Casedo Annotation 101Casedo Court Bundles 101

 

 

Casedo is an e-bundling software made for lawyers by a practising barrister. It is a locally installed software to help you create a court bundle faster, easier and more effectively.

 

This guide will show you how to create a court bundle in half a dozen easy steps. If you want a more detailed look at bundling in Casedo try How to create a court bundle in Casedo.

1. Create a new Casefile

 

Open Casedo and select ‘New Case File’


2. Import documents

Next thing you want to do is import the files stated in the Index Document. After having imported all of these files, they can be organised appropriately. Dropping the cases under a “Cases” folder, and legislations under a “Legislations” folder.

 

You can import your documents in two ways:

 

a. You can do this by either clicking on the ‘Import’ button located in your Desk Space.

 

b. Or, through dragging and dropping your documents into your Desk Space

 

With Casedo you can simultaneously import multiple documents into your bundle as well as import all bookmarks attached to those documents.

3. Organise the documents

 

a) Rename the documents

 

a. To rename document, double-click on the document.

 

 

b) Add Folders

 

i. Add folders to divide your bundle into sections by clicking the ‘Add folder button’, naming the folder, and dragging documents to it.

 

ii. Drag the documents and folders into Index, and you can then order your documents within your workspace.

 

c) Add Bookmarks

 

With Casedo you can add bookmarks throughout your documents, and label them as you see fit. With this, you can break down files and access the key areas with ease.

 

To add a bookmark, simply click on the bookmark button located on the top left of your viewer screen and drag it anywhere in the document. (You must click and drag onto the document and not outside)

This will insert a bookmark in the specific segment of your document. Your bookmark will also appear in your Index just under the file it was created in. You can now label the bookmark and have easy access to essential areas.

 

Also

 

  • If you want to rename the bookmark, simply double-click the bookmark you want to change and erase the previous label.
  • If you want to relocate the bookmark, simply click and drag the existing bookmark. If you want to relocate it to a completely new page you will have to delete the bookmark and create a new one on your desired page.

 

You can at any point delete your bookmarks as easily as you created them.

4. Paginate your bundle

 

Casedo has a number of complex pagination features, here are the most useful one to get you started.

 

First and foremost in order to create the following court bundle, you will need to turn on your pagination, this feature allows you to navigate through your Casefile easily and effectively.

 

By turning on the pagination, Casedo numbers all of your pages according to the organisation of your documents.

 

To turn on the pagination simply click on the toggle switch as shown:

 

 

a. Folder based pagination

 

However, it is normal practise to paginate cases separately to legislation. You might want to have two separate folders. For example, you might want to have a bundle A for legislation and a bundle B for cases authorities. To do that go to the main menu, select Edit > Toggle Pagination Type’.

 

 

toggle pagination type

 

This takes the top level folders and assigns them a letter, as shown below.

 

 

Everything in that folder separately gets assigned a prefix. For example now the content in the A folder will start from A1 and the content in the B folder will start from B1.

 

 

And if you no longer want that you can simply press on the ‘toggle pagination type’ and this will take it back to the original pagination style.

 

Casedo comes with more advanced pagination features, such as, excluding documents from pagination and paginating documents as an insert.

5) Create a Table of Contents (TOC)

 

In Casedo you can create a table of contents for your Casefile. This feature is aimed to let you navigate through your files and folders by listing them with their commencing highlights, comments, bookmarks and page numbers.

 

You can do this in 5 simple steps:

 

1. Click on the table of contents button located in your Desk Space as shown.

 

2. Casedo will automatically generate a table of contents file in your Desk Space.

 

 

3. You can now place this at the top of your Index, and it will look something like this.

table of contents

 

 

4. Rename the title of the table of contents by clicking on it

 

 

5. Refresh the table of contents by clicking the refresh button located on the right side.

 

When you click refresh, Casedo will automatically update the table of contents to match your most recent Casefile, meaning, if you changed the order of your Index, this will be reflected in the table of contents. You can also see the time and date in which you updated your table of contents written just below it.

 

N.B. If you decide to export your bundle into PDF and before exporting your bundle you created a table of contents (ToC), then the ToC items will be automatically hyperlinked in the exported PDF. You can then simply click on the ToC items and it will take you to the relevant page in the PDF. You can also choose more advanced table of contents views and add complex titles to your TOC

6) Export your Casefile to PDF

 

With Casedo, you can export your Casefile into PDF. You can choose to export them to include either all bookmarks, or double-sided printing, or both. Doing this is as simple as switching on a toggle switch.

 

Before exporting your PDF, make sure that the documents you want to be included in your PDF are located in your Index and NOT in your Desk Space. Any documents in your Desk Space are for your private use only and do not form your bundle. Your Desk Space essentially acts as a holding area for your unsorted documents. Another exciting addition to the Table of Contents (TOC) feature, links are automatically added to the list items. You can now very simply add your Casefile annotations to the TOC, making it very easy to navigate the areas of the document you need.

 

 

To export your Casefile into PDF

 

1. Click on the ‘Export to PDF’ button

 

You can either export your Casefile through the Export to PDF button located at the right side of your Desk Space.

 

 

Or from the ‘File’ menu find ‘Export Case to PDF’.

 

 

2. You will then get a window that looks like the one shown below. Choose the appropriate option for you.

 

 

3. Now simply click on ‘Export’ and save your PDF.

 

 

There are numerous other support articles about annotation to be found in our support area, go HERE and type ‘bundle’ in the search box, or simply CLICK HERE to see all the bundle-related articles we have.

 

If you need further help with this, don’t hesitate to email us at support@casedo.com or call us on +44 203 637 9270

Using Casedo yet? If not sign up for a free trial HERE