Product
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Lexis® CourtLink®
Category
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Product Features
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Legal Search
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Creating a Track
Interplay of Include Changes Only, Include Document as Attachments, and Email When There Are No Changes
Sharing a Track
Example of a Track With Changes Only Selected
The Track feature allows you to keep abreast of new developments in active federal and state cases on a scheduled basis. It provides updates on the docket for a single existing case based on the docket number of the case. Tracks run continuously in all courts, including the courts that update dockets automatically. Tracks will continue to check for new information within the scheduled the customer selected, until they reach the expiration date.
Creating a Track
Take the following steps to create a Track on Lexis® CourtLink®:-
Click the bell icon when you are viewing a docket.
Note: A Docket Tracking dialog box opens. - (Optional) Enter a title in the Track Name field if you want a different title for your track.
- (Optional) Enter a Description.
- (Optional) Select the Client.
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(Optional) Click the Advanced tab.
Note: The Advanced tab contains options for receiving notifications when only certain criteria is met instead of any time a change is made to any part of the docket. - (Optional) Select one or more of the Major Docket Sections if you only want to receive notifications of changes in one or more of these sections instead of every time a change is made to the docket.
- (Optional) Enter a Keyword in the Enter keyword field to receive notifications anytime that keyword is added to the docket.
- Click the Deliver tab.
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Select your Start and End date for Duration.
Note: The service defaults to 2 years from the date you create the track. -
Select the Frequency for the track.
Note: The Track runs continuously, but the email notifications are sent early morning for the day or date you selected. - Select the Delivery type for the track.
- (Optional) Add an email address if you want to add a recipient.
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(Optional) Click Add recipient.
Note: Additional recipients will receive track results but will not be able to modify the track. -
(Optional) Select the Email me when there are no changes.
Note:Deliver results as email attachment -
(Optional) Select Deliver changes in email body to see the changes in the body of the sent email or Deliver results as email attachment to see the changes sent in a document attached to the email.
Note: When you select Deliver results as email attachment, you get file format options, and the Include changes only options. - Select the Track Frequency.
- (Optional) Add a note in the Note field.
- Click Create Track.
If you select email delivery and don't select Include Changes only , your email or attachment will have the full docket with the new items highlighted. The same Track online defaults to displaying only the changes and they will be highlighted. The user can display the full docket by clicking the Full Docket button, but the changes are not highlighted.
The system considers any docket change a new activity, with the exception of a document changing from Runner to Online. If a Track is set to run on the 31st of the month, the Track runs on the 1st of the following month for months without 31 days. If a Track is set to run on a specific date and that date falls on a weekend, the Track runs on the next business day. Tracks do not run on holidays.
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Interplay of Include Changes Only, and Email When There Are No Changes
If you select Include Changes only and Deliver results as email attachment but you do not have Email when there are no changes selected, you receive emails when the docket has updated. The attachment of the docket only displays the changes.
If you select Include Changes only , Deliver results as email attachment, and Email when there are no changes , you receive an email every time the Track runs. You also receive an additional email If there are changes, the attached docket shows the changes. If there are no changes, you receive an email without an attached docket.
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Sharing a Track
The Sharing feature gives you the opportunity to allow other people within your organization to monitor your Lexis® CourtLink® track results. You can share your track while you are creating the track or by editing a current track.Take the following steps to share an track while you are creating a Track:
- Click the Share tab.
- Enter the name of the person with whom you want to share the Track and select the name from the list.
- Click Add to share.
- To share with another person, repeat steps 2 and 3 until all names appear.
- Click Create Track
- Locate the Track under View All Alerts & Tracks.
- Click Edit for the track you want to share.
- Click the Share tab.
- Enter the name of the person with whom you want to share the track and select the name from the list.
- Click Add.
- To share with another person, repeat steps 4 and 5 until all names appear.
- Click Save.
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Example of a Track With Changes Only Selected
The attachment below is an example of what a docket looks like when you have Include Changes Only selected.[ Top ]
Attachments