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Managing Cases
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1. Click the New arrow on the Main Menu toolbar and choose Case from the menu. The Save As dialog box is
displayed.
2. Complete steps 2 through 4 above.
Opening a Local Case
To open a case, choose Open Case from the File menu to display the Open Case dialog box. Select your
case from the list and click OK.
Importing a Case
To import a case, complete these steps:
1. Click the New arrow, then choose Case (from File) from the menu. The Open dialog box is displayed.
2. Select your case and click Open. The Save As dialog box is displayed.
3. Type a name for the file in the File name dialog box.
4. Click Save. The message Would you like to add the new case to your case list? is displayed. Click Yes. The
case is displayed in the case window.
Opening a RealLegal Binder Case
You can open a RealLegal Binder case, version 5 or later, in West Case Notebook version 1.1. To open a
RealLegal Binder case, complete these steps:
1. Choose Open Case from the File menu to display the Open Case dialog box.
2. Click Add. The Open dialog box is displayed.
3. Select the RealLegal Binder Case (PXL) file you want to import and click Open.
4. The message This case was created with RealLegal Binder. It must be imported before it can be used. Do you
want to continue? is displayed. Click Yes. The Save As dialog box is displayed.
5. Type a name for the file in the File name text box and click Save. The case is listed in the Open Case dialog box.
6. Select the case and click OK.
Note: The RealLegal Binder case opens as a local case with no assigned users. For further information on
the conversion of RealLegal Binder cases to West Case Notebook version 1.1 cases, see Appendix
B: Converting RealLegal Binder Cases to West Case Notebook Cases.
Accessing Secure Cases
Notes
■ If you are working on a secure case with other users, all users must use the same version of West Case
Notebook. For example, if a secure case is upgraded to West Case Notebook version 1.1, all users working
on the case must use West Case Notebook version 1.1.
■ If you are working in a West Case Notebook version 1.1 case, then revert to using West Case Notebook
version 1, you must manually rebuild the search index for the case. To rebuild the search index, choose
Advanced, Rebuild Search Index from the Tools menu.