How can I upload a long list of parties as a filter?
You can upload a list of parties by clicking the little arrow at the top of the Parties box when running a Cases search. Once you click the arrow, you’ll be prompted to choose a file from your local drive to upload. You’ll see confirmation of how many parties were [...]
How can I download multiple PDFs in bulk?
Select the PDFs you wish to download by checking the small checkbox on the documents icon. Or select all PDFs by clicking the box at the top of the column. Click OPTIONS at the top of the results, then click Download. To get your Downloads page, click the Navigation Icon in the top right of [...]
How can I transfer my binders to someone else?
Select the binder you would like to transfer. Once the binder loads, click Binder Information. In the box that opens, click in the “Binder Owner” text box, then select the user you would like to transfer the binder to. Click SAVE INFORMATION.
How can I view the binders that I’ve shared with others?
Click the Navigation Icon in the top right of the page. Then click Binder Wall. Then click Filter List, check the Shared By Me box and click APPLY.
How can I set up an alert for other people at my firm?
To set up an alert for another user, save your results first (FILE/Save). Then click FILE/Share Alert. Select the users you want to set up the alert for, then click the green TURN ON ALERT button at the top of the list and select a frequency for the alert. [...]
How can I add a text search or citation to my results?
Click Search for Documents on the Search page. In the Document Text box, enter your text string, using either the Boolean or Natural Language option at the bottom of the box. Click Guide to view a list of Boolean operators. To add a citation, click Add Citation in the top right corner [...]
How can I customize how my results appear on the page?
All search types have a variety of different columns available in the results pane. To display more or fewer columns, click the VIEW button at the top of your results pane. Check or uncheck the columns you wish to show or hide. Click the UPDATE LAYOUT button to commit [...]
How can I export my results to Excel?
To export a single tab of results to Excel, click OPTIONS/Export Tab to XLS at the top of the results pane. To export all results in a binder to Excel, use the FILE/Export Binder to XLS option, then retrieve the XLS from your Downloads page. To get [...]
How can I save my results to a PDF?
In the tab of results you want to save, click PRINT at the top of the results pane. Click PRINT in the top right of the page. Click the drop-down next to Destination and select Save as PDF. Click Save. Using the PRINT button at the top of a [...]
How do I set up an alert on new docket entries (filings) in specific cases?
Click Docket Sheets on the Search page. Enter your case number(s) in the Case Numbers filter box, then select the case(s) you’re interested in the drop-down list. Once you have all your cases selected, click Create Alert in the top right of the page, and follow the prompts. [...]
