WESTLAW NEXT Tip of the Week: Annotating Your Research Using Notes & Highlighting

November 26, 2012

Tip of the WeekImprove your productivity by adding notes and highlighting to documents during your WestlawNext® research session. You can add inline notes or document notes as well as highlighting:

  • Inline notes are associated with selected text in the document and can be found directly next to the selected text.
  • Document notes are general notes related to the entire document and can be found near the title of the document.

Adding an Inline Note or Highlighting

By default, the notes and highlighting you've added to documents are visibleIf you would like to add a note to a particular location in the document or highlight text, select the text where you want to insert the note or highlight, then choose Add a Note or Highlight from the menu.

If you select Add a Note, a Notes box will display in the right margin next to the text you selected. Just type your notes in the box and click Save. Notes added in this way will display in the right margin of the document.

By default, the notes and highlighting you've added to documents are visible

If you select Highlight the text is highlighted in yellow.

By default, the notes and highlighting you've added to documents are visible

Adding a Document Note

If you would like to add a note to the top of the document, you can do so without selecting text first. Simply click the Annotations button ( Annotations icon ) on the document toolbar, then choose Add Note. The Notes box will display at the top of the document.

By default, the notes and highlighting you've added to documents are visible

By default, the notes and highlighting you've added to documents are visibleNext, type your notes in the box and click Save.

To add another document note, either repeat these steps or click the Add Note
icon ( Add Note icon ) at the top of the Notes box.

Notes and Highlighting stay on your documents until you delete them or for as long as you have a WestlawNext subscription. Along with the text of your note, WestlawNext will display the date and time the note was created and the Client ID you used when creating the note.

It is easy to recognize a document you have added notes or highlighting to because a Note Added icon ( Note Added icon ) will appear on the document and result lists.

By default, the notes and highlighting you've added to documents are visible

  • If you want to hide your notes while reading a document, click the Annotations button ( Annotations icon ) on the document toolbar and de-select Show Annotations.
  • Documents can be delivered (e.g., emailed or downloaded) with or without your notes.
  • You can save documents with your notes to folders.
  • You can view documents with your notes on your WestlawNext iPad® app or other mobile device.
  • To expand or collapse the document Notes box, click the Maximize ( Maximize ) or
    Minimize ( Minimize ) icons that appear inside the box.

Editing Notes

To edit a note, locate the note within the document and click on it.

By default, the notes and highlighting you've added to documents are visible

Type your changes in the text box, then click Save.

By default, the notes and highlighting you've added to documents are visible

Deleting Notes

To delete a note, locate the note in the document and click on it.

By default, the notes and highlighting you've added to documents are visible

By default, the notes and highlighting you've added to documents are visibleThen click on the Delete icon( Delete icon ).

 

 

 

 

By default, the notes and highlighting you've added to documents are visible

An on-screen message will inform you that the note has been deleted. You may reinsert the note by clicking Undo.

Otherwise, if you click elsewhere in the document or click Close, the note will be deleted permanently.

Deleting Highlighting

To delete highlighting, click on th highlighted text and then click on Delete Highlight.

By default, the notes and highlighting you've added to documents are visible

Adding Notes to documents makes it easy to pick up where you left off, saving you the time of reviewing your research for a second or third time. Highlighting quickly draws your eye to portions of your research you have already decided are important.

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