Reference Guides

01. How to register, log on and find a case
To use the system, and gain access to cases, you first need to register an account on CaseLines. To view the guide for this topic, please click the li...
Wed, 5 May, 2021 at 10:27 AM
02. How to manage your account
How to manage your account details To view the guide for this topic, please click the link below: https://answers.legalprof.thomsonreuters.com/g...
Thu, 13 May, 2021 at 8:33 PM
03. How to create a case
How to create a case / Comment créer un cas To view the guide for this topic, please click the link below: https://answers.legalprof.thomsonreut...
Thu, 29 Apr, 2021 at 9:39 AM
04. How to grant case access to an individual user
To gain access to a case, either via a direct link in an email, or from your View Case List, you must be invited by either the case creator or by a current ...
Wed, 12 May, 2021 at 2:54 PM
05. How to grant case access to a group of users
To gain access to a case, you must be invited by either the case creator or by a current user who has the required permissions to invite you. There are two ...
Wed, 12 May, 2021 at 2:57 PM
05a. How to share a bundle securely
In CaseLines, you can share a bundle via the Secure Sharing feature. This is helpful when you want to share a bundle with others who have not been invited d...
Thu, 13 May, 2021 at 8:35 PM
06. How to bulk upload documents
How to import zip files or bookmarked PDFs into a case / Comment importer des fichiers zip ou des fichiers PDF marqués d'un signet dans un cas Not...
Thu, 8 Apr, 2021 at 11:12 AM
07. How to structure a case
You can structure a case by using Sections. Sections help you to group and arrange your documents in your bundle. To view the guide for this topic, pl...
Thu, 13 May, 2021 at 8:36 PM
08. Create and Import Hyperlinks
You can add Hyperlinks directly into CaseLines, or import them already embedded on a document. These hyperlinks then allow you to easily move to and access ...
Thu, 16 Apr, 2020 at 3:02 PM
09. How to download documents
You can download a collection of your documents (called a bundle), or the bundle index, so that you can work offline or with a hard copy. To view the gui...
Thu, 13 May, 2021 at 8:36 PM