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Case Notebook® version 3.0 or later allows you to code an entire transcript, document, pleading, or research document with issues. Doc-Level Issues also provide a method of transferring issue codes applied to documents in other software products, such as Case Logistix®. For example, if you import discovery documents from document review software, those issue codes can be transferred into Case Notebook as Doc-Level Issues.
To assign a Doc-Level Issue in Case Notebook, right-click a transcript, document, pleading, or research document in the right pane and click Properties on the menu. In the Properties dialog box, click the Doc-Level Issues tab, then select the check box for the issue you want to apply.
Doc-Level Issues are displayed in the following locations: