Send documents to
Case Notebook
using
Windows Explorer

You can send documents to Case Notebook using
Windows Explorer
. To send documents, complete the following steps:
  1. Go to the folder containing the documents you want to send.
  2. Select and
    right-click
    the documents.
  3. Hover over
    Send to
    .
  4. Select
    Send as Document
    ,
    Send as Pleading
    , or
    Send as Research
    .
When you finish importing the documents into
Case Notebook
, the documents are listed and the text of the 1st document is displayed.