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Casemaker Weekly – November 13th, 2019

by Alexa Drago on November 13, 2019

This week we have new Casemaker4 features to discuss. Let’s get started!
Like its predecessor CasemakerLegal, Casemaker4 also allows you to store documents you find over the course of your research. Using the Folders feature you can access your documents from anywhere you can access the internet. Saving hard drive space and paper.The first thing you will need to do is create a new folder. You can create a folder at any time by clicking on the folder link in the upper right or the Folder menu option under the My Account menu. In addition, if you are on the document you wish to save, you can click the Save to Folder icon and type a name for your folder into the New Folder field and click the + button.

Once a folder has been created, you can save to your folder at any time. Just click the Save To Folder icon from the Document Toolbar, choose your folder, and click Save. If you prefer to drag and drop simply click the Folder icon, and this time choose the folder you would like to use and click ok. This allows the icon to represent the folder you have chosen. Next click and drag the title of the document to the grey toolbar area. Your chosen folder name will appear, and you can drop the document title on top of it.

When you are ready to view the contents of a folder, click the Folders link in the Features toolbar or the Folders option under My Account. Once there, on the left of your screen is a listing of all of your folders. Clicking your folder will display its contents in the central area of the page. Once the folder is open you have the opportunity to move, rename, and delete the entire folder using the options menu at the top of the folders list. On the right you can use the corresponding check boxes to move an individual document to a different folder, or to add it to the print queue, print directly, download, email, or remove. Don’t worry if you have accidentally deleted a document, or folder, that you need. You also have access to a Trash file.

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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