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Managing Documents
You can add key documents to West Case Notebook to quickly categorize and search.
Importing a Document
To import a document, complete these steps:
1. Click the New arrow on the Main Menu toolbar and choose Document (from File) from the menu. The
Data Import Wizard–Document Files dialog box is displayed.
2. Click Add to display the Open dialog box.
3. Select your document and click Open. The Data Import Wizard–Document Files dialog box is redisplayed.
4. Click Next. The Data Import Wizard–Document Files dialog box is displayed.
5. Type a name for the document, e.g., JobSummary_1005, in the Title text box.
6. Select a type from the Type drop-down list, if desired.
7. Type the author’s name in the Author text box or select the name from the drop-down list, if desired.
8. Type the recipient’s name in the Recipient text box or select the name from the drop-down list, if desired.
9. Type a number in the Bates range and Through text boxes, if desired.
10. Select the Document Date check box, if desired. When you select this check box, the current day’s date is
entered in the text box automatically. Click the arrow to select another date.
11. The OCR check box is automatically selected if the document is an image file or PDF file.