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Managing Cases
Creating a New Local Case
Cases in West Case Notebook can be created for one person to use (local cases), or they can be created
through the West LiveNote Administration module to be available on a network so they can be shared
(secure cases). Local cases can be imported through the West LiveNote Administration module to also
make them shareable.
To create a new case, follow these steps:
1. Access West Case Notebook to display the Open Case dialog box.
2. Click New to display the Save As dialog box.
3. Select the location to use for storage of the case; type the file name, e.g., smithvjones; and click Save. The New
Case Properties dialog box is displayed.
4. Type the name of the case, e.g., Smith v Jones, in the Name text box.
5. Click OK.
The case window, which lists all the documents for the case, is displayed.
Creating a New Case from an Open Case
To create a new case from an open case, complete these steps:
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