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Working with Workbooks


David
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  • Technical Support Engineer

In addition to organizing case exhibits using the Document Manager and Transcript Manager Tabs, TrialDirector provides a Workbooks tool that allows you to organize and relate specific groups of items, such as documents or clips related to a particular witness or issue. Note that adding an item to a workbook does not remove it from the Document Manager or Transcript Manager, it simply manages a copy to aid in your trial organization.

 

By default, TrialDirector creates three workbooks for each case: Search Results, Trial Exhibits, and Witnesses. You can rename these workbooks as desired, and can create as many additional workbooks as necessary. In addition, during trial when documents or clips are admitted in the presentation mode, an Admitted workbook is automatically created. Within the Admitted workbook, a sub-workbook is created and labeled (by date) for each day of trial if exhibits are admitted, and includes all admitted items. Each admitted item is date and time stamped, and includes the item description.

 

Workbooks are ordered alphanumerically. If you need to have them in particular order, you can add leading numbers before the workbook name

 

To add items to a workbook, simply open the Case Explorer folder (above the Workbooks Explorer) that contains the item, then click and drag the item to the workbook. The item will be added to the workbook, but will still remain in the original folder.

Create a New Workbook

 

 

To add a new workbook, click on the Make New Workbook icon image98.gif in the toolbar.

 

A new workbook called New Workbook is added to the Workbooks Explorer. You can then rename the new workbook if desired. By default, the new workbook will be available in the Presentation mode. To make the workbook unavailable, right click on it and clear the Show in Presentation mode selector.

 

To assign a colored icon to the workbook, right-click on the workbook name, point to Select Workbook Color or Type, and then click a color. Or, you can designate the workbook as a Carousel or as a MultiPlayer Workbook.

Move Items into a Workbook

 

 

There are two ways to move items to a Workbook:

  1. From the Case Library tab, select the item in the Case Explorer and drag the item to the desired workbook.
  2. Click on any Workbook to select it, then select items that you would like to add to the workbook (Shift-Click or Alt-Click). Right click on any of the selected items, then select the Send to Workbook command from the shortcut menu.

Sort Workbook Contents

 

 

There are two options for sorting items in a workbook:

  • Manual Sort Order sorts items in the order they were inserted or manually arranged (see Rearrange Workbook Contents below).
  • Item ID Sort Order sorts items in alphanumeric order by Item ID.

By default, items in a workbook are sorted in Manual Sort Order.

 

To sort by Item ID, do one of the following:

  • Right-click on the desired workbook and select Item ID Sort Order from the drop-down menu.
  • Click on the desired workbook and select Item ID Sort Order from the Workbooks menu.

To manually sort items, do one of the following:

  • Right-click on the desired workbook and select Manual Sort Order from the drop-down menu.
  • Click on the desired workbook and select Manual Sort Order from the Workbooks menu.

Rearrange Workbook Contents

 

 

To change the order of items in a workbook, follow these steps:

  1. Right-click on the workbook and make sure the Manual Sort Order option is selected (see Sorting Workbook Contents above).
  2. Select the item(s) you would like to move and drag them in a new location in the workbook. The item(s) will be inserted before the selected position in the workbook.

Rename a Workbook

  1. To rename a workbook, click on the desired workbook to make it active.
  2. Do one of the following:

  • Press
    [F2]

  • Right-click on the workbook and select
    Rename Workbook
    from the drop-down menu

  • Select
    Rename Workbook
    from the Workbooks menu

  1. Type a new workbook name
  2. Click on any other workbook in the Workbooks Explorer to save the new name

Print Workbook Contents

 

 

To print the contents of a workbook, do one of the following:

  • Select a workbook, open the Print window and select Workbook for the Print Range
  • Right-click on the desired workbook and select Print Workbook Contents from the drop-down menu
  • Select Print Workbook contents from the Workbooks menu

Export Workbook Contents to a Script File

 

 

Script files are used in TrialDirector to automate exhibit presentation. When a script file is created from the contents of a workbook, the workbook items are listed in the script file in order, allowing you to present the workbook items sequentially by executing the script.

  1. To export the contents of a workbook to a script file, do one of the following:


    • Right-click on the desired workbook and select Send Workbook Contents To Presentation Script... from the shortcut menu.
    • Click on the desired workbook and select Send Workbook Contents To Presentation Script... from the Workbooks menu.

  1. Enter a name for the script in the Script Name field.

  1. If you would like the script to advance automatically without having to enter the step script command, select the Advance Items Automatically Every Option. Adjust the advancement delay (slide interval) as desired.
  2. Click OK. Then, click Yes to confirm.

The script file will be saved in the Scripts folder within the current case folder. Export Workbook Contents to a Volume

 

 

By exporting a workbook, you can make a volume containing the workbook contents. The exported volume will include a load file (*.oll) and a database file (*.mdb) containing all of the items in the folder.

 

In addition, you can choose to copy all of the source files into the volume folder. This is particularly helpful if the items in your case are located on several different volumes because it saves you from having to switch volumes. For example, you may have a case with a million items spread across 100 volumes, but only 150 of those items will actually be used in trial. By putting those items in a trial workbook and exporting the workbook to a volume, you can create a volume that only contains trial exhibits. [TABLE=cellspacing: 0]

[TR]

[TD]Note:

 

Memo attachments will only be retained if the database file (*.mdb) is used to import the volume into a new case instead of the load file (*.oll).[/TD]

[/TR]

[/TABLE]

  1. To export a workbook, click on the workbook you want to export to make it active.

2. Do one of the following:

-Right-click on the workbook and select Send Workbook Contents To ... | New Volume ... from the shortcut menu

-Click on the workbook and select Send Workbook Contents To ... | New Volume from the Workbooks menu.

  1. Verify that the workbook name shown in this window is the name of the workbook you want to export.
  2. Click [Next].
  3. Enter a destination path in the Select a Destination Filepath field or click the [browse] button to select one using a navigation window. TrialDirector will create the specified folder if it does not already exist. The volume will be copied into this folder.
  4. Select a volume size limit in the Volume Size Limit field to ensure that the volume will be able to fit on your chosen media (CD ROM, local drive, etc.). TrialDirector will create additional volumes if your data exceeds the volume size limit. If you plan to copy the volume to a disk or a CD-ROM after it has been exported, choose the appropriate volume size so that the exported volume will not exceed the limits of your media.
  5. In the Reference Files Over field, enter the size limit (in MB) for files that will be copied into the exported volume folder. For item files that exceed this size, the load file will reference the original path to the file instead of copying the file to the volume. When the exported volume is loaded into a case, you can view a referenced file by mounting the volume where the file originally existed.
  6. Click [Next].
  7. Select an export option

Export Options:

[TABLE=border: 1, cellspacing: 0]

[TR]

[TD=bgcolor: #C0C0C0]Option[/TD]

[TD=bgcolor: #C0C0C0]Description[/TD]

[/TR]

[TR]

[TD]Copy Object Files to New Volume[/TD]

[TD]Allows you to copy the item files to the volume folder. If you do not select this option, the volume folder will only contain the load file, the database file and other related case files. There is no need to copy the files to the new volume if there are no changes to the actual image files and you only want to update the case database on another system to reflect new revisions and memos, etc.[/TD]

[/TR]

[TR]

[TD]Naming Options for Exported Files[/TD]

[TD]Allows you to determine the naming convention for exported files. The naming options are only available if the Copy object files to new volume option is enabled. Select whether to use the Page ID or a series of sequential numbers for the exported file names.

 

For example, if the Page ID option is used, an exported document item of EXH101001 will have a file name of EXH101001.TIF. If the sequential numbers option is used, each exported object file name will be assigned a new name using a 7-digit numbering scheme; beginning with 0000001. For example, the first document image within the exported folder will have a file name of 0000001.TIF.[/TD]

[/TR]

[TR]

[TD]Export Media Clips into Individual Media Files[/TD]

[TD]This feature allows users to create individual Windows Media Video (*.wmv) files from Transcript Manager media clips. For example, a media clip is generated from specified in and out points of a parent video (i.e. *.mpeg) file. If the media clips are added to a workbook for export, this option is available. Check this option to export any media clips within the workbook to *.wmv files. The drop down list below is used to select the best encoding profile for the *.wmv file(s) to be created. The encoding profiles are listed by video resolution, video encoding bitrate and audio encoding bitrate. For example, the TDS-352x288-768-64-S-1-1 profile will encode the target *.wmv file with a resolution of 352x288, a video bitrate of 768Kbps and an audio bitrate of 64Kbps. [TABLE=cellspacing: 0]

[TR]

[TD]Note:

 

Use Transcript Manager to create individual media files (*.wmv) from synchronized DVT Clips.[/TD]

[/TR]

[/TABLE]

[/TD]

[/TR]

[TR]

[TD]Pause Export Process Between New Volume Creation[/TD]

[TD]Allows you to permanently apply all markups to the exported image files. If you are providing the exported volume to opposing counsel, you may not want them to be able to remove the markups.[/TD]

[/TR]

[/TABLE]

10. After the export options have been set, click [Next] to continue.

11. Set the export options as desired. Descriptions of the options are shown below: Image Options:

[TABLE]

[TR]

[TD]Option[/TD]

[TD]Description[/TD]

[/TR]

[TR]

[TD]Export to Multi-page Tiff Format[/TD]

[TD]Allows you to convert all exported multi-page documents into multi-page TIFFs. If you do not select this option, all multi-page documents will be split into single-page documents.[/TD]

[/TR]

[TR]

[TD]Apply All Markups Permanently to Exported Images[/TD]

[TD]Allows you to permanently apply all markups to the exported image files. If you are providing the exported volume to opposing counsel, you may not want them to be able to remove the markups.[/TD]

[/TR]

[TR]

[TD]Convert B&W Images with Markups to Color Images[/TD]

[TD]Select this option if you wish to maintain color markups on B&W images during export. This option is only available is the Apply Markups Permanently to Exported Images option is enabled. This option will create a 24-bit color TIFF image from B&W images that contain markups.[/TD]

[/TR]

[TR]

[TD]Convert All Highlight Markups to Redactions During Export[/TD]

[TD]Allows you to convert all sections of the images that were highlighted with the Highlighter tool into permanent redactions on the exported images.[/TD]

[/TR]

[TR]

[TD]Apply Watermark[/TD]

[TD]Allows you to permanently apply the currently selected global watermark to all exported images.

 

The [Pick] button allows you to set the global watermark.[/TD]

[/TR]

[TR]

[TD]Brand Images With:[/TD]

[TD]This allows you to apply footers to the bottom of all exported images. The default footer is the Document ID followed by the Page Number and then the Item ID.

 

If you would like to customize the footer, you can add, remove, or rearrange the components of the footer in the Brand Images With field.

 

%D% - Document ID

%P% - Item ID

%N% - Page Number

%T% - Trial Exhibit Number

%E% - Exhibit Number

%DESC% - Description

%RECNO% - Universal Record Number

 

For example, if you wanted the Item ID and then the Page Number, you would enter %P% %N% in the field.[/TD]

[/TR]

[/TABLE]

  1. When you have finished setting the options, click [Next].
  2. Click [Export] to begin exporting the volume. TrialDirector will then prompt for the Volume Name for the export folder about to be created. This volume name is used for the export folder name, load file names and volume label references within some of the export load files.
  3. Enter the desired volume name and click [OK] to continue. Clicking [Cancel] will cancel the export. Once complete click [OK] .

Apply Current Label to Workbook Items

 

 

This feature will automatically apply the current exhibit label to all images contained within a workbook. This feature is useful for applying exhibit labels to hundreds (even thousands) of images in a batch processing method. Once the labels are applied to the images, the workbook can be exported or printed. Selecting the Apply all markups option when exporting a workbook will "brand" the exhibit label to the exported images.

  1. Select the current label style by clicking the Select Label option within the Label annotation tool drop down list. The label numbering scheme and source field for the label can be set here. It is important to make sure the current label style is set to your specifications prior to applying labels to a workbook. If the label style needs to be changed, you may have to manually remove the label from each image prior to applying labels again.
  2. To apply the current exhibit label to a workbook, right-click on the workbook and select Apply Current Label to Workbook Items.
  3. A thumbnail image of the current label will appear in the upper right side of the dialog, as shown above. If this is not the label you wish to apply, click [Cancel] and select the correct label.
  4. Select whether to apply the labels to all pages in the workbook or only page 1 of documents contained in the current workbook.
  5. Select whether to position the label at the bottom left or bottom right side of the image. A thumbnail image of the label position appears to the right.
  6. You can select whether to trim leading zeros that may occur in the label numbering scheme. For example, if you are using the Page ID as the source field for the label numbering and IDs such as EXH002051 exist, enabling this option will trim the 2 leading zeros to create exhibit labels with an ID of EXH2051.
  7. Click [OK] to begin the labeling process. This process could take several minutes, depending on the number of images in the current workbook. Also, selecting the "All Pages" option can significantly increase processing time. During this process, TrialDirector will not be accessible.

Remove a Workbook

  1. To remove a workbook, click on the desired workbook in the Workbooks Explorer.
  2. Do one of the following:

  • Right-click on the workbook and select
    Remove
    from the shortcut menu.

  • Select
    Remove
    from the Workbooks menu.

A message window will appear, asking if you want to remove the workbook.

  • Click
    [Yes]
    to remove the workbook and its contents. This will not remove the items that were in the workbook from the case.

  • Click
    [No]
    to cancel the removal.

To review revisions in Single Page View, consider putting revised documents in a workbook and viewing them from there.

 

Carousels work similar to the swipe functionality on a touchscreen or tablet. To startup a carousel from presentation, choose the “Two-step-Carousel…� choice at the first item in the workbook. Present this and swipe left or right using your mouse to navigate.

 

If you plan present your case via barcode scanner, you can print out a listing of your barcodes by adding the items to a workbook, right-clicking on the workbook and choose “Send Workbook Contents to Microsoft Exhibit Outline�.

 

The Trial Exhibits workbook is a premade workbook that will automatically contain any document with a Trial Exhibit Number.

 

 

 

Edited by David Drummond
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  • Technical Support Engineer

In addition to organizing case exhibits using the Document Manager and Transcript Manager Tabs, TrialDirector provides a Workbooks tool that allows you to organize and relate specific groups of items, such as documents or clips related to a particular witness or issue. Note that adding an item to a workbook does not remove it from the Document Manager or Transcript Manager, it simply manages a copy to aid in your trial organization.

 

By default, TrialDirector creates three workbooks for each case: Search Results, Trial Exhibits, and Witnesses. You can rename these workbooks as desired, and can create as many additional workbooks as necessary. In addition, during trial when documents or clips are admitted in the presentation mode, an Admitted workbook is automatically created. Within the Admitted workbook, a sub-workbook is created and labeled (by date) for each day of trial if exhibits are admitted, and includes all admitted items. Each admitted item is date and time stamped, and includes the item description.

 

Workbooks are ordered alphanumerically. If you need to have them in particular order, you can add leading numbers before the workbook name

 

To add items to a workbook, simply open the Case Explorer folder (above the Workbooks Explorer) that contains the item, then click and drag the item to the workbook. The item will be added to the workbook, but will still remain in the original folder.

Create a New Workbook

 

 

To add a new workbook, click on the Make New Workbook icon image98.gif in the toolbar.

 

A new workbook called New Workbook is added to the Workbooks Explorer. You can then rename the new workbook if desired. By default, the new workbook will be available in the Presentation mode. To make the workbook unavailable, right click on it and clear the Show in Presentation mode selector.

 

To assign a colored icon to the workbook, right-click on the workbook name, point to Select Workbook Color or Type, and then click a color. Or, you can designate the workbook as a Carousel or as a MultiPlayer Workbook.

Move Items into a Workbook

 

 

There are two ways to move items to a Workbook:

  1. From the Case Library tab, select the item in the Case Explorer and drag the item to the desired workbook.
  2. Click on any Workbook to select it, then select items that you would like to add to the workbook (Shift-Click or Alt-Click). Right click on any of the selected items, then select the Send to Workbook command from the shortcut menu.

Sort Workbook Contents

 

 

There are two options for sorting items in a workbook:

  • Manual Sort Order sorts items in the order they were inserted or manually arranged (see Rearrange Workbook Contents below).
  • Item ID Sort Order sorts items in alphanumeric order by Item ID.

By default, items in a workbook are sorted in Manual Sort Order.

 

To sort by Item ID, do one of the following:

  • Right-click on the desired workbook and select Item ID Sort Order from the drop-down menu.
  • Click on the desired workbook and select Item ID Sort Order from the Workbooks menu.

To manually sort items, do one of the following:

  • Right-click on the desired workbook and select Manual Sort Order from the drop-down menu.
  • Click on the desired workbook and select Manual Sort Order from the Workbooks menu.

Rearrange Workbook Contents

 

 

To change the order of items in a workbook, follow these steps:

  1. Right-click on the workbook and make sure the Manual Sort Order option is selected (see Sorting Workbook Contents above).
  2. Select the item(s) you would like to move and drag them in a new location in the workbook. The item(s) will be inserted before the selected position in the workbook.

Rename a Workbook

  1. To rename a workbook, click on the desired workbook to make it active.
  2. Do one of the following:

  • Press
    [F2]

  • Right-click on the workbook and select
    Rename Workbook
    from the drop-down menu

  • Select
    Rename Workbook
    from the Workbooks menu

  1. Type a new workbook name
  2. Click on any other workbook in the Workbooks Explorer to save the new name

Print Workbook Contents

 

 

To print the contents of a workbook, do one of the following:

  • Select a workbook, open the Print window and select Workbook for the Print Range
  • Right-click on the desired workbook and select Print Workbook Contents from the drop-down menu
  • Select Print Workbook contents from the Workbooks menu

Export Workbook Contents to a Script File

 

 

Script files are used in TrialDirector to automate exhibit presentation. When a script file is created from the contents of a workbook, the workbook items are listed in the script file in order, allowing you to present the workbook items sequentially by executing the script.

  1. To export the contents of a workbook to a script file, do one of the following:


    • Right-click on the desired workbook and select Send Workbook Contents To Presentation Script... from the shortcut menu.
    • Click on the desired workbook and select Send Workbook Contents To Presentation Script... from the Workbooks menu.

  1. Enter a name for the script in the Script Name field.

  1. If you would like the script to advance automatically without having to enter the step script command, select the Advance Items Automatically Every Option. Adjust the advancement delay (slide interval) as desired.
  2. Click OK. Then, click Yes to confirm.

The script file will be saved in the Scripts folder within the current case folder. Export Workbook Contents to a Volume

 

 

By exporting a workbook, you can make a volume containing the workbook contents. The exported volume will include a load file (*.oll) and a database file (*.mdb) containing all of the items in the folder.

 

In addition, you can choose to copy all of the source files into the volume folder. This is particularly helpful if the items in your case are located on several different volumes because it saves you from having to switch volumes. For example, you may have a case with a million items spread across 100 volumes, but only 150 of those items will actually be used in trial. By putting those items in a trial workbook and exporting the workbook to a volume, you can create a volume that only contains trial exhibits. [TABLE=cellspacing: 0]

[TR]

[TD]Note:

 

Memo attachments will only be retained if the database file (*.mdb) is used to import the volume into a new case instead of the load file (*.oll).[/TD]

[/TR]

[/TABLE]

  1. To export a workbook, click on the workbook you want to export to make it active.

2. Do one of the following:

-Right-click on the workbook and select Send Workbook Contents To ... | New Volume ... from the shortcut menu

-Click on the workbook and select Send Workbook Contents To ... | New Volume from the Workbooks menu.

  1. Verify that the workbook name shown in this window is the name of the workbook you want to export.
  2. Click [Next].
  3. Enter a destination path in the Select a Destination Filepath field or click the [browse] button to select one using a navigation window. TrialDirector will create the specified folder if it does not already exist. The volume will be copied into this folder.
  4. Select a volume size limit in the Volume Size Limit field to ensure that the volume will be able to fit on your chosen media (CD ROM, local drive, etc.). TrialDirector will create additional volumes if your data exceeds the volume size limit. If you plan to copy the volume to a disk or a CD-ROM after it has been exported, choose the appropriate volume size so that the exported volume will not exceed the limits of your media.
  5. In the Reference Files Over field, enter the size limit (in MB) for files that will be copied into the exported volume folder. For item files that exceed this size, the load file will reference the original path to the file instead of copying the file to the volume. When the exported volume is loaded into a case, you can view a referenced file by mounting the volume where the file originally existed.
  6. Click [Next].
  7. Select an export option

Export Options:

[TABLE=border: 1, cellspacing: 0]

[TR]

[TD=bgcolor: #C0C0C0]Option[/TD]

[TD=bgcolor: #C0C0C0]Description[/TD]

[/TR]

[TR]

[TD]Copy Object Files to New Volume[/TD]

[TD]Allows you to copy the item files to the volume folder. If you do not select this option, the volume folder will only contain the load file, the database file and other related case files. There is no need to copy the files to the new volume if there are no changes to the actual image files and you only want to update the case database on another system to reflect new revisions and memos, etc.[/TD]

[/TR]

[TR]

[TD]Naming Options for Exported Files[/TD]

[TD]Allows you to determine the naming convention for exported files. The naming options are only available if the Copy object files to new volume option is enabled. Select whether to use the Page ID or a series of sequential numbers for the exported file names.

 

For example, if the Page ID option is used, an exported document item of EXH101001 will have a file name of EXH101001.TIF. If the sequential numbers option is used, each exported object file name will be assigned a new name using a 7-digit numbering scheme; beginning with 0000001. For example, the first document image within the exported folder will have a file name of 0000001.TIF.[/TD]

[/TR]

[TR]

[TD]Export Media Clips into Individual Media Files[/TD]

[TD]This feature allows users to create individual Windows Media Video (*.wmv) files from Transcript Manager media clips. For example, a media clip is generated from specified in and out points of a parent video (i.e. *.mpeg) file. If the media clips are added to a workbook for export, this option is available. Check this option to export any media clips within the workbook to *.wmv files. The drop down list below is used to select the best encoding profile for the *.wmv file(s) to be created. The encoding profiles are listed by video resolution, video encoding bitrate and audio encoding bitrate. For example, the TDS-352x288-768-64-S-1-1 profile will encode the target *.wmv file with a resolution of 352x288, a video bitrate of 768Kbps and an audio bitrate of 64Kbps. [TABLE=cellspacing: 0]

[TR]

[TD]Note:

 

Use Transcript Manager to create individual media files (*.wmv) from synchronized DVT Clips.[/TD]

[/TR]

[/TABLE]

[/TD]

[/TR]

[TR]

[TD]Pause Export Process Between New Volume Creation[/TD]

[TD]Allows you to permanently apply all markups to the exported image files. If you are providing the exported volume to opposing counsel, you may not want them to be able to remove the markups.[/TD]

[/TR]

[/TABLE]

10. After the export options have been set, click [Next] to continue.

11. Set the export options as desired. Descriptions of the options are shown below: Image Options:

[TABLE]

[TR]

[TD]Option[/TD]

[TD]Description[/TD]

[/TR]

[TR]

[TD]Export to Multi-page Tiff Format[/TD]

[TD]Allows you to convert all exported multi-page documents into multi-page TIFFs. If you do not select this option, all multi-page documents will be split into single-page documents.[/TD]

[/TR]

[TR]

[TD]Apply All Markups Permanently to Exported Images[/TD]

[TD]Allows you to permanently apply all markups to the exported image files. If you are providing the exported volume to opposing counsel, you may not want them to be able to remove the markups.[/TD]

[/TR]

[TR]

[TD]Convert B&W Images with Markups to Color Images[/TD]

[TD]Select this option if you wish to maintain color markups on B&W images during export. This option is only available is the Apply Markups Permanently to Exported Images option is enabled. This option will create a 24-bit color TIFF image from B&W images that contain markups.[/TD]

[/TR]

[TR]

[TD]Convert All Highlight Markups to Redactions During Export[/TD]

[TD]Allows you to convert all sections of the images that were highlighted with the Highlighter tool into permanent redactions on the exported images.[/TD]

[/TR]

[TR]

[TD]Apply Watermark[/TD]

[TD]Allows you to permanently apply the currently selected global watermark to all exported images.

 

The [Pick] button allows you to set the global watermark.[/TD]

[/TR]

[TR]

[TD]Brand Images With:[/TD]

[TD]This allows you to apply footers to the bottom of all exported images. The default footer is the Document ID followed by the Page Number and then the Item ID.

 

If you would like to customize the footer, you can add, remove, or rearrange the components of the footer in the Brand Images With field.

 

%D% - Document ID

%P% - Item ID

%N% - Page Number

%T% - Trial Exhibit Number

%E% - Exhibit Number

%DESC% - Description

%RECNO% - Universal Record Number

 

For example, if you wanted the Item ID and then the Page Number, you would enter %P% %N% in the field.[/TD]

[/TR]

[/TABLE]

  1. When you have finished setting the options, click [Next].
  2. Click [Export] to begin exporting the volume. TrialDirector will then prompt for the Volume Name for the export folder about to be created. This volume name is used for the export folder name, load file names and volume label references within some of the export load files.
  3. Enter the desired volume name and click [OK] to continue. Clicking [Cancel] will cancel the export. Once complete click [OK] .

Apply Current Label to Workbook Items

 

 

This feature will automatically apply the current exhibit label to all images contained within a workbook. This feature is useful for applying exhibit labels to hundreds (even thousands) of images in a batch processing method. Once the labels are applied to the images, the workbook can be exported or printed. Selecting the Apply all markups option when exporting a workbook will "brand" the exhibit label to the exported images.

  1. Select the current label style by clicking the Select Label option within the Label annotation tool drop down list. The label numbering scheme and source field for the label can be set here. It is important to make sure the current label style is set to your specifications prior to applying labels to a workbook. If the label style needs to be changed, you may have to manually remove the label from each image prior to applying labels again.
  2. To apply the current exhibit label to a workbook, right-click on the workbook and select Apply Current Label to Workbook Items.
  3. A thumbnail image of the current label will appear in the upper right side of the dialog, as shown above. If this is not the label you wish to apply, click [Cancel] and select the correct label.
  4. Select whether to apply the labels to all pages in the workbook or only page 1 of documents contained in the current workbook.
  5. Select whether to position the label at the bottom left or bottom right side of the image. A thumbnail image of the label position appears to the right.
  6. You can select whether to trim leading zeros that may occur in the label numbering scheme. For example, if you are using the Page ID as the source field for the label numbering and IDs such as EXH002051 exist, enabling this option will trim the 2 leading zeros to create exhibit labels with an ID of EXH2051.
  7. Click [OK] to begin the labeling process. This process could take several minutes, depending on the number of images in the current workbook. Also, selecting the "All Pages" option can significantly increase processing time. During this process, TrialDirector will not be accessible.

Remove a Workbook

  1. To remove a workbook, click on the desired workbook in the Workbooks Explorer.
  2. Do one of the following:

  • Right-click on the workbook and select
    Remove
    from the shortcut menu.

  • Select
    Remove
    from the Workbooks menu.

A message window will appear, asking if you want to remove the workbook.

  • Click
    [Yes]
    to remove the workbook and its contents. This will not remove the items that were in the workbook from the case.

  • Click
    [No]
    to cancel the removal.

To review revisions in Single Page View, consider putting revised documents in a workbook and viewing them from there.

 

Carousels work similar to the swipe functionality on a touchscreen or tablet. To startup a carousel from presentation, choose the “Two-step-Carousel…� choice at the first item in the workbook. Present this and swipe left or right using your mouse to navigate.

 

If you plan present your case via barcode scanner, you can print out a listing of your barcodes by adding the items to a workbook, right-clicking on the workbook and choose “Send Workbook Contents to Microsoft Exhibit Outline�.

 

The Trial Exhibits workbook is a premade workbook that will automatically contain any document with a Trial Exhibit Number.

 

 

 

Edited by David Drummond
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