1. Region – Choose from Australia, Asia, Canada, China, New Zealand, UK, US, or Global regions. *
2. Client ID – Enter an ID to track time spent on a project or client research.
3. History – Access your research history for the last 12 months.
4. Folders – View all content saved within folders.
5. Favourites – View and organise your favourites.
6. Alerts – View and manage your alerts.
7. Profile settings – View or change your Westlaw preferences and your OnePass profile or sign out.
8. Sign out.
9. Global search bar – Search in this bar using natural language, terms and connectors, or a citation.
10. Search tips – Shows the full list of Boolean Terms & Connectors.
11. Advanced search – A search form to conduct detailed search queries.
    The advanced search form changes depending on the Westlaw page you are accessing.
12. Browse pane – Navigate content and resources within Westlaw via content types, practice areas, or tool.
13. Custom pages – Create and access Custom Pages with frequently-used content.
14. NewsRoom/News from Reuters – Articles showcasing insight and legal analysis from current news sources.
    Click View All News to access NewsRoom. *

* Depends on subscription

Icons

1. Select History on the homepage and click View All.

Note: The search strings will include any filters applied and any "search within results".

2. The history page shows your full history with various ways to filter and share the information:

1. By default, the last 30 days is displayed, however history is kept for 12 months.
   Use the date filter to change the date displayed.
2. Enter a keyword to narrow your search results.
3. Filter results by client ID.
4. Filter to documents viewed, searches run, KeyCite, or related information.
5. Download, print or email your history.

3. When you sign out of Westlaw, you also have the option to print the details of your session’s history.

Note: You can change your User Preference to set this to occur automatically.

Create a contact group

Contact groups can be used to send: alerts, newsletters, reports, and share folders.

1. To create a contact group, click the User Preferences icon in the top menu.
2. Select Contacts from the menu.

3. In the pop-up window, select the Add Group button in the top-right.

4. On the left-hand side, filter your organisation's contacts by name.
5. Click the person's name to add to the right-hand side.
   Use the information icon to see more details about the contact.
6. On the right-hand side, add a name for your group.
7. Tick the checkbox to make the group available to others in your organisation, if you prefer.
8. When all contacts are added, click Save Group.

9. Your new group will show on the right-hand side of the Contacts pop-up box.
   You can view members, edit, or delete the group with the options on the right-hand side.
10. When you are finished, click Close.

You can now send Westlaw resources to this group of people.

Create a Custom Page contact group

1. To share your Custom Page with a group, select the Manage Page button and click Send Copy in the menu.

2. In the top-right of the pop-up box, select Custom Pages Contacts.

3. On the right-hand side, select the Add Group button.

4. In the People pane on the left, filter for people by typing in the search field.
5. Add them to the group by selecting their name; their name will appear in the Group Members box on the right-hand pane.
6. In the New Group pane on the right, add a name for your group.
7. Click Save Group.

8. Your new group will show in the Contacts pop-up box. You can view members, edit, or delete the group with the options on the right-hand side.
9. To send the Custom Page to the group, select the group name from the Groups panel on the right.
10. The group name will appear in the panel.
11. Select Insert Contacts to continue and send your Custom Page.

Documents that you add to your folders are saved on Westlaw for as long as you choose.

Access Folders

1. Folders can be accessed by clicking Folders in the top menu. You can also click the Folders tab in the middle of the screen.  
2. Select View this folder to display all content in saved in a particular folder.

Create a folder from the Folders page

1. Access Folders from the top menu.
2. Select New in the left-hand panel to create a new folder
3. Enter a name for the folder, select a location, and click OK.

Create a folder from a document or search results list

1. Select the Save to Folder icon.
2. In the pop-up window, click New Folder.
3. Enter a name for the new folder, select a location, and click OK.

Save documents from search results into a folder

1. Select the check boxes next to the documents you want to save.
2. Click the Save to Folder icon.
3. Select the folder you want to save the documents and click Save.
   A confirmation message will display on the screen.

Save the document you are viewing

1. From within the document, click the Save to Folder icon. 
2. Select the folder in which you want to save the documents and click Save.
   A confirmation message is displayed. 

Save selected text

A snippet is a section of text which may include a quote, legal principal and/or relevant text. Snippets are saved to a folder and when you click on a saved snippet it will take you directly to that section of the document referenced.  

1. To save selected text (snippets) into a folder, highlight the text you want to save by clicking and dragging with your cursor.
2. Choose Save to Folder from the pop-up menu.
3. Select the folder into which you want to save the documents.

View saved documents and text

1. To view the documents or text saved in your folders, click Folders from the top menu and then click View All.
2. Click the folder containing the items you want to view.
3. A list of your saved documents and text is displayed in the right column.
4. To email, print, or download documents, tick the checkbox beside the item(s) name, and click the delivery tools icon to choose your preferred delivery method.