Exporting Case Facts

Enter client details on the document screen.

Navigate to the facts screen to view facts related to the client.

Click on the export button to begin the export process.

Choose between exporting just Case Facts or Case Facts plus files.

Specify how you want the page numbers indexed (per document or combined).

Select the export format:

Excel file (.xlsx)

Comma-Separated file (.csv)

Word file (.docx)

Word file with tags (.docx)

LexisNexis CaseMap (.cpf)

Fact-Indexed Combined PDF
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Export the information to review it in the chosen format.

Filter the facts based on specific document types or categories.

Export only the filtered information, respecting the selected filters.

Choose which supporting documents to include
When exporting filtered facts with supporting documents, you can choose between:
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All case documents: Includes the complete set of case documents, even when only certain facts are included in the fact index.
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Only documents associated with filtered facts: Includes only the documents connected to the facts in your current filtered view.

The second option can reduce the size of the export and keep the supporting documents focused on the selected facts.

Only documents from selected sources: When you filter facts by a specific document source, you can export only the documents from that source instead of the entire case. This includes documents within the selected source that do not have extracted facts, as long as the source contains at least one document with an extracted fact.
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