Casemaker Update: Emailing documents, making notes and more

​Nov. 30, 2017

This week we talk about how to email documents from within Casemaker, how to put notes on any document in Casemaker and how to find statutes and administrative codes by citation. Let's get started!
 
Emailing Documents
Have you have been viewing a document in Casemaker and wanted to just email it to your client or colleague? Casemaker allows for just that! To email a document to your client, your colleague, or even yourself—you first need to click on the envelope icon located in the upper right-hand corner of the document in the dark gray bar. A pop-up window will appear giving you a number of options to choose from. You can select the document format. You can choose to send a PDF, Word or WordPerfect document as well as chose dual or single column format. You can also decide to include your notes or any highlighted terms. If you would like, you can attach the list of citing references and any negative treatment found as well. Make your choices then enter the recipient's email address (or addresses), a subject for the email, and a short message if you wish. Then hit the blue email button and Casemaker will email the document for you. It is that simple!
 
Make a Note of It!
You can add notes to any document you find in Casemaker. The note is unique to your account and cannot be seen by anyone else. When you are viewing a document you can add a note by clicking the “Notes” drop-down in the light gray bar and then selecting “Add Note.” A new window will appear and you can type in what you wish. Once you are done typing click save. The note is the stored at the top of the document. You can use the same notes menu to determine if notes or visible or hidden. Clicking the pencil icon on the note will allow you to edit the note and to delete it permanently click the “x” icon.

Statutes and Administrative Code by Citation
Below the search bar, you will find a series of small labeled circles that are called radio buttons. They are Keyword, Citation, Party, Section, and Docket. If you click on the radio button for Section you can then enter the citation for not just statutes as you might expect, but administrative codes as well, and Casemaker will pull up the code section you are seeking. Of course, you can always browse administrative codes, statutes, and other materials by clicking the appropriate link under the state or federal library of your choosing.

Visit www.ohiobar.org/casemaker to log in and explore Casemaker today or visit our video tutorial page​ for more info!

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