Help
Topics
-
Getting Started
17
- The Workspace
- Navigation
- Profiles
- Creating a new case or matter
- Creating practice specific case templates
- Creating a document profile
- Using the Watch Folder
- Using Express Load
- Video - Managing documents, evidence, transcripts and research
- Creating extracts
- Video - Managing extracts: see what's important at a glance
- Creating facts and chronological events
- Video - Creating facts, issues and setting out argument
- Creating keywords
- Quick tips
- How do I open a case that's not on my Workspace?
- How do I rename a keyword?
-
Loading Evidence
14
- Overview
- Express Load
- Express Load settings
- Tips for preparing batches
- try it - using Express Load
- E-Mail Loader
- eMail import on macOS
- Splitting PDFs with Express Load
- How do I load Concordance production sets?
- Using cloud based file storage like DropBox with Express Load
- How do I import CaseMap cases?
- Video - Importing CaseMap cases
- How do I get a folder's filename list into Excel?
- How do I place (open) CSV files in Excel for MasterFile?
- Views 7
-
Working with profiles
16
- Document Profiles
- Fact Profiles
- Extract profiles
- Creating profiles
- Saving, modifying or editing profiles
- Deleting profiles
- Excluding or hiding profiles
- Doc-links
- Creating your Issue/Topic outline
- Rapid tagging with Issue/Topic folders
- Assigning reminder tasks to profiles
- Managing questions raised
- How do I delete profiles?
- How do I change the issue / topic / binder tab keyword assigned to profiles?
- How do I prevent an embedded document from opening in-line?
- How to copy profiles between databases
- Searching, browsing and exploring 5
- Working with transcripts 3
- Review and Revision Tools 2
- Working with folders 3
- Evidence Cruncher services 3
- Production 5
- Reporting 4
- Miscellaneous How Tos 4