TRAINING TIP #3 Your Content Goes Here STEP ONE Click Search for Documents on the Search page. STEP TWO Click ‘add from tree’ under Type of Document in the Document Types box. STEP THREE Find your motion type in the tree. You can search for it in the search box at the top of the tree if you prefer. Click Save at the bottom of the box to set the filter. STEP FOUR If desired, choose additional filters such as [...]
TRAINING TIP #4 Your Content Goes Here STEP ONE When viewing a list of rulings in a Documents search, click OPTIONS, then click Open Analytics. STEP TWO Select the box next to Motion Success and click OPEN TABS. STEP THREE You will then have a new tab in your Table of Contents containing a Motion Success chart based on the same filters you used in your list of rulings.
TRAINING TIP #5 Your Content Goes Here STEP ONE In the tab of results you want to save, click PRINT at the top of the results pane. STEP TWO Click PRINT in the top right of the page. STEP THREE Click the drop-down next to Destination and select Save as PDF. STEP FOUR Click Save. STEP FIVE Using the PRINT button at the top of a results pane will [...]
TRAINING TIP #6 Your Content Goes Here STEP ONE To export a single tab of results to Excel, click OPTIONS/Export Tab to XLS at the top of the results pane. STEP TWO 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. STEP THREE To get to your Downloads page, click the Navigation Icon in the top right of the page, then click Downloads. [...]
TRAINING TIP #7 Your Content Goes Here STEP ONE The colored circle near your Binder Name means you have unsaved changes. To save your results, click FILE/Save*. This will save your results into your account on your Binder Wall. STEP TWO To get to your Binder Wall, click the Navigation Icon in the top right of the page, then click Binder Wall. STEP THREE The FILE/Save option is how you save results that you created from the Custom Search section of [...]
TRAINING TIP #8 Your Content Goes Here All of your saved searches are stored on your Binder Wall. To get to your Binder Wall, click the Navigation Icon in the top right of the page, then click Binder Wall.
TRAINING TIP #23 Your Content Goes Here STEP ONE To filter by multiple party roles, find the “Parties” filter box and click the PLUS ICON to create an additional filter box. STEP TWO Once you have as many filter boxes as you need, click on the DROPDOWN ARROW beside the role type and SELECT your desired role for that filter box, then click SAVE. STEP THREE If you do not see the role you are looking for in the dropdown, click [...]
TRAINING TIP #9 Your Content Goes Here STEP ONE 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 your changes. You can also choose what type of information appears under the +/- icons with the Expandable Sections list. STEP TWO If you would like the database to [...]
TRAINING TIP #10 Your Content Goes Here STEP ONE To share your search results with another user in your group, save your results first by clicking FILE/Save. STEP TWO Then copy your URL and send it to any member of your group. STEP THREE To share your search results with another user outside your group, save your results first (FILE/Save). Then click FILE/Share Binder. STEP FOUR Click "OUTSIDE YOUR GROUP." [...]
TRAINING TIP #24 Your Content Goes Here STEP ONE 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. STEP TWO Click OPTIONS at the top of the results, then click Download. STEP THREE To get to your Downloads page, click the Navigation Icon in the top right [...]
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