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Casemaker Weekly – February 27th, 2019

by Alexa Drago on February 27, 2019

This week we talk about saving documents, browsing data, and getting the search results you want.

Let’s get started!

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Get control of your searches with the Jurisdiction menu

Rather than clicking on the state you want on the homepage, give yourself more control with the Jurisdiction menu. You can select a jurisdiction or any combination of jurisdictions to search by clicking the Jurisdiction menu. This is located in the box located between the search box and the blue search button. There is a blue downward pointing arrow in the right side of this box. Clicking on this arrow will pull up the pop-up menu and from here you can check as many or as few boxes as you need. You can even select the type of data you want. Want to keep your selections as your default search? Just click the Save to My Settings button!

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Tree View
Tree View is a different way to browse Casemaker! Tree View consists of an expandable hierarchy is contained in a left-hand sidebar while the center area displays the document content. Tree View includes all data types and the full archive of data for each respective state.

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Always Available – Folders

Perhaps you often print cases that you need, or maybe you download them to your work computer. As you have likely found, the file on your computer or the case you printed are only useful if you have them with you. However, you can access Casemaker from anywhere using a web browser! So instead, you can save the items you need to a folder in your Casemaker account which is accessible from anywhere you can access the web.
The first thing you’ll need to do is to create a folder. Click on the save to folder icon and type a folder name here into the new folder name field. Then just click create.
There are two methods to save a document to a folder. You can click on the Save To Folder icon from the Dark Gray toolbar, choose your folder, and click Save. Or you can click on the orange My Folder Icon next to the search button, and then choose the folder you’d like to use and click OK. This allows the orange folder icon to represent the folder that you’ve selected. Then you can simply click, drag, and drop documents into that folder for saving.
When you are ready to view the contents of your folders, you can click on the white My Folders link at the top of the search area. The listing of your folders is displayed on the left and clicking on your folder will display its contents in the central area of the screen. Once the folder has loaded you have the opportunity to move, rename, or delete the entire folder. You can also utilize the individual checkboxes to print, download, email, or throw away individual contents.

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That is all for this week! We will back with more tips and tricks next week.

Thanks again for making Casemaker a Valued Member Benefit.

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