| Settings Feature | Options Available |
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| General tab | - Start page:
- Specifies which page is used as your start page. If applicable, you can choose between options including:
- Research
- Counsel Benchmarking
- Litigation Profile Suite
- Medical Navigator
- Practical Guidance
- Public Records
- Verdict & Settlement Analyzer
- Number of results to display per page
- Select how many results you want to view on each page of your results list. You can choose 10, 25, or 50.
- Choose how much detail to include for each result
- Select whether you want to include minimal text from each individual result (Title Only
), or if you want to include several lines of text that help provide context for the result (Full View ). Selecting one of these options will set the default behavior, but you can change your view while viewing your actual results. - When available, show the Graphical view
- Select this option to include a graph that visually indicates where in the document your search terms appear. Optionally, select Multicolor to assign different colors to each search term in the graph.
- Font size
- Select the font size to be used when your results are displayed. Your options are Small, Medium, and Large.
- Sort jurisdiction, location, and court filters
- Select whether you want location-related filters to be sorted By number of results or Alphabetically by default.
- When displaying jurisdiction and location filters, always list these first
- Click the Add preferred jurisdictions and locations link to select your three most used jurisdictions and locations. These locations will be listed first in the associated Narrow By options in your results list. If you have already selected these locations, you can edit them by clicking the Edit link.
- When displaying court filters, always list these first
- Click the Add preferred courts link to select your three most used courts. These courts will be listed first in the associated Narrow By options in your results list. If you have already selected these courts, you can edit them by clicking the Edit link.
- Document Display Settings
Font type: Select the font you want document text to be displayed in. Your options include Arial, Courier, Times New Roman, and Verdana. Font size: Select the font size you want document text to be displayed in. Your options include Small, Medium, and Large. - Default 'Sort by' Settings
- Use these options to specify the default Sort By option you prefer for Content Types you frequently view. Click Add content types to add types you want to define, or click the X next to already-listed content types to remove them.
- History
- Number of days to show in Research Map: Choose a number of days using the drop-down list:. Your options include 7, 15, or 30.
- Notify Me When:
- Select the checkboxes that represent activities for which you'd like to have notifications emailed to you:
- An item/folder is shared with me: Select this to be notified when someone shares a folder or other item such as a document or alert with you.
- An item/folder is no longer shared with me: Select this to be notified when someone stops sharing an item or folder with you. Once it's unshared, you will no longer have access to it.
- Annotations or notes are added, modified, or deleted for a shared item: Select this to be notified when another user adds or changes the annotations or notes for an item that has been shared with you.
- The property of the shared item is changed: Select this to be notified if the properties of the item are changed, such as the document name or client ID.
- Permissions are changed for a shared item: Select this to be notified if the owner of the shared item changes any permissions associated with it.
- A shared document is updated: Select this to be notified if the contents of a shared document is updated.
- Another user accepts or rejects a sharing invitation: Select this to be notified if someone you share the item with accepts or rejects the invitation to share the document.
- Another user unsubscribes from a shared item: Select this to be notified if someone unsubscribes from an item you have shared with them.
- A delivery request that was taking a long time is complete: Select this to be notified when delivery requests which take longer than expected are finished.
- A delivery request over the page limit has occurred: Select this to be notified when delivery requests over a page limit are finished.
- A delivery request to Dropbox is unable to be completed: Select this if you want to be notified when your connection to Dropbox fails and a delivery request is unable to be completed.
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| Lexis Research tab | - Display this practice area by default when signing in
- Select your preferred practice area from the drop-down list.
- Include legal phrase equivalents with search
- Select to include equivalents in your search. For example, if you enter "dog bite", a legal equivalent might be "bitten by a dog".
- Recognize and use legal entities when performing a search
- Select to identify and include corporations, attorneys, expert witnesses, and so forth in your search.
- Keep my search filters from one search to the next
- Select this to keep the filters you selected until you change them.
- Apply filters as defaults based on my usage
- Select this option if you want the Lexis product to suggest the jurisdiction you use most often as your default for searching. If you accept the default, you can change the jurisdiction at any time while you’re searching, but the default filter will be used for any search you start from your Home page, unless you change it from Settings.
- Clear my filters for every new search
- Select this if you want to select new filters each time you search, or you want to search everything.
- Include search suggestions from the following groups
- Select the groups you want search suggestions to appear for in the search word wheel. Your options include Legal phrases, Documents, Sources, and Suggested questions.
- Display search results in this category first
- Click this drop-down list to choose the category for which you want to view your initial results. If you want, you can change this on a search-by-search basis at the search form.
- Preferred results set display
- Select one of the following:
- Standard - Only the top results will be listed
- Expanded - All results will be listed
- Category Display: Case law
- Select one of the following:
- Show Overview - Shows an editorial summary of the document
- Show Terms - Shows the overview plus a view of search terms in context
- Show Extract - Shows the overview plus a view of a section of the document
- Category Display: Other categories
- Select one of the following:
- Terms: Select to show your search terms highlighted within the text of each document in your results list.
- Extract: Select to show the section of the document where the most search terms are located in each document in your results list.
- Narrow Results
- Apply filters for subcategories: Select this option to automatically narrow your results by specific subcategories. If you don’t want these categories to be automatically narrowed, clear this checkbox.
- Sort 'Browse Sources' filter
- Select whether you want to sort all the filters on the Browse Sources page based on number of results (where sources with the highest number of results will be listed first) or alphabetically.
- Show 'recently viewed' document icon (this will not apply to Public Records)
- Select if you'd like to see this icon (
) in your results list next to documents you have already viewed.
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| Lexis Litigation Profile Suite tab | - Search Litigation Profile Suite using this default profile type
- Select the party type you'd like to use as a default in your searches:
- Expert Witness
- Judge
- Attorney
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| Practice Advisor tab | - Display this practice area by default when signing in
- Select the practice area you'd like to see first when you sign in to Practical Guidance:
- Banking & Finance
- Business & Commercial
- California Business & Commercial
- Corporate Counsel
- Financial Restructuring & Bankruptcy
- Intellectual Property & Technology
- Labor & Employment
- Mergers & Acquisitions
- Real Estate
- Securities & Capital Markets
- California
- Search
- Select Retain search filters for future sessions to keep the filters you selected until you change them.
- Display browse results in this content type first
- Select the content type you want to see first when you are browsing content in Practical Guidance:
- Forms
- Practical Guidance
- Cases
- Legislative
- Secondary
- Emerging Issues
- News
- Display search results in this content type first
- Select the content type you want to see first when you perform a search in Practical Guidance:
- Forms
- Practical Guidance
- Cases
- Legislative
- Secondary
- Emerging Issues
- News
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| Buttons | - Save Changes to Settings & Close
- Select to save your current selections as your new preferences.
- Close Settings Without Saving
- Select to leave the Settings page without applying any of your changes.
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