Adding information to CaseMap

You can capture documents and text in the Relativity viewer for analysis in the CaseMap tool. You can then use a mass operation to export the data to CaseMap. See Send to CaseMap for details.

Note: CaseMap is not compatible with Windows 8.

Adding a document to CaseMap

Note: When you manually map fields for documents, ensure to map the control number of the document to CaseMap's full name field in order for fact to document linking to work properly.

To add a document to a CaseMap database from the viewer:

  1. Right-click the document and select Case Map > Add to CaseMap.
  2. This action results in the download of a .cmbulk file. Your browser may prompt you with the options to open or save the downloaded .cmbulk file.

    CaseMap Add Fact .cmbulk file download example

    Note: The HideCaseMapContextMenuOption instance setting hides the Add to CaseMap right-click menu option by default. For more information, see Instance settings descriptions.

  3. Open the .cmbulk file download from your browser to launch the Bulk 'Send to CaseMap' Wizard.
  4. Select Yes.
  5. Click Next.
  6. Click Next to Confirm the Destination CaseMap Case. The View/Edit Field Mappings... window opens.
  7. Click Modify.... The Field Mappings: Document Spreadsheet opens.
  8. Click Advanced > Advanced Mappings.
  9. (Optional) Click the CaseMap Field Name and then click Modify.... The Modify Item window opens.
  10. (Optional) Select Add a source data field and then select the source data field.
  1. (Optional) Click Ok to close the Modify Item window.
  2. (Optional) Click Ok to close the Advanced Field Mappings: Document Spreadsheet window.
  3. Click Ok to close the Field Mappings: Document Spreadsheet window.
  4. Click Next.
  5. Click Finish.

The document appears in CaseMap.

Linking a document to CaseMap

Next, you must link the document to CaseMap:

  1. Choose the CaseMap category for the document (Document, Pleading, Proceeding, Research Authority, or Other).
  2. Enter a Full Name for the new document you're linking to CaseMap.
  3. Enter a Short Name for the document you're linking.
  4. (Optional) Click Advanced to Save or Save & Edit the document linking information you've already entered.
  5. Click OK.

Adding a fact to CaseMap

In addition to adding a document to CaseMap, you can add a highlighted text excerpt from a document as a fact. To add a fact to CaseMap:

  1. Highlight the text, right-click and select Case Map > Add Fact.

    Add fact to CaseMap

    This action results in the download of a .cmbulk file. Your browser may prompt you with the options to open or save the downloaded .cmbulk file.

    CaseMap Add Fact .cmbulk file download example

  2. Note: If the CaseMap > Add Fact option does not display in the right-click menu, you may need to edit the value of the HideCaseMapContextMenuOption instance setting.

  3. Open the .cmbulk file download from your browser to launch the Bulk 'Send to CaseMap' Wizard.
  4. Click Next on the Welcome to the Bulk 'Send to CaseMap' Wizard dialog.
  5. Bulk Send to CaseMap wizard

  1. Click Next to confirm the destination CaseMap case.

  2. Click Finish to send the fact text to CaseMap.
  1. Click OK to confirm the number of records sent to CaseMap from Relativity.

  1. Link the source document to CaseMap if you haven't yet done so. See Linking a document to CaseMap.
  2. Click OK to add the highlighted text as a fact.

You can then see the new fact when you view your CaseMap.

Modifying field mapping for facts

If you edited your field mappings in a previous Add Fact operation, the Welcome dialog of the Bulk 'Send to CaseMap' wizard presents you with an option to view or edit your existing field mappings. To view and edit your field mappings from the wizard:

Note: The full range of Unicode characters is not supported by CaseMap.

  1. Select the Yes radio button.
  2. Bulk Send to CaseMap Wizard - Yes Selected

  1. Click Next.
  2. Click Next to confirm the Destination CaseMap Case.
  3. Click Modify on the View/Edit Field Mappings dialog in the fact records tab.
  1. Map the source data fields to your CaseMap fields.
  2. Click the Advanced drop down and select Advanced Mappings. The Advanced Field Mappings Spreadsheet opens.
  3. Advanced mapping options

  1. Ensure the Mapped Fields radio button is selected.
  2. Select Link Object short names (description fields only).
  3. Note: Select this option only for the Source(s) field, not the Fact Text field.

    Link object short names option

  1. Click Yes.
  2. Click Ok.
  3. Click Ok on the View/Edit Field Mappings dialog after mapping your fields.
  4. Click Next.
  5. Click Finish.