Filter
Top Products
21
Managing Pleadings
West Case Notebook allows you to add pleadings to categorize and search.
Importing a Pleading
To import a pleading, complete these steps:
1. Click the New arrow on the Main Menu toolbar and choose Pleading (from File) from the menu. The Data
Import Wizard–Pleading Files dialog box is displayed.
2. Click Add to display the Open dialog box.
3. Select your pleading and click Open. The Data Import Wizard–Pleading Files dialog box is redisplayed.
4. Click Next. The Data Import Wizard–Pleading Properties dialog box is displayed.
5. Type a name for the pleading, e.g., Answer_BowerDC, 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. 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.
10. The OCR check box is automatically selected if the pleading is an image file or PDF file.