Want to create a visual timeline with Key Facts from Case Notebook? West Case Timeline’s spreadsheet-style data entry and integration with Case Notebook make compiling and organizing litigation events in Case Timeline fast and intuitive. Create a visual timeline with Key Facts from Case Notebook by exporting the Key Facts from Case Notebook to West Case Timeline with or without Sources.
Important! You must have West Case Timeline installed your system in order to send Key Facts from Case Notebook.
Click the Key Facts category in the Navigation pane to open the Key Facts List.
Click to place a check mark next to the Key Facts you want to export or click the Select All Key Facts check box above the Key Facts in the Display pane to select all of the key facts.
Click the Send toolbar button and select an option.
Upon send, you may choose whether to import into the existing opened Timeline, open a different one, or create a new one. Select the desired options in the Event Import Wizard – Step 1 of 2 in West Case Timeline and click Next. For more information, see the Case Timeline User Guide.
Case Notebook Key Facts information maps as follows to Case Timeline:
Set up the imported and unmapped fields in Event Import Wizard – Step 2 of 2 in West Case Timeline or create custom Timeline Columns by clicking New. The Preview of Data to Import section shows a preview of the data that will be imported. For more information, see the Case Timeline User Guide.
Click Finish when done.
The following message is displayed. Click Yes if you want to see the import results for the file.
The import log displays the import results for the file.
Key facts sent to Case Timeline are displayed on the Event Entry tab. The timeline can be viewed as an event entry, chart, or chronology by clicking the following tabs:
For more information, see the Case Timeline User Guide.