84
Creating spreadsheet views
......................................................................................................................................................... 86
Changing spreadsheet views
......................................................................................................................................................... 87
Copying spreadsheet views
......................................................................................................................................................... 88
Deleting spreadsheet views
.......................................................................................................................................................... 88
Changing shortcuts in the Favorites panel 
.......................................................................................................................................................... 90
Changing spreadsheet display order 
.......................................................................................................................................................... 91
Renaming spreadsheets 
.......................................................................................................................................................... 94
Creating custom spreadsheets 
.......................................................................................................................................................... 96
Deleting spreadsheets 
.......................................................................................................................................................... 97
Working with spreadsheet fields 
......................................................................................................................................................... 97
About spreadsheet fields
......................................................................................................................................................... 103
Accessing detail and list dialog boxes
......................................................................................................................................................... 105
Inserting/hiding fields
......................................................................................................................................................... 106
Moving fields
......................................................................................................................................................... 106
Creating custom fields
......................................................................................................................................................... 109
Applying field security
......................................................................................................................................................... 110
Converting open-ended lists to fixed lists
......................................................................................................................................................... 112
Changing field values
......................................................................................................................................................... 113
Renaming fields
......................................................................................................................................................... 114
Deleting fields
......................................................................................................................................................... 115
Verifying field use and history
.......................................................................................................................................................... 116
Reviewing the Use History spreadsheet 
.......................................................................................................................................................... 117
Viewing spreadsheet field lists 
......................................................................................................................................................... 117
Issues spreadsheet field list
......................................................................................................................................................... 121
Facts spreadsheet field list
......................................................................................................................................................... 125
Objects spreadsheet field list
......................................................................................................................................................... 133
Questions spreadsheet field list
......................................................................................................................................................... 136
Research spreadsheets field list
................................................................................................................................... 141
5
Getting Data into CaseMap
.......................................................................................................................................................... 141
About entering data 
.......................................................................................................................................................... 143
Inserting/saving/deleting records 
.......................................................................................................................................................... 145
Auto-numbering records 
.......................................................................................................................................................... 147
Using Short Names 
......................................................................................................................................................... 147
About short names
......................................................................................................................................................... 152
Using the Link Assistant
......................................................................................................................................................... 154
Changing short names
......................................................................................................................................................... 155
Changing short name display
......................................................................................................................................................... 156
Merging short names
......................................................................................................................................................... 157
Using the Short Name Assistant
.......................................................................................................................................................... 158
Entering Objects 
......................................................................................................................................................... 158
About objects
......................................................................................................................................................... 161
Entering objects
.......................................................................................................................................................... 164
Entering Facts 
......................................................................................................................................................... 164
About facts
......................................................................................................................................................... 165
Entering facts
......................................................................................................................................................... 166
Setting the date and time for facts
.......................................................................................................................................................... 170
Entering Issues 
......................................................................................................................................................... 170
About issues
......................................................................................................................................................... 172
Entering issues
.......................................................................................................................................................... 175
Entering Questions 
......................................................................................................................................................... 175
About questions
......................................................................................................................................................... 177
Entering questions
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5
Contents
5
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.......................................................................................................................................................... 179
Entering Research 
......................................................................................................................................................... 179
About research
......................................................................................................................................................... 180
Entering research
.......................................................................................................................................................... 186
Using the Intake Interview Form 
......................................................................................................................................................... 186
About the Intake Interview Form
......................................................................................................................................................... 189
Emailing the Intake Interview form
......................................................................................................................................................... 190
Importing the Intake Interview Form
................................................................................................................................... 193
6
Importing Data
.......................................................................................................................................................... 193
About importing data 
.......................................................................................................................................................... 194
Importing PDFs and using DocPreviewer 
......................................................................................................................................................... 194
About PDFs and DocPreviewer
......................................................................................................................................................... 201
About Bates stamping
......................................................................................................................................................... 205
Bates stamping PDFs
......................................................................................................................................................... 215
Importing PDFs
......................................................................................................................................................... 219
Reviewing PDFs
......................................................................................................................................................... 222
Batch printing linked PDFs
.......................................................................................................................................................... 224
Importing Emails 
......................................................................................................................................................... 224
About importing emails
......................................................................................................................................................... 224
Send email to CaseMap
......................................................................................................................................................... 230
Receiving client emails
......................................................................................................................................................... 234
Converting emails to PDFs
......................................................................................................................................................... 237
Importing emails
.......................................................................................................................................................... 241
Importing linked files 
.......................................................................................................................................................... 244
Importing text files 
.......................................................................................................................................................... 248
Importing NoteMap outlines 
.......................................................................................................................................................... 250
Using the Send to CaseMap tool 
......................................................................................................................................................... 250
About the Send to CaseMap tool
......................................................................................................................................................... 251
Sending Word documents to CaseMap
......................................................................................................................................................... 256
Send email to CaseMap
......................................................................................................................................................... 261
Sending facts from PDFs
......................................................................................................................................................... 264
Sending research to CaseMap
......................................................................................................................................................... 265
Sending transcripts to CaseMap
......................................................................................................................................................... 268
Sending data from Concordance
......................................................................................................................................................... 274
Create new facts/extracts from annotations
......................................................................................................................................................... 279
Send to CaseMap product integration
................................................................................................................................... 281
7
Analyzing and Linking Data
.......................................................................................................................................................... 281
About linking 
.......................................................................................................................................................... 287
About analyzing data 
.......................................................................................................................................................... 288
Analyzing and linking documents 
.......................................................................................................................................................... 291
Analyzing and linking facts 
.......................................................................................................................................................... 293
Analyzing and linking objects 
.......................................................................................................................................................... 297
Showing all facts linked to a set of objects 
.......................................................................................................................................................... 297
Analyzing and linking questions 
.......................................................................................................................................................... 301
Analyzing and linking research 
.......................................................................................................................................................... 305
About online research 
.......................................................................................................................................................... 308
Using online research tools 
.......................................................................................................................................................... 310
Using Shepard's Signals 
......................................................................................................................................................... 310
About Shepard's Signals
......................................................................................................................................................... 311
Using Shepard's Signals
.......................................................................................................................................................... 313
Using the Bulk Issue Linker 
.......................................................................................................................................................... 314
Linking related files 
.......................................................................................................................................................... 316
Breaking links 
................................................................................................................................... 317
8
Using CaseWide
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CaseMap
6
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.......................................................................................................................................................... 317
About CaseWide 
.......................................................................................................................................................... 319
Using CaseWide 
................................................................................................................................... 321
9
Using Evaluation Tools
.......................................................................................................................................................... 321
About evaluation tools 
.......................................................................................................................................................... 323
Creating custom evaluation fields 
.......................................................................................................................................................... 323
Comparing evaluation fields 
................................................................................................................................... 325
10
Sorting Data
.......................................................................................................................................................... 325
About sorting 
.......................................................................................................................................................... 327
Changing the field sort order 
.......................................................................................................................................................... 328
Sorting multiple fields 
................................................................................................................................... 333
11
Filtering Data
.......................................................................................................................................................... 333
About filtering 
.......................................................................................................................................................... 336
Performing basic filters 
.......................................................................................................................................................... 339
Performing guided filters 
.......................................................................................................................................................... 343
Performing advanced filters 
.......................................................................................................................................................... 349
Saving filters 
................................................................................................................................... 352
12
Searching Data
.......................................................................................................................................................... 352
About searching 
.......................................................................................................................................................... 353
Running basic searches 
.......................................................................................................................................................... 354
Viewing search results 
.......................................................................................................................................................... 357
Full-Text Searching 
......................................................................................................................................................... 357
About full-text searches
......................................................................................................................................................... 358
Running full-text searches
......................................................................................................................................................... 360
Using search operators
......................................................................................................................................................... 364
Writing full-text searches
......................................................................................................................................................... 368
Creating combined searches
......................................................................................................................................................... 369
Running recent searches
.......................................................................................................................................................... 370
Canceling searches 
.......................................................................................................................................................... 371
Viewing search reports 
................................................................................................................................... 372
13
Using DocManager
.......................................................................................................................................................... 372
About DocManager 
.......................................................................................................................................................... 379
Viewing documents and images 
.......................................................................................................................................................... 384
Navigating documents 
.......................................................................................................................................................... 385
Adjusting document size 
.......................................................................................................................................................... 386
Annotating documents 
.......................................................................................................................................................... 389
Creating new facts/extracts from annotations 
.......................................................................................................................................................... 394
Editing annotations 
.......................................................................................................................................................... 396
Deleting annotations 
.......................................................................................................................................................... 397
Printing annotations 
.......................................................................................................................................................... 399
Batch printing linked documents 
.......................................................................................................................................................... 421
Changing DocManager options 
.......................................................................................................................................................... 426
Send emails to CaseMap 
................................................................................................................................... 431
14
Tagging Data
.......................................................................................................................................................... 431
About tagging 
.......................................................................................................................................................... 432
Tagging case records 
................................................................................................................................... 434
15
Editing Data
.......................................................................................................................................................... 434
About editing data 
.......................................................................................................................................................... 434
Using spelling tools 
.......................................................................................................................................................... 438
Finding and replacing data 
.......................................................................................................................................................... 440
Copying/pasting data and records 
.......................................................................................................................................................... 441
Inserting/deleting data and records 
.......................................................................................................................................................... 443
Making global replacements 
7
Contents
7
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................................................................................................................................... 446
16
Creating and Printing Reports
.......................................................................................................................................................... 446
About creating reports 
.......................................................................................................................................................... 448
About printing reports 
.......................................................................................................................................................... 452
Changing report print options 
.......................................................................................................................................................... 454
Adding/editing report title pages 
.......................................................................................................................................................... 458
Creating a filtered report 
.......................................................................................................................................................... 460
Emailing a report of questions 
.......................................................................................................................................................... 462
Printing Pre-built Reports 
......................................................................................................................................................... 462
Printing a By Issue report
......................................................................................................................................................... 467
Printing a Summary Judgment report
......................................................................................................................................................... 471
Printing a Privilege Log
......................................................................................................................................................... 474
Printing a By Object report
.......................................................................................................................................................... 477
Printing Search Results reports 
......................................................................................................................................................... 477
Printing a Search ReportBook
......................................................................................................................................................... 484
Printing a Linked File Text Hits Report
......................................................................................................................................................... 486
Viewing a Review Linked File Hits report
.......................................................................................................................................................... 488
Hiding documents when printing 
.......................................................................................................................................................... 490
Embedding linked documents in reports 
.......................................................................................................................................................... 495
Batch printing linked documents 
.......................................................................................................................................................... 518
Batch printing linked PDFs 
................................................................................................................................... 521
17
Creating and Printing ReportBooks
.......................................................................................................................................................... 521
About ReportBooks 
.......................................................................................................................................................... 524
Creating custom ReportBooks 
.......................................................................................................................................................... 540
Creating a By Issue report from a current view 
.......................................................................................................................................................... 541
Printing a Search ReportBook 
.......................................................................................................................................................... 549
Adding a custom spreadsheet to a ReportBook 
......................................................................................................................................................... 551
Printing pre-built ReportBooks
.......................................................................................................................................................... 553
Embedding linked documents in reports 
.......................................................................................................................................................... 558
Managing ReportBooks 
................................................................................................................................... 561
18
Exporting Data
.......................................................................................................................................................... 561
About exporting data 
.......................................................................................................................................................... 562
Exporting spreadsheet data/reports 
.......................................................................................................................................................... 564
Exporting/importing ReportBooks 
.......................................................................................................................................................... 565
Sending data to TimeMap 
.......................................................................................................................................................... 567
Sending data to Sanction 3.5 or later 
.......................................................................................................................................................... 570
Sending data to NoteMap 
.......................................................................................................................................................... 573
Exporting data to Word, WordPerfect, HTML 
.......................................................................................................................................................... 573
Exporting data to Excel 
................................................................................................................................... 574
19
Keyboard Shortcuts
.......................................................................................................................................................... 574
About keyboard shortcuts 
.......................................................................................................................................................... 575
Application keyboard shortcuts 
.......................................................................................................................................................... 575
Spreadsheet view keyboard shortcuts 
.......................................................................................................................................................... 579
Dialog box keyboard shortcuts 
.......................................................................................................................................................... 580
Bates numbering keyboard shortcuts 
.......................................................................................................................................................... 580
Creating or editing keyboard shortcuts 
Index
583
Chapter
1
About CaseMap
Using CaseMap
User Guide
About CaseMap
9
© 2015 LexisNexis. All rights reserved.
About CaseMap
CaseMap is a case organization and analysis tool that will help you track and build case
strategy. CaseMap helps you organize critical information about facts, documents, and issues in
cases by providing the tools you need to analyze facts and issues. CaseMap also helps you
quickly create case reports for case staff, your client, and the court.
As you analyze cases in CaseMap, you will gain a thorough understanding of disputes and
clarify your strategies in supporting case arguments. As you sort out what you know about
each case, you will find it easier to identify what you don't know and need to find out. CaseMap
helps ensure complete discovery, regardless of the type of case (civil or criminal).
Share case access to ensure efficiency
CaseMap cases can be used by multiple case staff — at the same time. The case created
should be stored in a shared location on your network to ensure that all users can access it.
In this manner, all case users are able to work together to organize critical knowledge about
the facts, the cast of characters, documents, and the issues regarding the case.
Allow CaseMap to work on your behalf
CaseMap is designed to manage the requirements of capturing information about case facts,
documents, and issues. It is flexible and customizable to handle the unique needs of your
cases.
Investing the time to organize and share case knowledge in CaseMap means saving time
and energy to analyze, strategize, file motions or briefs, negotiate settlements, or take
cases to trial.
Even if you have not worked on the case for months, CaseMap keeps case knowledge,
documents, and strategy preserved so you can quickly pick up where you left off.
Learn what's new in CaseMap
CaseMap continues to bring new and exciting features that make it work smarter and
harder. Take time to review recent release updates and familiarize yourself with the new
tools and features that give you an advantage in case analysis and management.
For more information, see What's New in CaseMap
.
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What's New in CaseMap
Chapter
2
What's New in CaseMap
Using CaseMap
User Guide
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