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Normfall Manager 4.0

1. attaching documents The Attach Box also provides other functions by means of which you can easily select documents and characterize the references individually gt Filter for certain file types Enter in the Filter field e g doc so that you can only select between Word documents 3 Attach a Word or PDF file so that a specific target opens Select the target e g a page in the field Target within the Document which should be targeted directly when opening the document Enter the desired page number in the next field gt Assign a date to the reference Enter manually the desired date in the Date field or enter it by means of the calendar It will be expanded as soon as you click on the arrow symbol 3 Assign an alternative title to the reference To do so overwrite the automatically generated filename from the Title field gt Make comments and annotations to your reference These can be entered in the Notes field For more detailed information on the Attach Box 7s please refer to the corresponding chapter under the topic on attaching documents s7 2008 Normfall GmbH 44 Normfall Manager 4 0 User Manual 3 3 4 After the attachment process the structure node Third Node and the attached document Sample Document No 1 doc are shown on the right side of the Normfall application window in the so called list view In the field below the detail view you s
2. Server server SQLExpress Authentication SQL Server Authentication z Login sa Password If SQL Server Authentication is selected as the authentication mode you are required to enter an OQ administrator login which is typically sa password With Windows Authentication the account of the current user will always be used for login In this case it is not necessary to enter a password 4 Click on OK to create the Normfall database If the database was created its initialization will automatically be carried out create a database on the server and to allow Normfall Manager 4 0 to carry out the initialization The process to do so is exactly the same as the process used to create a database Initialization note It is also possible to manually OQ Defining the Project Root Folder After successfully creating a database you can define the project root folder by clicking on Browse 2008 Normfall GmbH 110 Normfall Manager 4 0 User Manual CJ Database Server Administration x Server server SQLExpress Browse Project RootFolder NASQL Projects l Browse Database Schema 4 00 0162 Login as administrator Latest Version 4 00 0162 Manage Server Microsoft SQL Server Express Edition Version 9 00 3042 00 File Version SQL Server Windows NT 2005 090 3042 00 Create Normfall Database Create Delete Normfall Database Delete Windows user groups that can access this
3. 2008 Normfall GmbH 172 Normfall Manager 4 0 User Manual changes into a beam with two arrows Now you can grab the beam and pulll74 it to another position by means of the mouse Switch A switch serves to activate or deactivate an application mode thus for example the purpose of showing and hiding a specific view Switches appear in menushes e g the View menu Tab A tab is a group of elements s which are pulled into the foreground that is it is shown on the screen when you click on the tab A tab is generally found within a group of other tabs in which only one tab is in the foreground at a time Using the menu List View in the menu bar main menu you can show and hide the following tabs in the list view next to the tab Current Node which is shown by default Project Folder File Inbox Recent Docs Project Recent Docs System Shared Content Locations as well as Document sA Shared Content Locations J Document References E Current Node iB Project Folder 3 File Inbox 12 Recent Docs Project 2 Recent Docs system Fig Tabs in the list view Executing a search within the project will open the New Search tab Text Box A text box is a field in which you can enter or change text An example of a text box is the title box in the detail view Em en a IO o m n ra e Structure Node 7 AA Mmd MA ew ARO Fig An example of the text box Title in the detai
4. 74 Normfall Manager 4 0 User Manual E tree a eet E Forms be or mare amp cae z Jg Attach Document ig Attach Page 2i Attach Annotation Tg Attach Text 2 Attach Destination TEDA una Me ya A Fig Drop down menu of the Acrobat plug in As soon as you click on one of the attachment commands to the right an attachment of the corresponding type will be created You can also choose a different type in advance to attach for example the entire document instead of the current display detail or you can refer to the page instead of creating a target so that the document does not have to be changed Creating a target or an emphasis for a text passage is a change to the document which will call up the following dialog box requiring you to save the file Confirm by clicking on OK To no longer receive this message place a check in front of Don t show again In the menu Tools Options Prompts you can change this setting again Attaching Documents from Windows Explorer To attach files directly from Windows Explorer to an open Normfall project click on the given files with the right mouse button to open the context menu Open Edit New Print Restore previous versions Normfall Manager Attach q 34 ToRow 4 To Node Send To Cut Copy Create Shortcut Delete Rename Properties O 2008 Normfall GmbH User Guide In the chapter Commands in the
5. Normfall Manager 4 0 Copyright by Normfall GmbH 2009 norm all Normfall Manager 4 0 Contents Overview 9 Preparation 12 UM TOCUCTION eoliano 12 How Normfall Manager 4 0 Can Support YOu L ccccssseesseeseesseeseeeseessesseeeseeseeeseeeseessesneeseeeseeesesneesseeseessesseneeeeeens 12 Adapted to the Human Working Method ww 12 Structuring Complex Subjects with Normfall Managet ssssssessesseeesecseesseeseesseeseeeseaseneseeeseeseesseesseeseneneeeas 13 Managing Extensive Quantities of INformatiOn cesseeecseeeeeseesseeseeeseeseeeseeeseessesneseessenesensseesseeseeeseeseneeentees 14 Creating a Knowledge Management Systei sscscesssesseeseesseeseesseeseeeseneseesseeseeseasseneseasenseeeeseaseesseneseesenenseeas 15 For Whom Has Normfall Manager 4 0 Been Developed sccscssssenersssseeeseesseseesneeseeeseeeseesseesseeseesseeseneseneees 15 FUNCTION OVE O a aT e praia datado dadas aana NEES 15 Advantages 16 Functionality 16 Highlights 17 Improvements ccoiococoninarocinaracinndn nada ria ci nniin naar rancia nan nanpi EASA aa a Raro ina NADAN de gan ananasi sairaana iian iui 18 Normfall Information Management ooonnnncccnnnonccnnnnnnnnnnnnnn crecer 19 Digital Files and Databases 19 Paper DOCUMENUS vaccsecssseissunceicacadusenieicsisersseubancsedsessntinenstusiisattedueideunvesuspucnaeyatetesceisndsevsctsdeadsusoadeeschstnersatadessuesasuaub
6. 2008 Normfall GmbH User Guide 67 current structure current structure node node asa subnode Opens the attach Creates a link in Creates a link as Notes Contacts box the reference list a subnode of the Events etc of the current current structure Creates a link structure node node Tip for attaching from the Drafts folder Elements that can be sent cannot be attached directly from this folder This is made clear by the inactive plug in commands in the Outlook toolbar Attaching will be possible as soon as the given element is opened for sending or editing If a linked element is moved in Outlook for example a note or a contact whether or not the reference to this element remains valid in Normfall Manager depends on the type of message store used In an Outlook PST file links remain valid even if the element is moved On an exchange server this is not the case With third party message storage this depends on the architecture of the message storage When moving linked elements between several message storages for example during the archiving process in Outlook any links will be lost identification numbers moved elements can generally be found again and the links to these elements restored Tip Since all Outlook elements contain unambiguous OQ If you would like to open an Outlook element with Normfall Manager but the element cannot be found a dialog box will appear wit
7. I Ctrl v O 2008 Normfall GmbH User Guide Any attached files will also be copied Provided that there are already references to these files available at the target location a dialog box will appear which you can use to determine whether these references should be overwritten or whether the reference should point to the existing files Paste Options of the Structure View Structure nodes and reference rows that have been cut or copied are moved to the clipboard 175 and can be pasted into your structure in several ways You can choose to which location of the structure the nodes should be pasted 1 on the first level 2 on the same level 3 as a subnode of another structure node Additionally you can determine as what type of data the structure nodes should be pasted Copy The given structure nodes will be copied and pasted with all references Shared content location The given structure nodes will be copied and pasted with all references and converted into shared content locations Shortcut The given structure nodes will be copied and pasted with all references and will then refer to another structure node Hyperlink The given structure nodes will be pasted as hyperlinks which refer to the corresponding nodes Explanations to the terms shared content location 97 shortcut 97 and hyperlinkl s can be found in the section further structure functions ss Please note the following information when pas
8. menu later to choose another option Cancel Next gt gt Select one of the following options and click on Next Normfall Manager BASIC Generally you can use Normfall Manager as the Basic Edition Please note the limited functionality of this version of the software Normfall Manager ENTERPRISE 30 Days Demo This option allows you to test the Enterprise Edition for free with its entire functionality for a time period of 30 days Load license file If you have received your license file filen extension nl4 by e mail we recommend you to save it to your file system For the purpose of activating Normfall Manager with this license file select this option and click on Next The file list box will now open where you can select the license file O 2008 Normfall GmbH 26 Normfall Manager 4 0 User Manual 2 4 4 Alternatively you can also activate Normfall Manager by double clicking on the license file Enter license key If your license file is no longer available to you and if you have the detailed license information you can also activate Normfall Manager manually using this option The following dialog box will open Software License Please enter your license information Please check your serial number and make sure that your name is spelled exactly as in the order you sent us License Key Company Last name or department First name Title License License Type Limi
9. 122 Normfall Manager 4 0 User Manual Fig 1 Reference commentary in the text editor of the detail view As soon as you change to the relation view your comment will be displayed below the attached document in the corresponding track E Current Node ote Relation Project Folder File Inbox O parir Cypetenten averse af The American court 15 09 2009 My ovm comments XC Find WE Attachment A view c Print F Mi Node 4 Plaintiff 12 Defendant Verdict gt Date 15 09 2009 Title The American court e EEE SRAQRA My own comments QP Norma Werdana 2110 y B ET A Z i rm tl tl i Fig 2 Reference commentary in track 3 To edit your comment click on the pencil icon at the beginning of the text You will then automatically change to the corresponding row in the list view so that you can enter you changes in the text editor Free Commentary Free comments are not directly related to a structure node a track or a reference but they can be created on structure nodes in any number Use the New Annotation button in the list view to add a new row and name it with a title Then you can add your comment in the text editor of the detail view 2008 Normfall GmbH Reference 124 Normfall Manager 4 0 User Manual 5 1 5 1 1 Reference Command Overview Functions in the File Menu New Project This command all
10. Windows Explorer allow for quick attachments and automatic copying of files to the project folder Also recently opened documents from the Recent Docs System can be attached this is optional By simply placing a checkmark you can attach to several structure nodes simultaneously Simple document import export by pulling the mouse or copying pasting in Windows Explorer and Outlook Simple management of attached documents print copy zip sena Comfortable structuring tools which allow you to establish references between structure nodes show partial structures at several locations and synchronize contents between structure nodes References to structure nodes between different structures projects are possible Hyperlinks from the running text in other applications e g e mail to structure nodes are possible Full text search in the project data and by means of the Microsoft Indexing Service even in attached documents Individual design possibilities for structure nodes by assigning user defined icons and using colored nodes Standard Options settings for user groups by means of Normfall Manager Administration Kit Authors Convert commented structures into structured texts convert structured texts into commented structures Editor with extensive formatting options Organisation Support of the division of work by the Inbox Folder in which files are saved for the purpose of being attached Possibility of c
11. 4 13 4Inserting Documents and assigning them to Tracks Documents can be attached to selected structure nodes in the usual way If in the list view the Relation tab is active the attached text is immediately displayed there Select the track to which the content should be attached by means of the tool bar in the detail view RE Find q Attach Attach URL J Ret al Relate Mi Node 11 Plaintiff 2 Defendant D verdict Jy Date Title Sample Text 104 ill i tl Norma Verdana vy 20 7E AU A A A FEQ5ASA ii sane Fig Detail view with track selection bar If you attach text from a Word document the Normfall PDF Editor or an e mail the text which if necessary at first must be selected by dragging it with the mouse is automatically pasted 2008 Normfall GmbH User Guide into the detail view or rather the relation view In the example figure shown above the text is attached to track 3 Changing the track If by mistake text was attached to the wrong track the assignment can easily be changed by means of the track icon 117 which is located next to the date field By clicking on the small arrow symbol next to the track icon a drop down list opens showing all available tracks Change the assignment by simply selecting the right track number from the list Output to Word document Please refer to the chapter Creating a Document out of a Normfall Structure ss to l
12. Options Prompts If there is still no corresponding project folder for the new project you can answer the question by clicking on Yes in order to automatically create a folder e Creating a new project on the SQL Server You will find detailed information about this function in the chapter Projects on a Database Server 1121 New from Word Document You can convert a document structured by means of the structuring function of Microsoft Word to a Normfall structure For further information please refer to the section Converting Structured Text Documents New from folder structure With this function you can creat a Normfall project from a folder structure found in your file system this structure will be adopted by Normfall Manager one to one Folders and subfolders will be represented as structure nodes and subnodes in the new Normfall project The files saved in the folders will appear as references to the given structure nodes in the reference list You can convert a folder structure into a Normfall project in the following manner 1 In the main menulss click on the button 1s New From Folder Structure or execute the command found in the File menu 2 A dialog box will open in which you are required to select the folder to be imported 3 Click on OK and define in the following dialog box where the new project is to be created You can choose between your file system and the SQL server 4 Give a name to the project
13. Possibility of defining standard options settings for user groups by means of the Normfall Manager Administration Kit Important Changes e Renaming in NF4 the document folder is called the Project Folder the structure file is called the Project File e System requirements please refer to the amended System Requirements 207 e Index function deleted e Initially an updatable author structure is not possible Normfall Information Management Using Normfall Manager you can manage information in the form of documents and files in an efficient manner A prerequisite to managing information with Normfall Manager is that all documents a few examples would be text documents figures photos freehand sketches drawings dictations etc are available in digital form You don t need to worry about memory capacity Modern PCs and notebooks have hard discs with sufficient space for several thousand office folders Thus it is possible to copy all processes including all folders into your notebook and to keep your notebook at your side you can even open any desired document at any place in a matter of seconds by means of a simple mouse click In this section we will show you how you too can reach this goal Digital Files and Databases You already have access to many documents for instance Word documents e mails or Excel tables in digital form You can easily handle and manage these files with the help of Normfall Manager
14. a German legal technique of applying law to facts The module allows the user to compare and comment texts in a simple manner The following Overview 115 provides a summary of the most important characteristics The functions described here are only displayed within the user interface if they are activated via a special license Copy Project 5 Open Project A Delete Project la Manage Server A O 2008 Normfall GmbH User Guide 4 13 1 Overview Support of individual working methods You can work with original file excerpts as well as with your own comments and annotations you may even combine both methods Perfect ergonomics In Normfall PDF Editor you highlight the text to be attached by dragging it with the mouse In the structure view you select the node to which the text should be attached Then you click on the Attach button The software has pasted the text and displays a juxtaposition of all texts at the given structure node Easy to use In a manner of speaking the handling is self explanatory Each element of the software that supports the comparison of contents indicates this by differently colored buttons which serve to select the track you would like to work with at the moment Full text search All attached text passages are directly ready for full text search Add ons like the Microsoft Indexing Service are not required Reference to the document At any time it is possible to
15. corresponding name e g Construction Project Smith Contract of Sale Pepulator Inc or Trial Johnson vs Jones Further details can be found in the project folder section of the chapter Special Folders 1 Tutorial In the following chapters you will familiarize yourself with the basic functions of Normfall Manager Subsequently you will be able to create projects edit structures and put complex structures to use in an optimal and efficient manner Normfall Manager provides you with several ways to execute a commandlis7 The Tutorial is limited to the presentation of the most important options For the purpose of a more global overview of all commands please read the corresponding chapters under Command Overview 124 2008 Normfall GmbH Introduction 3 3 1 Creating a New Project This chapter shows you how to create a new project by means of the corresponding command found in the file menu and what you should take into consideration when doing so For further information on creating a new project e g by converting a structured Word document sr or an existing folder structure so please refer to chapter Creating New Projects 4 found in the User Guide 1 Start Normfall Manager by double clicking on the program icon on your desktop ay Normfall Manager 4 0 2 Select the command 7 New from the File Menuls or click on New Project in the toolbar 1721 Alternatively use the key combi
16. disable the backup file function altogether More on this can be found in the chapter Commands in the menu Tools Options Folders 142 If a project file is damaged and no longer capable of being opened you will automatically be given the option of opening the backup copy given that one exists If you would like to open a backup copy and the original project file is no longer available you must open the backup copy manually To do so start Normfall Manager and select the command Open Backup Copy from the File menu A dialog box will open in which you can choose the backup copy that you would like to open Database Server For professional use in a multiple user environment the higher product variations of Normfall Manager Enterprise enable connecting to a database server While project files can be a good solution in small teams a database server provides the best performance and stability when dealing with many users with simultaneous write access As of the creation of this user manual or respectively the help function the only server system DBMS supported is Microsoft SQL Server 2005 and 2008 For further information on other supported systems please refer to our website or consult our support Microsoft SQL Server 2005 is available as a free Express edition which can be installed on servers and normal computers and can be a sufficient database server for teams and smaller companies Before you choose to save your
17. e Paste as Shared Row e Paste as Shortcut e Paste as Hyperlink Please note the following information when pasting elements as hyperlinks Depending on the location where you open the context menu to execute the command Paste as Hyperlink the copied element will either be pasted as a structure node in the structure view or as a row in I ctrl V 95 2008 Normfall GmbH 96 Normfall Manager 4 0 User Manual 4 7 4 7 1 the list view Further Structuring Functions Normfall Manager 4 offers you extensive possibilities to structure contents The basis is the structurel on the left side to which documents or locations within documents can be attached in the reference lists to the right The individual rows of the reference list are called reference rows They can however do much more than simply represent a reference The first entry of the reference list is always a row that represents the current structure node Further rows are attached documents You can also create empty rows for notes For each row there is a detail view in which you can add text to the given row In this section you will be introduced to further functions that can be used to work with structure nodes and reference rows e Converti reference rows to structure nodes showing the document icon in the structure or convert structure nodes to empty reference rows for notes e Create shared content locations 7 of s
18. information into the following fields Login and Password Details on logging in to a database server can be found in the section Administration of a Database Server los Other Settings x General Other settings Folders Language Tooltips papa V Show Menu Tooltips Juris Attach Settings V Show Dialog Tooltips Database Server Keep text formatting of pasted text Project C Keep all Current Project c New Projects Only whatis supported for editing recommended Remove all Node types V Show Default Icon Set Auto set date value on Open projects in new window V Documents Always Y Comments When shift key is pressed V Always use Normfall PDF Editor for opening PDF documents if installed OK Cancel Apply Here the following settings for tooltips and operations of Normfall Manager are possible Tooltips Here you can determine whether Menu and Dialog Tooltips should be shown The tooltips contain short help messages on the respective control elements which is why it is recommended to activate both of these options as long as you are still becoming familiar with the functions of Normfall Manager Keep text formatting of pasted text 149 2008 Normfall GmbH 150 Normfall Manager 4 0 User Manual When pasting formatted text into the text editor you have the possibility of choosing between different formatting settings e Keep all e Only what is
19. of the given views and in toolbars In the following sections an overview of these additional commands will be presented 153 2008 Normfall GmbH 154 Normfall Manager 4 0 User Manual Special Functions in the Main Tool Bar Attach Documents This command allows you to simultaneously attach several documents by contrast to the attach box For further information please click here se Alternatively you can execute the command using a key combination by pressing the keys Ctrl Shift A at the same time To Row This function allows you to attach a document from the selection list 168 directly to the list view For further information please click here 60 To Node This command allows you to attach a file as a structure node to your project For further information please click here so Relationsmodul aktivieren This command allows you to activate the Relation Module More information on this topic please click here Einrichten des Relationsmoduls Special Functions in the Structure View New Root Node This command can be found in the context menu of the structure view In order to create a new structure node on the first level open the context menu by right clicking on the white area and select the command Create New Root Node Normfall Manager then inserts a new structure node at the end of your structure Paste Special Structure nodes that you have been cut out or cop
20. s0 Open View menu Ctrl j Show the Relation tab F2f13 Rename row FA 135 Show document F6 hss Open Windows Explorer Ctrl rhos Show temporarily the Shared Content Locations tab Ctrl hl 30 Show temporarily the Recent Docs Project Ctrl Shift h20 Show temporarily the Recent Docs System Ctrl Shift F6 1103 Show the Document References tab Ctrl tab Switch tabs ie ie o o Shift F6 135 Show Original F11 1627 Create New Annotation Ctrl F12 137 Attach reference Ctrl left 124 Convert reference row to structure node In Search lists lists under the tabs New Locate Search Manage Document Show Shared Content Locations Ctrl left 160 2008 Normfall GmbH Reference 165 In File List lists under the tabs Project Folder Attach the currently selected document in the File Inbox Recent Docs Project and Recent list to the selected structure node Docs System Ctrl leftl155 In File List under the tab File Inbox Attach a copy of the currently selected Ctrl Shift left document in the list to the selected structure node In File List lists under the tabs Project Folder Open the Attach Box in the file list File Inbox Recent Docs Project and Recent Docs System Ctrl Alt left 751 5 2 4 Key Combinations in the Detail View Ctrl c Copy selected text Ctrl x Cut the selected text Ctrl v Paste the copied cut text
21. search results to your project For more detailed information on Attaching Juris Documents 7s and Saving Juris Access Data 7s please refer to the chapter Juris Documents 791 Attachment Attach Document amp Attach Document With this command you can add a reference to a new empty row in the list view or to a new structure node in the list view ml F12 Details are given here s91 Attach Juris Doc Y Attach Juris Doc Create a reference to a researched Juris document 79 Attach URL Attach URL Create a link to a website Further information can be found here ls Detach Document Detach Document With this command you can remove a reference from a structure node Click on the corresponding document in the list view and select the command Detach Document In the list view the file icon will be removed from the beginning of the row 2008 Normfall GmbH 138 Normfall Manager 4 0 User Manual Launch Normfall PDF Editor With this command you can launch the integrated Normfall PDF Editor The Editor is a free additional module for Normfall Manager 4 0 and allows you to view and create references to specific pages within the PDF files in a comfortable manner without the files to be modified For more information on Normfall PDF Editor please refer to the corresponding manual which is available for download on our webite www normfall com Functions in the Tools Menu Set Change Password
22. 2008 Normfall GmbH 104 Normfall Manager 4 0 User Manual 4 9 command in the context menu which likewise executes the Manage Document command A AA A A PE RE ERE y w Expertise Brown doc 3 Shared Nodes La Parent Evidence Correspondence E A Brown A AA eS ee ee ee eS eee Fig Contents of the active tab Document References In the row with the document icon you will find the document and be informed whether or not it is shared content Under this the structure nodes to which the document is attached are shown By clicking on the minus sign in front of the file icon you can collapse the list Clicking on a structure node in the list colors the corresponding node in the structure view The following commands are available in the toolbar Locate 157 The corresponding file will be shown as attached to its structure node Delete File and all References After clicking on this button you will be requested to confirm the deletion This function not only deletes all references to the document but also all subnodes and subordinated rows of the corresponding references This is particularly relevant when a document has been attached to several structure nodes in a structure Windows Explorer With this command the folder in which the file is stored will be opened in Windows Explorer You can find more information on this topic in the section Show Files in Windows Explorer 1351 Using Two Mon
23. A Aia A A O TO O ROT Export Foldet a a a A taa El A A NE Maximum Length of Filenames ee eeceseeseeseeeseceeeceeceaeeececseesaeeenecseeaessaeeaeeeaesaeesaeeaeseeeeaeseaeeeeeaeeees 55 Folders in MICrOSOTHt DU OOK iiii sas secdsiv ccc ccandsecudestacuedeneretesucrecusestesioazessseeeed 56 Normfall ooo 56 Normfall Transfer 56 3 Saving and Attaching Files coi 57 SH les id 57 Manual Storage si D Automatic Storage cis casi elvis ee Ad sade ene 58 Attaching FileSisici ccficcuscasietccsssacssucarsasioceavenstenaceroatnedaa vos sasdsedsendsesteatodbidsedudvatsasuipanpasdonstvaneibadeananadundeddsc entinddaavnasde lt e 58 Attachment Functions within the Normfall Manager WindOW cceceeceeseceeeereeeeeeeeeeeeaeteeeeaneeaeeaees 59 Commands Found in Menus and Toolbars ococnccnncnnoniconncnoconccnnrn conc rrncnn crono arc c anna cnn cra 59 Commands Found In the TADS cti a dia As 61 Attachment Functions outside of Normfall Managet ceceeeesseeeseeeeeeeeceaeeeeeseeeaeseeeeeeeeaeeeeeeeeeeeaees 61 The Normtall BUtON 3 tritio dd E da ORD 61 Plug ins for Attaching Documents to a Specific Target c eececeecesseeceeeeeeeeeeeeeeeeeeseeeeateeeeeatesas 62 Activating and Deactivating PlUY INS ooonnnnncnnnnnnninnononancnnarnnnnrnonancn nora cnica nr 63 Commands in the PlUG NS ici ae 64 Plug in for Microsoft Outlooki rnanan A A ii 65 Moving Linked Outlook ElementS ooconccnnconc
24. A Word document with the filename Statement Miller doc has been found On the left in the structure view the structure node to which the document is attached has a colored background green In our example this is the structure node Witnesses a kw 2 E Sample Structure Node il Persons E Witnesses ll Experts Procedure E Expert Opinions OMe ns metas A a mil It is possible that your search returns an entire list of results if you click on the individual search results in the list view the background of the corresponding location thus the structure node in the structure view will be colored green Click on Locate to arrive directly at the location in the structure view where the document is attached to 1b Quick Search Use the search field in the toolbarl1z to execute a quick search within the structure Special search criteria cannot be entered here The quick search is particularly useful if e g the name of a desired file or parts of the name are known and thus only the 2008 Normfall GmbH 46 Normfall Manager 4 0 User Manual structure has to be searched 1 Enter the term to be searched for in the search field O san statement ra 2 Press the Enter key or alternatively click on the magnifying glass icon next to the input field In the list view a tab with the search result will open When you do not need the tabs for the search any more for each sea
25. By clicking on Browse you can open a pre existing document or save a new document that you would like to create Bookmark only available when converting to an existing Word document When converting to a Word document the entire text will be marked with a bookmark in the text box Bookmark name either the name of your project file or the name of the currently selected structure node will appear provided that only a partial structure should be converted Using this name which you can freely alter you can directly open the Word document to the given passage If you have an existing document set as the target you can determine to which location of the document the partial structure that you would like to convert should be inserted As soon as the existing document contains bookmarks they will be listed under Existing bookmarks Select the desired bookmark from the drop down list and then click on one of the following option fields o Insert before this bookmark 2008 Normfall GmbH User Guide o Insert after this bookmark o Replace this bookmark For the command o Add to end of document it is not necessary to have selected an existing bookmark The created text will then be inserted at the end of the Word document Options Under Initial heading level you can determine with which heading level the formatting of the structure nodes should begin in Word Selecting for example 4 as the initial heading level
26. D Date Title Annotation Verdana i200 Bru L 3E m 9 3 EFFQ5ASRSa Title bar of the window A Menu bar main menu B In the main menulis you will find the menus of Normfall Manager File Edit Structure etc Clicking on a menu will open it For details on the menu commands please refer to the chapter Functions Overview 124 Main Toolbar C The toolbar 172 contains icons 1ss and edit boxes which allow you to execute certain commands w7 by simply clicking with the mouse To see which command will be executed by a given icon you can move your mouse over an icon which will call up a short explanation of the command known as a tooltip Structure view D The structure view s0 represents the structure thus the central key of your project 29 O 2008 Normfall GmbH 30 Normfall Manager 4 0 User Manual 3 1 1 3 1 2 List view E The list_view 2 represents lists of documents and positions in documents attached to the structure Detail view F The detail view s shows information and comment texts concerning structure nodes or attached documents or respectively positions in documents It is possible to modify the size of structure list and detail views by means of the separators 171 Structure View The structure view is the left portion of the application window fig 22 of Normfall Manager Within the structure view you cre
27. Documents 57 In order to paste structure nodes as shared content locations copy them and use the commands described in the chapter Paste Options 927 Note that the subnodes of a structure node will not be copied and pasted again In order to avoid this use the Shortcutis7 function which offers you the possibility of showing one and the same branch at several locations in the structure A group of elements synchronized in this way will lose its shared content location status when the second to last element of the group is deleted and thus there are no more existing elements that need to be synchronized In this case it is not important whether the original or a copy thereof remains Shortcuts Unlike shared content locations s71 shortcuts allow you to refer to other documents or structure nodes It is possible to add shortcuts to structure nodes if e g you wish to define overlapping groups of persons within your structure Your structure already contains a list of persons and each person is 97 2008 Normfall GmbH 98 Normfall Manager 4 0 User Manual 4 7 4 represented by its own structure node e g the structure node Persons includes the subnodes Smith Meyer etc To group people according to certain criteria or assign them to other structure nodes create further structure nodes e g Experts Witnesses etc and paste shortcuts to the names listed under Persons as subno
28. F12 59 2008 Normfall GmbH 60 Normfall Manager 4 0 User Manual This is also referred to as the Quick Attachment List To display a document from the list select tl1ss1 and click on the icon next to it which is marked by a magnifying glass To attach a document to several locations of the structure simultaneously select it and click on the next command to open the attach box1371 To attach a document directly to the list or structure view select the two buttons To Row and To Node described below They can also be found in the tool bars of the Plug ins and offer the same functionality Depending on where the files are saved they are highlighted in different colors Files within the project folder are highlighted in lilac color External files e g linked Outlook elements are hightlighted in light blue color Documents that are not in the project folder are not highlighted but remain in white color within the list To Row With this function you can attach the given document from the drop down list see above directly to the currently selected structure in the list view To Node With this command the given document from the drop down list will be pasted as a structure node in the stucture view You can convert a file attached to the structure to a row in the reference list at any time likewise you can convert a row toa structure node How to do this is explained in the se
29. GmbH User Guide 4 3 3 4 4 4 4 1 Attach URL The abbreviation URL stands for Uniform Resource Locator and represents exact addresses in the Internet In the Internet you find various forms of information such as legally relevant information e g standards court decisions as well as all kind of data You will often wish to save existing research results Normfall Manager allows you to do this easily In order to refer to a web page in the Internet create a new empty row to the list view To do so click on New Annotation Then click on Attach URL In the following dialog box you are requested to enter the desired URL you would like to refer to If the desired web page is currently open in your browser select and copy it using the key combination Ctrl c and paste it with Ctrl v to the input row Confirm by clicking on OK In the reference list you recognize the URL reference by the following icon In the title column the URL appears as the title of the reference Editing Attached Documents Generally you can edit a document by selecting the command View Document ts from the context menu of the list view then editing the open document and saving it normally If you want to record the state of editing by means of continuous copies of the document use the following procedure after editing an attached document 1 Select Save as in the file menu of the corresponding application 2 Select your
30. In order to make use of buttons in dialog boxes using the keyboard move the keyboard focus 75 using the Tab key to the desired button and then press the space bar to execute the command If among many buttons one is highlighted the highlighted button can be activated by pressing the Enter key without having to move the keyboard focus previously onto the button Examples of buttons a New Subnode Justify Full Check Box A check box is a box in which yes no questions options are answered By marking the square box in front of the given option you affirm the option With each mouse click on the box you can toggle between the states of marked and unmarked V UseGlobal Filelnbox see Folder settings Fig The check box for de activating the option Use Global File Inbox When the keyboard focus is is on the check box you can change your selection with the space bar 2008 Normfall GmbH Reference 167 Command A Command is an instruction to execute a given function Most commands are accessible using the main menu hs and its submenus For example if the command Mail Recipient used to send documents by e mail is found in the Send to submenu of the List menu the command will be shortened to Links Send to Mail Recipient in the user manual Many commands can also be activated using key combinations 174 Context Command Bar A context command bar is a special toolbar i72i that co
31. Locations Select the desired element in the corresponding list and click on the button in the toolbar in order to directly arrive at the location where the document is attached to in the structure view 5 2 Key Combination Tables In the following chapters you will find a compilation of all possible key combinations that you can use when working with the keyboard 173 in Normfall Manager 5 2 1 General Key Combinations Ctrl ni 49 Create new project Ctrl oft24 Open an existing project 32 Ctrl s 1221 Search in project Ctrl Shift 132 Search in selected branch es Ctrl f Search in text editor Alt F3 126 Show the Project Properties Open the Help menu menu Ctrl F3 140 Open the submenu Editor Formatting Options in the Tools menu F5 125 Update the structure view according to changes made to the structure Ctrl F6 174 Keyboard focus 2008 Normfall GmbH 162 Normfall Manager 4 0 User Manual In order to move through the views of Normfall Manager without a mouse press this key combination Ctrl Tab Press this key combination to navigate between the individual tabs Ctrl Shift Alt plis Ctrl Shift Alt al 741 Ctrl Shift F12 125 Ctrl Shift al14 Attach the currently selected document to the Shift F12 selected structure node Alt Invoke Main Menu for keyboard control F10 F12 1112 Connect to SQL Server 5 2 2 Key Combinations in th
32. Notes C Change To Comment 4 Highlight A settlement proposal before a United States District Court judge would govern all books covered by copyright in the United States Click X to choose another sibling in the tree view Clear All Document A X New Entry New Entry X Cee To the left is the structure view On the small toolbar you will find the commands New Node and New Subnode which you can use to add new structure nodes to your structure You can expand and collapse structure nodes that have subnodes by clicking on the plus and minus buttons La Attach Box 75 O 2008 Normfall GmbH 76 Normfall Manager 4 0 User Manual In the upper window to the right of the attach box you will find the following fields and buttons Filter Here you can filter recent documents in the field Document according to the type of the file needed If you enter for example xls into the Filter field you will only find results in the Document field that are in xls format You can also search for an entire document name and use as a replacement for an individual letter If you cannot remember the exact name of the person that you would like to search for you can search for for example on This will return all documents with Ron Jon Don etc in the file name To replace several letters use the character as a filter Example With the filter com all r
33. Project Attach Copy Recent Docs System Attach Box all tabs How to attach documents from the tab lists can be found in detail in the corresponding reference chapter of each command Attach 1s5 Move File 15 Attach Copy ss and Attach Box 137 Attachment Functions outside of Normfall Manager In the following section you will find a summary of the functions with which you can attach documents outside of the Normfall Manager application window zs 1 The Normfall Button After opening a project the Normfall button will appear in the lower right corner of your screen in the Windows task bar With this button you can attach a document that is currently open directly to your project using the attach box Fig 1 The Normfall Button in the Windows task bar The position of the button can be changed additionally the button can be entirely hidden from view To do so click on the Normfall button with the right mouse button and choose between the three operation modes found in the context menu Show in Task Bar Hover mode and Hide Under Tools Options Attach Settings 148 you can use the option Activate Normfall Button on Desktop to show or hide the button I Ctrl Open jj Ctrl Shift Open 2008 Normfall GmbH 62 Normfall Manager 4 0 User Manual by default v Fig 2 The Normfall button in hover mode In the context menu you will find a list of all active projects Here you ca
34. Subnode s To paste copied or cut out structure nodes as subnodes of another node open the context menu of the target structure node by right clicking and select one of the paste options to create a shared content location a shortcut or a hyperlink from the submenu Paste as Subnode s Pasting Reference Rows Likewise you can paste rows that you have cut out of or copied from your reference list to other structure nodes To do so click on the target structure node and then execute the command Paste from the Edit menu Alternatively you can use the key combination Ctrl v In order to paste reference rows as shared content locations shortcuts or hyperlinks use the context menu and select there the desired option from the submenu Paste Special Please note that reference rows that are pasted as a shortcut cannot be commented in the comment editor since they simply refer to the original You can only add notes in the comment editor to the original row Paste Options of the List View The list view contains all documents and files that you have attached to a certain structure node Similar to your structure you can form your reference list as desired and take changes to data into consideration here Therefore you have the possibility to cut out or copy rows from the reference list these are then moved to the clipboard 7s and can be pasted to other structure nodes Depending on whether you use the Paste command from the Edit m
35. Tip The formatting of the pasted text can be determined under Tools Options Other Ctrl Shift Alt h 5 2 5 Combinations for Keyboard and Mouse Actions Ctrilor Copy the pulled element Shift 91 Create a shared content location of the pulled element Ctrl Shift 911 Create a shortcut of the pulled element Ctrl Shift Alt or Create a hyperlink of the pulled element 2008 Normfall GmbH 166 Normfall Manager 4 0 User Manual Shift Open Project 124 When project loaded open another project in a new application window Shift Double click on attached file Change between primary function e g Open and secondary function e g Open Original 5 3 The Basics of Use Here we will explain the terms that are important for an understanding of the other chapters found in this user manual So far as these explain commands we recommend trying the corresponding functions out in Normfall Manager 5 3 1 Elements of the User Interface For an explanation of each concept see the following chapters Button A button consists of an icon picture symbol or text and represents a commandiw By clicking on the button the command will be executed For example by clicking on the New Subnode button a new subnode will be created in the structure view You can find buttons in the toolbars 72i of all three views 291 as well as in all dialog boxes 68
36. View In this sub menu there are functions which allow you to show or hide the list view s and the tabs in the list view 30 New Annotation With the New Annotation command you can add a new row to the reference list without referring to a document Alternatively you can press the right mouse button in the reference list and select the command New Annotation from the context menu or use the function key F11 This command is only available if the mouse pointer is located in the list view Delete Entry Entries You can delete several rows from the reference list simultaneously To do so click on the row that you would like to delete so that it is marked with blue To select several rows at the same time press and hold the Ctrl key while clicking on all rows that you would like to delete Then execute the command Delete Entry Entries from the List menu or context menu which will open a dialog box which will ask you to confirm the command The rows and all comments belonging to them will be irrevocably deleted the documents in your project folder will however remain untouched Alternatively you can click on the button in the toolbar of the list view Convert to Node To convert a row from the reference list into a structure node click on the given row and execute the command Convert to Node either from the context menu or the List menu Normfall Manager will then add the row as a new subnode of the node in your structure
37. Whether the hyperlink will be pasted as a structure node in the structure view or as a row in the reference list depends on the location where the context menu is opened Hyperlinks allow you also to refer to structure nodes and rows in other project files The Target of the hyperlink is always the original i e the element copied furthermore hyperlinks contain information on which project file they belong to If for example you wish to copy two structure nodes S1 and S2 from project A to project B wherein S2 refers to S1 via a hyperlink the hyperlink in project B will not refer to the node S1 in project B but rather to the node S1 in the original project A Furthermore it is possible to paste hyperlinks as text in an editor which supports hyperlinks such as the text editor of Normfall Manager Microsoft Word or e mail editors By clicking on structure nodes or rows they can be pasted to the text editor using the Paste with original formatting command from the 2008 Normfall GmbH 4 7 5 context menu In other applications use the corresponding paste commands or alternatively the key combination Ctrl v Thus it is possible to paste links to certain structure nodes as bookmarks in Word documents A A A A A Normal Verdana vw 2 10pt Some annotations in the comment box By clicking on the hyperlink the structure node Overview will be shown New Project Overview ES AI AMA As
38. Y Word PowerPoint Excel and Outlook 2000 Or Higher Normfall Manager Plug In For Internet Active y Explorer 5 Or Higher Additional Commands In Windows Explorer Active Y Context Menu Cae In the column State you can see whether or not a plug in is installed or not at the moment In the column Activate you can see which plug ins will be installed or deinstalled by clicking on Apply If a check is visible the plug in will be installed given that this is not already the case If the check is not visible the plug in will be deinstalled given that it is already installed To exit the installation click on Close Since the settings are valid for all users of the computer or server you need Administrator rights OQ to be able to change them Otherwise the checks will appear with a grey background and cannot be changed In most applications for which Normfall plug ins exist each individual user has the option of hiding the Normfall toolbar and consequently deactivating the plug in itself even if it has been installed by the administrator Settings for other Applications Normfall Manager 4 0 allows you to paste hyperlinks ss to structure nodes as bookmarks in an editor which supports hyperlinks such as Microsoft Word or_Adobe Acrobat When clicking on such link to reach the desired structure node within a project the respective application may display a warning message O 2008 Normfall GmbH 140 Norm
39. You can also save databank files e g Access dBase as PDF files which can then be managed by Normfall Manager without any problems Paper Documents Paper documents such as incoming written material can be taken up using a scanner to create so called PDF files The abbreviation PDF stands for Portable Document Format and was developed by Adobe Systems With this versatile file format 19 2008 Normfall GmbH 20 Normfall Manager 4 0 User Manual 2 4 2 4 1 you can capture documents fonts formatting colors and graphics regardless of which program and operating system was used to create the document almost as a photographic copy of the original PDF is well known throughout the world in the Internet and is nowadays considered as the industrial standard for electronic document distribution Thereto a corresponding software is required The most important software for creating and editing PDF files is the commercial program package Adobe Acrobat You should not confuse this program with Adobe Reader which is available free of charge in the Internet and allows you only to view and print PDF files For the full version of Acrobat beginning with Version 7 Normfall Manager offers a special Plug in for Attaching Documents 731 Scanning In case you would like to scan your documents yourself it is recommended to use modern scanners which operate fast and can handle several pages of input simult
40. a EE a mae Ea raar Eat 133 Insert from Microsoft W Ors iii a cay Ea a ead cna tated dest e aE ae ETa 134 Functions in the List MenU oir eade aaa aa aai aaa easar aa in ali 134 e E IO AN E A eet 134 New Annotation we 134 Delete Enty ENtMOS count AA Ra eatin 134 Convertio Nod imitado 134 ShOWShortCUET AY viii A e ei EPA dae 135 View Attached DOCU RE A dae 135 Print File wx 185 Show Original 135 WindoWs EXplOre recocido Had Hace nee 135 Document References viii oa ote acs Aisne tess 136 Export DOCUMENTS initial A AAA CA 136 O eed at edione edie eai 136 SEIN TOs ise A A Ati 137 Attach BOX AAA AA AA AAA et 137 View Juris DatabDaSO oo AAA AAs a eaten 137 Attachment taps ial ae eM a eee Race atic 137 Latinch Normftall PDF Eqitory isi coincida tdi 138 Functions in The Fools MONU a e e a ap e a aa r cebasnitenyuadesenssvssessten o E a Eai iA 138 Set Change Password iia ira Mets T A distin iA ER 138 Plug In Installer we 139 Settings for other Applications cc eeceesssceeseeeeeeeeeeseceeecseeeaesseesaeesaeeaaeeaecsaecseceaeseeeaeseaeeeesaeseaeteeseae 139 Manage Database Servelssiccisicccsocsecsocsecsedsacsdecicresrearestean ai 140 BE AR O TO 140 File MaintenanCe coi ind ida ia occ aE aT 140 Editor Formatting Options we 140 AN 141 Elli yt dali iia Mai arena EAS A ida 142 LANQUAGC a NN 143 POP ni A Ai ibid 143 JUTS rara to E ep Pe ETA Riiie 146 Attach SONS ii A la nti antennal WA A
41. a specific slide Therefore the plug in always attaches the slide ID e You can also enter the slide number as reference target but if you change the order or number of slides in your presentation this reference could be moved to another slide Plug in for Microsoft Internet Explorer For Microsoft Internet Explorer beginning with version 7 0 there is a plug in that can be used to attach entire web pages by default as offline versions in the form of a copy of the web page in HTML format to your project Sole exception are offline versions of Juris Documents 7 which are saved as PDF files O 2008 Normfall GmbH User Guide Additionally there is the option of attaching an online version of the web page in the form of a bookmark to the corresponding web page Tip When attaching web pages as offline versions you can however open and view the web page online by using the Original button found in the toolbar of the detail view In this way actually both functions offline and online versions are used Further information on this function can be found in the chapter Show Originall 35 To attach web pages in this way use the functions found in the Normfall toolbar In the chapter Commands in the Plug ins the basic functions of the three attachment commands Normfall Manager To Row and To Node are explained Plug in for Adobe Acrobat The Normfall Manager plug in for Adobe Acrobat makes it possible to attach dir
42. command found in the Project Folder sz tab you can open the subordinated folder Since you can save your documents as you wish in subfolders of the project folder you can navigate through the folder hierarchy using this command Rename Under the Project Folder tab you will find the Rename command with which you can rename files in your project folder without references to the attached documents being lost your file system that is without using this command in Normfall Manager will cause the references to no longer function Changing the file name of attached documents in Delete File and all References Document References lt allows to delete individual documents from your project references to the document but each subnode and Delete File and all References not only deletes all subrow of each reference This is in particular 2008 Normfall GmbH 156 Normfall Manager 4 0 User Manual relevant if documents have been attached to the structure as structure nodes Move File The Move File command is available under the tab File Inbox and TME move File allows you to move the currently selected document from your file inbox to the project folder s 1 and simultaneously attach this document to the currently selected structure node In doing so the document will automatically be moved to the auto folder 537 Alternatively you can execute this command using the context menu To attach
43. database Full access Browse Read only Browse OK Cance This folder is a default root folder for all project folders i e when creating a new project the new project folder will be defined as a subfolder of the project root folder as default the subfolder carries the name of the project However when creating a project the user can opt to change this folder Entering a project root folder is strongly recommended in order to maintain a uniform filing structure of the project folders on the file system Deleting a Database To delete a database you must be logged in as an administrator To do so the database cannot be in use by any user In particularly you may not have any project open on the server when deleting a database Open projects will not automatically be closed Updating a Database For future program versions of Normfall Manager it may be necessary to update the database scheme The currently used scheme as well as the newest version are shown herein In order to update the newest version click on Upgrade Setting read and write access 2008 Normfall GmbH User Guide As administrator it is possible to give Windows user groups either global access or restricted Read Only access to the database Using the button Browse you can define a group which you want to have the corresponding access and using the button Reset you can revoke this authorization if necessar
44. double click on the CD iconltes found under My Computer Follow the instructions in order to start the installation of Normfall Manager The software cannot be used before the installation process is completed during the installation process any necessary further required components 2 are also installed Installation The installation procedure is executed by opening the installation package 211 or starting the installation from a CD 21 To do so administrator rights are required Normfall Manager 4 is then available to all users of the computer During the installation process you can select an application structure and select which plug ins should be installed see plug in installer 139 If the installation procedure stops minimize all open windows and move the installation window to check whether a dialog box is waiting to be completed behind the installation window Updating Normfall Manager 3 When installing Normfall Manager 4 older versions are not automatically deinstalled However you can do this manually in order to save memory capacity To do so please proceed as follows First close all programs Then open the Normfall Manager folder by means of the programs folder found in the Windows Start menu and execute the command Remove or Repare Normfall Software Existing Normfall project files are not affected by this procedure They remain available for use with the newer version 4 0 Older project
45. files that are opened in Normfall Manager will automatically be converted Converted files however cannot be opened in older versions of the software 2008 Normfall GmbH Preparation Current Updates We are continuously developing and improving Normfall Manager 4 0 On our web page we provide you with the current version the most recent build of Normfall Manager At any moment it is possible to update your version of Normfall Manager 4 0 by installing the newest version in a similar manner to the downloading process To do so it is not necessary to deinstall the previous version In the event of an update your Normfall project files and your license data remain untouched If you wish to know the build number of your Normfall Manager execute the command Info on Software found in the help menu In the window that appears you will find the Installed Version in the form of a sequence of numbers e g 4 03 0141 the last part of this sequence corresponds to the build number for example 141 If you find a higher build number on our web page an update is recommended It is also possible to execute this check automatically by means of the command Check for Update 15s1 in the help menu Tip Use the command Check for Update 15s1 in order to search for updates for free which you can immediately download and install Rarely an update can contain an error Then it may be necessary to return to a previous version of
46. from a Word Document a If a project file is already open the following dialog box will appear Import from Word l Source Import what Complete document Target Structure node Inserted from MS Word Replace Insert as subnodes O Insert below Cancel The path of the document that you wish to convert is given under Source You can determine whether the entire document selected text or a section beginning with a given bookmark should be converted Additionally you can determine to which location in your structure the text should be inserted You have the option of replacing the currently selected structure node inserting the text below this structure node on the same level or as a subnode If there is no project file open the following dialog box appears O 2008 Normfall GmbH 70 Normfall Manager 4 0 User Manual Import from Word Source Import what 9 Complete document Options Import text formatting Cancel a Under Source you will find the path of the Word file that you would like to convert You can decide whether the complete document selected text or a section of the text after a certain bookmark should be converted b Click on Browse after Path to define the name and location of the project file that you would like to create c Select the text formatting under Options that should be imported You can also select an existing project file
47. from an unkown O source Since the file is directly downloaded from the site of your producer in this case this warning is not relevant The downloaded file ManagerSetup x xx xxx exe is the installation package for Normfall Manager It contains the complete software which however still has to be installed on your computer before you can use it Start the installation 22 by opening the installation package e g by double clicking 73 The installation packages of Normfall Manager can be used for updates in order to update an existing installation The procedure remains the same computer If an update contains an error you can return easily to the previously installed version if you have it available on your computer Always keep installation packages saved on your OQ O 2008 Normfall GmbH 22 Normfall Manager 4 0 User Manual In order to return to an older version first deinstall 23 the current version and install the older version Installation of the NET 2 0 Framework If during the installation you are requested to install the NET Framework download it directly from Microsoft or our web page and execute the downloaded software in the same way that you installed the Normfall Manager installation package For further information please refer to Further Required Components 241 Installing from a CD Insert the CD into your CD ROM drive If the CD does not automatically start
48. group The application does not save the login data but rather temporarily holds the data in memory during the administration processes E How do connect to an SQL Server outside of my Windows domain by specifying an IP address You need to launch the application with the oledb sqincli command line option and SQL Server Client Components need to be installed on your computer Enter your login credentials in the Normfall Manager Options in the Database section Use SQL Server Authentication mode and enter the IP address for the 111 2008 Normfall GmbH 112 Normfall Manager 4 0 User Manual server name or IpAddresslNamedServerlnstance to connect to a named instance 4 12 2 Working with a Database Server On networks where more than 5 people access simultaneously Normfall Manager the use of a database server is recommended in order to ensure stable performance of Normfall Manager In this case the projects are saved and managed on a special database server which all users in the network can access Please refer to the section Setting up a Database os to find out what prerequisites this entails and how you or your system administrator create a database server In order to work with projects on a database server click on Connect to Server in the File menu The following dialog box will open LJ Server server SQLExpress Server server SQLExpress Browse Normfall P
49. have to conclude other tasks Later you have to continue the work on your subject After weeks or even months you have to regain an overview Legal cases can for example last several years And things continue like this Up to now the foregoing occurs essentially in your head There has hardly been any tool available which can effectively assist you in this task Neither notes nor tabs are efficient It is very difficult to process flipcharts and transparencies The quantity of files increases and even the popular post it is not efficient This results in arduous searching efforts and duplication of work Sometimes it is easier to reprepare a certain topic such as a point of law in a written document rather than to search and find an already existing elaboration on the same topic It is substantially necessary to count on your memory however the human memory s capacity is easily reached Humans are intelligent and creative beings but not massive storage databases Therefore Normfall Manager proves to be useful Normfall Manager does not want you to change your working method In fact Normfall Manager adapts itself to your pre existing working method and assists you where up to now no help existed Structuring Complex Subjects with Normfall Manager Normfall Manager has been specifically designed for the aforementioned situation and your usual working method in order to fundamentally improve your ability to process complex subje
50. in the toolbar The following dialog box will appear Import from Word Source Import what O Complete document Options Import text formatting Cancel 1 Click on Browse under Source to select the Word file that you would like to convert You can determine whether the complete document selected text or a section based on a given bookmark should be converted 2 Select the text formatting that should be used under Options 3 Confirm by clicking on OK 4 Choose where the new project should be created in the next window You can choose between a file system and a SQL Server Creating a new project file on a file system Click on File to define the name and save location of the project file that you would like to create in the next dialog box 2008 Normfall GmbH User Guide 83 You can also select an existing project file This will then be overwritten during the input process Creating a new project on a SQL Server Click on Server to create a new project on a database server Further information can be found in the chapter Working with a database Server 12 Insert from Microsoft Word Use this command found in the Structure menu to insert an outlined Word document to an existing project file Import from Word s Source Import what O Complete document Target Structure node Inserted from MS Word Replace Insert as subnodes O Insert below 1
51. is the legal information system for the Federal Republic of Germany belonging to juris GmbH in Saarbr cken You can easily attach documents which you have researched there to corresponding structure nodes of a Normfall project With a click of the mouse you can open the documents again in the Internet To do so you need a vaild Juris account and Microsoft Internet Explorer Eor other browsers see the section Attaching with other Browsers s0 In the Tools Options Juris menu you can deactivate the option Enable references to Juris DBs if you do not want to attach Juris references Then the juris button will be hidden in the Normfall Manager toolbar Saving Juris Access Data in Normfall Manager You can save your Juris access data in Normfall Manager so that _ view Juris Database you do not have to enter them on the Juris home page To do so execute the Options command in the Tools menu Click on the point Juris in the dialog box which will open enter your Juris access data activate Remember Password and confirm your entries by clicking on OK Attaching with Internet Explorer Before your juris research click on the Juris icon in the toolbar of J Normfall Manager below the menu bar If you have saved your access data Microsoft Internet Explorer will open the Juris web page where you are already logged into your user account Otherwise the Juris web page will open and you will be required to enter your Juris identif
52. later opens to page 85 by simply clicking on the reference to the document with the mouse Displaying files occurs in a matter of seconds even when dealing with a very large number of files This speed is critical for many applications If for example you participate in a telephone conference during which a certain process is mentioned you can display this process on the screen from a large database even before your interlocutor has finished his sentence Or during a hearing of witnesses in the courtroom you can immediately present a relevant document even if you have not expected that 2008 Normfall GmbH Preparation 2 2 exactly this document could play a role It is possible to copy important sections of attached documents to the Normfall Manager interface A five level information architecture name of the structure node comments to the structure node title in the reference row comments to the reference row and the original document guarantees that you always find the required information with ease and that you only have to focus on the original document and open it if this is absolutely necessary The whole system architecture is designed such that you are informed in a reliable and fast manner Note that knowledge and time next to your know how are your most important assets Creating a Knowledge Management System Normfall Manager 4 0 allows you to create an individualized Knowledge Management System
53. mails PDF files Excel tables PowerPoint presentations audio and video files internet pages database contents can be managed using a uniform user interface The use of Normfall Manager suppresses the annoying need to for example use a different filing system for text files than for e mails All files in particular text documents can be attached in a multidimensional manner Thus Normfall Manager accommodates the fact that almost all text documents imply a multitude of uses In order to accommodate each type of use in conventional document management it would be necessary to create a copy of the document for each categorization that applies to that document which would be completely impossible In the Normfall information system however each document is saved only once and can be provided with any number of references to different structure nodes Your files in particular your documents can be attached to any number of structure nodes This works with both whole documents and individual text passages in short with all relevant information Specially created Normfall plug ins for all Microsoft Office Tools PDF files and Internet pages facilitate the attachment process A mouse Click is sufficient to create an attachment The attachments can be done such that they refer to a specific target If for example a relevant text passage is found on page 85 of a text document it is possible to attach this document such that it
54. menu for this or alternatively the function key F7 Down You can move a selected structure node including all comments and subnodes one position downwards within one level To do so click on the desired structure node and select the command Down You can also use the context menu for this or alternatively the function key F8 Sort This command allows you to sort all structure nodes of the same level in ascending order Alternatively you can execute this command via the context menu or by means of the key combination Ctrl You can also sort the nodes in reversed order by additionally pressing the Shift key A Find in Project D Find in Selected Branch a Up Ne a 2 Down L rs L Ctrl I ascending E Ctrl Shift 1 descending O 2008 Normfall GmbH Reference 133 Change Type You can define different node types by using this command More details can be found in the chapter Node Types 99 Delete Branch es There are several ways to delete structure nodes including all X Delete Branch es subnodes references and comments belonging to them after you have clicked on the nodes to be deleted E P e The Delete Branch es command Snitt Del e A click on the icon in the toolbar e The key combination Shift Del Convert to Row You can convert a structure node to a row by selecting the convert to Row corresponding structure node and then choosing the
55. new project file in your file system and a new project on the SQL Server e Creating a new project file A dialog box will appear in which you will be requested to enter the name and location under which you would like to save the new project file It is recommended that you create a separate project folder sz for each project and place each project folder within another root folder named for example Normfall Projects e Give your project file a name and save it in the project folder If you create several project files please take note to place each file in its own project folder since the documents attached to the structure of the project will be saved in this folder When saving a project file a prompt will be displayed which asks you to determine whether a new project folder of the same name should be automatically created for the new project New Project I Ctrl n 49 2008 Normfall GmbH 50 Normfall Manager 4 0 User Manual New Project Do you want the file to be created in a project folder of the same name gt e recommended da Recall my response reset using Tools Options dialog If you always create project folders for your projects on your own you can answer the question by clicking on the No button and activate the option Recall my response such that the prompt will not be displayed when creating a new project any more You can de activate this setting under Tools
56. pull it to the desired structure node and release the mouse button The file will be attached as a new reference If you do not wish to position the Normfall Manager application window next to the Windows Explorer window proceed as follows 1 Minimize the Normfall Manager window and open Windows Explorer 2 Click on the file to be attached pull it onto the minimized Normfall window and wait a short moment until the Normfall window appears in the foreground 3 Place the file to be attached on the desired structure node This command also works in the opposite direction to move files from the list view of Normfall Manager to Windows Explorer pull them as described above to the desired folder Drag amp Drop in a Normfall Project Using Drag amp Drop you can copy or move structure nodes with all subnodes and references as well as reference rows in a Normfall structure The command is also available in all list views so that for example even files listed under the tab Recent Docs Project or Recent Docs System can be pulled to the desired structure nodes Additionally you can directly attach files from Windows Explorer or elements from Microsoft Outlook to individual structure nodes or pull them into the file inbox To do so the File Inbox tab has to be in the foreground You can move structure nodes by clicking on them and pulling them to the desired structure node while holding the mouse button When you release the m
57. special Windows keyboards 2008 Normfall GmbH 176 Normfall Manager 4 0 User Manual 5 3 4 Context menu this key marked by a symbol for the context menu next to the right Ctrl key is used to open a context menul197 for the element ss that currently has the keyboard focus on it The Clipboard The clipboard of the system allows you to intermediately save virtual objects such as structure nodes s or reference rows 261 as well as text passages in order to paste them into another position The basic commands 17 are Copy Ctrl C creates a copy of the object on the clipboard Cut Ctrl X moves the object to the clipboard removing it from its former position Paste Ctrl V Inserts a copy of the object found on the clipboard at the desired location Using these commands you can for example cut out a branch of the structure and stuff it back into the structure at another location Likewise you can create a copy of the branch Using the clipboard you can also exchange objects between different programs However because a text editor for instance cannot display structures structure nodes will be represented as text The basic commands of the clipboard can also be called on using the Edit menu ss however it is usually easier to use the eee key combinations see above or the context menu 167 Copying or cutting does not always occur immediately If you for example copy a bran
58. the document as well as the number of shared content locations in parenthesis Under that the structure nodes will be shown to which the shared content locations are attached By clicking on the minus sign in front of the file icon you can hide the list Clicking on an element of the list will color the corresponding structure node in the structure view to the left This list is similar to the Document 103 list in its form By clicking on Locate 1s7 the corresponding file will be selected in the reference list and the structure node it is attached to will be shown Using the command Remove all in the toolbar you can delete the entire group of shared content locations A dialog box will open indicating which shared content locations will be affected and requests that you confirm the deletion 4 8 4 Manage Document To receive an overview of the structure nodes to which a Manage Document document is attached you can create a list of these by using the Manage Document command from the List menu The command is always applied to the currently selected document regardless L cr shitt Fe of which tab is currently active Alternatively you can show the tab Document References using the menu List View or you can press the key combination Ctrl Shift F6 This will show all of the attachments made to the document that is currently selected in the first tab Under the tab Project Folder you will find the References
59. the following chapters these functions will be explained in detail Also system administrators can control settings for user groups by means of the Normfall Manager Administration Kit which can be downloaded from our website www normfall com The Administration Kit allows administrators to define the options settings for a user group on all computers of an organisation For every single setting it is possible to define whether it should 141 2008 Normfall GmbH 142 Normfall Manager 4 0 User Manual have a one time effect i e they can be changed by the user or a permanent effect cannot be changed Permanent settings can only be changed temporarily for the current project by the user they will be reset when the project is closed or when the options dialog is opened by the user again Folders General Language Backup Folder Prompts Juris Attach Settings Specify Database Server Other Project Folders Local Temp Folder ent Pr E Mail Inbox Folder New Projects Show e mail application s inbox requires plug in C Normfall Browse Global File Inbox optional Cinbox Node Icon Folder for Node Types C Normfalliicons Browse Export Folder Purge files older than 3 Al days CiNormfallExport Browse OK Cancel Apply Backup Folder Windows has a so called TEMP folder for each user on the computer Here files will
60. the software In this exceptional case it is necessary to manually deinstalll the higher version before reinstalling the previous version Notice Always keep downloaded _ installation packages If you wish to remove an update you need the installation package of the previous version Deinstallation At any time you can remove Normfall Manager 4 from your computer To do so two options are available Deinstallation by means of the start menu recommended Select in the Windows start menu the command 17 Programs Normfall Manager 4 Deinstall Deinstallation by means of the control panel Select the Control Panel from the Windows start menu and then Add Remove Programs under Windows Vista Programs and Features Select Normfall Manager 4 in the list and click on the deinstallation button Remaining data Generally all created projects user settings and license information remain after the deinstallation process such that it is O 23 O 2008 Normfall GmbH 24 Normfall Manager 4 0 User Manual 2 4 3 possible to continue to use the software in case of a reinstallation Experienced users can remove the software completely by deleting the folder sAppdatasYWNormfa11 as well as the registration key software Normfall Manager 4 0 from the user profiles Due to the very small quantity of data this step is normally not required Due to the distribution of user profiles in organizations
61. to determine a specific location within an extensive document of several hundred pages as target of a reference so that the attached document will automatically be opened to this location in the future This function is very useful in various situations e g e if a witness deposes at a court and you wish to object a certain document e if you are searching for certain documents during an arbitration procedure e in case of an extrajudicial hearing procedure e during a telephone conference e during dictation of a pleading 2008 Normfall GmbH User Guide e etc You save time and are always perfectly informed Since plug ins are intended for attaching to a specific target and it is often the case that you would like to attach to more than one target in large documents it is recommended that you manually save documents that you would like to attach using a specific target to your project folder Further information on this topic can be found in the sections Storing Files s71and Special Folders s21 Under Tools Options Folders you can activate the Auto folder as the location to which documents that are not currently found in your project folder will automatically be moved when being attached to your structure If the Auto folder is not activated a dialog box will appear with which you can save the document to your project folder This method will save a copy to your project folder which you will be able to edit
62. very large quantities of documents The project data can be saved on a database server such that any number of users can work with it simultaneously e Normfall Manager offers a full text search in the attached documents by means of Microsoft Indexing Search In comparison to Document Management Systems DMS e Normfall Manager can easily be installed and maintained and it can operate in a completely decentralized manner based on project files In this case project folders are closed units which can easily be copied to other computers or storage media in order to use them there Functionality The data of a project structure references texts is saved ina project folder or on a database server The folder in which the project file is located is considered as the project folder The references are saved as relative pathways to this folder such that the project folder is closed and able to be transported Thus it is impossible to include references to documents outside the project folder unless they can be accessed by means of a URL or a supported DMS Normfall Manager 4 0 has been developed on the NET platform 2008 Normfall GmbH Preparation 17 2 2 3 Highlights References to text passages currently supported applications Adobe Acrobat Microsoft Office Comfortable attaching of PDF files using integrated Normfall PDF Editor Plug ins Adobe Acrobat Microsoft Office Internet Explorer
63. will format all structure nodes of the first level in your Word document using the heading 4 style All subnodes on the next level will have the formatting heading 5 etc To use the following options place a check in the given check boxes o Include notes This setting converts the notes of each structure node to the Word document along with the structure o Open document when finished Opens the created document directly after the conversion process o Include rows as hyperlinks This option converts all references to hyperlinks in the Word document which you can click on to open the attached document Additionally all comment rows will be converted 87 2008 Normfall GmbH 88 Normfall Manager 4 0 User Manual 4 5 ee ae tary oc Microsoft Word Format Tools Table Window Help AdobePDF Acrobat Comments A 0 03 Read Times New Roman 12 Sample Structure Node Welcome to Normfall Prof Dr Fritjof Haft and his development team congratulate you on this software which was specifically designed for document and struct management in juridical context You get to see this sample structure node when you have just create structure or work with the program for the first time This gets you a what a Normfall structure looks like The sample node can safely be removed when it has served its purpd Attachments 1 Normfall GmbH Web Site 8 14 2001 Abb The beginning of a st
64. with Windows Server it is not recommended to remove this data yourself Further Required Components NET Framework 2 0 or higher The NET Framework from Microsoft is an environment for executing programs using a virtual machine a concept introduced by Java Windows Vista and Windows 7 include it directly out of the package Windows XP however does not Normfall Manager 4 requires the NET Framework version 2 0 or higher Whether future versions will also be compatible is not certain at the time of the creation of this manual If no NET Framework has already been installed on your computer the installation procedure of Normfall Manager 22 will request its installation It is possible to directly download the desired language version of the installation package of the NET Framework Jet and MDAC The databased database Management System DBMS Jet 4 0 and Microsoft Data Access Components MDAC are already included with all supported Windows versions Check that you have the latest Service Pack for your Windows version installed so that you also have the latest versions of Jet and MDAC It is rare but possible that such components are damaged e g due to improper installation procedures of Third Party Software such that Normfall Manager doesn t function properly At the time of the creation of this manual it is easy to find information on repairing a damaged MDAC on the Internet Activating your License When you lo
65. you attached the document as an online version Attaching with other Browsers If you use a browser other than Microsoft Internet Explorer e g Mozilla Firefox Netscape or Opera by default the automatic login described above is not possible In this case proceed in the following manner 1 Open the juris document which you wish to attach in your browser 2 Then copy the number of the document to the clipboard e g by selecting the number and then pressing the key combination Ctrl c The document ID corresponds to the scheme id XYZ00000 and can be found in the address line of your browser jam gm AT Dne m ee pe tae TI ATT TI okmarks Tools ity ely RAE RA RO F l f O http www juris de jportal portal t hau page jurisw psml doc hl 1 amp doc id3 MWRE207013829P63 Ajuris 101 amp showdoccase 1 AAA A thn communi E O ant item Fig A juris document ID in the browser address line 3 Create a new reference row in Normfall Manager by clicking on New Annotation in the list view 4 Click on Attach juris Doc in the detail view A dialog box will open into which you can enter the document number from the clipboard e g by means of the key combination Ctrl v To open your attached references to juris documents with your default browser it is necessary to activate in the menu Tools Options under the juris setting Use default browser to open linked documents no automatic log in 2008 Normfall
66. 1 A O aeaaeai reaa eee aaao a aE o era aE a aa ean a aoa Ea rare A aaraa ecaandesusedendeduapeuvedsuendandsese 102 Show Shared Content LocatiONS ooomncicinnsm e e 103 Manage Document Using Two Monitors Working Together on a NetWworK sssssnsesuunnennnunnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn nnana 106 Backup Coples aia 107 Database Server iii A 107 Administration of a Database Server cssccceeeeseeceeseeeeeeeneeeenseeeeeeeesneensneeeseeenseeesaaeesaneeseeseeneeeseeenseeeneeeeseeee 108 SOL S rver FA Quitar taninos rear ieii a te A da 111 Working with a Database SerVeT ococonnninnninnconnsrn enn 112 The Relation MOGule sana ici dad 114 SO o aeaa aAa aa aa aama aaa ee ainoaa baaada aaaea tineia ian 115 Setting up the Relation Module kisera aaeeea denise 116 The Structure of the Application Window in the Relation Module s ssusessussurunrunnunenrunnunnunnnnenennennennnnnnnnnnnne 116 The Rea Ma o o o Med res rs eee 117 Inserting Documents and assigning them to Tracks 118 The Attach Box in the Relation Module oonmmmconncccconnncccnncnnacnnnnnnnnccnnncn nc crono 119 Commenting Cos iia 120 Node ComM ANIA e Ti 120 Track Commenta trsni a a aS 120 Reference COMMeNtalY ccocococicnnnccocnnncnnoncnncconcnr cnn nene 121 Free COMME e bes 122 Reference 124 Command Oven i anidan 124 Functions inithe File Menu ciencias 124 Now PrOjOCh siactescicetinestecbectr as ecavt
67. 170 UN O ts vale I oda Aah 170 ROW Selection BOX i teianei iaee eatae e eia aa A dei dd 170 Scroll Bar 171 Separator 171 SWITCH Ot eal Bot an erate be ates ah ous contd A ON 172 E O 172 Di AA A A O AA E ete peaSeeeeste ceeeoee 172 A A 172 SSA A A E O 173 Window Title Batidos A 173 Working With the MOUSE csscsssssseesseessnesssneeseneesseessceeesneessneescaesssneesenesaaeessaeessaeessaesesnesasneessnesseneesnenseneeeens 173 Working With the Keyboard inde 174 Te CD ea 176 VI Appendix 178 O 2008 Normfall GmbH Normfall Manager 4 0 Contents 7 1 Troubleshooting Problems and their SOIUtIONS ccseceeseeeesseeeeseeeeeeeeenseeeseneeeeeees 178 Pasting Text in the Text Eqitor cccccsssssseessseessneeseeeesseessneessneessnesseneeseeeeseeseeeesnassenesesnessneesseeseeessnaeseeeseneess 178 Different Acrobat Versions Qe FAQ A teen ee ae ee Access Conflicts with Several USEI s csssssssscssessessesensseesenesseeseesseeneessaeseneseeeneessesneesseesensneeseneseeeneenseetes 179 Error M SSaQ S E A E A 180 2008 Normfall GmbH Overview Overview Overview Welcome to Normfall Manager 4 0 By purchasing this program you have acquired an individual tool which supports information management for an array of sophisticated activities This manual provides you with information concerning all functions provided by Normfall Manager functions
68. By clicking on the headings you arrive at the corresponding sections which will be accompanied by explanatory text in the text window to the right The small plus sign buttons to the left of the headings show you that there are subsections available under the given heading These will be displayed by clicking on the plus sign Passages written in blue and underlined are so called hyperlinks cross references By clicking on the hyperlink you arrive at the location of the user manual that the hyperlink refers to Check for Update With this command you can find out whether an update is available Normfall Manager will automatically check our web page for an update appropriated for the version of the software installed on your computer You can then download and install the current build without any problems License With this command you open the license wizard of Normfall Manager which supports you to enter license information for your product version You can find more detailed information in the chapter Activating your License 241 Structure License This function is intended for future versions of Normfall Manager Info on Software Here you can find the following information e the version of the software that is installed e the licensee e the type of license e the license key Special Commands of the Three Views You will not find some commands in the menus ss but rather only in the context menus 167 or on buttons 16
69. Clear All Document A X New Entry New Entry X Fig The functions of the Attach Box in Relation Mode O 2008 Normfall GmbH 120 Normfall Manager 4 0 User Manual 4 13 6 Commenting Contents There are three different levels on which comments can be entered beginning with the structure node on the highest level continuing with the single tracks until finally reaching the respective references entries and free comments Subsequently these possibilities are explained Node Commentary When clicking on a structure node with the Relation Module being activated Normfall Manager does not necessarily show the node commentary first but the track commentary 20 to the current track i e the track which is currently selected in the track selection bar of the detail view So in order to create a node commentary select the Node button from the track selection bar and then enter your annotations in the text editor Track Commentary The track commentary allows you to add your own summaries to each track assigned to a structure node The track commentary in the relation view Click on the structure node to which you would like to write track comments and select the track to be commented in the detail view by means of the track selection bar As soon as you start to enter text in the text editor of the detail view the color of the text editor will change from grey to white When yo
70. Click on Browse under Source to select the Word file that you would like to convert You can determine whether the complete document selected text or a section based on a given bookmark should be converted 2 Unter Target you can determine whether the text that you would like to insert should replace the currently selected structure node be inserted below or as a subnode of the currently selected structure node To Structure found on the plug in for Microsoft Word Using the plug in a project file can be directly created from Word Click on the command To Structure found in the toolbar to do so The following dialog box will appear 2008 Normfall GmbH 84 Normfall Manager 4 0 User Manual 4 4 2 Import from Word l Source Path Z Sample Document doc Browse Import what 9 Complete document Bookmark Target Current project Structure node Sample Structure Node O New project Options V Import text formatting O from Standard style from Text Body style OK Cancel Under Source the path of the file that is currently open in Word will be displayed You can set several settings here just as found under the topic New from Word document 82 If a new project should be created click on the corresponding Radio Buttonl 7 and confirm with OK The selection dialog box will open again in which you can determine whether a project file on your file sy
71. Click on ZIP in the toolbar of the list view Normfall Manager will create a ZIP file in a temporary export folder that will automatically be opened in Windows Explorer manages it in a temporary folder Objects in this folder will automatically be deleted according to the settings of the software in regular intervals Normfall Manager creates the export folder and 2008 Normfall GmbH Reference 137 Send To This submenu offers you all the functions that you are already familiar with from the Send To menu of the Windows Explorer context menu Depending on the configuration of your computer you have the option here of for example sending a document directly as an e mail attachment or creating a desktop shortcut e Select the corresponding documents in the reference list e Click on Send To in the toolbar of the list view Alternatively you can invoke the corresponding command by means of the context menu e Select the corresponding documents in the reference list e Click on the grey area in the list view with the right mouse button e Select the desired option from the Send To menu Attach Box This command opens the attach box which allows you to attach KA attach Box documents in a multidimensional way See The Attach Box 751 View Juris Database This command opens the Juris website with Internet Explorer _3 view Juris Database After your research Normfall Manager allows you to attach your
72. In this way you can quickly navigate between structure nodes to which you would like to regularly attach files Individual checks on the left side of the structure can be removed manually Click on Remove all if a file should not be attached to any of the selected structure nodes and you would like to make an entirely new selection If you have selected all desired structure nodes for a reference click on Attach The attach box will then close and the reference will be created The Attach Box in Relation Mode With the relation mode set in the current project additional functions are available You can find more information on this topic in the chapter The Attach Box in Relation Mode 1191 Attaching from External Systems Normfall Manager is generally capable of attaching documents from external systems such as document management systems DMS and articles from online databases Which external systems are supported can be found on our homepage www normfall com or by contacting our support see our homepage As this user manual was created support was as follows Direct Support e Juris databases 72 e Exchange Server using Outlook ss Indirect Support e WebDAV particularly Microsoft SharePoint Services using drive mapping from Windows e All systems on which documents can be referred to using URLs EN 2008 Normfall GmbH User Guide 79 Juris Documents for Users based in Germany Juris
73. Inbox folder s as the location and select a new filename e g Document_2008_03_18 3 Switch to the Normfall application window and attach the document again using the Move File command found in the File Inbox tab Converting Structured Text Documents Creating a Normfall Structure from a Word Document You can convert a Word document to a new Normfall structure or paste it as a branch to an existing project file To do this an outline of the document with uniform Word formatting is necessary The headings of the outline are converted to structure nodes of the Normfall structure depending on their outline depth The flowing text of the document will be inserted into the comment editor of each structure node To read a Word document into a project file you can use any of the following three commands New from Word document Insert Attach URL 81 2008 Normfall GmbH 82 Normfall Manager 4 0 User Manual from Microsoft Word and To Structure found on the plug in for Microsoft Word Word To do so refer to the Tools Options View lt is recommended to show bookmarks in Microsoft O menu and check the Bookmarks checkbox New from Word Document E New from Word Document You will find this command in the File menu lt allows you to create a structure of a new Normfall project out of an outlined Word document If a project file is not loaded you can also click on the corresponding button found
74. Plug ins s the function of the three attach commands Normfall Manager To Row and To Node is explained the command Open Project does not exist here The commands To Row and To Node also work when several documents are selected In this case all selected documents will be attached The Attach Box With the attach box multi dimensional references can be created for several structure nodes at the same time The reference rows created for a file are created as shared content locations 97 such that later changes to the comment text will have general impact The attach box can be displayed using different commands 1s7 within the Normfall window 297 for example in the tabs so Project Folder File Inbox Recent Docs Project and Recent Docs System as well as by clicking on the Normfall button 70 which is located outside of the application window 29 or by means of the plug ins e21in other applications The interface of the attach box is divided into three views like the application window of Normfall Manager The size of each view can be changed by pulling the separators 1711 found between the views with the mouse S Attach Document to Structure x a Ba AA A Fr Document a New Entry X wa settlement proposal before a United Stat Browse 5 New Entry El New Entry Target within document E New Entry Bookmark normfall7 New Entry Y E Document A Date Title 16 09 2009 A settlement proposal
75. See the chapter Showing and Hiding the List View 34 Relation Module In this section it is possible to define the number of tracks you would like to use when working with the relation module If for example you want to use three tracks named Plaintiff Defendant and Verdict simply increment the Number of tracks to 3 and insert the track names separated by commas More information can be found in the chapter Relation Module 1141 For projects on a database serverlo7 the following additional properties will be shown Name 2008 Normfall GmbH 128 Normfall Manager 4 0 User Manual The project name is shown here Category Provided that the project is assigned to a category this will be shown herein The category assignment can be changed here Project Folder Shows the location of the project folder in which all documents belonging to the project are saved If the properties dialog box was invoked for a project on a database server you first have to click on Edit to change information CJ Project Properties a Normfall Location Server server SQLExpress Normfall tem count 9405 Unique structure name for settings and hyperlink resolution BF4401 49 20C0 4C03 9E98 SCACIECDDS6B Generate guaranteed unique name Name Normfall Category Project Folder N ProjekteNfSqlServeriNormfall Hide list views by default Fig Properties dialog box for a pr
76. This will then irreversibly be overwritten during the input process Plug in for Microsoft Excel The Normfall Manager plug in for Microsoft Excel makes it possible to refer to specific targets in worksheets or cell ranges in extensive Excel tables with several table sheets A sheet cell range name or local name can be defined as the target of the reference Attaching with the plug in In the chapter Commands in the jplug ins 6 the basic function of the three attach commands Normfall Manager To Row and To Node are explained On the left side of the plug ins toolbar there is a so called toggle button with the name Generate Name which can be activated or deactivated The possible states are Generate cell range names OFF ON If this button is activated a new global name will automatically be created for each attachment in the Excel workbook to which the reference will refer e g normfall5 A reference can also be created for a local name which has to be 2008 Normfall GmbH User Guide entered in combination with the table sheet If the toggle button is deactivated a reference of the type range will be created For this range you can define a name in Excel that can be entered as the reference target in Normfall Manager Select a range that should be attached and then select the desired attach command from the Normfall toolbar Creating a name for a cell range is an alteration to the document Th
77. You and or your team will have long term access to all the information created by yourself or resulting from research Your structure serves as a key to this information This key can take any shape or form For attorneys for example a clause of a law would be suitable For Whom Has Normfall Manager 4 0 Been Developed Originally Normfall Manager was developed for lawyers In many law firms Normfall Manager has proved to be efficient and is characterized by high quality software engineering Meanwhile it has been shown that Normfall Manager is a universal tool for any person who has to deal with complex information management in private or professional life Normfall Manager allows you to collect ideas to structure thoughts to create drafts to realize creative brainstorming and much more You can convert broad ideas into convincing strategies You easily control complex subjects using Normfall Manager The application possibilities are diversified You can schedule projects draft publications realize meetings collect texts and much more Normfall Manager supports your work with a legal case as well as in other activities which require the control of complex information Normfall Manager 4 0 is very convenient due to its user friendly and attractive user interface Function Overview Normfall Manager 4 0 allows you to create an index of contents structure for documents It is possible to create document references and
78. You can prevent others from accessing your project files Click on Set Change Password in the Tools menu to open the following dialog box Oo Set Change Password x Old password New password Repeat password Cancel To create a new password enter it into the text box New Password repeat it in the next box and confirm your entries by clicking on OK To change an existing password enter it into the text box Old password and then create the new password Repeat the password and confirm by clicking on OK To delete an existing password without replacing it enter it into Old password and leave the other fields empty Confirm by clicking on OK Passwords only apply to project files but not to projects on a database server 6 Launch Normfall PDF Editor A O 2008 Normfall GmbH Reference 139 Plug in Installer Using this function you install plug ins for the full version of the program Adobe Acrobat 7 0 and higher as well as for the applications of the Microsoft Office package The plug ins allow you to directly create references from the given programs To learn more about this topic see the chapter Plug Ins for Attaching Documents 62 Normfall Plug In Installation Settings apply to all users ofthis computer or terminal server Plug In State Activate Normfall Manager Plug In For Adobe Acrobat Active Y Full Version 6 0 Or Higher Normfall Manager Add in For Microsoft Active
79. a copy of the currently selected document from the file inbox to the desired structure node press the Shift key while clicking on Move File A copy of the document will then remain in the file inbox Moving Files within the Project Folder The Move Files command found under the Project Folder tab allows you to move the currently selected documents within your project folder s2 without losing any pre existing references to the files in the project system that is without using the command provided by Normfall Manager any references to the attachment will be lost If you move attached documents within your file 1 Delete This command allows you to remove documents from the file gt Delete inbox or your project folder To do so click on the respective tab select the concerned file and click on Delete in the toolbar Alternatively you can execute the command using the context menu Remove from Recent Docs The command Remove from Recent Docs is available under the X Remove from Recent Docs tabs Recent Docs Projects and Recent Docs System and allows you to delete entries from the corresponding list The recent docs list is a list of all documents recently used Using the context menu you can also execute this command Attach Copy Under the Recent Docs System tab you will find the Attach Copy m attach Copy command All documents are listed here that have recently been used on your system regardless of your
80. a small button with a plus sign on the right border next to the title box Clicking on it will display additional information about the selected file in the list view for example the exact location where the file is saved Change to Comment By clicking on this button it is possible to add annotations to original file document excerpts For more details please refer to the chapter Detail View 1 Highlight Selected text passages from original file excerpts can be highlighted by using this command The following list contains the commands of the toolbar of the text 2008 Normfall GmbH 158 Normfall Manager 4 0 User Manual editor that you can use for the direct formatting of the text of your comments To make global formatting changes select Editor Formatting Options 140 from the Tools menu More on this subject can be found in the chapter Text Editing s7 Undo Undo alterations made to text See the chapter Undo Text 129i from the section Functions in the Edit Menul 1291 Redo Redo alterations that you have made to the text See the chapter Redo Text 1 01 from the section Functions in the Edit Menul 1291 Font Type Here you can choose between different types of font such as Times New Roman Arial Narrow or Courier New Font Size Here you can change the size of individual areas of the text for example Size 4 Size 5 Bold Format the selected text as bold ltalic Format the
81. ages from Word documents to the text editor of the detail view or from there to written work or the like Similarly you can for example attach elements from Microsoft Outlook to structure nodes or copy them to the different list views To do so select the desired text and copy it using the key combination Ctrl c Insert it to the desired location using Ctrl v Further information on the paste options can be found in the corresponding chapter Using this command you can also copy files of the reference list to any folders of Windows Explorer Select and copy the desired rows in the list view and afterward paste them to the desired folder in Windows Explorer Paste Options After cutting out or copying structure nodes reference rows and text passages these elements are moved to the clipboard 1761 There are several options that allow you to insert the objects at another location You can for example create shared content locations 971 or shortcuts s7 see the chapter Further Structure Functions from the individual elements or paste them as subnodes or new root structure nodes In creating your structure you are free to choose the organization of information and can easily adapt your structure to new developments and changes in the data Elements that have been copied or cut out can also be pasted to other projects that is from Project A to Project B To do so both projects must be open simultaneously jm Ctrl c
82. ages to be displayed more comfortably To hide the list please use the menu List View Hide List View Alternatively you can use the command found in the context menu of the list view Hiding the list view by default Under File Properties the option for hiding the list view is activated by default However it is possible to change this setting at any time Under Tools Options New Projects it is possible to determine whether the list view should be hidden by default for new projects In the Basic Version of Normfall Manager 4 0 the option Hiding the list view is activated by default which means that new projects will be shown with the list view hidden Detail View The detail view is the bottom right area of the application window fig 221 of Normfall Manager Here you can find comments on the currently activated structure node on the left You can directly edit comments or copy them from saved documents or from the notes made to the text editors of other nodes You can directly copy text passages from these notes for example quotations to your written documents It is also possible to scroll the content of this view such that the dimension of the content is not restricted in any manner Furthermore it is possible to reduce or enlarge the size of the comment text by means of the zoom functions Beneath the toolbar i72 you find a data and title row followed by another toolbar which contains commands for for
83. all Manager does not delete documents when you delete references from a project To delete documents go about this in one of the following ways e use the command Windows Explorer 135 e use the key combination Shift F6 to show the Document References Tab You can deactivate automatic storage in the Options 1 There you can also determine whether the original location of the file should be recorded If a copy of a document has been created in the Auto folder you can use the Original button found in the toolbar 72 of the detail view 34 to display the original document Attaching Files To attach documents you can use different functions which can be divided into two groups e attachment functions that are found in the application window of Normfall Managers and e attachment functions that are available outside of Normfall Manager Furthermore there are attachment commands that immediately O O 2008 Normfall GmbH User Guide create a document in the list or structure and attachment commands that call up the Attach Box 751 to attach the document to several locations of the structure at the same time Files that you would like to attach are typically found in the file system of your computer or a file server that is supported by Normfall Manager but can also be found in several external document sources 7 such as document management systems DMS and online databases e g Juris Attachment Fu
84. aneously If your employees scan all incoming mail and other documents daily you can realize the paper free office with minimal additional effort The advantages thereof by far outweigh the effort put into it There are also companies that will scan documents for you on site This option is helpful when you have to process large volumes of documents maybe even in a distant city Optical Character Recognition You can also use character recognition with suitable documents particularly with laser prints while using PDF files There are several advantages associated with OCR It allows you to for example search for given terms in the document It also allows you to copy important text passages to the text editor comment editor of Normfall Manager From there you can copy the citations directly to your written documents e g Word documents without having to open the original document again You can also use character recognition at any time after creating the PDF document In Adobe Acrobat this can be done by using the commands Document and OCR Text Recognition Getting Started System Requirements In order to use Normfall Manager one of the following operating systems as well as a computer with performance capabilities corresponding to the given operating system are required Windows XP Vista Windows 7 In addition Microsoft Internet Explorer 7 0 must be installed on your computer 2008 Normfall GmbH Pre
85. appen Further information can be found in the chapter Export Folder s5 Language Settings x General Language Folders Prompts English Juris Attach Settings Database Server Other Project Current Project New Projects German OK aan aan Here the language setting for Normfall Manager can be set If the option System default is activated with a check Normfall Manager will automatically use the language setting of your operating system Deactivate this option to change to the German or English user interface Prompts Settings x General Prompts Folders Language Prompt Activate Juis ASK about project folder creation when creating new project file Y Attach Settings WARN when file name is too long for CD Joliet v Database Server WARN before changing unique project name project ID dl Other SHOW NOTICE about Office warnings on hyperlink resolution Y propa SHOWW NOTICE before Acrobat plug in saves document a New Projects SHOW NOTICE before Word add in saves document SHOW NOTICE before Word add in saves document during Import v SHOW NOTICE when importing from exporting to Word concerning reduced Y Word functionality during the process SHOW NOTICE before Excel add in saves document v PROMPT before changing text with original formatting O PROMPT before normalizing formatting of pasted text
86. arched for are attached Search functions 1a Find in Project Two options are available to you to search the structure or attached documents For an extensive search including the possibility of defining different search criteria proceed in the following manner 1 Press the key combination 174 Ctrl s or alternatively use the Find in Project command ei from the Structure menu 1169 In the list view a new tab with the name New Search will open 2 Enter the search term in the field Find what e g the filename or parts thereof I ctrl s O 2008 Normfall GmbH Introduction Find in Whole Project Find what document comm New Search 9 All Words In Documents C Any Words C Exact Phrase Date Whole Words Only Y From 12 11 2007 v To 21 11 2007 v Normfall Manager does not distinguish between upper and lower case letters 3 Refine your search and select a certain period of time by means of the calendar function To do so place a check before From in the Date section For more detailed information on further search criteria please refer to the chapter Searching and Finding 101 4 Start the search by pressing the Enter key or alternatively clicking on Go Normfall Manager lists all search results math et me ag ete X 1 Row Date Title h gt Eana U Na le dle AE d midua n kand ls A Dan adah addan Regn aa h IRA In our example we searched for files with the name Statement
87. are smaller and memory is saved We recommend this for extensive projects when you would like to archive or send them by e mail The information of your project is not lost during this process Editor Formatting Options Herein default text settings such as font type and size alignment line spacing etc can be changed ia Manage Database Server Mig User List a Ca File Maintenance O 2008 Normfall GmbH Reference CJ Default Text Formatting x Font Font Font Size 2 10pt Tw Cen MT A 11 8pt A Tw Cen MT Condensed 2 C10pt 13 12pt Tw Cen MT Condensed Extra Bold 4 14pt 3 5 18pt Viner Hand ITC v 6 24pt Color Mi siack y Paragraph Background Color Alignment Justify Left white le Indention Left Margin 0 Points Indent First Line Right Margin Points 0 Points Spacing After 3 Points Before 0 lt Points These settings will be applied globally for all texts of the detail view 1 To format individual passages differently use the commands of the toolbar found in the text editor s87 Options In the options box you can individually change general as well as project related settings The general settings are arranged into the following categories Folders 12 Language 143 Prompts ls Juris 146 Attach Settings 147 Database Server 18 Other las Project settings can be altered for the current project 1si as well as new projects 152 In
88. as plain text The original formatting will be removed Sometimes editors from which you copy text include for example the font type formatting formatting such as font type The text pasted in this 7 manner will be edited according to your default text settings fo Select this type of paste if you want to avoid direct O Paste with Ctrl v In the menu Tools Options Other you can determine which of the three commands from above should be executed when using the key combination Ctrl v Move and Copy Operations In this chapter the functions will be explained that you can execute by pulling with the mouseli74 drag amp drop or by using the clipboard copy amp paste 2008 Normfall GmbH User Guide 4 6 1 4 6 2 Attaching Files by Pulling onto a Normfall Project with the Mouse Normfall Manager allows you to attach any files or even folders from Windows Explorer to structure nodes using drag 8 drop Similarly it is possible to attach elements from Microsoft Outlook to the desired structure nodes or copy them to the list view Doing this will copy the files to the auto folder You can find more detailed information in the section Foldersls2 The target structure node under your cursor will be denoted by a colored background 1 Position the Normfall Manager window and the Windows Explorer window next to each other so that both can be seen on the screen 2 Click on the file to be attached
89. at you will edit a copy of the document in the future u Launch Normfall Manager LA Normfall Manager 13 To Row EN To Node amp 2008 Normfall GmbH User Guide Plug in for Microsoft Outlook Types of Outlook windows Outlook has a main window and opens another window for each so called element An element can be for example an e mail a contact a note or an event The toolbar of the plug ins is available in both types of windows In the main window many of the plug in commands can be applied to several selected elements of a list at the same time Normfall Manager attempts to find the optimal type of attachment for each type of element unsent e mails will for example be sentis and elements with frequently updated contents e g contacts are linked ss so that the attachment refers to the updated version of the element in Outlook s saved data Attaching e mails In the chapter Commands in the Plug ins s the basic function of the three attach commands Normfall Manager To Row and To Node is explained When attaching e mails via the plug ins the text of the e mail message is automatically copied into the text editor of the detail view and locked for editing which is indicated by the grey shaded text editor area For more details please refer to the chapter Detail View s Copying e mails to the Inbox Folder The Outlook plug in has the special command To Inbox Apply this command to pre sort
90. ate and edit the Normfall structure which represents the systematic key to any digitally saved information This view can be scrolled 171 such that your structure can adopt any size List View The list view is the right top portion of the application window fig 221 of Normfall Manager The list view represents the content of your project A toolbar including commands for said view is on the upper edge It lists all reference rows of the files you have attached thereto as well as comment rows concerning the respective structure node marked in the structure view Above the toolbar it is possible to show different tabs representing different window contents once you click on them For further information please refer to the chapter tabs in the List View so Tabs in the List View The list view Generally information and different folder contents will be represented in the form of tables in the list view The folder contents are represented by the individual tabs that will be explained in the following section You can sort the individual lists by ascending or descending order according to date or title by clicking on the corresponding heading of the column By clicking on a tab you can switch between the contents of the individual lists Depending on which tab is currently active different commands are available on the buttons of the toolbar for further information thereto please refer to the chapters concerning Functions
91. ate up and down using the arrow keys To do so you must have already selected a row so that the keyboard focus is on it History Back History Forward When navigating through your structure or the reference list Normfall Manager keeps track of the order in which you select nodes or rows Click on the commands History Back and History Forward in the Edit menu to page through your history one move backwards or forwards Alternatively you can click on the corresponding button in the toolbar or use key combinations Navigation with Hyperlinks Structure nodes and rows can be added as hyperlinks within the project and are therefore another means of navigation Further a L Ctrl F6 5 Ctrl Tab E Arrow key upwards downwards Y History Back gt History Forward I ait tet O atts right O 2008 Normfall GmbH Reference 161 information can be found in the section Hyperlink ss In the structure and list views hyperlinks that have been added are depicted with the following icon To arrive at the target of the link simply double click on the icon in the list view you can also use the command View Attached Document found in the context menu Hyperlinks pasted to the text editor that link to structure nodes or rows will be underlined and colored blue Hyperlink Locate Locate The command Locate is available under the tabs Document References New Search as well as Shared Content
92. ation Module 114 File Inbox Under the tab File Inbox all documents are listed that are currently in the file inbox Further information can be found in the section File s iInbox 5 of the chapter Folders 1 2 Recent Docs Project The tab Recent Docs Project lists all files that have recently been used e g opened in the current project Recent Docs System The window content of the tab Recent Docs System lists all files that have recently been used on your computer independently of Normfall Manager Shared Content Locations This tab provides information about the number and location of shared content locations of an attached file or structure node The content always refers to the element that is currently selected in the list view Alternatively it is possible to obtain this information by double clicking on the shared content locations icon For further information concerning this command please refer to the chapter Show Shared Content Locations 103 Document References To determine to which structure node a document is attached select it and then select the Document References tab from the List View menu Alternatively you can use the key combination Ctrl Shift F6 If this tab was shown using the key combination this will not be made evident in the View menu New Search da Relation a File Inbox Y g ES Recent Docs Project 2 Recent Docs System 3 Shared Content Loca
93. be buffered that can be deleted when cleaning up the hard drive The folder can be viewed by typing TMP into the Address bar of Windows Explorer You can determine in which folder the backup copy of your structure should be saved You can accept the pre defined folder or by clicking on Browse after selecting Specify you can define an alternative location for storage Global File Inbox optional You can either accept the pre defined folder or by clicking on Browse you can define an alternative global location for this folder This is particularly recommended when working on a network see the chapter Inbox Folder s in the section Folders ls2 To do so you must active the option Use Global File Inbox by placing a check in the box under Project Current Project Node Icon Folder for Node Types Here you can select the folder which contains custom icons for structure node types You may choose a folder that you share with other users If you want your icons to be displayed in other users structure view they need to have the same icon files available More details can be found in the chapter Node Types 99 Settings x 2008 Normfall GmbH Reference Export Folder By clicking on Browse you can replace the pre defined export folder with a new folder of your choice Since the export folder is a temporary folder that is automatically deleted in regular intervals you can choose how often this should h
94. by switching the security option off In company networks these settings are usually centrally defined and cannot be altered by users Different Acrobat Versions The Normfall Manager plug in for Adobe Acrobat 73i is only available for the full version of Adobe Acrobat 7 0 and higher Thus we recommend purchasing this product for a comfortable attachment process If several versions of Acrobat or Adobe Reader are installed on a computer which of these versions is used for opening of documents depends on the type of reference document page comment text or target Generally the latest installed version is used In case of references of the Annotation type if any a full version i e not the Reader version is always used to open documents If only Adobe Reader is installed on a computer there will be the following insignificant restriction of functionality when opening references of the Annotation type Since the Reader supports only the reference types Page and Target Normfall Manager also creates in the case of Annotation references a target in the PDF document indicating zoom factor 2008 Normfall GmbH Appendix 6 2 6 2 1 and display detail such that the Reader can target it However if no write access is available in the moment of the attachment process this option is omitted and the document can be opened only at a specific page in the Reader version i e zoom factor and display detail are no
95. ccconnccncconcnocnnnnnncnnnncrnncnno non nrnn rro cnn rencnan crac nnnnno 67 Plug in for Microsoft Word 67 Plug in for Microsoft Excel 70 Plug in for Microsoft PowerPOiNt oooocconconocnnoccccnonncocnnnncnnnnnnccnnnn ccoo cnn nnc cnn rn nana ren nnncrnncanannnnno 72 Plug in for Microsoft Internet Explorer oooooocccononnccnnconccnonnnonccnnnnccnncnnnnnn conan rnnno nono nnn crac naaa 72 Plug intor Adobe Acrobats meriin IA dadas 73 Attaching Documents from Windows Explorer we 74 TOA ACA BOX Ai dia 75 Attaching from External Systems iii nana 78 Juris Documents for Users based in Germany scceseeceeeeeeeeeeeeeeeseeeeeeeseeeeaeeeaeseeesaeeeaeeneeeaeeeaes 79 Saving Juris Access Data in Normfall Manager cccecceeceeeceeeeeeeeteeeeeeeeeeeseeeeaeeeaeeeeeeaeeneeeeeees 79 Attaching with Internet Explorer cece cece eens eeseeesee sees conc cnn conan rra rra rr 79 Attaching with other BrowSelrs c cccccssccsssccsecesssesoncensebeaetecesseuesseeeteevestensssecoecnsonsenseceseetoncerdences 80 Attach URL ii aun ke A ee thn ae SA eed 81 Editing Attached Documents 81 4 Converting Structured Text DOCUMENHS cccccccseeeeseeeeeeeeseseeeeneeeeeseeseneeeeeeeeeeseeesenseeeeees 81 Creating a Normfall Structure from a Word DOCUMERL ceesseseeseesseeeseeseeeseeeseensesseeeseeseneneeeseeseeaneeeseneenenseese 81 Creating a Document out of a Normfall StruCture ssceecssecseesseseesseeseeesensseesseeseessesse
96. ch of a structure at first the programm only takes into consideration which structure node you have selected to copy Only when you execute the paste command the copy will actually be created This means that changes made to the branch between copying and pasting the branch will not be taken into consideration in the pasted copy Which objects can be exchanged between your Normfall project and other programs can be found herel 201 2008 Normfall GmbH O Appendix 178 Normfall Manager 4 0 User Manual 6 6 1 6 1 1 6 1 2 Appendix Troubleshooting Problems and their Solutions In this chapter you will find a compilation of known problems that can show up when working with Normfall Manager as well as their removal These problems are primarily due to program versions and individual settings of the installed programs Pasting Text in the Text Editor In the text editor problems with the paste command can occur due to a certain security setting in Internet Explorer In IE6 this setting is as follows Allow Paste Operations Via Script In IE7 as follows Allow Programmatic clipboard access Until now the following is problematic The setting in IE6 has an effect on the paste function the setting in IE7 does not In IE6 the setting also takes effect when it is set only for the Internet although you are currently working strictly with the local harddrive The problem can be avoided
97. command Convert to Row Alternatively you can invoke the command using the context menu L Ctrl right However this command is not available when e the given structure node is found on the first level of the structure or e the structure node to be converted contains several sublevels of subnodes Alternatively you can use the key combination Ctrl right New Node In order to insert a new structure node after the currently selected New Node node on the same level several options are possible e The command New Node L Fo e A click on the icon in the toolbar e The command with the same name found in the context menu e Pressing the function key F9 New Subnode You can insert a new structure node as a subnode of the selected a New Subnode node that is one level lower than the selected node in the following ways e Using the command New Subnode cin Fo e Clicking on the icon in the toolbar e Selecting the command with the same name in the context menu e Pressing the key combination Ctrl F9 2008 Normfall GmbH 134 Normfall Manager 4 0 User Manual 5 1 4 Insert from Microsoft Word This function allows you to paste a structured Word document into the currently opened project In the chapter Converting Structured Text Documents s you will find more detailed information in the section Creating a Normfall Structure from a Word Document sr Functions in the List Menu
98. ction Converting References ss Holding the Shift button when attaching with this button will attach the file as a subnode in the structure Attaching several files To attach several documents at the same time click on the button Attach Files A file selection dialog box will appear in which you can select individual files by pressing and holding the Ctrl key while clicking on the files that you would like to attach To select a sequence of several files one directly after another click on the first file in the list press the Shift key and then click on the last file of the list so that the entire list of files is selected Attach to the list Click on Open to attach the selected files to the currently selected structure node in the list view 13 To Row EN To Node L Attach Files jm Ctrl Shift A O 2008 Normfall GmbH User Guide 61 Attach to the structure To attach the files in the structure view click on Open while simultaneously pressing Ctrl Attach to the structure as a subnode To paste the files as subnodes of the currently selected structure node click on Open while simultaneously pressing Ctrl and Shift Commands Found in the Tabs Depending on which tab is selected in the list view 2 you will have different functions available to you The following table is a short summary of the commands found in tabs that are relevant for attaching documents Attach Project Folder Recent Docs
99. cts With Normfall Manager s aid you can create your structure on the screen and continuously revise it In this way things which have nearly been impossible to carry out on paper namely to play with a structure to move individual items within the hierarchy to attach whole branches to other locations to delete and or paste sections to edit comments to copy link change or delete structure sections and much more will be possible without any technical difficulties to disturb you 13 2008 Normfall GmbH 14 Normfall Manager 4 0 User Manual 2 1 4 Normfall Manager doesn t imply any subordination to technology You are the master Normfall Manager is the servant namely a loyal servant who will always be at your service who will never be exhausted who will always be available who will never be in a bad mood or ill and who will never abandon you There is no need to complete an extensive training You can immediately use the core functions of Normfall Manager and you will intuitively understand the other functions in the course of your work Managing Extensive Quantities of Information Besides the structuring of your subject the Normfall structure also serves as a key by means of which you access quickly and specifically extensive quantities of information Normfall Manager can even deal with hundreds or thousands of conventional office folders All digital file types text files e
100. der in which you select nodes and rows Click on the command History Forward to page through your history one move forwards Alternatively you can click on the corresponding button in the toolbar or use key combinations Undo Click on Undo to cancel the last change made to the structure e g the creation or deletion of a new structure node or row Alternatively you can click on the icons in the toolbar or use a key combination with the keys Ctrl Shift and z Redo Click on Redo to execute a command once again which resulted in a change to the structure or the reference list Alternatively you can click on the icons in the toolbar or use a key combination with the keys Ctrl Shift and y Undo Text This command allows you to undo changes made to a structure node or a row Alternatively it is possible to execute these commands by means of a key combination Thus it is easily possible to undo text changes in the text editor Furthermore you can also use the icons in the toolbar of the detail view for editing text 129 Y History Back I Alt left D History Forward I Alt right T Undo L Ctrl Shift z Redo I Ctrl Shift y A Undo Text I Ctrl z 2008 Normfall GmbH 130 Normfall Manager 4 0 User Manual Redo Text This command allows you to redo changes made to a structure node or a row Alternatively it is possible to execute these commands by m
101. des of these nodes Or You would like to list all participants of a conference in an existing project To do so create a new structure node e g Minutes and paste all persons which have participated in the conference as shortcut under this structure node For detailed information please refer to the chapter Paste Options 92 Since shortcuts always refer to an original please note the following aspects e If you delete the original all shortcuts belonging to it will be deleted Keep this fact in mind whenever you execute a deletion In order to avoid this use the function of Shared Content Locations 7 e If you change the original e g by changing its name or pasting subnodes the shortcuts will also change e Shortcuts always show the references and subnodes of the original Hyperlinks Generally spoken a hyperlink also called a link is a reference to another document within a hypertext which can automatically be tracked through the hyper text system The concept of hyperlinks corresponds to cross references or footnotes known from conventional literature where the reference target however must be searched manually Normfall Manager allows you to create cross references within your structure via hyperlinks To do so copy for example structure nodes and rows and paste them to another location using the Paste as Hyperlink command For more detailed information please refer to the section Paste Options sz
102. display the originial text passage of a juxtaposed file excerpt Output as juxtapositions similar to file excerpts File excerpts and or own annotations can be output in table form at any time for a single topic a partial structure or the whole file juxtaposition similar to file excerpts Classic view in Normfall Manager The Relation Module is smoothly integrated into the classic Normfall Manager All elements of the relation view can also be found in the classic view of Normfall Manager and are editable as usual Requirements from practice The requirements to the Relation Module resulted from the strategic partnership between Normfall GmbH and the justice of the Land Hessen in order to optimize the existing software for its use in civil proceedings Also in criminal cases and other legal proceedings the users can benefit from the module 2008 Normfall GmbH 116 Normfall Manager 4 0 User Manual Application areas Any area where texts should be juxtaposed when structuring complex subjects 4 13 2Setting up the Relation Module Settings for the current project and for new projects The Relation Module requires a special license which you must activate first Then you can either activate the Relation Module functions for each project separately or determine that these should be activated for every new project by setting the corresponding option For more information on how to set up the Relati
103. do not depend on a higher number of users working simultaneously on a structure For these cases the software still offers a solution using project files and self contained project folders which can hardly be surpassed due to its simplicity and lack of necessary maintenance 4 12 1 Administration of a Database Server Creating a Database In order to create a Normfall database on a Microsoft SQL Server proceed as follows 1 Click on the command Manage database Server in the Tools menu Alternatively you can execute this command using the menu File Connect to Server 2 If a standard server has not yet been defined or if the standard server is currently unavailable a dialog box will appear in which you can enter the server to which you would like to connect for example SQLEXPRESS afterwards click on Create Database ligg Server Please specify a database server containing a Normfall database e g SERVERISQLEXPRESS Server Create Database Cancel O 2008 Normfall GmbH User Guide 109 3 Enter your access information for the administrator account in the next dialog box Since the SQL Server is installed by default with an administrator account called sa this should be entered in the Login field Under Tools Options database server you can store these settings LJ Create Normfall Database 150 Please enter server name and administrator credentials for login
104. ds Alternatively you can execute the command using the key combination Ctrl f or by clicking on the button in the toolbar of the detail view In the dialog box you can enter your search text and choose E QE Find in Text 5 Ctrl f 2008 Normfall GmbH User Guide 103 between three options e Match whole word searches for character strings that correspond exactly to your search text e Choose the option Match Case in order to make your search case sensitive e If you do not select either of the options from above you will receive partial matches to your search term For example You enter structure as a search term as a search result you could find structured Structure example etc Here you can also choose the direction of your search Up or Down 4 8 3 Show Shared Content Locations This function allows you to show a list of all existing shared amp shared Content Locations content locations of a file or a structure node To do so double click on the Shared Content Locations icon of the given element which is displayed at the beginning of the row in the list view This will activate the Shared Content Locations tab Alternatively you can select the given element and then click on the Shared Content Locations tab in the List View menu This guarantees that the tab is displayed permanently i e also when opening a new project In the row with the blue background you will find
105. e Structure View Ctrl vies Paste structure node on the same level Select all structure nodes on the same level Ctrl mlo7 Paste structure node as a shared content location O 2008 Normfall GmbH Reference 163 Ctrl b Ctrl q Ctrl Shift die F2lia1 Ctrl Shift v s Ctrl Shift mfes Ctrl Shift blas Ctrl Shift q 931 Ctrl Shift F12 125 Shift F4 97 F7 1321 Ctrl up F 8 132 Ctrl down Ctrl 1 1321 Ctrl Shift 1 1321 Shift Del 1331 193 Ctrl right FQ 133 Ctrl F9 133 Enter 174 5 2 3 Key Combinations in the List View 130 130 Ctrl x Ctrl c 937 Ctrl v Move the selected structure node up one position Move the selected structure node down one position Sort all nodes of the same level in ascending order Sort all nodes of the same level in descending order Convert the selected structure node to a row Create a new structure node Create a new subnode Open the selected document 2008 Normfall GmbH 164 Normfall Manager 4 0 User Manual Ctrl ahai Select all Del 1341 Delete row Ctrl mlos Paste row as a shared content location Ctrl b 941 Paste row as a shortcut Ctrl el136 Export document s Ctrl Shift e 136 Compress document s create ZIP folder Ctrl t 1371 Show the Send To menu Ctrl 1 94 Show hide list view Ctrl w
106. e context menu shortcut simply rename the structure node that is the target of the shortcut and the shortcut itself will also receive the new name Shortcuts cannot be renamed To rename a OQ If a shared content location is renamed any changes made to it will be visible as soon as the File command Reload Structure View is executed which can also be done by pressing the function key F5 Find in Text Use this command to search for certain terms Herelw2 you will Find in Text find further details 5 Ctrl f 5 1 3 Functions in the Structure Menu 2008 Normfall GmbH 132 Normfall Manager 4 0 User Manual Find in Project With this command you can search the entire project and all attached documents for certain terms See Searching and Finding oi for more detailed information Find in Selected Branch If you would like to search only a given branch of your structure click on the corresponding structure node and then select the command Find in Selected Branch which can also be found in the context menu Here you have all functions available that are described under Find in Project o Note In the context menu of the given structure node this command is called Find here Up You can move a selected structure node including all comments and subnodes one position upwards within one level To do so click on the desired structure node and select the command Up You can also use the context
107. e the Change to Comment button to write your own comments Change to Comment Click on the Change to Comment button to enter your own comments on attached files in the Notes field The notes field will then be unlocked so that you can add your own comments into the text editor For this purpose a text editor with formatting functions es is available Browse Click on Browse to choose a file from your hard drive a connected piece of equipment or another computer file server Attaching a reference If you have selected a file you can attach it to one or more structure nodes simultaneously To do so place a check in front of the corresponding structure node to which you would like to O 77 2008 Normfall GmbH 78 Normfall Manager 4 0 User Manual attach the file in the structure view to the left On the right side of the bottom window of the attach box there is in addition to the buttons Remove all and Attach a field with the list of all structure nodes that you have already selected This list remains intact until your next reference This allows you to select new subnodes for a reference under the same structure nodes such as for example contacts or people by clicking on the X behind the corresponding node in the list In the structure view the structure node on the level above the current node will be selected and the check at the subnode of the last attachment will be removed
108. eans of a key combination Text changes in the text editor can be redone in this manner Furthermore you can also use the icons in the toolbar of the detail view for editing text Cut This command allows you to cut the selected structure nodes reference rows or text passages e Select the corresponding elements text passages e Select the command Cut from the Edit menu The cut elements can be found in the clipboard 17s of your operating system and can be inserted again to any location by invoking the Paste command You can also insert structure nodes to another Normfall structure that is open simultaneously The command is also available in the context menu 7 or via the key combination Ctrl x Copy This command allows you to copy the selected structure nodes reference rows or text passages e Select the corresponding elements text passage e Select the command Copy from the Edit menu The copied objects can be found in the clipboard 176 of your operating system and can be inserted again to any location by invoking the Paste command You can also insert structure nodes to another Normfall structure that is open simultaneously The command is also available in the context menult 7 or via the key combination Ctrl c Paste With this command it is possible to paste different contents from the clipboard at other locations within your project Use this function to paste e text into the comment editor e structure
109. earn how to output track contents to a Word document 4 13 5The Attach Box in the Relation Module If the Relation Module is active it is possible to attach selected text from a Word document or the Normfall PDF Editor via the attach box directly to a track The text will then be displayed in the text editor where it is locked for editing yet it is possible to mark passages with the help of the Highlight button Once attached in the relation view the text will appear in italics which indicates an excerpt from an original file In the detail view an excerpt from an original file is displayed on a grey shaded area If you would like to enter your own comments simply click on the Change To Comment button The text editor will then be unlocked for editing such that it is possible to add text A Attach Document to Structure x a ay o u Filter Document a E Governance of the registry was a relativel Browse E New Entry Browse E New Entry Target within document E New Entry Bookmark gt normfall E New Entry Y Document A Date Title 16 09 2009 Governance of the registry O Pisintitt O detendant Verdict Notes C Change To Comment Highlight Governance of the registry was a relatively minor issue Mr Wood said Of greater importance he said were worries that the settlement as drafted would reinforce Google s online dominance Click X to choose another sibling in the tree view
110. ectly 2 to a page comment or entire text passage in an extensive PDF document of several hundred pages In addition this plug in makes it possible to attach to special PDF targets called Named Destinations This type of target doesn t only refer to a specific page but to a given display detail with a Zoom factor that will be recreated when opening the attached document This feature is most useful in cases where for example very large Excel sheets are displayed in a very small form that fits on a DIN ISO A4 PDF page Attaching this type of PDF target is the default setting in this plug in Since the target is first created with the reference you must have write access to the document that you would like to attach In the chapter Commands in the Plug ins the basic function of the three attach commands Normfall Manager To Row and To Node is explained Selecting the target type Please see the chapter Different Versions of Acrobat 178 which contains more information about opening attached PDF files In the drop down list on the left of the buttons the target type that is most appropriate for the current selection will automatically be displayed If you have for example used text tools to select a text passage Attach Text will appear in the drop down list If a note was created and you have selected it by clicking on it in the document Attach Annotation will appear O 73 O 2008 Normfall GmbH
111. ed in the project folder You do not have to determine this location as the save location for files that you would like to attach in advance Thus if you attach a file which is not yet in your project folder Normfall Manager automatically creates a special folder named Auto Folder ss and saves the corresponding file at this location The Project Folder tab in the list view of Normfall Manager shows the content of the project folder Auto Folder The Auto Folder is a subfolder of your project folder and is created with the name _Auto by Normfall Manager the preceding underline guarantees that the folder appears at the beginning of alphabetical order All documents which are not yet in the Project Folder s2 are automatically copied there when being attached Thus for example e mails are generally taken over to the Auto folder by means of the Outlook plug in see the chapter Plug In for Microsoft Outlook during the attachment process The Auto folder can be deactivated under Tools Options Attach settings such that you are requested to enter the desired location within the project folder when attaching a reference The Auto folder is displayed by default under the project folder tab Thus this setting can be deactivated by system administrators by means of the Normfall Manager Administration Kit 53 2008 Normfall GmbH 54 Normfall Manager 4 0 User Manual Filename conflict If Normfall Ma
112. ee the information which you have entered while attaching such as notes C New Project Normfall Manager 4 0 Enterprise File Edit Structure List Tools 2 RAR Sample Document No1 doc ABD Ges a kF 8 m Current Node Project Folder 2 File inbox P BO daiis NewEntry X Delete Entry Entries 9 Export Document s New Entry 2 Rows sH Date IM AnothorSutmode gt a w sl Sample Document No1 doc LA ADA OA AO ts taf here tare AA or o AI A IA ANS o A a A Fig Application window of Normfall Manager with structure and list view Learn more about using Plug Ins for Attaching Documents to a Specific Target sz1 in the chapter Attaching Files ss Attaching Documents from Windows Explorer and which further Attachment Functions within the Normfall Manager Window ss can be found How you can find attached documents especially in complex structures is described in the following chapter of the Tutorial Searching Attached Documents 4 Searching Attached Documents The more complex your work will be the more complex your structure will be especially if various documents have to be attached To allow you to quickly search for desired information and files even in extensive structures in this section we will present the search functions as well as the Document references command the key combination Shift F6 by means of which you get an overview of the structure nodes to which the documents se
113. emails that you would like to attach later The elements will be copied to the inbox folder s of the active project This can also be depending on the project settings the global inbox folder Attaching e mails with attachments When attaching e mails with file attachments the file attached to the e mail will be extracted that is separated from the e mail and displayed indented in the list view ANu I ar en ge nna eg E p SNe g NAE AS 12 Rows sd Sj Date Title al Sample Node lt D ida S ua 02 14 2007 Attached Image File jpg O A TS A eee A ee S In this way it becomes clear in the list view which file attachments belong to an e mail so that these can be directly opened using Normfall Manager 16 To Inbox 65 O 2008 Normfall GmbH 66 Normfall Manager 4 0 User Manual With e mails that are not attached using the plug in but rather with the drag and drop si technique the e mail attachments remain in the e mail and are not extracted In addition all Outlook elements attached in this manner appear with e mail icons Moving e mails while attaching Under Tools Options Attach settings you can determine whether e mails are moved to a special subfolder of the inbox during the attaching process You then manage these e mails only in the project structure and keep merely a backup copy in Outlook Automatically attaching e mails when sending Concerning unsent e mails
114. ent Text from the File menu For more on this function click here hz Paste Options of the Text Editor Pasting with the context menu To paste formatted text to the detail view for example from Microsoft Word or a web page you have three commands 89 O 2008 Normfall GmbH 90 Normfall Manager 4 0 User Manual available in the context menu Paste with original formatting Select this option to receive an exact copy of the original text lt is possible however that some formatting has been included in the pasting process that is later not editable using the editor Formatting that is not copied directly from the source application e g Word because it corresponds to the default settings of Word will be replaced by the default text settings 140 of the editor Only select this type of paste if you do not want to make changes to the pasted text later 3 Paste with editable formatting recommended The formatting of the text copied with this command can be edited using the commands of the text editor Formatting that cannot be edited with the editor will be removed Formatting that is not copied directly from the source application e g Word because it corresponds to the default settings of Word will be replaced by the default text settings 10 of the editor Select this type of paste if you would like to use the existing formatting but would also like to edit the text Paste
115. ent editor using the print Text command Print current text Alternatively you can invoke the context menu in the comment editor and execute there this command press the key combination Ctrl Shift p or click on Ol cn Shift p the corresponding button in the toolbar of the detail view You can adjust your print settings for example setting landscape orientation in Internet Explorer using the menu command Page Setup Such adaptations are permanently valid for both the Internet Explorer and the text editor Convert to Document This function allows you to convert the whole structure or parts of ID convert to Document itinto a Word document or HTML file For detailed information on this function please refer to the chapter Converting Structured Text Documents s AN cart shitt d Properties Clicking on Properties opens a dialog box with the following information on the corresponding project Below you see the properties dialog for a project which is stored in the file system LJ Project Properties 25m Project A Location C iNew ProjectiProject 4 nf4 tem count 385 Unique structure name for settings and hyperlink resolution S4F68F 61 9 COA6 4E73 B2E4 2003EC1 8EC24 Generate guaranteed unique name Relation Module Number of Bands3 A 1 Deactivate Y Track Names Plaintiff Defendant Verdict Hide list views by default omnes Fig Properties dialog box for a project in the
116. enu or the context menu there will be different commands available I ctrl V I ctrl V 2008 Normfall GmbH User Guide Pasting Reference Rows You can paste rows that you have cut out or copied from your reference list to other structure nodes in your structure To do so click on the target structure node and then execute the command Paste from the Edit menu Alternatively you can use the key combination Ctrl v Paste Special Here you can determine as what type of data the reference rows should be pasted Paste Row The given rows will be copied and pasted to another node Shared_Row The given rows will be copied pasted and converted to shared content locations Shortcut The given rows will be copied and pasted and will then refer to other rows of another structure node Hyperlink The given rows will be pasted as hyperlinks which refer to the given rows Please note that reference rows that are pasted as a shortcut cannot be commented in the comment editor since they simply refer to the original You can only add notes in the comment editor to the original row You can execute the paste options described above by using the context menu 1 Copy or cut out the given reference rows 2 Click on the desired target structure node with the right mouse button 3 Select one of the following commands from the context menu or respectively there from the submenu Paste Special e Paste Row
117. eoeedt 19 DCAM PFEP O A NOOO 20 Optical Character Recognition iscsi eccncve eines asennad nena eae 20 Getting Stadion idad 20 System Requirements aio 20 Installation Process and Update ccssssseesssessseessseessneessneeseeesseeeeseeesseeessnesseneessnesseneeseeeseeeeeseeeeseessnesesneesoneeees 21 Downloading from the InterMet oooconcnnnnnnnnnnnnconncnccnnccnn cn cocoa rc corno cnn rar 21 Installing froma CDi A A ts Pe 22 Nare AUG Wess races a A O EA 22 Updating Normfall MIT Bin en antbon enter a E ae ene 22 AA 23 Deinstallation 0 ee ww 23 Further Required COMmponent ecceeceeceseeceeeeeeeeeeceeeeeeeeaeeeeecaeesaeseeecaeeeaeeeeeaeseaeseeesaeseaeseeesaeseeseneeeateaes 24 Activating your LiC MSE ccscccscsescerestecseserseneenseessenesseoesateesseerenensenessenenseneenceeesenrensersaceesenenseneasenenseneeseoesaeeees 24 Importing Existing Folder Structures ziessen aaa aaaea eaae aaa aaa eae aaner Eene raae REAA SEEEN CERED 26 Introduction 29 The Structure of the Application WindOW ccsssccseeceessesesseeeneeeeeseeeseseeeeeeeeeeseeeseseeeeeeees 29 Eolia T o TKA A A EESE E EAEE EANES A EE E TTA E E sanvuncousevcuveudecauedundsGuacectieaeeseeent 30 List View sasesseunsensnnnonennennnennee 30 SAS IO MEUS MW A A ASE 30 Sorting Lists O OA 33 Selecting Several Reference Rows or Structure NOES cc ccccceeeeeeeeeeeeeeeeeeeeeeeeeeecaeeeeeeeeeeeeaeeees 33 Showing and Hiding the List Vi
118. er N SQL Projects Browse In the window that opens subsequently please enter the name of the project next to Name You can assign the new project to a Category If you for example would like to develop a knowledge management system out of several projects on a topic name the category Knowledge Base and assign all projects on this topic to this category If no category is set the project will be created on the first level As a Project Folder you can either accept the default setting or choose another folder by clicking on Browse The project folder can be set to any location on the file system and is not found on the databaseserver Importing a project file To import an existing project file from the file system to the database server click on Import Project A dialog box will open in which you can define the project file to be imported by clicking on Browse Set the Name Category optional as described above and confirm your entry by clicking on OK The folder in which the project file to be imported is found is set as the default project folder Exporting in file New Project a amp Import Project 113 2008 Normfall GmbH 114 Normfall Manager 4 0 User Manual 4 13 By means of this command a database project is saved as Normfall project filelss1 The project file is always created in the existing project folder which will open subsequently Copying projects I
119. erefore a corresponding warning will appear when attaching the document EJ Normfall Manager Plugin A bookmark named was found The document will now be saved and a reference to the bookmark attached in the Normfall project Click on OK to confirm 1 Cancel Click on OK To no longer receive this message place a check in front of Don t show again In the menu Tools Options Prompts you can change this setting again Don t show again If the document is not yet in the project folder a further dialog box will appear that asks you to save the file to the project folder Attaching manually All cell ranges can also be entered manually in the attach box as reference targets In this case a special syntax needs to be taken into consideration The following table provides an overview of this syntax Sheet Range Table1 A10 D10 Global Name normfall12 Sheet Name Table4 normfall8 If you show the file information in the detail view by clicking on the plus button you can also enter the reference target manually into the field Pos using the syntax found above 71 2008 Normfall GmbH 72 Normfall Manager 4 0 User Manual Plug in for Microsoft PowerPoint The Normfall Manager plug in for Microsoft PowerPoint makes it possible to refer to a specific slide within a presentation In the chapter Commands in the Plug ins s the basic function of the three attach c
120. esults will be listed that contain com in their name The following results could be returned for example computer comport communication Document In the field Document the last used document is generally found On the other hand if you open a file using the corresponding command of a certain program the file name does not necessarily appear automatically in the field Document this depends on the program By clicking on the arrow symbol next to the field you can choose the desired file from a drop down list This list contains documents that have recently been opened and are marked with colored backgrounds Files that have already been attached have a yellow background files that have not yet been attached have a white background Links to external systems have a blue background the blue entries in a list exist only for one Normfall session If the file that you would like to attach is of a document type for which target specific reference is supported the field Target within document will be visible in the next row Target within document Some types of documents can be attached to a structure node using a specific target This is facilitated by plug ins Sometimes however it is useful or necessary to set this setting here or later in the detail views by hand To do so select the corresponding target type e g page from the list under Target within document and enter the desired page number The next time yo
121. ew cocotero dai Abd n 34 Detail View on eeecesesesseseseeseeeeeneenseeeeneeeseeessneessneeesneessnesenness 34 The Basic Concepts of the Normfall Softwarre cssecesscesseeeeeeeeeseeeseseeeeeeeeeesseeseneeeeeeees 35 Normfall Manager 4 0 ccsscessessseseseencoesssceensorseneesecenssseeseeeeneneeseneeaceesacersnserseneesenerseneanseesneeeesoesacenessensaneeseneesas 35 The PrOJect iia A sa 35 TU cs 35 Reference Listiniissccsscciscorsascaescasecusatscoasdessvndiodsensaccouctucantesseviesserdesdsedsepncsadsavsvsdoussnevedeuideddevseadescebcancveckdoubersesueveasdses 36 The Project Folder ccccsssssseessneesseessneseseessneesenesseneesesseneseseeeseneeseeesseneesneescueseseesseneeseesseeeesneeesaesseneeseneesenaeeanees 36 The Root Folder 36 O 2008 Normfall GmbH Normfall Manager 4 0 Contents 3 3 Tutorial anue A O 36 Creating AN Project annaa eea eaaa a E rA arataa aa apa aa a Eaa aaae iaae aeea aaeeeiai 37 Creating and Designing the Structure 39 Inserting Documents into the Structure 41 Searching Attached DoOCUMENIS ssscssscseesseeseeseeesenseeneeneneeesnecseeneeseeesenensesneeseneneesseeseneseeseneneeesneseneneeesneseneneeeas 44 IV User Guide 49 1 Creating New Proje cts ccssecceescesseeeeeseeeeeeeeesneeenseeesseeseeseaeeneeaesssaesesaeenseeeeseeseseneeenseees 49 2 Special Folders Folders in the File System A O NAO O TN AUTO Olea A
122. f the corresponding row with the mouse The row selection field which can be recognized by the blue arrow at the beginning of the row always marks the currently selected row Accordingly you can select several structure nodes Press and hold the Ctrl key and click on the desired structure nodes Please note that only structure nodes found on the same level can be selected at the same time Alternatively after having selected the first reference row or respectively the first structure node it is possible to press the Shift key and click on a reference row structure node located several rows structure nodes below or above the first reference row structure node in order to select a continuous group of rows structure nodes Selecting several rows simultaneously allows you to copy move or delete entire blocks of reference rows This option is particularly useful because a reference to several structure nodes enables multi dimensional access to documents Thus the 33 O 2008 Normfall GmbH 34 Normfall Manager 4 0 User Manual chances to find important documents if required quickly are increased Showing and Hiding the List View The list view can be completely hidden This setting is user and project specific and is particularly advantageous when working with text heavy projects because hiding the list view considerably increases the size of the text editor which allows large text pass
123. fall Manager 4 0 User Manual Warning messages which are shown when clicking on a hyperlink out of a Microsoft Office application can be suppressed by means of the command Settings for other Applications Furthermore when clicking on a hyperlink Normfall Manager 4 0 will show a notice which points to the above mentioned command You can configure the settings for this dialog in the Tools Options Prompts 143 menu In Adobe Acrobat those warning messages can be deactivated with Edit Settings Trust Manager Change Web Settings Allow all web sites Manage Database Server Normfall Manager supports Microsoft SQL Server so that structures can also be created and managed on a database server Detailed documentation on these functions can be found in the chapter Database Server ho7 User List With this command an overview of all users will be displayed that are working on a project file simultaneously This command is particularly useful when jointly working on a project within a network The table shows on which computer the user is logged in which access type the user has write acces or read only and whether the project file is exclusively open However users that do not have write access on the file system or database level are not recorded File Maintenance File maintenance corrects errors in project files that can result from multiple user access Additionally it defragments the project files so that they
124. fall project file e g for the purpose of a presentation on a memory stick you will have to select at least the entire client folder It is not required to convert all folder structures immediately You can wait until you want to work with the given structure Please follow the instructions in the section New from Folder Structure 1211to execute a conversion 27 2008 Normfall GmbH Introduction 3 1 Introduction Introduction The Structure of the Application Window The following figure shows the application_window the user interface the main window the Normfall window of Normfall Manager with an open project 3l the name of which can be found next to the Normfall icon in the title bar For further explanations concerning the individual elements view below A E O New Project Normfall Manager 4 0 Enterprise ma N 3 BT File Edit Structure List Tools clar 2 Sample Document doc IE EAS e av kates E Current Node la Project Folder 2 File inbox s Shared Content Locations i Semple Structure Node 9 New Annotation X Delete Entry Entries 4 Export Document s PE ZIP SendTo D 3 Date Title a References 53 01 02 2008 New PowerPoint Presentation ppt w 01 02 2008 Sample Document doc E EN 01 02 2008 Excel Sheet xls a 01 02 2008 Email Message msg z7 01 02 2008 PDF File pat P Che Annalo CE Find g Attach Qi Attach URL _J Ref
125. file or on the database server A project consists always of a structurels as well as usually references 6 to the attached files Word PDF e mails etc When creating a new project a project file will be created by Normfall Manager recognizable in your file system by the file ending nf4 which you manage in a subfolder of your Normfall project folder ssi The project file carries the same name as the project folder that it belongs to e g Construction Project Smith The Structure The structure is the key with which you can master complex subjects and navigate through large quantities of data in a matter of seconds The structure nodes form together with all sub nodes partial structures which are also called branches A structure node is an element of the Normfall structure You can name a structure node using a word or word combination It is also possible to mark structure nodes with your own icons or with different colors For more details please refer to Defining Node Types 99 By clicking on a structure node its references and comment rows will be shown in the list view 4 A A POR EE SENS Os eet E A F le dl z a 4 a a ao kF 3 Mi New Node Another Node Mi New Subnode Sh Samole Stractare Meche ato acme O Bn no Fig Structure nodes with subnodes 35 2008 Normfall GmbH 36 Normfall Manager 4 0 User Manual 3 2 4 3 2 5 3 2 6 3 3 Refe
126. file system Location O 2008 Normfall GmbH Reference 127 Shows where the project file is saved Item Count Shows how many structure nodes the project contains Unique structure name for settings and hyperlink resolution Here you can find the project identification number which is automatically created by Normfall Manager and necessary for the use of hyperlinks Further information on hyperlinks can be found in the section Hyperlink se You can replace this number with a chosen name by entering the name in the text box and clicking on OK Since hyperlinks that already exist will be rendered invalid by altering the unique project name a dialog box appears with a corresponding warning Confirm new unique project name Ifyou already have created hyperlinks to elements within this project they will referto A the project ofthe old name This is true for hyperlinks internal to this project as well regardless of whether they are in the form of Nodes Rows orin the commenttext Do you wish to proceed TO Don t show again resetusing Tools Options dialog Confirm the change of the name by clicking OK or if necessary cancel the action Using the Generate guaranteed unique name you can likewise change an existing project ID Hide the list view by default This command allows you to hide the list view by default Using the Tools Options menu you can change the setting at any time
127. folder found there or you can work in the opposite direction by turning the existing folder structure into the project folder 1241 Documents that are not in the project folder can automatically be copied to the Auto folder s of the project folder during the attaching process More on this can be found in the chapter 57 2008 Normfall GmbH 58 Normfall Manager 4 0 User Manual 4 3 2 Folders 1421 Likewise you should manually save those files in the project folder to which you would like to create a reference using a specific target These can be for example extensive Word Excel PowerPoint or PDF files that you would like to later open directly to a specific passage comment or page For attaching to a target you can use so called plug ins or add ins More information can be found in the section Plug ins for Attaching Documents to Specific Targets 1 Automatic Storage Documents that are not already in the project folder will automatically be copied to a collection folder the Auto Folder ss within the project folder when being attached ss The Auto folder can contain many documents over time You can find them however quickly and easily in the structure of your Normfall project This possibility is ideal when you e want to open the document only in your Normfall project or e want to make a snapshot of or archive the document in the project folder Please take note that Normf
128. function key without modifier keys falls in the category of key combinations An overview of key combinations is1i can be found by following the link Modifier Keys A modifier key is a key on the keyboard that with exceptions does not have its own function but has to be pressed in conjunction with another key to execute a key combination 2008 Normfall GmbH Reference 175 The most important modifier keys are the description is valid for the normal layout of an office keyboard but not necessarily for laptops as follows Ctrl Control can be found in the far left as well as the far right corner on the bottom row of the keyboard Alt can be found on the left and right sides of the space bar the large key at the bottom Its special feature The Alt key activates the main menu if no command key is pressed before releasing Shift this key is the key used to enter capital letters It is generally characterized by an up pointing arrow Keyboard focus If an element 1s is activated it usually has the keyboard focus on it This means that it is the single element that will react to keyboard input For example you click with the mouse on a text box 1721 in order to activate it and to place the text cursor there so that you can enter text However many commands that you can execute using key combinations are global meaning that they will be executed regardless of which element has the keyboard f
129. g A click with the right mouse button also called a right click on an element or work surface opens a menu with further commands and options known as the so called context menu he7 The functions available here can then be selected with a simple click with the left mouse button Pulling In order to pull an element first click on it and while holding the mouse button pull the mouse to the desired position and release the mouse button In this manner files can be moved from one folder into another in Windows Explorer This functionality is also known as drag amp drop By means of this function you can for example move structure nodes or also attach files Further information can be found here so Working with the Keyboard Like most modern applications Normfall Manager is optimized for the use with the mouse However frequently occurring activities can be accelerated by learning how to use the keyboard to carry out these tasks Key Combinations Most commands 1s7 are not only available in a menu 172 or toolbar 1721 but can also be executed by using a key combination A key combination consists of a certain key called the command key herein and one or more modifier keys see below An example Alt F4 to close the application window Alt is the modifier key and F4 the command key To execute a key combination you press and hold all given modifier keys while pressing the command key as usual Also a single
130. g in on a computer on which Normfall Manager 4 has been installed you can activate your license when starting the software for the first time That means the license that you or your company have has purchased that is the 30 Day Demo license for free included or the Basic license which is also free and allows you to use the software without any temporary restriction but with limited functionality Detailed activating procedure After successfully installing Normfall Manager the Normfall Icon 168 named Normfall Manager 4 0 can be found on your desktop 2008 Normfall GmbH Preparation 25 the area of your screen behind windows applications ay Normfall Manager 4 0 Furthermore you will find a folder called Normfall Manager 4 0 in the folder Programs of your Windows start menu You can start Normfall Manager by double clicking on the icon or the corresponding entry in your Windows start menu Alternatively you can also open the corresponding context menu by right clicking and selecting the command Open After starting Normfall Manager the license wizard will open which assists you in activating your product G License Wizard x Welcome to Normfall Manager Please choose how you wantto usethis product Normfall Manager BASIC Normfall Manager ENTERPRISE 30 Days Demo O Load licensefile Enter license key If you are unsure pick the BASIC version and use the License command from the
131. ger thus makes it possible to create an individualized knowledge management system Adapted to the Human Working Method What s your usual working method like when you are dealing with a complex subject such as a court case a scheduled publication the management of a development project or team leadership Firstly you get an overview To do so you study documents hold conversations edit notes consider plans and figures refer to literature make phone calls make visits and thus familiarize yourself with the respective topic Shortly you will recognize that the subject is associated with a series of different categories Such categories concern for example people or facts or they can be legal literary technical economic aesthetic or other categories You choose names for these categories namely descriptive names for the purpose of fast orientation For example you could name these categories Facts Persons Smith Defects in the construction Noise protection Meyer Burden of proof Plagiarism Threshold 6 Events Legal status Dispute Aims Interests or the like Generally the categories are subsections of other broader categories Thus a category hierarchy is created Smith is for example one of several Experts the superior category and this category has subcategories such as Order Contract Co
132. h Alene 147 Database Server aa e dde 148 Other ou 149 Current Project 151 INGW PhOJSCIS voii ii AA ViVe aa ea doaia AA AAA aia aaea 152 Functions IN th Help Men ise 0 eee ap aaa aaa aa aeaa Kea a rasaae aedi n 152 2008 Normfall GmbH Normfall Manager 4 0 View Hel e PPC O OO A 152 Normfall Manager 4 0 User ManUal ccconoccnconncnnnnncnnccocnnncnncnnccononcnrn ocn nr 152 Check for Updates iu tisi lid dv aseos 153 MO erie E es EEE E en eet ee a 153 Structure LICENSES mitin A A OA AO gas AA 153 IO On SOME AAA sta tate ta ea deeds Seid cose aiii 153 Special Commands of the Three VieWS ocn 153 Special Functions in the Main Tool Bat c eeceescssceeseceeeseeeeeeeeeeaeeeeeseeeaeseeesaeeeaeeeeesaeesaeseeesaeeeaeeeneeats 154 Special Functions in the Structure VieW oooonooccnnconcnncononcncncnnnncnnnnnnnnn cnn con nn caen rc 154 Special Functions imth List VieW siian annan nanana ae iade sa 155 AAC ct A sena 155 A O NA 155 AONAMB csi to del ene li i ee eee ee ase 155 Delete File and all References viii e A 155 Move Filevasetea skies ein co Sine ee ee Ae 156 Moving Files within the Project Folder oooononicccnnocinncnnocncnnancnanannnn cnc n nan conc c cnn cnn na ran nn cnn na ranncnnno 156 Delete eat 156 Remove from Recent Docs 156 Attach COPY ici ia 156 MCAS in IA IIA atras 157 ROMOVE Allo A da 157 Show Shared Content LocatiONS coocccnnnincnnninncnnnnnncnonn
133. h the title Select Folder in which you can select the Outlook folder or a superior folder of the Outlook folder or respectively the message store which will search for the element in that folder You can cancel the search which can be fairly lengthy at any time As soon as the element has been found the link will be restored write access so that a reference to an element that Please take note that the project has to be open with OQ has been found again can be restored Plug in for Microsoft Word The Word plug in has two different application areas creating attachments and converting structured text to a Normfall Manager structure First the attachment of documents will be handled Attaching documents 2008 Normfall GmbH 68 Normfall Manager 4 0 User Manual The Normfall plug in for Microsoft Word makes it possible to refer to any section of a Word document marking them by so called bookmarks Word To do so refer to the Tools Options View It is recommended to show bookmarks in Microsoft OQ menu and check the Bookmarks checkbox In the chapter Commands in the Plug ins the basic functions of the three attach commands Normfall Manager To Row and To Node is explained If a text passage is selected when attaching this passage will automatically be attached using a bookmark generated with the name Normfall and a number determined by increasing numerical order Additionally the passage wi
134. hat cannot be edited by the editor You can find further information on formatting in the chapter Paste Options in the Detail View so Prompts on Folder Management e Warn on multiple project files per folder or overlapping project folders 36 When creating a new project you should take note to create a separate folder for each individual project in the file system When doing so the Normfall project file must always be saved on the first level of the project folder If Normfall Manager notices that several project files are already in a folder a corresponding warning appears Further information can be found in the chapter Project Folders e Show notice on project folder change You will be notified when trying to change the settings for the project folder in the Options Menu More information concerning the folder management can be found in the chapter Project Folder s21 e Show notice before copying files between projects You will be notified that attached documents from the branch that you would like to copy will be copied to the project folder of the project that you are pasting to e Show notice when pasting RTF text on Vista with UAC on You will be notified about the possibility to deactivate the UAC User Account Control when having problems with copying and pasting text under Vista e Show notice when project is opened read only due tu license restrictions With the versions Basic or Professional it is
135. have a toolbar which you are familiar with from other text editing programs This allows you to for example edit the font type and size add bold or italic text set the alignment to left or right create lists etc Likewise you can create hyperlinks to web pages and remove previously applied direct formatting If you change the default text settings at a later time your previously applied individual formatting within the comment editor remains unchanged This is also valid for formatting that comes with text that you have pasted from other applications You can avoid this by selecting the command Paste with editable formatting from the context menu For more details on pasting text to the editor see Paste Options of the Text Editor ss If you apply text formatting directly using the toolbar of the comment editor the text no longer reacts to changes made to the default text settings with regard to the given setting e g font type The Remove Formatting command from the toolbar reformats the text according to the default text settings Zoom Function The size of the text editor can be enlarged or reduced using the two magnifying glass symbols found in the toolbar of the text editor Alternatively you can execute these commands using the context menu by right clicking in the comment editor Print Function You can print the text of the comment editor using the context menu Likewise you can use the command Print Curr
136. he future by deleting moving or renaming the original projectfile Old unique project name DD483B82 2394 487E 9F85 D7DAA0264AD5 You can either leave the proposed numerical ID or enter a descriptive name for the project D2882A8B 7301 4DF9 AEDA 79B02E96E91E Cons Since when creating a new project with Normfall Manager a unique file name in the form of an identification number required for the hyperlink functionality le is distributed Normfall Manager proposes when opening a copied file a unique name which you confirm by clicking on OK The File menu allows to change this name under Properties 26 If the copy only exists temporarily click on Cancel In order to prevent the warn dialog box completely delete or move the original file 51 2008 Normfall GmbH 52 Normfall Manager 4 0 User Manual 4 2 4 2 1 Creating a new project in Windows Explorer To create a new project in Windows Explorer select the Normfall Manager 4 Project command from the File New menu Special Folders Folders in the File System Project Folder When creating a new project you are requested to define a location for the project First of all you create the project folder which contains the project file and in most cases all documents as well thus it is also the document folder Normfall Manager is also able to automatically create a new project folder Please refer to chapter Creating New Project
137. he structure view to reference rows Structure nodes subjected to this command are pasted as rows of their mother node lf a structure node contains subnodes or reference rows they become subrows Since the list view supports only one level of subrows conversions which require further levels cannot be executed Normal structure nodes which do not represent a document thus become empty rows for notes Shared Content Locations During your daily work it is possible that a document is relevant for several structure nodes and that you wish to attach it simultaneously to these nodes Imagine for example a written document which is important both for the structure node Author and for the node Correspondence Likewise a branch of your structure can be important at another location such that you want to paste this branch at this location In such cases you create a so called Shared Content Location of documents or branches These Shared Content Locations represent a group of elements which are permanently synchronized such that e g each note which you edit for a document appears automatically in the comment editor of all shared content locations of this document and is updated if changed later There are several ways to create shared content locations In the case of a document which you wish to attach several times we recommend you to use the Attach Box For further information on ne Attach Box please refer to the chapter Attaching
138. hen you delete an icon from the folder the concerned node type will lose its icon and be represented by the standard blue node Renaming or moving an icon to another subfolder has the same effect on the node type as deleting the icon and defining a new node type Searching and Finding The more complex a project is the more difficult it becomes to find certain information or nodes Normfall Manager therefore offers you comfortable search functions with which you can search your project data quickly Find in Project With this command you can search all structure nodes reference rows and comments in your Normfall structure for certain terms It also allows you to search the full text of all attached documents You can also limit the search to the structure nodes or the reference rows or you can define a certain period of time as search criteria To do so use the command Find in Project or the key combination Ctrl s On the right side of the list view the New Search tab will then appear Find in Whole Project Find what document Go New Search O All Words In Documents gt Any Words Exact Phrase Date Whole Words Only Y From 12 11 2007 To 21 11 2007 v In the field Find what you can enter your search term s You also have several search options available Selecting the option All Words will display all search results in which all terms that you have entered into the search field in any order are found Words s
139. hneu seh a 124 NEAR A A 124 New from Folder StruciUr Ge e a caen 124 Open Project A TTE O EE E E 124 Open Read cion a ec ee aie a E E a E lees 125 TA CESTINA PAA EEA E EE EEA EEES A E EA EEEE EEEE EE 125 Reload Structure View reseta aae aeaea aa ae daraa RAEE a ae Eaa E Aaaa eaa dad 125 Open BackUp GOpy aeaaea ae e e ne aa 125 SU e e se ew sete ve e aa aa a Ea E aa e EE E a a e aa aia 125 E oT N EEA OEE O A es 125 Print Current Text we 126 Convert to DOCUMENE no ccc EE T ETE E EE EAEE EE E os 126 O ON 126 TN A 128 EX ts 129 Functions in the Edit Menu 129 SOY Bi dunsiectasacoueadeicoueceuueses ined ye ta a SEa a e ES 129 a AAA O cuss iseinidevestatue cdueneaar cues 129 2008 Normfall GmbH Normfall Manager 4 0 Contents 5 A tetanus tay esnips nanan iets iced agen Ohne nena eects 129 O NO 129 O tiated erate 129 O NN 130 C t O OR 130 COPY a A E E E ALE ete elec 130 Paste ia A E A 130 Select Alles esas eases a dies 131 Ren M Ensine At ed ais ake eens 131 FING TOXts A NO 131 Functions in the Structure Menu 131 Find in Project ia 132 Find in Selected Branch 132 Ups AAA A AAA A AAA E nastier 132 DOWN ui A seal toe len nasa 132 SOME PER AA aad EA ara asec A eae een ais 132 Change Type wi 133 Delet Branich S vincia dit AAA AAA aC 133 Convert to ROW disana a ir a aia 133 New Nodes E E T eee een E E E T E 133 New SUBNOGE isnin e eae
140. hould be thought of as character strings each of which is separated from others by an empty space To be displayed as a search result the location only has to contain a part of each character string that you have entered into the field The option Any Words returns all search results that contain at least one of the words entered into the search field It is sufficient that a part of the character strings entered into the search field is found O A Find in Project AN ct s 101 2008 Normfall GmbH 102 Normfall Manager 4 0 User Manual 4 8 2 The option Exact Phrase returns all search results containing the exact character string with empty spaces that is entered into the search field The option Whole Words Only returns only results that match the entire words searched for To run a full text search throughout the entire project and within all attached documents select the option In Documents Please note that to do so it is required that Mircrosoft Indexing Service is activated on your operating system With this setting In Documents the option Whole Words Only is presumed to be activated However additional search results which may be found within the structure follow the user s individual settings Activate the check mark concerning Reference rows in order to search for terms in the reference list If you would like to search for results based on date place a check mark in the box Fr
141. hyperlinks Y Open document when finished Y Apply text styles Relation Auszugebende Bander Nur Konflikte anzeigen Eintr ge in mind zwei B ndern Fig Dialog Create Document from Structure with the option Microsoft Word set If the option Microsoft Word is selected the following settings can be set here if the selected output format is html non required options are hidden O 2008 Normfall GmbH 86 Normfall Manager 4 0 User Manual File format Here you can determine the format of your target file You can choose between an html or Word file Selection Depending on which command you have executed a selection is pre defined so that either the whole project or the currently selected nodes will be converted This setting can also be manually altered Target If the file format html is selected a new document will automatically be created Click on Browse to define the save location and name of the file If a Word document is to be created you have the option of selecting a new document that is yet to be created or a pre existing document o New document A new Word document will automatically be created As soon as you have set all settings and clicked on OK a Save as dialog box will appear with which you can save the new document o Existing Word document Click on Browse to open the file into which you would like to insert the document that you wish to convert Path
142. ication including password Now you can research with Juris If you have found a document which you want to attach to your project use the toolbar commands of the Plug ins for Internet Explorer 72 Here Juris with the option Copy local is already pre defined as reference type With this setting a juris document is saved and attached in pdf format Normfall Manager 1 By clicking on this button the attach box will open In the Document field you find the name of the Juris document to be attached The Juris document number is selected as Target within the document 2 Select the corresponding nodes to which the document should be attached in the structure view 3 Click on Attach in the attach box 2008 Normfall GmbH 80 Normfall Manager 4 0 User Manual To Row Select this command if you have already selected a node in your structure and wish to attach the Juris document to this structure node To Node For the purpose of pasting a Juris document as a new structure node to the project click on To Node Normfall Manager then pastes the file as a subnode of the currently selected structure node If you double click on the attached document in the corresponding reference row the document will be displayed with a pdf viewer in case you attached it offline as a local copy or Microsoft Internet Explorer as well as the attached juris document will automatically open through your Juris account if
143. ied can be pasted to your project as hyperlinks shared nodes s71 or shortcuts 971 Use the corresponding commands in the submenu Paste Special of the corresponding context menu Further information on these paste options can be found herel Paste Node Row To paste a cut out or copied structure node as a subnode to other structure nodes select the corresponding command from the submenu Paste Node of the context menu Further information on these paste options can be found here ss 6 Attach Documents L Ctrl Shift A g Set Relation Module 2008 Normfall GmbH Reference 155 Special Functions in the List View If the tab Current Node 11 is active in the foreground you can use the following commands found in the context menu Paste Row With this command you can paste a cut out or copied reference row to the list view of another structure node Further information can be found in the chapter Paste Options of the List View os Paste Special To paste elements as Shared Rows s7 Shortcutsls7 or Hyperlinks s select the desired option from the submenu Paste Special of the context menu Attach This command is available under the tabs Recent Docs Project a attach and Project Folder To attach documents to the currently selected structure node select them and click on the button in the toolbar Alternatively you can execute this command using the context menu Folder Up With this
144. iginal or copy To attach an original document one of the following conditions must be fulfilled e The document is already in the project folder sz of the project to which it should be attached e The document is available on the Internet or a document management or e mail system that distributes unambiguous document IDs and is explicitly supported by Normfall Manager If one of these conditions is not fulfilled a copy of the document can be created in the project folder during the attaching process When doing so you should be certain whether this copy should be used as the original in the future meaning that you will edit this file in the future or left simply as a copy for example for archival purposes The following sections Manual Storagels7 and Automatic Storagel ss provide an overview on this subject Manual Storage There are many documents that you regularly use and edit and that you would like to be able to quickly open from an application e g text processing Think of for example letter templates or drafts that with time turn into complete documents and elaborated texts These documents should also be available using the folder structure of a file system i e Windows Explorer because other applications cannot see inside the structure of a Normfall project to open the needed file For this to be possible you must manually move your documents to the project folder s for example in a corresponding sub
145. iiS Daai iaaa aaa ah o a a Fig Document references tab with all locations of the attached document Here all structure nodes to which the document has been attached are listed under the corresponding document If you click on a structure node in the list view it will have a colored background green Next to the filename of the document you find information in parentheses which defines whether it is a shared content location and how many of these exist In our example the file Statement Miller doc exists as a simple copy at the two structure nodes Witnesses and Miller 47 2008 Normfall GmbH 4 1 User Guide User Guide Creating New Projects New Normfall projects can be created by means of different functions Thus you can use the file command New Project create a project from a structured Word document or also from your folder structure in the file system You can also create a new project by copying another project or by means of Windows Explorer In the following section you will find more information on this topic New Normfall Project To create a new Normfall project file click on the menu File and then on New Project Alternatively you can use the key combination Ctrl n or click on New Project in the toolbar if a project has not been loaded yet A dialog box will appear in which you will be requested to select where the new project should be created You can choose between a
146. ill appear instead of the edit icon So that a row cannot be permanently rendered inaccessible it will automatically be made accessible after a given period of time less than a minute if it is not currently being altered Structure alterations If an access conflict occurs when for example moving a structure node the type of error is a structure alteration conflict Structure alterations are usually finished within a few seconds so that you can immediately attempt to move the structure node again If several users frequently make structure alterations the probability of such conflicts increases since when a structure node is moved all nodes above the level of the given node are rendered inaccessible to make certain that the given structure 179 2008 Normfall GmbH 180 Normfall Manager 4 0 User Manual 6 2 2 node is not inserted under a structure node that has been moved in the meantime by another user At the location where the node is to be inserted all nodes at this same level are rendered inaccessible since their positions distance between the other nodes on this level are changed Alterations to the structure are not immediately visible for all users They will first see the alterations when these users make an alteration to the structure or use the Reload Structure View command found in the File menu Error Messages When working with Normfall Manager there might occur errors due to u
147. in the List Menu hA and special commands in the List View 155 The tabs 2008 Normfall GmbH Introduction In the List menu you can choose the individual tabs each of which contains different content will be shown under View The View menu can also be called up in the context menu of the list view You can remove a tab by double clicking on the appropriate icon By default the tab Current Node will be shown By right clicking on the bar containing the tabs the View menu is shown The shown tabs will have a colored background Hide List View STRG L L Project Folder a Relation amp File Inbox 2 Recent Docs Project 2 Recent Docs System a1 Shared Content Locations Document References Fig The View menu with colored backgrounds behind all currently displayed tabs Project Folder and File Inbox Current Node The tab Current Node which is shown by default lists all reference rows belonging to the structure node that is currently marked in the structure view to the left A toolbar with commands followed by a table of all reference and comment rows in the first row of which the structure node itself is shown which is distinguished by a colored background follows Then all references are listed In the first column of the table icons represent the various file types The next column shows the following icon This icon shows whether or not the reference is a so called shared content loca
148. in the Tools Menu empty In this case the File Inbox will be applied to the currently used Normfall project folder Export Folder Documents which are further edited outside of Normfall Manager to for example send them as an e mail are copied to the Export Folder This is a temporary folder where the content will automatically be deleted after a pre defined number of days Normfall Manager creates this folder in a folder which is independent of your Project Folder s and manages it automatically The menu Tools Options Folder 1421 allows you to change settings with respect to the Export folder Backup Folder If you do not work on a database server a Backup copy 1o7 of the project file will optionally be created each time you close it The Backup folder is by default the TEMP folder of the system The contents of this folder will be deleted from the system in the process of data media clean up If this is not desired another Backup Folder can be selected in the options Maximum Length of Filenames If a project is to be burned for example for data backup on a CD or a DVD the maximum length of filenames may not exceed 64 characters since CDs and DVDs work with the so called Joliet file system which can process only filenames of up to 64 characters During the burning process the filenames are reduced if necessary and thus the references to these attached documents may be lost When attaching files with longer filename
149. in the future What do plug ins look like If Normfall Manager has already been started the plug ins appear in the form of a toolbar in each application and typically offer the following commands EA A E File Edit View Insert Format Tools SlideS If Normfall Manager has not already been loaded the button Launch Normfall Manager with the plug ins for the Microsoft Office Package which allows you to load the application appears qa A AAA AO A natin 4 G Launch Normfall Manager 4 Launch Normfal Manager 9 z Activating and Deactivating Plug ins Installation To be able to use a plug in it first has to be installed on your computer If you have administrator rights on your computer you can install and deinstall plug ins quickly and easily using the command Tools Plug in Installer 135 Show Hide You can show or hide the toolbar 72 of the plug ins in each application thus activating or respectively deactivating efficiently the plug in This setting is valid for you personally on all computers that you 63 2008 Normfall GmbH 64 Normfall Manager 4 0 User Manual log on to with the same Windows account To show or hide the toolbar click with the right mouse button on any toolbar of the application where you would like to show or hide the plug in A context menu 17 will open in which you can select the toolbars that you would like to show Select the toolbar that is den
150. ing of the current data record because it is being edited by another user 2 Shows the content update of the current data record after being edited by another user Structure nodes and references that are deleted by other users are no longer editable and will automatically be updated when the file is next opened or can be manually updated using the function key F5 Generally the structure can be updated according to any changes made by other users working with the file by pressing the F5 key or using the command Reload Structure View from the File menu 2008 Normfall GmbH User Guide 4 11 4 12 A list of all users that are currently working on a project file can be viewed in the Enterprise version using the command User List 140 found in the Tools menu Backup Copies By default Normfall manager creates a backup copy of a project file that is closed by the user this does not apply to projects on a database server This option can be activated or deactivated individually for each project or all new projects If you do not set your own folder for storage the backup copy will be placed in the TEMP folder of your user profile You cannot directly see this folder in Windows Explorer You can however call it up by entering the character string TMP into the address line of Windows Explorer As an alternative to this default folder you can choose any other folder to use as the backup folder Furthermore you can also
151. itors You can use Normfall Manager with two monitors on one PC This allows you to use one monitor for displaying Normfall manager with an open project file and another for displaying documents that you would like to attach When using two monitors you have several modes of use available to you You can display the same picture on both monitors or you can expand the Windows desktop over the second monitor When working with Normfall Manager this second option is interesting This means that you have a wider area to work with which is stretched over two monitors which are ideally placed next to one another If you leave the edge of the first monitor with the mouse pointer moving in the direction of the second monitor your movement will be continued on the second monitor The Windows taskbar the bar on the bottom edge of the screen will appear on the first or main monitor the second monitor will 2008 Normfall GmbH User Guide 105 appear empty that is only a background picture will be displayed Generally the second monitor is to the right of the main monitor From the view of the main monitor the desktop will then be expanded to the right Expanded Desktop Main Monitor Second Monitor To be able to use two monitors with one PC you have to have a graphics card with two monitor outputs A system administrator or hardware dealer can help you to find an appropriate model for your PC if your compu
152. l view Toolbar A Toolbar is a panel on which buttons 1ss and other elements 165 are arranged The buttons are often indicated as icons hes only in order to save space the text will be shown when you move your mouse pointer onto the button The purpose of the toolbar is to provide you with quick access to frequently required commands ee N ees Wa z GOYO Fig The main toolbar of the program interface When minimizing the application window or the three views of Normfall Manager for example by pulling the separators the 2008 Normfall GmbH Reference 5 3 2 toolbars and menu bars are shown incompletely Instead of that on the right side of the concerning bar a button is shown by means of which you can call up the hidden functions and commands ee mam m Current Node if Project F older File Inbox 42 Recent Docs System 22 NewEntry Delete Entry Entries Export Document s 2 Rows sy Date Title la Correspondence es Send To gt Ejn rr th tin la is opal ds Sn ll Mia lc a adi e Se tort Mee AAO e Doth a Latta A Tree Structure A tree structure is a representation of a hierarchically organized structure On the left side of Windows Explorer for example there is a tree structure of all file folders on the system In Normfall Manager tree structures can be found for example as a representation of your Normfall st
153. lders Create new projects Language Prompts rara Juris Attach Settings On database server Database Server 9 Prompt Other Project Current Project Server New Projects Authentication Windows Authentication v Login Normfall Password OK TN a The following settings for working with a database server 12 can be changed here Create new projects Here you can define how Normfall Manager should go about creating new projects using the commands New Project New from Word Document or New from Folder Structure e As file Creates a project file in the file system e On database server Creates a new project on a database server e Prompt When executing one of the new commands from above a prompt will appear asking you where the new project should be created 2008 Normfall GmbH Reference Save log in information for a database server Log in information for a database server can be saved here Server Enter the database server here with which you will be working by default the standard server Authentication Choose between e Windows Authentication with which you are always recognized as the user logged on to the computer at the moment and therefore do not need to enter a password or e SQL Server Authentication which requires administrator log in information This typically consists of sa password Depending on the authentication mode you enter the necessary
154. lients with the free of charge Basic version and the Professional version not free of charge cannot Project files can be opened on a network in the Basic and Professional versions of the software but the access to the file is then exclusive which prevents other users on the network from accessing the project file Generally you have the option of opening a project file with read or write access Write access or working actively means that you have opened the project file with the Open Project File command from the File menu In this mode you have write rights with respect to a project file and you can make changes thereto Read access or working passively means that you have opened a project file with the Open Read only command from the File menu In this mode you cannot make any changes to a project file Each user that has write access to a project file can edit the file As soon as a user performs changes to a text editor this field is blocked for all other users Any attempt to enter text into this field will result in a prompt and the Record Locked Icon appears in the row Blocking the current data record is automatically set back to the original setting after a given period of time which allows all users to edit the data record The following symbols can appear while working on a network with other users gt Marks the currently selected data record f Shows the editing of the current data record Shows the block
155. light Representatives of those groups spoke out sharply Monday at a hearing sponsored by the European Commission against the proposed settlement covering millions of books that the company has scanned in libraries around the world Relation tab A A new tab was added to the list view By activating the relation tab the relation view will be displayed here you can select the tracks whose contents should be juxtaposed six tracks at most For more details please refer to the section The Relation Tab 17 Track icon B The track icon at the end of the row indicates which track each attachment or entry belongs to Relate button C By clicking on this button the relation view will be displayed and its content will be refreshed It is also possible to display this view by pressing the key combination Ctrl J Track selection bar D The track selection bar shows all available tracks Unlike the relation view here you can always select just one track for editing The number and names of the tracks can be defined in the Project Properties 126 Track icon B This track icon also shows which track the current reference entry belongs to However by using this button you can change the assignment The Relation Tab By clicking on the Relation Tab or Relate 117 Button found in the ems detail view the contents of the tracks assigned to the selected structure node will be juxtaposed and displayed in tabular for
156. ll be copied into the text editor of Normfall Manager and the beginning of the passage is pasted into the title field If a text marker text cursor is already in an area of the document marked by a bookmark the reference will refer to this bookmark If no text passage has been selected and if no bookmark exists at the current text passage the document will be attached as a whole Thus in order to refer for example to any page in the document when attaching it at least one word must be selected on the desired page Inserting a bookmark is an alteration to the document Therefore a corresponding warning will appear when attaching the document EJ Normfall Manager Plugin x A bookmark named was found The document will now be saved and a reference to the bookmark attached in the Normfall project Click on OK to confirm Cancel Click on OK To no longer receive this message place a check in front of Don t show again In the menu Tools Options Prompts you can change this setting again If the document is not yet in the project folder a further dialog box will appear that asks you to save the file to the project folder Don t show again Creating a Normfall structure 2008 Normfall GmbH User Guide 69 Using the command To Structure you can create a Normfall f to structure structure out of a structured Word file for more see the chapter Creating a Normfall Structure
157. losed project folders which contain all project data and documents and can easily be transferred to other storage media and computers In addition source references can maintain the connection to a central DMS Simple installation management and operation attractive user interface extensive documentation Very robust even in case of extremely large databases and multiple access if the project is saved on a database server Future support by an own Web Client Read Only 2008 Normfall GmbH 18 Normfall Manager 4 0 User Manual 2 2 4 e Simple import of existing folder structures Legal Application e Automatic attachment of documents resulting from research within the Juris database Improvements This section provides information for users of Normfall Manager Version 3 NF3 or an older version Please take note of the section Important Changes at the end e New optically attractive user interface e Built in and custom icons for defining structure node types e Plug ins Adobe Acrobat Microsoft Office Internet Explorer Windows Explorer simplify the attaching process e Automatic copying of documents to the project folder when attaching references e Quick attaching from Recent Docs System of the recently opened documents e Quick attaching from File Inbox Folder supports division of work Fast actuating of Normfall projects by means of the Normfall Button in hover mode
158. ly OK Cancer k Create backup copy when closing When closing an open project Normfall Manager automatically creates a backup copy of the project see the chapter Backups 1107 Here you can deactivate this function as needed by removing the check before Create backup copy when closing Project file path Here you can determine whether the project file should be saved in the project folder This is pre defined by default If you would like to separate documents and the project file folders you can do so here Activate Specify and then click on Browse to define a new project folder in which all documents will be placed Note When working with projects on an SQL Server this option is called Use Project Properties d Use Global File Inbox see Folder settings If you have entered a global file inbox in the section Folders you must activate Use Global File Inbox 2008 Normfall GmbH 152 Normfall Manager 4 0 User Manual Settings x General Default settings for projects Folders Language V Create backup copy when closing Prompts i j Document path Juris Attach Settings Project file path Database Server C Specify Other Browse Project urrent Project Use Global File Inbox see Folder settings New Projects Project Properties Relation Module Number of Bands1 a 1 Deactivate Track Names Project Properties Hide list view by default ATTENTION These properties apply o
159. m By pressing the key combination Ctrl J the relation view will also be activated In both cases the tab will only be shown while working on the current project To display the tab permanently i e also when opening a project 2008 Normfall GmbH 118 Normfall Manager 4 0 User Manual next time select the corresponding command from the List View menu E Current Node Relation la Project Folder 2 File Inbox Plaintiff Verdict of Excerpt 14 09 2009 La Sample Text Representatives of those groups spoke out Write your ovm comment here sharply Monday at a hearing sponsored by the European Commission against the proposed settlement covering millions of books that the company has scanned in libraries around the world Fig Juxtaposition of the track contents You can hide and display the available tracks by pressing the track buttons Each track entry shows a headline bold and a date as well as a shortcut icon document with arrow an editing icon structure node and pencil and possibly a note icon The note icon represents an entry row By clicking on the shortcut icon the attached document opens to the specific target to which the attachment refers or rather the original document opens to the respective page By means of the Relate button 17 in the tool bar of the detail view you can refresh the track contents How to hide and display tabs is explained here 201
160. matting text The text editor itself which contains further Editor s functions can be found below On the right edge of the window a Button lies with a yellow plus sign is shown next to the title Field 172 Clicking on this plus will show another row which indicates the exact path of the file in the File field In case of a Word or PDF document attached in order to open to a specific target the field Pos will indicate the page or bookmark which was defined when attaching the file For further information on this topic please refer to the chapter Saving and Attaching Files s7 Hide List View 2008 Normfall GmbH Introduction 3 2 3 2 1 3 2 2 3 2 3 If the text displayed in the text editor is an original excerpt from an email Word document or PDF file if attached by means of Normfall PDF Editor the text editor grey shaded in this case is locked for editing and solely highlighting passages is possible by clicking on the Highlight button Yet by using the Change to Comment button the text editor is unlocked so that you can add your own annotations The Basic Concepts of the Normfall Software Normfall Manager 4 0 Normfall Manager 4 0 is the program that you are currently using It allows you to create structures manage files and link directly to the contents thereof The Project The project is the totality of data which you can display and edit in a Normfall application window and save within one
161. ments The structure corresponds to a content index or an organization Each structure node represents an organization element For the purpose of e g organizing information in the categories Persons Expert opinion Procedure etc create structure nodes with these names in Normfall Manager The relevant commands for this purpose can be found in the Structure menu hes The most important functions for creating and designing the structure can also be found in the toolbarl 73 directly located above the structure view 01 Structure List Tools 7 fa Find in Project Ctrl S fa Find in Selected Branch Ctri Shift S g Up F7 3 Down FS Change Type gt H Delete Branch es Shift Del Convert to Row E New Node O F9 Ta New Subnode O Shitt F9 wg Insert from Microsoft Word Fig The Structure menu with its corresponding commands Creating new structure nodes E New Node 1 Click on the Structure menu and select the New Node commandiis7 1 found there or press the function key F9 if you E are working with the keyboard F9 A new structure node will be added to the structure which you can rename immediately ao kw 83 1 E Sample Structure Node H a LEY A AAA 2 Enter the desired name e g Persons 3 Press the Enter key O 2008 Normfall GmbH 40 Normfall Manager 4 0 User Manual 4 If you wish to change the name once again you can select the Rename command by means
162. mfall Manager menu bar You can also move through menus using the navigation keys of the keyboard and select an entry using the Enter key Normfall Button The Normfall Button is an interface outside the application window on your desktop which allows you to attach a document in a Normfall structure Fig 1 The Normfall button in the Windows taskbar You find the Normfall Button in the Windows taskbar or in the hover mode over the desktop the context menu allows for switching between the two states Fig 2 The Normfall button in hover mode For further information about the Normfall Button please refer to the chapter The Normfall Button in section User Guide Radio Button A radio button is a field in which you can answer either or questions The radio button can take on two states marked or unmarked In contrast to a check box only one of several radio buttons in a group can be marked This way you can make a selection out of several options Language System default 9 English German Fig A radio button used to select the system language with two possible settings either English or German If the keyboard focus 75 is on the option group you can select a radio button with the navigation buttons of the keyboard and change its state using the space bar Row Selection Box The row selection box is the rectangular area on the left edge of the currently selected row in the list view gt It is mainly
163. mn WARN before pasting text with original formatting O WARN on multiple project files per folder or overlapping project folders O SHOWYW NOTICE on project folder change v SHOW NOTICE before copying files between projects A SHOW NOTICE when pasting RTF text on Windows Vista with UAC on Y v OK E Cancel 143 2008 Normfall GmbH 144 Normfall Manager 4 0 User Manual Here you can determine which prompts and warnings should be displayed when working with Normfall Manager e Ask about project folder creation when creating new project file When creating a new Normfall project this prompt will ask you whether you would like to automatically create a project folder of the same name for the new project in case there does not exist a project folder yet e Warn when the file name is too long for CD Joliet If file names contain more than 64 characters this can lead to a loss of references when later burning the project on a CD DVD because file names are automatically reduced to a maximum of 64 characters when burning More can be found in the section Maximum Length of File Names s5 e Warn before changing unique project name Project ID A unique project name the Project identification number is a prerequisite for hyperlink functionality If hyperlinks already exist in a project they will be lost when changing the project name More on this can be found in the chapters Hyperlink ss and Project P
164. mt SA A prompt will be displayed which asks you to determine whether the new project should be saved within a project folder of the same name to be automatically created As you already have created a project folder as described under number 5 you should answer the question by clicking on No Normfall Manager will open with your newly created project The title bar of the program shows the project name CJ NewProject ANormfall Manager 4 0 Enterprise File Edit Structure List Tools 2 The white area on the left called the structure view contains the first structure node which is automtically created by Normfall Manager and named Sample Structure Node Clicking on the plus sign to the left of the node will display existing subnodes The further structure can now be build based on this first structure node Further details concerning the structure of the application window 2 can be found in the corresponding chapter In the following chapter of the Tutorial you learn more about the functions for Creating and Designing the Structure so O 2008 Normfall GmbH Introduction 3 3 2 Creating and Designing the Structure Normfall Manager is a tool which assists you in structuring any type of information in a useful manner Deciding how to structure your information is entirely at your discretion and due to the various functions of the software you are always able to change the structure and adapt it to new develop
165. n choose for which projects the Attach Box 17 should be opened as soon as you click on the button If you press and hold the Shift key while clicking on a project the project will merely be activated moved to the foreground but its attach box will not be opened There you can create a reference using for example the Quick Attachment List s or the commands found in the Recent Docs tabs 32 Plug ins for Attaching Documents to a Specific Target What are plug ins Normfall Manager allows you to install so called plug ins which are also known as add ins Plug ins are complementary modules of a piece of software in this case Normfall Manager that are embedded in other applications that is they are integrated into the interface of the software You can install plug ins and add ins for the full version of Adobe Acrobat 7 0 and higher as well as Microsoft Office Package beginning with the 2003 Version and Microsoft Internet Explorer beginning with Version 7 0 with which you can attach documents and files to your Normfall project directly from each application Plug ins are typically displayed in a new toolbar found in the application window of the programs for which they are installed The plug ins are activated in the Tools menu using the command Plug in Installer 139 What can the plug ins of Normfall Manager do Attaching to a specific target is made particularly comfortable with plug ins You can use plug ins
166. n order to copy a database project click on the corresponding button A dialog box will open in which the currently selected project on the SQL server is set as default source In order to copy another database project click on Browse The default Name of the project is New Project the default category is already set as Category which you can still change Confirm by clicking on OK Similarly a new project folder is created Opening deleting projects First select the corresponding projects in the field Normfall Projects and then open or respectively delete them by clicking on the corresponding buttons Project properties By clicking on Properties you open a dialog box that contains further information about the given project These properties can be altered by clicking on Edit Using the menu File Properties the dialog box can also be opened Detailed information can be found in the chapter Project Properties 125 By clicking on Edit you can change individual properties In this way you can for example select another project folder or change category assignment Confirm your changes by clicking on OK Managing the server To make changes to the database settings click on the corresponding button In order to use this function you will have to verify your status as system administrator The Relation Module The Relation Module supports lawyers and judges when using the Relationstechnik relationship technique
167. nager notes during an attachment process that a document with the same name already exists in the Auto folder it executes a complete file comparison If it is the same file the already existing copy will be attached Even if the files differ minimally a new copy will be automatically created by adding a number to the filename Inbox Folder Normfall Manager creates the Inbox Folder in your project folder s automatically and has the name _Inbox the preceding underline guarantees that the folder appears at the beginning of alphabetical order You can save to this folder e g all scanned documents which are relevant in the course of your work and should be attached to the project later on Note The name of the inbox folder English Inbox German Eingang is saved invisibly in the project options and therefore always depends on the language setting that was activated when creating a new project If you work with Normfall Manager in a network you can determine that a folder located at a central location in the file system will be used as the Inbox folder such that other users can access it see below Thus it is possible that your colleagues can save documents for you It is also recommended to save edited documents which are to be newly saved in the Inbox folder and to attach them again later on For further information please refer to the section Editing Attached Documents 1 The content of the Inbox folder represen
168. nation 174 Ctrl n GJ Normfall Manager 4 0 Enterprise File Tools 2 New Project Open Project Narro o Arm AA 0 A If there is a database server installed on your system the following dialog box will open New Project Ea Please select where the new project should be created 3 Select where the new project should be created in your file system or on a database server If there is no database server installed the dialog box shown above will not appear and you can go on with step number 4 In our example we assume creating a new project file in the file system More information on database servers can be found in the chapter Working with a Database Server 1121 4 If necessary create a folder in which you collect all Normfall projects ctrl n 37 O 2008 Normfall GmbH 38 Normfall Manager 4 0 User Manual In our example this folder is called Normfall Project Folder 5 Create a subfolder for the current project here New Project 6 Open the newly created subfolder 5 LJ Name for new project r Savein Nomfall Project Folder I Name Date modif Type Si wP Le New Project Recent Places ee ae N PO sr bras T ae 7 Give the project file a name and then click on Save n A a a a 5g Network File name New Project K Save as type Standard Projects nf4 Zi t RIA DAA Maa A A AI A Aita rr
169. nctions within the Normfall Manager Window In the following section you will find a summary of the functions with which you can attach documents from within the Normfall Manager application window 21 For more detailed information references to the command overview are provided Commands Found in Menus and Toolbars Attach In the toolbar of the detail view you will find the Attach button with which you can attach a file to a new empty row in the list view or to a new structure node This function is also found in the List menu and can be called upon using the function key F12 You usually use this command with one of the following commands New Annotation 124 F11 or New Nodelis3i F9 Proceed as follows 1 Create a new empty reference row by clicking on New Annotation in the list view 2 Execute the command Attach 3 Select the file that you wish to attach from the window that opens and then click on Open To attach a file to a new structure nodel1s3 create a new structure node using for example the function key F9 name it and then execute steps 2 and 3 Using this same method you can also insert URL and Juris references 7s to the list view Quick Attachment List In the toolbar of the main menu there is a drop down list in which recently used documents are displayed Teme eet Tt tet a ii i dim eat Ft atn E ey ist Tools 2 5 A 3 A AAA mi Sample Document doc va 2 Attach L
170. neseasenseseeseessessensseeseneneeeas 84 53 TEXTE iio ana OE a AEE aeaa nissan 88 Paste Options of the Text Ed OP e a a aa i ae a E a a daneses Aea AE A AAEE Ana FoP Aa Adrisa diaaa aiaa 6 Move and Copy Operations Attaching Files by Pulling onto a Normfall Project with the Mouse Drag amp Drop in a Normfall Project ccccseccsssssseessseessneesseeesseeeseeeeseeesseeeesnessenesseneeseneesseesseeeseneeseeseneessneesoaeeees 2008 Normfall GmbH Normfall Manager 4 0 10 11 12 13 Inserting Contents with Copy amp Paste ccscsssesserseseeeseesseesseeseessesseneseeseeeseesseeseesneasseesenesesseeseeeneessenseneeentens 92 Paste Options a a ad 92 Paste Options of the Structure ViBW oooononnccncnoncnonnonnnncnnnnnonnnonncnn coma nnn cnn rra cenar narran nn recrean 93 Paste Options of the List ViWi caia AAG ae uns 94 Further Structuring FUMCtiONS ccccsccceseceeeseeeeseeeeneeeeeseeeseneeeneeeeeseaeseseaeenseeaeseeeseseeeeeneeees 96 C nverting ROWS i 96 Shared Content Locations di 97 SHOMCUIS A a ia 97 Hyperlinks PP NE 98 A savandsevenssuarsedtasebanadsucvascivabieoudhsscsussdcbusnaececevedaedoansaseseraaseedbavende 99 Searching and Finding ccccccccceecceseeeeeeeeeeseeeseseeeeeeeeeeseaeseeseeeenseeesseaeseseeeseseeeeseaeseseeeeenenees 101 FInd In Project cias ieapeseeavucenccc sunevausaeracvanaibsunaswecaesabarcascesaeiesauedpusvedbeasaseneutdeeacoaananese 10
171. ning the selected menu commands by means of F1 Administrators the sections Functionality Getting Started 2 and all sections from the User Guide 4 beginning with Special Folders 21 Normfall Manager 3 users Read the Improvements e section from the Function Overview in the chapter Preparation 121 2008 Normfall GmbH 10 Normfall Manager 4 0 User Manual Undecided persons In the sections Introduction 12 Function Overview 151 and Information Management 19 found in the chapter Preparation 12 you can find all required information on Normfall Manager O 2008 Normfall GmbH Preparation 12 Normfall Manager 4 0 User Manual 2 1 2 1 1 2 1 2 Preparation Introduction How Normfall Manager 4 0 Can Support You Before beginning with the technical details we want to explain what Normfall Manager 4 0 consists of and how you can put it to use Normfall Manager 4 0 is an IT tool perfectly adapted to the human working method that every individual applies when performing sophisticated tasks Normfall Manager 4 0 allows you e to display complex subjects in the form of structures and e to manage all kinds of files in a multidimensional manner Furthermore Normfall Manager 4 0 offers you further functions such as the possibility to convert structures including comments into structured Word files and vice versa to convert Word files into structures Normfall Mana
172. nknown problems Below you see how an error message would look like Aa Error Report The following error occurred This is what an error message would look like if there were an error A gt gt More E Mail Help i Terminate Click on More to show detailed information on the error If you would like to contact our telephone support hotline in such situation these details are useful for our support team to get an idea of what kind of error ocurred E Mail to directly send the error report via mail to support normfall de Help to get general information on error messages in the corresponding chapter of the online help Terminate to force the immediate abortion of the application and all running Normfall sessions Continue to continue working with Normfall Manager Your changes will not be lost due to the error By clicking on Terminate all currently loaded project files are being closed This may cause damages to the project files With projects on a database server this program termination in turn makes it impossible to save changes made to the text editor 2008 Normfall GmbH
173. nly to newlycreated projects You can change settings affecting the current project on the corresponding tab OK Cancel Apply Here the same settings can be altered that are found under Current Project isi However these settings are only valid for future projects to be created Project Properties Relation Module Here you can determine the number and names of the tracks you want to work with in new projects More information on the Relation Module is provided here 1141 Hide the list view by default With this option you can determine whether new projects should show or hide the list view See also the chapter Showing and Hiding the List View s Functions in the Help Menu View Help Using the Help menu which is marked by the symbol you can call upon the help function of Normfall Manager and find further information For more information see the section User Manual 1521 Normfall Manager 4 0 User Manual To view this user manual in the help window of Normfall Manager select the command View Help from the menu Alternatively you can call upon the command using the function key F1 To receive information on a particular commandlis7 or button O 2008 Normfall GmbH Reference 5 1 7 move your mouse cursor over it and press the F1 key This will open the corresponding section of the help file in the help window In the help window you will find the contents of the user manual
174. nnrncnononnnnrnnnn cnn c corr n cnn arrancan renace 157 Special Commands of the Detail VieW oooooonnconinicnnncnnnnnccnncnncnnccnncnncrnnrn corran rra 157 Na A e a ai 160 2 Key Combination Tables cccccsecccsecessseeeeseeeeeseeseseeeenseeeescaeseseeeeeseeeescaeseseeeeeseeensnaesenseaeees 161 General Key Combinations aeee e aeaaeae nen aee a aaa eaaa aaa a a i asaan 161 Key Combinations in the Structure View cs ccsseccsscceseeeeeeeeeseeeeeeeeneeeesneeeeaeeeseeensneeeeneeneeeeseeeeaeeeseeeesaeensaeees 162 Key Combinations in the List View c cccsecesseeesseseeeeeeseeeesneeeeeeeneeeesaeessaneeseeensaeseneeneeeeseaeeeaeeesneeeeaeeesaeees 163 Key Combinations in the Detail View s sssessussunenunenurnunrunnnunnnnnnnunnunnnunnnnnnnnnnnnnnnnnnnnnnnnun enun nnnnnnn nanenane nunen nanne 165 Combinations for Keyboard and Mouse ACtiOnS csssceessecsesseeeseesenesensseeeeesseneneeseeeseesneesseeseaeseesenesenseeneenenees 165 3 SENG BASICS OF USC o AE T T 166 Elements of the User Interface radar 166 Button we 166 Check Box 166 GOMMANG ieee a e a a A a a a snes dati coveane cebu E EE E a ae EES 167 Context COMMANG BaT e e a aa e e ra ra nidad indico 167 Context Men ENE EE ETE EE A E E E A ET 167 A A O O O AT 168 Drop down List Trp a des ee ee eect ie E aS 168 CO a ar A E E E AEE A OA SO AEA E A es E E a 169 Menu we 169 MenuBar Maid Men sica iria doi 169 Normfall BUON ii iaa
175. nodes to the same levels and e reference rows within the detail view structure view or list view respectively For further information please consult Paste Options 921 or Paste Options of the Text Editor ss Redo Text jm Ctrl y de Cut I Ctrl x Copy A eri c EE Paste 2008 Normfall GmbH Reference 131 Select All In the structure view this command allows you to simultaneously I cya select all structure nodes of the same level To do so click on a structure node and execute the command Select all In the list view this command causes that all elements of the list will be selected Alternatively you can also use the key combination Ctrl a Rename To rename a structure node or a reference row proceed inthe p2 following manner Select the element and execute the command Rename Selectively you can also use the function key F2 or click on the text area of an already selected element without moving the mouse The command is also available in the context menu If you would like to copy text for example from a Word document when renaming a structure node with follow these instructions 1 First select and copy the text to the clipboard using the key combination Ctrl c is usually the easiest way to do so 2 Select the given structure node and press the F2 key 3 Click on the text line with the right mouse button and select the Insert command from th
176. ns to request inputs or confirmations from the user When installing Normfall Manager for example a first dialog box appears with the setup wizard for Normfall Manager which guides you through the installation process Other examples of dialog boxes are inquiries about the confirmation of certain commands e g deletions or the window used to set the default font which can be called upon in the Tools menu FAA Delete Node Or Row 83 A You are about to delete 1 Row Do you wish to proceed Fig A dialog box with a confirmation request for a deletion Drop down List A drop down list is a list from which an entry can be selected They are found either in a list box or a combo box the latter is a combination of a text box 172 and a list box The list can be expanded by clicking on the button on the right side with the small arrow symbol O 2008 Normfall GmbH Reference 169 You can select an element from the list by clicking on it AA cia BEL DAA fet ee ee ee A Verdana m2 10pt 7 BZ UAZ Agency FB Aharoni 2 S 5 ALGERIAN TF Andalus TP Angina New P AnzianmaUPC Tp Arabic Typesetting Arial AAA Dr A em rs A Fig A drop down list with fonts for texts in the comment editor As soon as your keyboard focus 175 is placed on the list you can switch between the entries using the navigation keys on your keyboard and select an entry with the retu
177. ntains certain commands 157 dependent upon which element is currently active e e entr ata al Current Node la Project Folder e File Inbox s Shared Content Locations ITA 9 New Annotation XK Delete Entry Entries 2 Export Document s RE ZIP Send To v Fig 1 The context command bar of the tab Structure Node wn TF didi i Aym din h ia anatina AN E Current Node Project Folder amp File Inbox s mE Move File G4 Attach Box Delete Y Export Document s RE ZIP SendTo 7 Fig 2 The context command bar of the tab File Inbox Context Menu A context menu is a menu hes that you can open on certain areas of the user interface by right clicking r4 Depending on the previous action and where the context menu is being called up e g at a structure node row or in the text editor of the detail view different context dependent commands are made available 2008 Normfall GmbH 168 Normfall Manager 4 0 User Manual LN mE A E A A d a 1 a 5D Eh 3 3 ME Main Node a 2 Cut Ctri X 3 A Copy Ctrl C E Paste Rename F2 o IDE Convert to Document Ctrl D Find in Selected Branch Ctri Shift S g Up F7 2 Down F8 Delete Node Shift Del y R Convertto Row i at New Node F9 Ta New Subnode Shift F9 y Fig A context menu that is called by right clicking on a structure node Dialog Box A dialog box is a window that appears in certain situatio
178. ntent of Expert Opinion etc The Experts in turn belong to a group of persons which consists among other categories such as DO o D o Attorneys at Law System Analysts Witnesses Principal All categories of your subject are interconnected Categories elements and connections relations result in a structure At 2008 Normfall GmbH Preparation the beginning this structure is still very broad In a legal case for example complexes of facts are distinguished from points of law In the case of a publication it is recommended to design a rudimentary structure of the intended work before expanding your writing in detail In the case of a development project it is recommended to define the as is state and draft a target state You permanently think about possible improvements to the structure In the course of being processed the system created proves to be dynamic New information is added existing information proves to be unfounded important information is still missing and must still be collected Emails are exchanged correspondence and phone calls yield new factors things happen in short you are in a dynamic process In the course of further processing your subject you change and refine your structure continuously The complexity of the structure increases rapidly Furthermore Again and again you have to interrupt the work on your subject because you
179. o attachments being provoked directly via the functions available in Normfall Manager 4 0 Attach Box 137 To Rowls4 To Nodelis4 and by means of Microsoft Internet Explorer Windows Explorer and Microsoft Outlook provided that no target within the document in the attach box was specified commands found in Normfall Manager and Windows Explorer will not be copied into the auto folder if there already exists an identical document The existing document will be attached instead Documents being attached by means of the O Move e mails to Normfall e mail folder after attaching Activating this option will automatically move e mails that you attach using the Normfall plug in from your Outlook inbox to a sub folder with the name Normfall 2008 Normfall GmbH 148 Normfall Manager 4 0 User Manual Activate Normfall button on the desktop With this option you can set the Normfall buttonl 70 to be shown or hidden by default Include original file system path in reference When attaching files from the file system Normfall Manager automatically records the original save location of the file This can be deactivated here Please note that when using the command Show Original 15 the original document can no longer be displayed in Windows Explorer For other systems such as for example Juris attachments this option cannot be deactivated Database Server Settings x General Database Server Fo
180. ocus on it The concept of keyboard focus essentially means that you first need to click on a position on the screen with the mouse in order to be able to enter input at said position using the keyboard If you want to use the keyboard more intensively you will come to appreciate using the Tab key or respectively the key combination Shift Tab to move the keyboard focus from one input box to the next for example in a dialog box tes Further Important Keys Enter the large key on the right side of the keyboard formerly the Return key with the arrow pointing down and to the left Its general function is the confirmation of input and activation of the highlighted button rss found in dialog boxes hesi Tab the tabulator key in the upper left with the two arrows pointing in opposite directions Its general function is to switch the keyboard focus in dialog boxes hes Space bar the large key on the bottom of the keyboard used to insert spaces lts general function is to toggle elements on and off when the keyboard focus is on them Navigation keys keys used to move the text cursor a drop down listi1ss or the keyboard focus These keys are above all the arrow keys left right up and down but also include the Page Up and Page Down keys for skipping over several elements and the keys Home and End used to jump to the beginning or end Function keys the number keys indicated by a F on the top row of the keyboard On
181. ode iit Shows the html source code of the text in the text editor Remove Formatting A Removes all formatting of the selected text Zoom In a Increases the displayed size of the comment text For more on this topic see the chapter Text Editing se O 2008 Normfall GmbH 160 Normfall Manager 4 0 User Manual Zoom Out Decreases the displayed size of the comment text For more on this topic see the chapter Text Editing se Paste with original formatting Pastes the text from the clipboard with original formatting Please see the chapter Paste Options of the Text Editor ss Paste with editable formatting Pastes the text from the clipboard with editable formatting For more information please see the chapter Paste Options of the Text Editor a7 Paste as plain text Pastes the text from the clipboard as unformatted text Please see the chapter Paste Options of the Text Editor se Navigation You can move through the views and structure of Normfall Manager using the mouse or keyboard To navigate through the views of Normfall Manager or to activate a tab without the mouse press the key combination Ctrl F6 to activate the so called keyboard focus 175 The contents of each tab can be shown by pressing the key combination Control key Tabulator key or by clicking on the tab with the mouse Within the lists you can either click on the individual rows or alternatively you can navig
182. of the function key F2 Create other structure nodes following this manner Creating new subnodes For the purpose of creating groups within one organization element you create subnodes 1 Mark the structure node for which the subnode should be created 2 Click on the Structure Menu and select the command New Subnode 2 or alternatively press the key combination Ctrl F9 For naming the newly added subnode please proceed as described above To create other nodes on the level of the recently created subnode select it and execute the New Node command from the Structure menu CJ NewProject Normfall Manager 4 File Edit Structure List Tools n a kw 33 Sample Structure Node E Sample Subnode New Entry E New Subnode Another Subnode New Entry a 2 att id ct Deleting structure nodes To delete individual structure nodes select them and then execute in the Structure menu the Delete Branch es command 3 You can also execute the comand by means of the key combination Shift Del For the purpose of deleting several structure nodes simultaneously press and hold the Ctrl key and click on the corresponding nodes Please note that only several nodes on the same level can be selected simultaneously For further information on this topic please refer to the chapter Selecting Several Reference Rows or Structure Nodes 33 Moving structure nodes a gS New Subnode I Ctrl F9 E Dele
183. oject on a database server Opening Recent Projects On the end of the menu the last five Normfall Projects that you have worked on will be shown You can open a project by clicking on it any project that was already loaded when selecting the project will be closed and any changes made to the project will automatically be saved To work on several projects simultaneously you can press and hold the Shift key while clicking to open the project Under certain circumstances it is necessary to release the control element a short moment after clicking to open the project The newly loaded structure will then open in a new window 2008 Normfall GmbH Reference The Recent Projects List is being synchronized in all program windows of Normfall Manager 4 0 when working on several projects simultaneously Exit Click on the Exit command in order to finish your work with Normfall Manager Any changes made to your project will automatically be saved Functions in the Edit Menu History Back When navigating through your structure or the reference list Normfall Manager keeps track of the order in which you select nodes and rows Click on the command History Back to page through your history one move backwards Alternatively you can click on the corresponding button in the toolbar or use key combinations History Forward When navigating through your structure or the reference list Normfall Manager keeps track of the or
184. om which allows you to select dates from the calendar between which you would like to search The search results will be displayed as a list which you can sort by ascending or descending order by date or title of the document To do so click on the heading Date or Title The structure node to which the search result belongs will be marked with a colored background if you click on an individual row in the search result list The currently selected structure node in the structure view will likewise remained colored After the search you will have the following commands available in the toolbar Locate ish The given file will be shown along with the structure node that it belongs to Export Document s Copies of the given documents will be placed in a temporary folder namely the export folder Details can be found in the chapter Export Document s fiss ZIP Compresses the selected files Send To Opens the Send To menu with which the given files can be for example sent to an e mail recipient Further information can be found in the chapter Send To Commands 1371 For a quick search you enter a search term directly into the text box of the toolbar If you would like to search only a given branch of your structure click on the structure node and then select the command Find here from the context menu Find in Text Find in Text Use this command found in the Edit menu to search comments for text passages or wor
185. ommands Normfall Manager To Row and To Node is explained Each of these creates a reference to the currently selected slide Using Normfall Manager with Microsoft PowerPoint for presentations Using Normfall manager you can arrange your presentations in a more flexible manner by opening presentations directly to specific slides You can return to slides that have already been presented or skip to slides that would usually come later in the presentation The following instructions describe how to do this using a laptop and projector 1 Create a structure of your presentation using Normfall Manager 2 Attach the individual slides of your presentation to the thematically corresponding structure nodes For the presentation 3 Start Normfall Manager 4 Open the first slide of the presentation and start the presentation mode in PowerPoint using function key F5 You can now call up individual slides of the presentation and navigate flexibly forward and backward through your presentation Manually attaching PowerPoint slides If you attach PowerPoint slides by hand by filling out the corresponding boxes in the reference window or in the detail view s4 you have two types of targets available e A slide ID will automatically be created by PowerPoint and remains available even if the numerical order of the slides changes due to the insertion or removal of slides With the slide ID you always have the option of attaching directly to
186. on Module functions for the current project please refer to the section Relation Module 27 in the chapter Project Properties 1251 detailed information on settings for new projects can be found in the chapter Options 141 under New Project 121 project this project must possibly be converted However after a callback this step is automatically executed and the project can furthermore be opened with previous versions of the software When activating the Relation Module functions for a OQ Settings for projects on a Database Server Projects on a database server must first be converted by the system administrator before they can be used with the Relation Module 4 13 3The Structure of the Application Window in the Relation Module The following figure shows the application window of Normfall Manager with the activated Relation Module Tip The Relation Module can be de activated in the Project Properties T 2008 Normfall GmbH User Guide G9 Sample Normfall Manager 4 0 Enterprise ia os File Edit Structure List Tools n NYT 080909 doc gg GO 2 ao E a 8 E Current Node Jaf reton E Prec Folder 3 Fie inbox A 9 New entry X Delete Entry Entries Q Export Document s QH ZIP SendTo New Entry sj 3 Date Title New Entry a E New Entry E New Entry 8 14092008 a El New Entry al Note o C Change To Comment High
187. ons which should best be available as icon ico files with 16 x 16 pixels However nearly every other image file format is supported Example of use Usually many people are involved in a law case These people 99 O 2008 Normfall GmbH 100 Normfall Manager 4 0 User Manual can be grouped e g into defense counsels defendants witnesses experts and so on Thus in your project there are structure nodes named Defense counsels Defendants Witnesses etc Now you can assign a certain node type to each of these nodes in this case it would be advisable to assign the type Person which should be represented by an appropriate icon e g a man icon Assigning the type Change Type In order to assign a specific type to one or more nodes you can either use the built in types provided by Normfall Manager or your Ctrl k own icons To do so select the concerned structure nodes with the mouse and then choose the Change type command found in the Structure menu Alternatively you can also use the key combination Ctrl k or call up the context menu Subsequently a list of all available node types will be displayed from which you can choose the desired type by clicking on it or by entering the respective numeric character belonging to the node type by means of the keyboard e g 2 to assign the red type Using built in types Follow the instructions as described above under Assigning the
188. oted with Normfall Commands in the Plug ins Each plug in has a toolbar 72 that typically contains the following commands 167 Launch Normfall Manager Use this command to choose a project to be opened to which you would like to attach documents The following commands affect the active Normfall project This is the currently open project in which you have last carried out an action more precise the application window that has lastly had focus Normfall Manager This command opens the Attach Box 137 of the active project This allows you to attach the document to several locations of the structure simultaneously any entries within the comment editor will automatically be synchronized for all references To Row Use this command if a structure node of your structure is already selected and the document should be attached as a reference row 3s of this structure node To Node Use this command if a structure node of your structure is already selected and the document should be attached as a structure node ss under the currently selected one Hold the Shift key long enough during the attaching process and the structure node will be created as a subnode If the document that you would like to attach is not located in the project folder it will be saved there during the attaching process This has the same effect as the Save as command for the Microsoft Office plug ins with the exception of Outlook this means th
189. ouse button on the target the pulled structure node will be cut and inserted on the same level under the target node e If you press and hold the Alt key while pulling the node will be inserted as a subnode 91 2008 Normfall GmbH 92 Normfall Manager 4 0 User Manual 4 6 3 4 6 4 e If you press and hold the Control key Ctrl the pulled node will not be moved but rather copied e If you press and hold the Shift key while pulling the structure node will be inserted as a shared copy s7 1 on the same level You can also combine the keys mentioned above e If you press and hold the Control key Ctrl and the Shift key while pulling a shortcut 97 will be created e In order to create a hyperlink si it is necessary to press and hold the Control key Ctrl the Shift key as well as the Alt key while pulling Further information on shared copies shortcuts and hyperlinks can be found here ss e You can move reference rows by clicking on them and pulling them to the desired structure node with the mouse button pressed If you press and hold the Control key Ctrl while pulling the reference rows will not be moved but rather copied Inserting Contents with Copy amp Paste The copy amp paste function is available at any location in Normfall Manager where you can edit or insert contents this includes all list views as well In this way it is possible for example to copy text pass
190. ows you to create a new Normfall project file in your file system and a new Normfall Project on the database server For further information concerning the detailed procedure please refer to chapter Creating New Projects 491 New from Word With this command you can create a project out of an outlined and structured Word document The individual headings will be converted into structure nodes and the text belonging to the heading will appear in the text editor For more on this topic read the chapter Creating a Normfall Structure from a Word Document 81 New from Folder Structure This command allows you to create a new Normfall Project on the basis of an existing folder structure in your file system converting folders and sub folders into structure nodes and sub nodes Files saved in these folders will be converted into attachments in the reference list For more detailed information refer to this so section Open Project To open an existing Normfall Project click on the command Open Project Alternatively you can use the key combination Ctrl o or provided that it is available you can click on Open Project in the toolbar If a project file is already loaded and another project is opened Normfall Manager automatically closes the project that is currently loaded To simultaneously work on several structures you can get around this by pressing and holding the Shift key while opening the project Under certain circumstance
191. paration 2 4 2 Installation Process and Update You can install Normfall Manager 4 from the Internet 21 or from a CD 2 Therefor it is required to install the component NET 2 0 platform 24 from Microsoft which is pre installed in Windows Vista The section Installation provides information about the installation procedure The section Updating Normfall Manager 3 221 informs users of Normfall Manager 3 on how to proceed The section Current Updates 2 1 describes how you can obtain Normfall Manager 4 updates from the Internet which correct errors and or contain additional features for free The section Deinstallation describes how to remove the software from your computer The section Further Required Components 2 contains information on the software components of your computer on which Normfall Manager depends and which you have to install Downloading from the Internet In the Internet you can always find the latest version of the software that you can use with your license You can find further information on our web page www normfall com In the download section of the web page you will find the installation package for Normfall Manager 4 Right click 174 on the corresponding link or the http or ftp button FTP is generally more reliable and select the command Save as in order to save the file on your computer Most Internet browsers show warnings in order to prevent users from opening files
192. possible to only edit projects with a maximum of 500 and 1000 entries respectively If a project exceeds the maximum number of entries with Basic or Professional it will be opened in read only mode 2008 Normfall GmbH 146 Normfall Manager 4 0 User Manual Juris Settings x General Folders Language V Enable references to Juris DBs Prompts Juris Use this Juris account Attach Settings ok Database Server Other Account Project y Syntax MainLogon SubLogon New Projects Password Remember Password Automatic login will make use of Internet Explorer and requires non protected mode lt may be necessary to add Jurist to Internet Explorer s list of trusted sites Use default browser to open linked documents no automatic log in Po ok cancer apn Provided that you have a user account for the Juris database you can enter your access information here which allows you to manage documents from your Juris research directly with Normfall Manager To do so activate Enable references to Juris DBs and enter your account name and password in the provided boxes The password can also be saved Since Microsoft Internet Explorer is always used to view and attach Juris documents you can activate the option Use default browser to open linked documents no automatic log in to display documents with for example Mozilla Firefox If you do not have a Juris account and do not wish to
193. projects on a database server please note the following drawbacks e The administration of projects on a database server is less flexible than in a file system There is no folder structure available only categorization e Transporting project data e g with a data medium is much 107 2008 Normfall GmbH 108 Normfall Manager 4 0 User Manual more difficult because at each system boundary an import or respectively export into out of the file system has to take place e Project data and attached documents are no longer stored in the same place While you can usually move a project folder with a project file as desired on your system with a database server moving the project folder with attached files requires you to specify the new location of the project folder e The automatic backup system of Normfall Manager is no longer effective on a database server You have to execute regular backups of the server manually Except in particular scenarios where project data needs to be moved between systems frequently companies with a professional IT infrastructure will not only be able to handle but will also require the use of a database server because the advantages concerning performance and stability exceed the disadvantages concerning maintenance and application as soon as a certain number of users is working simultaneously on a project Many characteristic scenarios for the use of Normfall Manager
194. py With a project loaded you can open the backup copy of the current project file with the command Open Backup Copy Further information can be found in the chapter Backup Copy 1071 If no project file is loaded this command allows you to open the folder in which the backup copies are saved by default It is possible to make settings concerning this folder in the menu Tools Options Folders Save as The command Save as is only shown when a Normfall project file is open This command allows you to save the current project file to any location with any desired name is automatically saved immediately Manually saving changes to a structure is neither necessary nor possible Accidental deletion of structure nodes or reference rows from your structure is prevented by a security warning which occurs before each deletion Please note that every change made to a project file OQ Close To finish your work on the current project and close it select the command Close Normfall Manager automatically saves any made changes and still remains open after closing a project When closing a backup copy of the project is created You can O 2008 Normfall GmbH 126 Normfall Manager 4 0 User Manual deactivate this function in the Tools Options Project Current Project menu by clicking on and removing the check in front of Create backup copy when closing Print Current Text You can print the text of the current comm
195. r also to structure view 30 Reference List The Reference List shows for each structure node the documents and document passages attached thereto The list entries are called reference rows For each reference row date title and comments can be recognized It is also possible that reference rows are empty and thus are mere comment rows where you can add notices without referring to a document A reference which opens to a specific target is a reference which does not only refer to a whole document which rather refers to a certain passage such that the site is shown immediately after the opening of the document See also List view s0 tab structure nodel 301 The Project Folder The project folder for a given Normfall project is the folder in your file system that contains all documents that are attached to said project If you are not working with a database server the project folder will also contain the project file in which all data of the project i e the structure reference rows and comments are saved Further details can be found in the project folder 521 section of the chapter Special Folders 1 The Root Folder The root folder also project root folder is the folder in your file system that contains the project folders of all projects that you are managing with Normfall Manager We recommend naming this folder for example Normfall Projects and creating a project folder for each project with a
196. r further information A cr shitt F6 please refer to the section Manage Document103 Export Document s To use attached files outside of Normfall Manager for example W Export Document s to make them available to others simply export them by means of the export function You can find this function in the list view as well as in the search view this means with an active search tab which can be invoked using Ctrl s or by means of the Find in Structure command from the Structure menu e Select the desired documents by clicking on the beginning of the reference row in the reference list For further information about how to simultaneously select several reference rows please refer to the chapter Selecting Several Reference Rows or Structure Nodes 31 e Click on Export Document s in the toolbar of the list or search view Alternatively you can execute the command found in the List menu or the context menu Normfall Manager saves copies of the documents in a temporary folder known as the export folder This folder opens automatically after the export manages it in a temporary folder Objects in this folder will automatically be deleted according to the settings of the software in regular intervals Normfall Manager creates the export folder and 1 ZIP The ZIP function allows you to compress large files or several z p documents as a ZIP file e Select the corresponding documents in the reference list e
197. rch a new tab will open close them by clicking on the x If you have executed different searches you can display them by clicking on the arrow symbol next to the search field In order to search for a term again click on it in the list and start the search as described above C New Project Normfall Manager 4 0 Ef File Edit Structure List Tools statement minute miller la la i a opinion lawrence la Expert Opinions NA NAS o ee ee maran A eee A ad 2 Document references If a document has been attached to a structure node some time ago or if the structure is particularly complex containing various documents it can be useful to have an overview once the search finishes to know whether the document is assigned to other structure nodes In this case proceed in the following manner 1 Click on the corresponding document in the list view 2 Click on View in the List menu and then on Document references to show the corresponding tab Alternatively you can execute this command with the key combination Ctrl Shift F6 I Ctrl Shift F6 2008 Normfall GmbH Introduction E E mt Oe A ia PL I E Current Node Project Folder 2 File Inbox DocumentReferences Locate X DeleteFile and all References amp Windows Explorer Ls Parent Mi Witnesses E w Statement Miller doc nota Shared Node ts Parent Miller gt Abe nen kanie ll cel cen AR A a ole Alert 2 Dannata
198. rn key without having to expand the list Provided that the key combination Alt down isn t being used for any other function you can use this key combination to expand the list Icon An icon also symbol is a small picture that represents for example applications file types or commands 157 in toolbars 1721 4 Fig Icons for the commands View Document and Attach Box Menu A menu is a list of commands 7 switches 172i and submenus that are usually represented by a button hse The most important menus can be found in the menu barbes that is they can be called upon as context menus t67 by clicking the right mouse button The menus can be expanded by clicking the mouse button You can navigate through the menu with the navigation keys on the keyboard and select an entry with the Enter key Menu Bar Main Menu j Alt F E S In Normfall Manager six menus 63 are available in the menu bar which can be found directly below the window title bar File Edit Structure List Tools and the Help menu marked by a This menu bar is also known as the main menu You can open the menu by either clicking on its name or using a key combination consisting of the Alt key and the underlined letter found in the name of the given menu 2008 Normfall GmbH 170 Normfall Manager 4 0 User Manual AAA A AR ARA A File Edit Structure List Tools 2 x AAA tata ADSM as cote ently Ne Fig The Nor
199. rojects S Knowledge Base New Project 2 Criminal Law s Property Law e Import Project New Category A AA 28 Sample Project Export To File Copy Project xx Delete Structure 1 Open Project la Manage Server Properties Cancel Fig Dialog box for working with a database server First click on Browse to connect to the database server that you would like to access LJ Server server SQLExpress Please specify a database server containing a Normfall database e g SERVERISQLEXPRESS Server serveniSQLExpress Make home server aD mes Under Tools Options database server 1s you can also define or delete the default server In addition you can save the password for the connection with the server If the free Express Edition of Microsoft SQL Server is used at 2008 Normfall GmbH User Guide your company the server name SQLEXPRESS is set by default By clicking on the small box with the same name you can set this server as your Home Server when working with a database your home server will be accessed by default The white field marked with Normfall Projects shows the content of the database server thus all projects available on the server Creating a new project To create a new project on the database server click on the button with the same name CJ Create new project EX New Project Name Contract Law Category Knowledge Base ProjectFold
200. roperties 125 e Show notice about Office warnings on hyperlink resolution This dialog points to the Settings for other Applications 137 command by means of which you can deactivate warning messages that are shown when following hyperlinks out of Microsoft Office applications Notices when working with plug ins When attaching files with plug ins for Adobe Acrobat Microsoft Word Excel and PowerPoint and when creating a new structure out of a Microsoft Word document a corresponding notice appears before saving There is also a notice about reduced Word functionality when importing to and exporting text from Word The details on plug ins can be found in the chapter Plug Ins for Attaching Documents to a specific target e Prompts for formatted text in the editor text editor e Prompt before changing text with original formatting If you try to alter the formatting of a text that was pasted with original formatting a corresponding prompt appears e Prompt before normalizing formatting of pasted text 2008 Normfall GmbH Reference 145 If pasting a text into the text editor using the option Paste with editable formatting the original formatting that cannot be edited by the editor will be removed e Warn before pasting text with original formatting When trying to paste text with original formatting into the text editor a corresponding warning will appear because the text may contain some formatting t
201. ructure in the Tools Options menu as well as in the attach box 751 Window Title Bar The window title bar is the bar at the top of the application window On the left side it shows the application icon the name of the Normfall project that is currently open provided that one is open the name of the application Normfall Manager 4 0 as well as the type of license e g Enterprise On the right side of the window title bar are the common commands for minimizing maximizing and closing the application window G Sample Project Normfall Manager 4 0 Enterprise a Neate 208 Mtn on gen antl ol Aon ttle Om Ones ofl ID Mier umn att AD ae ml Fig The window title bar of Normfall Manager with an open project named Sample Working with the Mouse Most modern computer mice have a left 1 and right 3 button as well as a scroll wheel 2 Depending on with which button and how often an element is clicked different functions can be executed Clicking and Double clicking The terms clicking or double clicking will always refer to the 173 2008 Normfall GmbH 174 Normfall Manager 4 0 User Manual 5 3 3 left mouse button By single clicking that is by simply clicking and releasing the mouse button once certain elements can be for example marked or certain commands can be executed as soon as the required button is clicked By double clicking files can be opened Right clickin
202. ructure that has been converted to a Word document Please note that links refer to documents in your project folder If the converted Word or html document is opened on another computer the references will be lost o Apply text styles This option is only available when a new document is selected as the target Relation Select Tracks If in the current project the relation mode is set it is possible to select the tracks which you like to be converted into a document More information on the Relation Mode can be found here The option Conflicts only entries in at least two tracks allows you to limit the conversion to those nodes which show entries in various tracks in order to obtain an overview of the related contents Text Editing Normfall Manager 4 provides you with a text editor in the detail view 2 with its own toolbar 172i for formatting text 2008 Normfall GmbH User Guide 4 5 1 Default text settings In these settings you can define a default formatting font type and size etc which is valid for the entire project In each comment editor the text entered will automatically be formatted according to these criteria unless you apply direct formatting in the comment editor How to set this setting can be found in the chapter Commands in the Tools Menu Text Options h14 Direct Formatting A direct formatting is a formatting that you apply directly in the comment editor For such formatting you
203. s s1 for more information on this feature However you can create any number of subfolders within this folder to save documents Please take note e that the Normfall project file is saved on the uppermost level of this folder and e that you select a drive with sufficient free memory capacity Extensive projects with several hundreds or even thousands of scanned office folders can require several gigabyte Advantageously all project folders are collected in a subfolder the folder that they are found in is called the root folder Under Tools Options Project you can determine for the current project as well as for future projects whether the project file should be saved in this project folder or in an alternative folder For further information please refer to the chapter Current Projects O 2008 Normfall GmbH User Guide Lo di Local Disk C _Normfall Projects ProjectA Uy Views v Bm Organize v E Folders v Name HE Desktop Ji auto E normfall de Inbox J Public 2 Project A Idb jm Computer Es Project A nf4 e Floppy Disk Drive A amp Local Disk C di _Normfall de Projects de Project A d Project B de Project C d Project D Ji Project E de Project F N Anand ts IA t di Fig Project folder with a subfolder for saving documents the auto folder the inbox folder and the project file Normfall Manager automatically saves documents to be attach
204. s a corresponding warning notice will appear in Normfall Manager 55 2008 Normfall GmbH 56 Normfall Manager 4 0 User Manual File Name Too Long i File Sample file containing too many characters so that it will be sh This file s name or the name of one of its containing folders is more than 64 characters long Therefore itis incompatible with the Jolietfile system for CDs and DVDs When thefileis copiedto CD or DVD the name will probably be shortened which will break the link Don tshow again resetusing Tools Options dialog You can deactivate this dialog box in the menu Tools Options Prompts When attaching e mails the filenames are automatically reduced to a maximum length for Joliet 64 characters 4 2 2 Folders in Microsoft Outlook Normfall It is possible to automatically collect e mails in a special folder in Microsoft Outlook when attaching This folder is called _Normfall and is created in the Inbox once you attach e mails by means of the Plug In for Microsoft Outlook to your project To do so activate the corresponding option under Tools Options Attach settings 147 The corresponding e mail will thus be moved to the _Normfall folder Normfall Transfer The folder _Normfall Transfer is automatically created by Normfall Manager in the Sent Items folder of Microsoft Outlook as soon as you attach elements with a command of the plug ins for Microsof
205. s it is necessary to release the mouse button only a short moment after clicking on the control element thus opening the project The newly loaded project will then open in a new window New Project E Ctrl n wy New from Word L New from Folder Structure a Open Project I Ctrl o 2008 Normfall GmbH Reference 125 Open Read only To open a project file in read only mode select the command open Read only Open Read only In this mode you cannot make any modifications to a project file Read access only allows you to passively work on a project file This command is available depending on the product version Connect to Server Normfall Manager supports Microsoft SQL Server so that projects connect to Server can also be created and managed on database servers To work with a database server click on Connect to Server More detailed information can be found in the chapter Working with a database Server 112 Reload Structure View If you make changes to individual structure nodes or rows that in F5 turn have an effect on other nodes for example when working with shared content locations 97 or shortcuts 97 you can update the view of your structure using the command Reload Structure View or alternatively by pressing the function key F5 This function is also useful when several users on a network are simultaneously working on a project and making changes Open Backup Co
206. selected text as italic Underline Format the selected text as by underlining it Font Color Format the selected text in a given color Background Color Format the selected text with a background color Justify Left Format the text so that the beginning of each line begins uniformly on the left side of the text editor and ends freely on the right side B Ic IN il 2008 Normfall GmbH Reference 159 Justify Center iii Format the text so that it is centered exactly in the middle of the editor Justify Right Format the text so that the end of each line ends uniformly on the right side of the text editor and begins freely on the left side i Justify Full Format the text so that lines are uniformly formatted at the beginning and the end of the each line ill Numbered List ne Number selected paragraphs consecutively and indent them or create a numbered list while entering text Bullet List Places a list symbol in front of the selected paragraphs or creates a list without numbers while entering text Increase Indent ti Indents the paragraph or selected text to the right The indent of this sentence has been increased Decrease Indent til Reduces the size of the indent of text that has already been indented Insert Hyperlink a Opens a dialog box that makes it possible to add different types of hyperlinks e g http ftp etc Show Html Source C
207. stem s or a project on a server ss should be created Creating a Document out of a Normfall Structure Normfall Manager allows you to create Word documents or html files from entire or partial structures Outlined files with all structure levels will be created which can be edited further with the commands of Microsoft Word Using an html file you can first see how a Normfall structure appears as flowing text This function is also available for partial structures Convert to Document To convert a partial structure to a document click on the corresponding structure node with the right mouse button and select the command Convert to Document from the context menu O 2008 Normfall GmbH User Guide 85 The individual functions will be explained in the next section Convert to Document To convert the entire structure to html format or to a Word document select the command Convert to Document found in the File menu recommended to show bookmarks in Microsoft Word To do so refer to the Tools Options View menu and check the Bookmarks checkbox To fully deploy the following options it is OQ Create Document From Structure FX File format Selection Quick View 9 Whole Project HTML A Microsoft Word Selected nodes Target New document Existing Word document Path Bookmark Bookmark name Documenta Existing bookmarks Options Initial heading level Z Include notes 7 Include rows as
208. supported for editing recommended e Remove all Further information can be found in the chapter Paste Options in the Detail View a Node Types With the option Show Default Icon Set you can decide whether Normfall Manager should show its built in icons for structure node types 9 by default Auto set date value on Here you can determine whether the current date should automatically be set when attaching Documents or when creating new Comments or structure Nodes not activated by default Open projects in new window Determine whether a project should Always default setting be opened in a new window or solely When the shift key is pressed Always use Normfall PDF Editor for opening PDF documents if installed With this option you can determine that Normfall PDF Editor is always used for opening PDF documents via Normfall Manager if Normfall PDF Editor is installed on your system This option is activated by default If it is not activated PDF documents will always be opened with the default application for viewing PDF files installed on your system 2008 Normfall GmbH Reference 151 Settings General Settings for Sample Project Folders Language V Create backup copy when closing Prompts Juris Document path Attach Settings O Project file path Database Server Specify Other Project Current Project New Projects Use Global File Inbox see Folder settings App
209. t Outlook to your project When being attached the elements are transferred from the Qutbox folder to the _Normfall transfer folder and are attached within the same step provided that a Normfall project is currently open However it is also possible to manually copy e mails to this folder In this case the Attach Box 751 will open automatically by means of which you can select structure nodes to which you want to attach references If you define special filter rules in Outlook you can automatically move certain e mails to the _Normfall transfer folder and attach them subsequently 2008 Normfall GmbH User Guide 4 3 4 3 1 Saving and Attaching Files When you connect documents in the form of files to structure nodes s5 in Normfall Manager this is called attaching files sito a structure or in a Normfall project 7 Attaching to a structure node works essentially like copying files to a folder Additionally Normfall Manager makes certain commands available to you that make working with these files efficient and comfortable Before attaching files you should decide whether you would like to keep the files in a folder structure or whether you would like to allow Normfall Manager to completely take over the task of managing the files or copies thereof For more on this topic read the chapter Storing Files s7 Storing Files During the attaching process you have the option to attach a document as an or
210. t taken in consideration FAQ Access Conflicts with Several Users When other users are working on the same data as you it is possible that the software will warn about access conflicts In this case the alteration that you just attempted to make will be abruptly brought to an end There are two types of access content alterations made to tems and structure alterations made to nodes Only content alterations changes made to text render an element structure node or row inaccessible for a prolonged period of time The content of inaccessible elements cannot be changed during the period of time that the element is considered inaccessible You can however move the element since doing so is merely considered a temporary structure alteration and does not come into conflict with content alterations Content alterations That a row is rendered inaccessible by your actions is made clear by the edit icon found on the left side of the row which appears as soon as you enter text If you try to enter text although another user is working on the given row a notification will appear and instead of the edit icon the inaccessibility icon is displayed You can attempt to enter text again at any time as soon as the row is free your entry will be accepted If the current row has been edited by another user you will receive a corresponding notification when attempting to enter text and the row will be refreshed The green refresh icon w
211. t the file to be attached by means of the Document field found in the upper part of the right column The currently open file is already pre selected if it has been opened using Windows Explorer or the file list box of the corresponding application e f the corresponding file is not pre selected open the drop down list by clicking on the arrow symbol next to the field The list contains an overview of all recently opened documents If the list does not contain the desired document e click on Browse and select the desired document from the project folder or another folder 3 Choose the structure nodes to which the document should be attached To do so activate the check marks in the check boxes in front of the structure nodes in the window on the left All selected nodes are listed in the bottom right field 4 Click on Attach in order to assign the document to the selected structure nodes If you have selected several nodes for attaching a document so called shared content locations of the document are created That means that all comments appear automatically at each structure node to which the document is attached and that each subsequent change also has an impact on all other shared content locations For further information please refer to the chapter Shared Content Locations 9 Further functions of the Attach Box The procedure described above is useful for quickly and simply 2008 Normfall GmbH Introduction
212. tations Enter the required license information and confirm your entries by clicking on OK Importing Existing Folder Structures If you already have folder structures in which you manage your documents you can convert the folder structures to Normfall structures The folder structure itself will not be changed but rather a new structure is created the structure nodes of this new structure correspond to the existing folders and the reference rows refer to the documents found in the folders In principle you obtain a true copy of the folder structure but from now on you can use the possibilities provided by Normfall Manager First of all you should determine on which level the conversion should occur If for example you have a folder structure containing clients and projects whereas several project folders are contained in one client folder it should be determined whether to create a Normfall structure for each client or each project It is supposed that the project is the correct element to focus on 2008 Normfall GmbH Preparation for the creation of your new structure but finally this decision is left to your discretion If there are a lot of cross references and shared documents between the projects of a client we recommend you to create the Normfall structure on the level of the client However you will no longer have the option of copying a folder containing a client project including its Norm
213. te Branch es I Shift Del 2008 Normfall GmbH Introduction 3 3 3 For the purpose of moving a structure node one position upwards or downwards within one level select it and and then select the command Up or Down 4 from the Structure menu respectively or press the function keys F7 Up and F8 Down The plus sign in front of the structure node indicates that subnodes exist Click on the plus sign for expanding the subnodes By clicking on the minus sign you can collapse the list again You can create any number of structure nodes or subnodes and reposition them if necessary Thus you are completely flexible concerning the design of the structure In the following chapter of the pel Gi will learn more about inserting documents into the structure 41 Change Type It is possible to define different structure node tpyes ss Mark the concerned structure node and choose the command Change type found in the Structure menu 5 or execute it by using the key combination Ctrl k A list of all available node types will be displayed from which you can select the desired type to assign it the concerned structure node Inserting Documents into the Structure You have created the basic organization of your structure and wish to manage information in the form of documents and files by attaching them to single or several structure nodes The files to be attached must be present in a digital form For further informa
214. ter does not already support this option How you configure your graphics card for use with an expanded desktop depends mainly on the driver of your graphics card The necessary settings can be found in the user manual of your graphics card When using Normfall Manager with two monitors it is recommended to open Normfall Manager on the second monitor To do so start Normfall Manager click on the title bar of Normfall Manager and pull the window with a pressed mouse button to the desktop of the second monitor To always start Normfall Manager on the second monitor pull the Normfall window to the second monitor and change the size of the window so that it is ideal for you Then close Normfall Manager and open the program again If Normfall Manager is on the second monitor you can use the main monitor to view documents that can be attached directly to O 2008 Normfall GmbH 106 Normfall Manager 4 0 User Manual the structure in Normfall Manager without changing windows with the Windows taskbar 4 10 Working Together on a Network Normfall Manager is fully network compatible and is therefore also suitable for work in large offices and firms where several users may need access to the same file at the same time Project files can be stored on a server and made available to several users simultaneously Clients with licenses for the Enterprise version which is not free of charge can work on a project simultaneously c
215. that the row was attached to before the command was executed Alternatively you can use the key combination Ctrl left un Insert from Microsoft Word Ei New Annotation L r x Delete Entry Entries a Convert to Node E Ctrl left O 2008 Normfall GmbH Reference 135 Show Shortcut Target Click on a shortcut in the reference list and execute the command w Show Shortcut Target Show Shortcut Target in order to find out to which document under which structure node the shortcut refers Alternatively you can find this command in the context menu View Attached Document Using the command View Attached Document you can view or View Attached Document respectively open documents found in the reference list the commands vary depending on which tab is currently active click on the appropriate row and then execute the command Alternatively you can open the document by double clicking on the file icon found at the beginning of the row or by using the command found in the context menu By clicking on the appropriate button in the toolbar of the detail view you can also open the desired document Print File To print an attached document directly execute the Print print File Document command found in the List menu You will also find this button in the toolbar of the detail view E Ctrl p Show Original In the detail view you will find the Original command by means of 1 show original
216. that you are creating in the next Ty New from Word Document E New from Folder Structure O 2008 Normfall GmbH User Guide dialog box and confirm by clicking on OK 5 The folder structure will be converted to a new Normtfall project which will then be opened The Normfall project file will automatically be created in the folder that was used for the base of the structure Creating new projects by copying project files It is also possible to create a new project by copying an already existing project file in your file system and pasting it to a new project folder to be created If your projects generally have a similar structure you can easily create new projects of similar structure in the following manner 1 Create a new Project Folder sz in your file system 2 Copy the desired master template of the project file 3 Paste the copy from the Clipboard 176i to the new project folder 4 Rename the new file When opening a project file created by copying for the first time the following warn dialog box will appear New Project File Detected Ex You are opening projectfile A which is a new copy of C Users demo Projects New Project nf4 You may now enter a new unique name for the copy under which settings for the new project will be saved and thatis used for resolution of hyperlinks Ifyou are opening atemporary copy ofa projectfile you may cancel this dialog You can avoid this message in t
217. the function of the attach commands change to Send and Attach The e mail will first be sent then a copy of the sent e mail will be attached to your structure Linking elements instead of copying With element types with frequently updated contents such as notes contacts and events the function of the attach commands changes to Attach_as Link so that the reference refers to the current version of the element in Outlook s saved data The link can however be broken if you move the element within Outlook For more on this read the section Moving Linked Outlook Elements 71 Tabular Overview of the Outlook Attachment Types The following table provides an overview of what happens when executing each attachment command for each type of element Buttons of the Plug ins Saves the e mail Saves the e mail Saves the e mail to the Normfall to the Normfall to the Normfall project folder project folder project folder Attaches it to the Adds it to the current structure current structure node node as a subnode Outlook Element sent received Opens the attach box Sends the e Sends the e Sends the e Saves the element not yet sent mail Saves it to the Normfall project folder Opens the attach mail Saves it to the Normfall project folder Attaches it to the mail Saves it to the Normfall project folder Adds it to the to the file inbox folder
218. ting elements as hyperlinks Depending on the location where you open the context menu to execute the command Paste as Hyperlink the copied element will either be pasted as a structure node in the structure view or as a row in the list view Paste on the First Level With this option structure nodes that have already been cut out or copied will be pasted to the last position of the first level of your structure Open the context menult67 by right clicking 174 on the white area of the structure view and select either the command Paste on the first level in order to create a simple copy or select in the submenu Paste Special one of the options in order to create a Shared Content Location on the first level Shortcut on the first 93 2008 Normfall GmbH 94 Normfall Manager 4 0 User Manual level or a Hyperlink on the first level Paste to the Same Level To paste a structure node that has been cut out or copied to a position directly under a target structure node on the same level click on the desired structure node and execute the command Paste from the Edit menu Alternatively you can use the key combination Ctrl v To determine as what type of data the structure nodes should be pasted use the context menu as described above and select there the command Paste node or one of the paste options to create a shared content location a shortcut or a hyperlink from the submenu Paste Special Paste as
219. tion 97 1 In the third column the icon shows whether or not the attached document opens to a specific target For further information about how to attach documents that open to a specific target please refer to the chapter Plug ins for Attaching Documents 21 The last two columns contain the date as well as the title of the document In the date column you can manually enter the date into the given row using the numeric keypad The symbol used to separate days months and years by default or depending on the regional settings of your computer does not have to be entered Project folder Under this tab the content of your project folder is shown Thus you can directly access to the project folder and move files from Windows Explorer directly to the project folder using for example drag amp drop i without having to navigate to the project Current Node A Project Folder 31 2008 Normfall GmbH 32 Normfall Manager 4 0 User Manual folder in Explorer Provided that your project folder contains several nested subfolders it is possible to open the superior register by clicking on Upwards Further details concerning the project folder can be found in the section called project folder s1 Relation When activating the Relation Module the tab Relation is additionally shown More information on this function can be found in the section The Relation Tab 1 7i within the chapter The Rel
220. tion on the measures to be taken in advance please refer to the chapter Normfall Information Management isi We also recommend to manage files to be attached in document folders within your project folder so that they can also quickly be found within your file system even without Normfall Manager For more information on the several folders please refer to this 521 section The content of your project folder i e the documents you saved to it within sub folders is displayed by the project folder tab 3 Attaching files with the Attach Box The attach box is the most comfortable way to attach a reference 1 Open the attach box in Normfall Manager by clicking on the corresponding icon found in the main tool bar 43 Below you see an illustration of the Attach Box Ne a 2 Down L Fs Change type I Ctrl k 41 2008 Normfall GmbH 42 Normfall Manager 4 0 User Manual Attach Documentto Structure x i A ay a Filter Document 1 Sample Structure Node Sample Document No1 doc y Browse vE a E New Entry Target within document Y El New Subnode Bookmark v Ml Another Subnode Date Title Y Sample Document No1 doc Notes amp Normal Verdana v 2 10pt B 7U A Z EEFFBARA till ih ili il Click X to choose another sibling in the tree view PAS ird Node X New Entry New Subnode X Cancel e Attach 2 Selec
221. tions Document References E Ctrl Shift F6 O 2008 Normfall GmbH Introduction The New Search tab is open when you want to search your project or attached documents for certain terms Details on the search function can be found in the chapter Searching and Finding bo Sorting Lists The entries of the lists in the list view can be sorted in ascending or descending order according to date or alphabetically according to title To do so simply click on the heading of the column in which you would like to sort the list Clicking again allows for switching between ascending and descending order To sort according to several criteria e g according to date and within this sort also by title first click on the column Date then press the Shift key and click on the column Title Whether the list is currently being sorted by ascending or descending order is made visible by the small arrows in the heading of the column To completely deactivate the sort function you may click on the left upper edge of the table where the total number of entries is displayed sH Shared Content Locations aC Current Node lz Project Folde New Entry Delete Entry Rows si Date Fig Deactivating the sort function Selecting Several Reference Rows or Structure Nodes You can select several reference rows at the same time by pressing and holding the Ctrl key and clicking on the grey square on the beginning of the row o
222. to edit text comments for each structure node References can refer to targets within documents e g a page number Documents can be saved on the hard disc in the Internet or on a Supported DMS 15 2008 Normfall GmbH 16 Normfall Manager 4 0 User Manual 2 2 1 2 2 2 In addition Normfall Manager 4 0 allows you to create structured documents out of a structure The user interface layout corresponds to the standard which is known from e mail programs having a structure on the left a list reference list to each structure node on the top right and a text editor for comments to each structure node and each reference at the bottom right Advantages The structure of a Normfall project is similar to the creation of a folder structure However e The structuring tools are substantially more comfortable and allow you to for example alter the order of structure nodes and to subordinate documents with respect to other documents not only to folders e It is possible to comment each structure node each document and each text passage If a document or a text passage is attached to the structure several times the comment always remains the same this is known as the shared content feature It is also possible to attach text passages in supported applications e g Microsoft Office Adobe Acrobat to the structure In comparison to simple structuring tools e Normfall Manager is construed for
223. tor will appear grey colored In the list view Current Node tab the structure node row will be displayed and the text editor appears in grey color until you start to create a comment there Deleting track commentaries Track comments can be deleted like any other row entry Simply select the corresponding row with the track comment from the list view and delete it In the relation view you first have to click on the note icon which indicates the track comment in order to change to the list view where you can delete the comment as described above Afterwards return to the relation view Reference Commentary To create a comment to a reference row activate the Current Node tab and select the corresponding row attachment to add your comments in the text editor of the detail view If there has been attached an original file excerpt click on the Change to Comment button to unlock the text editor and add your annotations Current Node hr Relation Project Folder gt File Inbox C New Entry Delete Entry Entries W Export Document s RE ZIP zaa Date Title Document 4 gt 2 oao no O w a 5 15 09 2009 The proposal De Find F Attachment A view lt j Print 2 E Node Plaintiff E Defendant y Verdict Date 15 09 2009 Title The American court a Norma Verdana 2007 EX UA Z EE Baa a a My own comments 1119 dl D il Ml 2008 Normfall GmbH
224. tructure nodes or reference rows such that the changes made in the detail view can be transferred to all copies e Create shortcuts 1 with structure nodes or reference rows to refer to another branch of the structure e Create hyperlinks ss to refer to structure nodes in other projects or to refer to a structure node from the running text in the detail view or from another application e g e mail Converting Rows Since documents and notes can principally be added to structure nodes or to reference rows it is not clear which option should be preferred In case of a longer list of short notes empty reference rows can be more useful than structure nodes Nevertheless what happens if you change your opinion while creating the structure Then you need the following functions for the conversion Converting rows to structure nodes The Convert to Nodehs command allows you to convert reference rows selected in the list view to structure nodes In this context the rows are pasted as subnodes of the current structure node If the row refers to a document the icon of the document appears in the structure Then you can add subnodes and reference rows for the document which it represents e g text passages in the document or metadata author keywords Converting structure nodes to rows 2008 Normfall GmbH User Guide 4 7 2 4 7 3 The Convert to Row 133 command allows you to convert structure nodes selected in t
225. ts the corresponding tab of the list view s0 named File Inbox Files arrive in the Inbox folder by saving them there Alternatively files can also be pulled directly from Windows Explorer to the list view by means of drag amp drop s i see the corresponding chapter To do so the File Inbox tab has to be in the foreground You can also save linked documents to the inbox folder In this case the document to which the link refers will be attached This function is especially helpful if the respective tasks of a working process e g saving and attaching documents are executed by several members of a team Global Inbox Folder vs project related Inbox folder The Tools Options Foldersl4 menu allows you to select a global File Inbox at any location in the Windows Data System and to give it any name In this case the inbox folder is applied to all Normfall project folders which you have created Then the 2008 Normfall GmbH User Guide inbox folder created by Normfall Manager in your project folder remains empty This possibility allows you to centrally save different types of documents You or your employees can decide to which Normfall project folder these documents should be transferred To do so it is still necessary to activate the checkmark in front of Use Global File Inbox under Project Current Project Alternatively you can create a project related Inbox Folder by keeping the check box described above
226. tt nn Fig Hyperlink in the text editor of Normfall Manager Please check when pasting links to e mail messages that you have selected the message format html Hypertext Markup Language since the link will not function otherwise For further information on setting the message format please refer to the help function of your e mail program In order to enable hyperlink functionality each project file requires a unique name Normfall Manager will create this name automatically when creating a new project it consists of a long identification number to which the hyperlink will refer The Properties command in the File menu however allow to enter an alternative name descriptive name The number should be changed either when creating a new project or when no hyperlinks have been created in a project yet If hyperlinks already exist they are lost when the project ID is altered For further information please refer to the chapter Project Properties 126 Node Types A new structure node is always represented by a blue square However you can create an optical distinction between nodes by assigning other colors and specific icons This is done by assigning a type to a node A node type always consists of an icon and a type name which will be displayed when moving the mouse pointer to the concerned structure node Normfall Manager comes with a built in package of colored structure nodes and icons but you can also use your own ic
227. type in order to select the desired type from the list of built in types Using custom types If you would like to use your own types in addition to the built in types the image files must be saved in a specific folder within your file system and given the name of the node type that you wish them to represent This folder may contain several subfolders To make icons used in a project available to other users they are automatically copied to the project folder when you assign them to a node They can be found in the _Icons folder of a project Note You can copy icons directly to a project s _Icons folder if you want to define node types that are unique to this project If one ore more users wish to use the same set of node types on multiple projects the image files must be saved in a special folder available to all those users this folder can be selected in the Tools Options Folders menu Please also refer to chapter Tools Options Folders In order to assign a user defined icon to a structure node select the node by right clicking and choose the desired icon from the list displayed under Change type 2008 Normfall GmbH User Guide 4 8 4 8 1 Note Changes within the icon folder have direct effects on the node types used in all concerned projects When you replace an icon with another one within an image folder the icon will also be replaced in the structure view of the concerned projects W
228. u have finished commenting a track you can directly select the next one from the track selection bar At the same time your annotation will be displayed above in the relation view if the corresponding track is activated Finally click on the Relate button to transfer the text to the relation view The track commentary is always displayed at the top of the respective column in the relation view Note The track commentary cannot be changed afterwards This guarantees that there is always just one track commentary for each track The track commentary in the list view Track commentaries can also be created in the list view To do so activate the Current Node tab in the list view and select the track to be commented in the detail view As soon as you start writing in the still grey colored text editor a new entry will be created in the list view showing the corresponding track icon at the end of the row and the text editor which then appears white colored will display the text you just entered 2008 Normfall GmbH User Guide 121 Filter properties of the track commentaries When selecting a track from the track selection bar in the detail view the corresponding track comment will be displayed in the text editor When navigating clicking through the structure view the track comment to the currently selected node will always be displayed If there does not exist any track comment to a track yet the text edi
229. u open this file with Normfall Manager the document will open directly to the given page so that you do not have to page through the document to find the passage that you are looking for 2008 Normfall GmbH User Guide If you call up the attach box from a plug in the target is usually displayed by default you can however change it A target has already been created by the plug in at this point and cannot be reversed An example If text is selected the Word plug in creates a bookmark the Acrobat plug in an emphasis Date When attaching a file the date of the last change to the file will automatically be used here E mails that are attached by plug in are automatically assigned to their send or receive dates any file attachments to the e mail will be marked with the date of the e mail You can assign to a reference a given date by entering it by hand or by clicking on the arrow symbol which displays a calendar from which you can select a date Title By default the complete file name will be displayed in the field Title but can be replaced by another title Notes When attaching from a Word document the Normfall PDF Editor or an e mail the text which if necessary must previously be selected by dragging it is automatically copied into the text editor and locked for editing however it is possible to mark passages by using the Highlight button This is indicated by the grey shaded text editor area Us
230. use Juris to research you can deactivate Enable references to Juris DBs the Juris button will be hidden from the toolbar of the main menu by doing so Normfall Manager Administration Kithij provides more settings for Juris company accounts O O 2008 Normfall GmbH Reference 147 Attach Settings Settings x General Folders Attach Settings Language Enable Auto folder Prompts z E ear Ja Activate for Plug Ins in viewer applications e g Word Acrobat Attach Settings Y Activate for all other instances exceptwhen target within document was specified Database Server Other Project Move e mails to Normfall e mail folder after attaching New Projects Y Activate Normfall button on the desktop Y Include original file system path in reference OK Cancel Enable Auto folder With this option you can determine in which cases files should automatically be saved in the Auto folder s during the attaching process This option notes a difference between attaching documents by means of the respective plug ins and the functions available within Normfall Manager Activate for Plug Ins in viewer applications This option refers to attachments provoked by means of plug ins for the applications Microsoft Word PowerPoint Excel and Adobe Acrobat Activate for all other instances except when target within document was specified This option is set by default and refers t
231. used to select several rows simultaneously by clicking with the mouse while pressing and holding the Ctrl or Shift key or to pulll174 selected rows with the mouse 2008 Normfall GmbH Reference This is necessary because clicking on the content area of the row sometimes calls a different function that is the processing of the content Scroll Bar A scroll bar is a bar with which you can show information that doesn t fit into one of the three views of Normfall Manager As soon as this is the case a horizontal or vertical scroll bar will become visible You can move it with a touch pad mouse wheel the arrows on the end of the beam or by pullingl 74i the position marker A A AI e no men te Structure Node 2 Sample Structure Node Sture Node Structure Node 2 Sample Structure Node jure Node Structure Node 2 Sample Structure Node hie Structure Node ample Structure Node 2 Sample Structure Node E Sample Structure Node 2 Sample Structure oy CoN SA or al tat ee Fig Horizontal and vertical scroll bars in the structure view Separator A relocatable separator is a horizontal or vertical line that separates one of the three Normfall Manager windows from another 5 LA tee He D N ES 3 D we tp AAN Yim Prof Dr Fritjof H Fig Separators between the three windows of Normfall Manager When the mouse pointer is above a relocatable separator it 171
232. which remains permanently visible on the screen optional e Multiple references refer to several structure nodes simultaneously by placing checks appropriately in the Attach Box e Multiple selection several structure nodes can be selected simultaneously Convert structure nodes into reference rows and vice versa e Shared Content Locations the contents of several structure nodes or reference rows are automatically synchronized e Shortcut By creating a shortcut to a structure node its branch partial structure will be shown at another location Hyperlinks in the structure references to structure nodes in other structures projects are possible e Hyperlinks from the running text references to structure nodes in other applications e g Email are possible Improved formatting options in Editor e Pulling of documents by means of the mouse copying and pasting Each direction is possible to from Windows Explorer and Outlook e Management functions for documents export zip print send delete completely e Integrated representation of the project folder 2008 Normfall GmbH Preparation 2 3 2 3 1 2 3 2 e Improved search function search in attached documents by means of Microsoft Indexing Service search in partial structure and date search e Support of a database server robust performance when dealing with large databases and multiple user access e For System Administrators
233. which you can display the originally attached file in Window Explorer Attached e mails will be shown in Outlook provided that they are still available in the saved messages of Microsoft Fa Outlook Attached websites will be shown online in your browser To do so select the desired row in the list view and then click on the button in the toolbar Alternatively you can execute this command using the context menu or with the function key F4 source path and therefore makes the orginal no The original file cannot be moved since this alters the Q longer available to be shown Windows Explorer The command Windows Explorer allows you to open exactly the WA windows Explorer folder in Windows Explorer that contains the concerned file This file will automatically be marked there E You will not only find this command under the Current Node tab Lrs but also under Recent Docs Project and Recent Docs System In this way individual documents located in folders with numerous files can also be found quickly Alternatively to the menu command you can also use the function key F6 2008 Normfall GmbH 136 Normfall Manager 4 0 User Manual Document References To have an overview of the structure nodes to which a document a Document References is attached you can use this function which is also available via the key combination Ctrl Shift F6 Alternatively you can show the Document References tab s21 Fo
234. while working with Normfall Manager move the mouse pointer to the corresponding buttons or respective commands and then press the function key F1 The corresponding help section will then open in Ne the help window If you wish to obtain help concerning individual A For further information on the help function please refer to the section User Guide 1s21 The structure of the manual This manual is divided into the following main sections Preparation 121 Information required for using the software as well as the guide to getting started 201 installation activation import of existing folder structures Introduction Familiarization with the basic concepts of the software User Guidel 9 A thematically structured presentation of the most important functions of the software Reference 124 A detailed explanation of the function of each command as well as the basic concepts involved in the use of the command User types Computer novices We recommend you to work through the tutorial ss in the introduction as well as the basic principles of use 165 in the Reference section Power user We recommend that you read the function overview 151 and skim over the introduction 2 including the tutoriall 38 You should define which topics in the user guide are interesting for you You can experiment with the software and view topics from the Referenceliz4 section by invoking the context sensitive help file concer
235. work with Normfall Manager 2008 Normfall GmbH Reference 157 This procedure will automatically copy the documents to the auto folder s3 1 Alternatively this command can also be executed using the context menu Locate The Locate command is available under the tabs Document Locate References New Search and Shared Content Locations Select the desired element from the given list and click on the button in the toolbar to arrive directly at the location in the structure view where the document is attached to Remove all This command is available under the tab Shared Content Removeall Locations and makes it possible to delete the group of all shared content locations of a file Before the deletion process is carried out a dialog box reminds you of all shared content locations and requires you to confirm the command Show Shared Content Locations This function allows you to show a list of all existing shared Shared Content Locations content locations of a file or a structure node This command is not accessible by means of a menu rather only by means of showing the tab Shared Content Locations or by double clicking on the corresponding icon in the reference list For further information please refer to the section Searching and Findinghon under Show Shared Content Locations 103 Special Commands of the Detail View Hide Show File Info Hide Show File Info In the detail view there is
236. y Normfall Manager does not allow to set administrator rights Only the system administrators of the server the Sysadmin role by default all members of the local Windows administrator group of the computer on which the server is running as well as the sa login have these rights and partially the user that has created the database However it is possible to use administration tools for the SQL server e g SQL Server Management Studio Express to add further administrators to the database SQL Server FAQ A Which versions of Microsoft SQL Server are supported All versions of Microsoft SQL Server 2005 and 2008 B Are other database servers supported Not at the moment but generally it is possible to offer support for other DBMSs other than Microsoft SQL Server If you have interest in support for a particular database server please contact Normfall GmbH C What happens when creating a database on the server A database with the name Normfall will be created and the Normfall data structures will be set up there D Can prevent the application from working with administrator privileges Generally yes Turn to the support at Normfall GmbH to receive more information on manually creating a database You can create an additional user on the database or give a Windows user group write access to the database to make use of the function Log in as administrator in the application for the given user or Windows user

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