There are three different types of alerts available in Westlaw: 

• Publication Alert:  A Publication Alert will notify you of any updates to a publication.  This is most commonly used in conjunction with the Alert24 News & Current awareness publications.
• WestClip Alert:  A WestClip search Alert will notify you of any new documents that are added to Westlaw that match your search criteria.   
• KeyCite Alert:  A KeyCite Alert will notify you of any subsequent citing references or changes to the litigation history of a case. 

1. Access Alert Centre from the top menu by selecting Notifications and Alerts
2. Edit selected allows you to add the selected alert to an Alert Group 
3. Pause a selected alert until a specified date 
4. Run the selected alert or resume the scheduled delivery 
5. Delete the selected alert 

6. Edit alert allows you to edit the full alert – name, content, search terms, delivery, and schedule 

7. Email recipients allows you to edit the recipients for the alert 

• Edit delivery – Click this link to go directly to the Customise Delivery section of the alert. 
• Add, remove, or edit email addresses, Continue, and Save Alert. 

The following resource titles can be added to your favourites: Secondary sources, Key Numbers, Legislation titles, parts and sub-parts, A to Z of New Zealand Law, News and Current Awareness, Government and Regulatory Materials, Forms and Precedents.

Individual content, such as individual news articles, cases, sections of Legislation, and specific forms and precedents, should be added to a folder instead.

Add to Favourites   

1. Add content to your favourites by clicking the Add to Favourites button.
2. Tick the checkbox next to 'My Favourites' to save it to your main favourites group.
3. Alternatively, click Create new group to create a new group of favourites.
4. Click Save.

View Favourites 

1. View your favourites from the top menu by clicking Favourites. 
2. This view will show two groups and up to five links.
   Reorganise the links to show your most-used favourites. 
3. Click View All to see your full list of favourited content. 
4. In the middle of the homepage, click Favourites to view two favourited groups with up to seven links in each.
   You are also able to search your favourites from this section. 
5. Click View All Favourites to see your full list of favourited content. 

Manage Favourites 

1. To manage your favourites, select Favourites from the top menu.
2. Click View All.

3. Click Organise to modify your favourites

4. Drag and drop to re-order your favourites (by group or individually), rename or delete groups, or delete individual favourites.
5. When you are finished, click Done Organising.

Add a group 

1. Add a group to organise your favourites by clicking Add a Group.
2. Create a group by adding a group name.
3. Click Save.

4. Move items by selecting the text and dragging the item(s) into the new folder.
5. Select Done Organizing

1. In the Folders menu on the left-hand panel, click the folder you want to share. 
2. Select the Share Folder icon. 
3. Enter the names, group, or email addresses manually or from Contacts. 
4. Click Continue. 

Click Continue. 

5. If an added email address is not in your Contacts, you will receive a notice that they need to accept a sharing invitation before the folder can be shared. 

- Add your email address and click Continue. 

6. Choose a role for the people you are sharing your folder with: 

• Reviewer – View and download documents 
• Contributor – Reviewer access, add/delete own documents, create subfolders 
• Owner – Contributor access, manage folder access, delete documents and folders

7. Delete people/groups from the list with the X next to their names. 
8. Once you have chosen the appropriate roles and the list is correct, click Share. 

Move or copy a folder 

1. Select the folder you want to move or copy 
2. Select Move or Copy from the Options drop-down. The Move Folder or Copy Folder window is displayed. 
3. Select the folder to which you want to move or copy the folder. 
4. Click Move or Copy. A message is displayed indicating that the folder has been moved or copied. 

Rename a folder 

You can edit and rename folders you have created through the My Folders page.  

1. Select the folder you wish to rename 
2. Click on the Options 
3. Type in a new name and click Rename  

4. Enter the new name into the name field and select Save. 

Export documents from a folder  

 Documents saved to My Folders can be Printed, Downloaded or Emailed. 

1. Go to My Folders and select a folder 
2. Tick the checkbox beside the item(s) name.  You can choose one or multiple items at one time. 
3. Select the required delivery option to Download, Print or E-mail. 

Delete an item in a folder 

You can delete folders with all contents and/or select individual items to delete. 

1. To delete a folder and/or item, tick the checkbox beside the item/s name. You can choose one or multiple items to move at one time. 
2. Click the Trash icon  
3. Deleted items are moved to the Trash bin where you can reinstate or permanently delete at a later date. 

Restore item from Trash 

1. To restore a folder and/or item back into My Folders, select the Trash icon on the left hand side of the screen. 
2. Tick the checkbox beside the item(s) to restore.  
3. Click the Folder icon 
4. Select the folder to return the content to. The selected item(s) will be restored to the new folder location. 

Delete Items from the Recycle Bin 

1. To permanently delete a folder and/or item, select the Trash folder. 
2. Tick the checkbox beside the item(s) name. You can choose one or multiple items to move at one time. 
3. Click the Manage drop down list and select Delete. 
4. Click OK.  The selected item will be permanently deleted. 

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 all to display all content in saved in folders. 

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.

To retrieve documents using Find & Print:

1. On the Westlaw home page, click Tools and Find & Print.

2. Type or copy/paste your citations in the Enter Citations box. You can enter up to 100 citations – separate citations with a semicolon or on separate lines. For example: 2019 NZHC 3337;2018 NZHC 583;2019 NZHC 3281

3. Under Result Options, select one or more check boxes to indicate the content you want delivered. 

• Select the Full text documents check box to deliver the full text of your documents. You can also select Case opinion only to deliver case opinions without editorial enhancements and Statutory text only to deliver statutes without annotations. 
• KeyCite: Select the List of all History Treatments check box to deliver KeyCite history for your documents. You can also select the Exclude Related Filings (for Cases) check box to exclude court documents (e.g., briefs and trial court documents) from the KeyCite history result, or select the List of all Negative Treatments check box to limit the KeyCite history results to show only negative history. 
• Select the List of the first 500 Citing References check box to deliver KeyCite citing references for your documents, or check the box Exclude Pleadings, Briefs, and Other Documents.

4. Under Delivery Options, select the destination to which you want your results sent. 

• Select Email to send your results to an email address. Choose a document format (Microsoft® Word, WordPerfect®, Word Processor (RTF), or PDF) from the corresponding drop-down list. Type one or more email addresses in the To box. You can choose to deliver your documents as a single merged fi le or as a merged zip file. 
• Select Print to deliver the documents to your printer.  
• Select Download to save your results to a file. Choose a document format (Microsoft Word, WordPerfect, Word Processor (RTF), or PDF) from the corresponding drop-down list. You can choose to deliver your documents as a single merged file or as a merged zip file.

Copy with Reference 

Use this feature to copy and paste text into another document such as Word or an email. 

1. Select a section of text you want to copy. 
2. Choose Copy with Reference from the shortcut menu. A message will appear stating the Text is copied. You can then paste the text in your document. 

Copy citation with hyperlink

1. To copy the URL of the case, use the link icon to Copy Citation. 
2. Tick Add hyperlink to citation and Copy. You can then paste the linked citation in your document.

This is a sticky feature within Westlaw so you only need to select it once and your future copied citations and references will all include the hyperlink.

Highlighting and notes 

1. When you select text in a document, a shortcut menu will appear.   
2. You have the option to save the highlighted text to a folder. When you hover over Save to Folder, a selection of your folders will be displayed. Select a folder to save the highlighted text and document to a folder. You can choose to highlight the text in a particular colour. 

3. To delete a highlight, click on the highlighted text and select Delete Highlight. 

4. When you print, download or email documents that have highlights, you can include these by selecting the Document and My Annotations option. 

Adding a note to a document 

Document-level notes display at the top of the page, rather than next to the text. These notes remain indefinitely or until you delete them. 

1. From the document view page, click on the Add note icon from the tool bar and select Add document level note. 

2. Write your note in the space provided in the Note box. The maximum number of characters is 3000. 
3. Notes remain with the document indefinitely or until you remove them. You can edit the text of a note or delete a note by clicking on the edit note icon. 

Adding a note in-line with text 

1. Highlight the text that you would like to add a note to. 
2. From the shortcut menu that appears, select Add Note. Write your note in the space provided. The maximum number of characters is 3000 (including spaces). 
3. The text to which the note relates will be highlighted and the note will appear in the margin next to the text.  

4. You can edit the text of a note by clicking on the Edit Note icon. Delete a note by clicking on the Delete Note icon 

Copy with Reference 

The Copy with Reference feature will copy a portion of a document and paste it into a document outside of Westlaw  New Zealand, such as Word or email.

1. Select the text you wish to copy.
2. Choose Copy with Reference from the shortcut menu. A message will appear stating the Text is copied. You can then paste the text in your document. When the selected text is pasted into your file, it will include a reference where it was extracted from in Westlaw.

Note: 

• To include the citation information, before completing the copy with references steps.
• First, click the drop down to the right of the Copy icon and select Copy Citation. 
• The citation will appear on the screen. Click Copy.
• For future use of the copy with reference feature, Westlaw New Zealand will include a reference that is hyperlinked.

Save a Snippet 

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. Select a section of text you want to save. If you choose to create a new folder you must do this first before saving the search. 
2. Select Save to a New Folder to save the snippet to then click Save.  
3. Choose Add Snippet from the menu.