WESTLAW NEXT Tip of the Week: Best of 2012: Sharing Your Research Folders

January 7, 2013

Tip of the WeekFolders on WestlawNext help you organize, manage, and analyze your research by storing documents and snippets of text in folders. Experience dramatically enhanced productivity and efficiency when you share research in your folders with coworkers, as well as with outside counsel, co-counsel, and colleagues in other organizations.

General Tips for Sharing Your Research

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  • Create research folders that are dedicated to a practice area or topic and then share your expertise with colleagues in your field.
  • Use folders to house research on a specific matter or client and then share it with associates and partners working remotely (or simply working down the hall).
  • Instead of mailing or emailing copies of documents, use folders to instantly share research with confidence that the documents are always the most up-to-date versions and still valid law.
  • Start new projects by reviewing pre-populated folders created by experts on your research team.
  • Easily collaborate with clients, co-counsel or experts by sharing research with outside colleagues working on same or similar matters.

How to Share a Folder

Sharing folders is accomplished in a few simple steps.
1. On the folders page, click on the folder you want to share.
2. Click on the Share ( Share icon ) icon or choose Share from the Options menu.

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3. Add participants by typing their name or email address. Contacts within your organization will come up as you type in a name. For individuals that are not already listed under Contacts or are not within your organization you can enter their email address. Then click Continue.

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4. Before you can share a folder with someone outside your organization, they must accept a sharing invitation. Enter your email address so you can be notified when your invitation is accepted. Then Click Continue.

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5. Select a role for each participant and click Share.

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6. An invitation is sent to those individuals that are not a part of your organization. Once they have viewed and accepted the invitation you will be notified via the email address you provided.

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Now everyone on your team – clients, workgroups, and co-counsel – can leverage prior and ongoing research projects.

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