Creating cases for pleading documents

You can create a new case, or you can create a case by copying an existing one. If you create a case using an existing case, the original remains intact.

You can edit and delete cases.


To create a new case

WordPerfect Office btnbacktotopproc Creating cases for pleading documents
1.
 
Click Tools WordPerfect Office onestep Creating cases for pleading documents Legal tools WordPerfect Office onestep Creating cases for pleading documents Pleading Expert Filler.
2.
 
Click Next.
3.
 
Enable the New case option.
4.
 
Type a name for the case in the New case name box.
5.
 
Follow the steps in the Pleading Expert Filler wizard.

WordPerfect Office note Creating cases for pleading documents

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The WordPerfect legal features are not automatically installed during a typical installation. If you want to install the legal features, you must add the legal features during the installation.

WordPerfect Office tip Creating cases for pleading documents

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You can also open the Pleading Expert Filler by clicking the Pleading Expert Filler WordPerfect Office pgx pleading expert fill Creating cases for pleading documents button on the Legal toolbar.

To copy a case

WordPerfect Office btnbacktotopproc Creating cases for pleading documents
1.
 
Click Tools WordPerfect Office onestep Creating cases for pleading documents Legal tools WordPerfect Office onestep Creating cases for pleading documents Pleading Expert Filler.
2.
 
Click Next.
3.
 
Enable the Copy an existing case option.
4.
 
Choose a case from the Existing cases list.
5.
 
Type a name for the case in the New case name box.
6.
 
Follow the steps in the Pleading Expert Filler wizard.

WordPerfect Office note Creating cases for pleading documents

•
 
Each step required to create a case is listed on the left side of the Pleading Expert Filler window. If you are making only a few changes to a case, you can go directly to the step you need by clicking it.
•
 
The WordPerfect legal features are not automatically installed during a typical installation. If you want to install the legal features, you must add the legal features during the installation.

WordPerfect Office tip Creating cases for pleading documents

•
 
You can also open the Pleading Expert Filler by clicking the Pleading Expert Filler WordPerfect Office pgx pleading expert fill Creating cases for pleading documents button on the Legal toolbar.


To edit a case

WordPerfect Office btnbacktotopproc Creating cases for pleading documents
1.
 
Click Tools WordPerfect Office onestep Creating cases for pleading documents Legal tools WordPerfect Office onestep Creating cases for pleading documents Pleading Expert Filler.
2.
 
Click Next.
3.
 
Enable the Edit case information option.
4.
 
Choose a case from the Existing cases list.
5.
 
Follow the steps in the Pleading Expert Filler wizard.

WordPerfect Office note Creating cases for pleading documents

•
 
Each step required to edit a case is listed on the left side of the Pleading Expert Filler window. If you are making only a few changes to a case, you can go directly to the step you need by clicking it.
•
 
The WordPerfect legal features are not automatically installed during a typical installation. If you want to install the legal features, you must add the legal features during the installation.

WordPerfect Office tip Creating cases for pleading documents

•
 
You can also open the Pleading Expert Filler by clicking the Pleading Expert Filler WordPerfect Office pgx pleading expert fill Creating cases for pleading documents button on the Legal toolbar.

To delete a case

WordPerfect Office btnbacktotopproc Creating cases for pleading documents
1.
 
Click Tools WordPerfect Office onestep Creating cases for pleading documents Legal tools WordPerfect Office onestep Creating cases for pleading documents Pleading Expert Filler.
2.
 
Click Next.
3.
 
Enable the Delete case information option.
4.
 
Choose a case from the Existing cases list.
5.
 
Click Next.
6.
 
Click OK.
7.
 
Click Close.

WordPerfect Office note Creating cases for pleading documents

•
 
The WordPerfect legal features are not automatically installed during a typical installation. If you want to install the legal features, you must add the legal features during the installation.

WordPerfect Office tip Creating cases for pleading documents

•
 
You can also open the Pleading Expert Filler by clicking the Pleading Expert Filler WordPerfect Office pgx pleading expert fill Creating cases for pleading documents button on the Legal toolbar.

Creating cases for pleading documents