Why Export Case Facts?
Exporting case facts allows you to:
Use your work outside of CaseScribe
Write briefs using organized case information
Send medical chronologies to external experts
Analyze data in spreadsheet applications
Exporting Information from Case Facts to Other Tools
Accessing Client Information
Enter client details on the document screen.
Navigate to the facts screen to view facts related to the client.
Export Options
Click on the export button to begin the export process.
Choose between exporting just Case Facts and Case Facts plus files.
Specify how you want the page numbers indexed (per document or combined).
Export Formats
Select the export format: CSV, Word, or case map portable format.
Export the information to review it in the chosen format.
Exporting Specific Information
Filter the facts based on specific document types or categories.
Export only the filtered information, respecting the selected filters.
Document Formats
Word file: Facts presented in a table format.
Excel file (CSV): Contains all data elements in a tabular format.
Case map format: For users of LexisNexis case map, a file format is provided for import along with a combined PDF document.
Conclusion
The export feature allows for tailored extraction of information from CaseScribe for use in other tools.
Users can choose the format that best suits their needs for further analysis or integration with other software tools.
Choosing between Excel and Word format
Generally, Word is the most readable format. By default the entire case fact is shown in each cell.
Excel (CSV) is great if you want to do your own filtering and sorting using the built-in features of Excel. We recommend this for advanced users or if you want an archive format that can be imported to other software.
Watch our accompanying help video demonstrating the export process for a visual guide.