LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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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
LexisNexis Total Practice Advantage 9.0 Notes The Note form is used as a notepad. Notes gather information in text format instead of in field format. Notes are records where users can gather additional information as free-form text. The memo area of the Notes form provides the ability to enter text in a Rich Text Format (RTF). To view a list of all the Notes in your database, do any of the following: • Go to Database > Note List > All Notes. • Press the Hot Key F7. • On the main toolbar, click the Notes button. You can use the Power View to show all the Notes for a Contact or Matter highlighted in the record list. On the list toolbar, from the View drop-down list select Show Power View > Side. The Power View displays a summary of all the Notes for the currently highlighted Contact or Matter. Commonly Used Features Commonly Used Features Commonly Used Features To Add a Note 1 On the main menu bar, go to File > New Record > Note. -or- On the Investigate or Discovery navigator, click the Add Case Note or Add Client Notes button. The Note Form - Add screen opens. 2 Enter a Description (required field) and complete other fields as needed. 3 Click Save & Close to close the form. Commonly Used Features Commonly Used Features Notes - To Add a Note 57
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LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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