Here’s How:
Use the Preferences feature to change the default delivery settings. You can modify your preferences at any time. Simply click the Preferences link in the bottom left-hand corner of any page. Then click the Delivery tab.

Here you’ll choose your default settings for:

Document Format – designate the file format for documents that you email and download as either Microsoft Word^®, Word Processor (RTF), WordPerfect^®, or PDF.

Page Layout – check the box if you prefer cases to be delivered in dual column format.

Multiple Documents Format – allows you to deliver multiple documents as a single merged file or as multiple files within a compressed zip file.

Footnotes – set them to display inline or at the end of delivered documents.

Links – select how the links within your documents will appear including the color of links (black or blue) and whether they are underlined.

Font Size – adjust the font size from Normal to Large.

Include – check the boxes for each element you want to include (e.g., Term Highlighting or West Headnotes).

To finalize your settings, remember to click the Save button. Setting these preferences allows you to customize your delivery experience, while still providing the ability to change your settings for any given document. Going forward, your selections will appear as the default settings but can still be modified for individual deliveries.

Attendees at a recent WestlawNext webinar had some insightful questions about reviewing the contents of their folders and downloading their contents. These answers come courtesy of Dinyar Mehta, a director in West’s product development group.

Q: When I review my folder contents, will I be able to tell which ones I’ve added notes to?

A: Yes. When you view lists of documents in any of your folders, look for the icon that resembles a sticky note, as shown below (on the right side).

Q: If something changes in a statute or a similar live document that I’ve placed into a folder, will there be an identifier in that folder that tells me something has been changed?

A: If the update triggers a KeyCite status change, the new KeyCite flag would be visible at the folder level, without requiring you to open the document. So if the statute had been repealed after you placed the document in one of your folders, they KeyCite flag would be updated to a red one. However, there is no indicator for letting you that the specific language of a statute has changed; you would need to open the document and review it to find any changes.

Q: When I’m done researching and it’s time to download the folder, what format will it have?

A: Your choice. You can choose to download your files in rich-text format, Word, WordPerfect, or PDF.  The Export feature on WestlawNext provides many options for exporting the content from your folders.

Q: When I download a folder, will each item in the folder download as a separate document, or will the entire folder download as a single merged file?

A: Again, your choice. You can download the folder as a single merged file or as multiple files in a zipped folder.

Q: When I download a case from a folder, will it still have any highlighting or notes I added when it was in the folder?

A: Yes, optionally. You can choose have your “annotations” (highlights and notes) delivered via print, e-mail and download. Annotations are sticky, but you can decide whether or not you want to append them.