LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

LexisNexis Total Practice Advantage 9.0
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Sending Outlines to Microsoft Word
Outlines can be sent directly to Microsoft Word. This allows skeletons of long documents,
reports, etc., to be drafted in the Outline, then sent to Word for completion. Word accurately
reproduces the Outline structure. Text entered within elements is included in the data sent to
Word.
To Send an Outline to Microsoft Word
• On an open Outline form, click the Send to Word button on the Outline toolbar. Information
from the Outline is pasted into a new Word document, ready for editing.
When you import a task checklist, the checklist creates a new Outline record.
To Import a Checklist as an Outline
Based on your Jurisdiction/Practice Area, access to Checklists may vary. The following procedure
is just one example used to access a Checklist. See Checklists in later portions of this manual for
additional information.
1 From the Legal Research navigator, click Find Analysis of Trial & Post-Trial. The Find Analysis
of Trial & Post-Trial Tasks list opens.
2 Select Import Trial and Post-Trial Procedure Checklists. The Checklist window opens.
3 Select the appropriate Practice Guide from the list of guides (i.e., Jury Verdicts).
4 Click on the applicable Checklist (i.e., Checklists: Challenging General and Special Verdicts)
from the list.
5 Click the Preview button to display the Checklist.
6 Click the Open This button at the top of the screen. The “Checklist to Outline” screen opens.
7 If you would like to import the checklist as an Outline, click Yes. The Outline Form opens,
displaying the elements of the outline.
8 Right-click on a list item (element), choose Associate > With New Record and select the
Record Type (Event, ToDo, or other) that will be associated with the Checklist. The form for
the record type that you selected opens.
When the association is created between the Checklist and the record type that you selected,
it becomes an actionable activity.
9 Complete all required fields in the form, and click Save & Close as applicable to close all
forms.
10 Close the Checklists.
56 Outlines - Sending Outlines to Microsoft Word