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Use Reports in WestCheck

After running WestCheck, you can create a report by choosing delivery method, formats, and result/citation options, then generate a linked summary with KeyCite flags and detailed service results.
  1. Once you have checked your citations in WestCheck, select
    Create Report
    .
  2. Select the
    Report Settings
    .
  3. Choose from the following options:
    1. Delivery Options
      1. The
        Email
         option provides fields for To, Subject, Email Note, and a Format list that lets you choose to deliver the report in Word, PDF, or RTF format. You can deliver the report to multiple email addresses.
      2. The
        Download
         option lets you choose to download the report in Word, PDF, or RTF format. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
      3. The
        Online Report Display
         option lets you view the report in your browser and includes links to the full-text documents on Westlaw, links to the KeyCite history and citing references, and a navigational index. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
      4. The
        Online Report Display
         option lets you view the report in your browser and includes links to the full-text documents on Westlaw, links to the KeyCite history and citing references, and a navigational index. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
      5. The
        Upload to Westlaw Folder
         option lets Drafting Assistant subscribers deliver the report and any Full Text documents (Find results) to a selected Westlaw folder. Once you have selected this option, a Select Folder link will appear that lets you choose a Westlaw folder. Any Full-Text documents (Find results) will appear as links in the chosen Westlaw folder.
    2. Result Options
      1. Select
        Deliver Full Text results separately from the report
         and select Word, PDF, or RTF format to deliver all Full-Text requests in a separate document in that format. If you select this option, you may also want to select
        Create one file for all Full Text Results
         to deliver the Full Text requests separately and as one single document (instead of multiple documents).
      2. Select
        Substitute with Reporter Images when available
         to deliver PDF images of case law documents exactly as they appear in the National Reporter System. If you select this option, you may also want to select
        Create one PDF for all Reporter Images
         to deliver the results as a single PDF (instead of multiple PDFs).
      3. Select
        Dual Column Layout for Cases
         to format the results in two columns per page. This option is not available for the Online Report Display.
    3. Report Options
      1. Select
        KeyCite Flags in Full Text Results for Cases
         to display KeyCite flags and information in the Full-Text Results.
    4. Citation Options
      1. If you have access to Cite Formatting through a Drafting Assistant subscription, you have an additional option to view your citations within the WestCheck report in a particular rule format. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
      2. Select the
        Rules for Citation
         you prefer from the list. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
      3. By default, the rule format is Westlaw, which provides all of the citation details that may not be included in the citation formatting rules. For example, the Westlaw format includes all possible parallel citations, the specific date of a case decision, and the docket number for the case. This option is not available in the Drafting Assistant for Word on Mac/iPad application.
  4. Select
    Generate Report
    .

About WestCheck Reports

Reports generated using the WestCheck tool consist of a header, summary report, table of citations with services requested for each, detailed services reports, and a billing summary. Reports include linked KeyCite status flags and depth-of-treatment indicators for cited documents so that you know at a glance whether your authority is good law.
The online report includes the KeyCite status flags, links to the full-text documents on Westlaw, links to the KeyCite history and citing references, and a navigational index.

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