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Managing Research
26
Importing Research Documents
You can import other research documents into West Case Notebook.
To import a research document, complete these steps:
1. Click the
New
arrow on the Main Menu toolbar and choose
Research (from File)
from the menu. The Data
Import Wizard–Research Files dialog box is displayed.
2. Click
Add
to display the Open dialog box.
3. Select your research document and click
Open
. The Data Import Wizard–Research Files dialog box is
redisplayed.
4. Click
Next
. The Data Import Wizard–Research Files dialog box is displayed.
5. Type a name for the research document, e.g.,
39 Cal.4th 260
, in the Title text box.
6. Select a type from the
Type
drop-down list, if desired.
7. Select an author from the
Author
drop-down list, if desired.
8. Select a category from the
Category
drop-down list, if desired.
9. Select the
Research 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 document is an image file or PDF.
11. Click
Finish
. The research document is displayed in the right pane and listed under Research in the left pane.
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