- Trellis Research Knowledge Base
- Trellis AI
- Docket Tools
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Smart Search Basics
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Video Tutorials
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Motion Research
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Documents
- Boolean Operators for Smart Search
- About Documents, Generally
- Searching for Documents on Smart Search
- Downloading, Printing or Sharing Documents
- Documents Included with Your Subscription
- Enterprise Large Firm Customers: Deferred Billing Add-on for Document Purchases
- Setting Alerts on Document Pages
- Research Tips for Documents
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Dockets
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Rulings
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Verdicts
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Judge Research
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Counsel / Attorney Research
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Alerts
- Alerts Overview
- Setting an Alert to Track Updates for a Specific Case Docket
- Setting Alerts to Track When New Case Dockets Are Filed
- Setting an Alert to Track When a New Tentative Ruling Containing Your Keywords Is Issued
- Adding Alert Recipients and Excluding Yourself from Alert Notifications
- Alert Settings
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Party / Corporation Research
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Judge Biographies
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Account Management
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Trellis Support
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Envelopes Feature
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Motions & Issues Directory
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State Rules Library
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Subscription Information
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Coverage
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Court Comparison Add-On
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Law Firm Intelligence
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Trellis AI
How do I download or print my work product in docket tools?
Out of the workspace and into the file or client's hands: Docx and PDF downloading.
Once your report has been generated, just click the Download button. Choose the type of download that fits your workflow.
Good To Know that all downloads will automatically be saved to your device. If the download action doesn't automatically save, you may need to disable the pop-up blocker in the browser settings.
Here's a step-by-step guide on how to save your Case Strategy Report (CSR) or Case Assessment report as a text file:
1. Click on the download dropdown menu.
2. Select the "Text" option.
3. A pop-up window will appear, prompting you to choose an existing folder or create a new folder.
4. Choose your preferred folder to save your report.
If you want to keep the work product, you will need to save to a new or existing folder.
PDF Version
Microsoft Word or Docx version.