WORKING WITH CASES - inData Corporation
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1. 4 Note There is variation in compliance with the Twain interface requirements among various scanner manufacturers These variations may affect or disable the functionality of some scanning features Use Automatic Check this option to set the scanner to use automatic document Document Feed feed or to allow batch scanning ADF Deskew B amp W Text Check this option to deskew black and white document text images as they are scanned Duplex Scan For printers with duplex double sided scanning check this option to capture both sides of the document being scanned Color Depth Choose a file format and color palette black amp white 1 bit per pixel TIF image 256 color 8 bit per pixel BMP image or true color 24 bit per pixel JPG image Resolution DPI Allows you to set the resolution measured in dots per inch of the scanned image Typically the higher the resolution the larger the resulting file size but the clearer the image Large file sizes will take longer to load than smaller file sizes The general recommendation for black and white TIF images is 300 dpi For color JPGs you may want to reduce the resolution to 100 or 200 to make the file size smaller The challenge is to choose settings that create an image that loads quickly in court without sacrificing the quality of the image If you aren t sure run a test scan first Paper Size Set the paper size for the scanned items Legal 8 1 2 x 14 is the large2. Back Nest gt Import Copyright 2010 inData Corporation All Rights Reserved 25 TrialDirector 6 Help Working with Cases 3 Click Next If you have no changes to make to any of the selections you made in steps 1 2 click Import Import Synchronized Transcript s The selected synchronized Transcript s will now be imported into the current case i amp Depending on the number of Transcript s selected and as the size of any associated multimedia to be copied the import process may take a few moments Worki ng To begin the import process click Import To backup click Back or to exit click Cancel Progress bao haO O O O a a Bai k O O O i gl ig w F F F F y F Cancel Back Wer Import 4 The media files on the CD DVD are copied to the location indicated in step 2 and the synchronized transcript is loaded into your case showing the progress bar as the import is completed This process may take some time to complete if it is copying large files to your system Click OK to close the import confirmation dialog Import Synchronized Transcript s The Digital Video Transcrpt s have been imported i Please review the import results carefully to ensure no warming were iisued To esit click OK Finished Results n The following deposition s were imported Kang Stacy Val 01 11709 72007 i Automatically indes new transcript s If the check box next to Autom
3. Location 1 Building FI is INCREASED by 15 000 to a mew total of Location fi Building 2 is INCREASED b y 4 000 to a new total of Amendatory form GU 271 6 85 is hereby ADDED as per attached i i An MAAL INSTA EN BERE y REEL a TTT Se aa Se pt aca G ie a a HE CGM esi 00 Case Library DocumentManager TranscriptManager Coding To hide the Case Explorer pane ck the Oa Click on the Hide Case Explorer tool on the toolbar or you can click the Document Manager View Toolbar in the Case Explorer or File Edit View Docup Clips Multimedia Workbooks Coding fa ETET p Case Explorer E H t ty View by 3 Al tems a E I ri l Copyright 2010 inData Corporation All Rights Reserved 31 TrialDirector 6 Help Working with Cases To display the Case Explorer or Document Manager panel again click once more on the Hide Case lej Explorer tool or click on the Show Explorer tool Bi in the top left corner of the workspace File Edit View Doc Multimedia Workbooks Coding eae aa Baw o o mage Native Presentation Preview To navigate between items including individual pages of multi page documents when working only with the Item Viewer use the PgUp and PgDn keys on your keyboard Message Item Is Not Located on Your Computer When you select an item to view and the CD or volume containing the item cannot be located on your compute
4. e Text tab Displays full text OCR for files that were converted during scanning to searchable full text format Use this tab to edit the text if needed e Presentation Preview tab Shown in the Case Library and the Document Manager Shows what any item in your case will look like when it is presented Drag an item from Case Explorer or Document Manager to this tab to preview it and use the presentation tools as needed During presentation you can use this tab to push changes over to Presentation mode or to make real time changes See Using Presentation Preview for more information 30 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Note Pages from PDF files are displayed both as static images on the Image tab for annotation prior to trial and as fully functional PDF files on the Native tab Many Advanced PDF Support features are available in TrialDirector To View Items in Full Screen Mode The Item Viewer can be used without the Case Explorer or Document Manager This is sometimes helpful when making redactions or working with annotations When you want to view items in Full Screen mode simply close the Case Explorer or Document Manager Image Native Text Presentation Preview DEMOO0071 Cal Capital s endorsement adding absolute pollution exclusion e inured 9 Newe A Address MURPHY HERMINE L ET AL SARTA DARDARA CA 93108 ane Is go zaras zars
5. Loading transcripts must be done from the Transcript Manager You might have just a transcript file in ASCII or Amicus or PTF Portable Transcript Format You may also be have received a video file to go along with the transcript If so you ll want to have the transcript and the video synchronized if they ve not already gone through the synchronization process If they have been synchronized you ll load a CMS Compound Media Storage file which lets you load that transcript and its associated media and synchronization information into your case Loading Documents Loading Transcripts Loading Items Using the Manual Selection oadina Transcripts Amicus or ASCII Dialog Format Loading Transcripts Portable Transcript LOAGING LEMS USING Daten Impor Files Loading Items Using Batch Import Files PTE Format Loading Digitized and Synchronized Loading Items Using a Scanner Tanos Loading Items Using Drag and Drop Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Loading Items Using the Manual Selection Dialog Use the Manual Selection Dialog to load images native and multimedia files when you have not been provided with a batch load file To Load Documents Without a Batch Load File 3 4 Note It is always a good idea to make a backup of your case before you load a large number of items just in case something goes awry 1 From the Case Explorer Document Manager or Codi
6. NOISE Fe choc th latch ingot ih pak TaD recto Document Wansgeltn Load Fide al Select the Balch Impal path and Manome Ic Program Fiera ala Capua Cases lore 5 Biers In the first field Select the Batch Import file format select the type of batch file you are importing By default TrialDirector selects an oll file but click on the drop down arrow to select from a list of compatible file types In the second field Select the Batch Import path and filename type the path and filename of the batch file you are using for example C images load oll or click Browse to locate the file Click Next Batch Import Mew Items Tou may abso optiona select bo atomaticaly apply 4 rotator infomahon to ingted temdit agg lens To conma chick Mest To backup cick Back ce to ent chock Cancel Rolate imported pages by O degrees ciockwise If all of the items you are importing need to be rotated select the number of degrees clockwise the images should be rotated If only a few of the items require rotation it is better to perform the rotation using the rotation tools on the main TrialDirector toolbar Click Next Click Import The import processing time depends on the number of items you are importing Copyright 2010 inData Corporation All Rights Reserved 9 TrialDirector 6 Help Working with Cases Batch Import New tens mio the cuter Fee Cee asl aac the mput process map laka a be
7. ROO O AS E E EAE E E E N E E 29 AAA 1S USING ea E S E EEE OE O E EA E T E E EA 30 TEO ROE A E A E E E A ee A ee ee 33 AET U E a a E E E E NS 34 TEINS ENEA E E E E E E A en ee errr ere eer or JSE OUE FA TOO aas a E E EE ee 37 JPE RROD O eee E E EE E E 38 Using Clipboard LiINnKINg te acceearsh ate asieceveusiee srandiozenceitaes tose advose tenasesosdsdecoadenneshore aseneeveesenrepdoarccoaceteienscteees 39 he iols a G 161d ss 9 5 61 gt eee eee ee nen ee ne ee ee ee eee 40 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Creating a New Case To import items into TrialDirector first create a case into which you ll load images transcripts and other items To create a new case 1 Select Create a New Case from the File menu or click the New Case tool on the Toolbar Create a New Case This wizard will assist you in creating a new TralDirector CASE To begin please select the desired case location for the HEW Cate To continue click Ment Create a New Case Select 4 cage location C Documents and Settings All Users inD ata T ralliigg T T YT Y Y ba b ba ra bar pr br Saat Cancel 2 The default case path is automatically selected as the destination location for the case files To change the case path click Browse and navigate to the location where you want the case stored You may also wish to add multiple case paths If so click Edit to add
8. click OK to exit the import dialog Copyright 2010 inData Corporation All Rights Reserved 17 TrialDirector 6 Help Working with Cases Loading Synchronized Transcripts TrialDirector lets you display and present synchronized digital transcripts a powerful method to engage jurors A synchronized transcript is a combination of 1 the transcript of a proceeding such as a deposition hearing or trial 2 the corresponding multimedia file s such as video of the testifying witness and 3 a CMS Compound Media Storage file which correlates each line of the transcript to the appropriate line in the video If you have a transcript and a video then they can be converted into a synchronized transcript a process usually referred to as timecoding or synchronizing This can be done by inData by an authorized inMotion DVT Service Bureau or by you or Someone in your office using the TimeCoder module in TrialDirector or TimeCoder Pro a separate product sold by inData You can load a single synchronized transcript multiple transcripts using multiple CMS files or DepoView transcripts To Load a Single Synchronized Transcript 1 Copy the multimedia files to a location on your network laptop or hard drive 2 In Transcript Manager open the Transcripts menu select Import Transcript s from and select Synchronized Transcripts 3 To import a single synchronized transcript select Specific Compound Media Storage cms fil
9. checked you can index transcripts later 16 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Loading Transcripts Portable Transcript PTF Format TrialDirector can work with transcripts in Portable Transcript Format potf a format produced by LiveNote TrialDirector includes a utility to load PTF transcripts singly or in batches If the PTF transcript has an associated video however you will need to use TimeCoder to associate the video with the transcript To Load PTF Transcripts 1 Inthe Transcript Manager open the Tools menu select Batch PTF Import Tool Tools Help Edit Presentation Script File Quick Text Exhibit Creator Full Text d Assign Trial Exhibit Numbers to Selected Items Assign Exhibit Numbers to Selected Items Batch Field Fill Selected Items Make Case Load Files alobal Path Editor Reconnect Missing Files Data Grid viewer Case OCR Manager Time Coder Timeline press FileBridge ImageBrander ImageSleuth Add TrialDireckor to Summation Add Ons 2 When the Import Utility dialog opens select the case to which the files will be added then click Next 3 Enter or browse to the location where the desired PTF files are located Click Next 4 A list of all PTF files in the selected folder is displayed Select the transcripts to be loaded from the list and click Next 5 Click Import When the import is completed
10. click in the checkbox adjacent to the transcripts you wish to load 6 Click Next Choose Copy all multimedia files recommended 7 Click Browse navigate to the location of multimedia files that are associated with the CMS files you loaded in the previous step then click OK to close the Browse dialog The folder containing the multimedia files appears in the Select a target multimedia folder box 22 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Import Synchronized Transcript s Import Digital Video Transcript man a e a y O O Ea n a a a a a w F F F F F F Cancel You may select to automatically copy and organize multimedia fles during the import process Please be aware copying your multimedia files will take significantly longer to complete the import process what would you like to do Copy all multimedia files recommended Do not copy multimedia files Select a target multimedia tolder CAD ocuments and Settings All Users inD ata T ralDire Browse Back Nest gt Import 8 Click Next If you have no changes to make to any of the selections you made in steps 3 7 click Import Import Synchronized Transcript s zl Working ar e F F F i EF W F a a a a w F F F F y F Cancel The selected synchronized Transcript s will now be imported into the curent case Depending on the number of Transcript
11. items that are not found in the case 11 When the process is complete a message appears telling you that the subset case has been created successfully Click OK to complete the process Copyright 2010 inData Corporation All Rights Reserved 35 TrialDirector 6 Help Working with Cases Create Subset Case from Gatch File The subtat cans hat been ceaated E Toca cik DK Working ENA Hanze v Bieta has been crested Process m Complete You will now be able to open the subset case as you would any other case When the subset case is created a cross reference file is created and stored in the original case folder For example if you create a subset case from the demonstration case Case0000 the cross reference file will be saved as Case0001 XRF where Case0001 is the subset case number in the Case0000 folder 36 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Finding Items You may want to locate items in your case using one of Trialbirector s searching tools Trialbirector gives you three tools to search for items in the Case Explorer Document Manager or Coding module 1 the Quick Find tool 2 the Find Dialog for more advanced tools and 8 Clipboard Linking for external searches Click here to learn more about searching in Transcript Manager Using the Quick Find Tool Using the Find Dialog Using Clipboard Linking Using the Quick Find Tool The Q
12. more information Case Explorer ltem Viewer E TrinWirector TriaWirector 6 Sample Case O x fie Cat Yew Documents Matimeds Workbooks Coding Took tiep f nden 24 QhDO Om gt n wm Eirini gt kkm Casa Explorer Bee image ii 1 Presentation Preview DENMO00071 Cal Capital s endorsement adding absolute pollution exclusion E T tee Saree ee m ee ee tee ee 2 Are 7 1939 letter to DeLoreto Oot e March 16 1900 Letter to Cal ne C gp omon March 25 1953 lotier to Ciare M C p itanong Aly 13 1994 kiter to P David E LI Deacon ss March 13 2001 harctwrtien et Workbooks fn Explorer ne a Case Library Transcript Manager Coding Depending on the type of item one or more of the following tabs are available at the top of the Item Viewer e Image tab Displays any supported image file and enables you to annotate the image If the item you select is a multimedia file this becomes the Media tab If the item you select is a transcript this tab becomes the Transcript tab e Native tab Opens the program used to create the file and displays the fully functional version of the file within TrialDirector This tab is unavailable grayed out if native viewing is not Supported for the file type if the program used to create the file is not installed on your computer or if the file loaded is an image rather than a native file
13. O InData PRESENT WIN WORKING WITH CASES Table of Contents The following topics have been exported from the TrialDirector 6 Help System to enable easy printing To access the most current information from the full Help system open the Help menu in TrialDirector cere ide Ceci o o gt eter a een ener ten een ee E ee 2 Opening an EXStiNG CASG arenei na ienai Trn eini a a e i ei e ea a enient 4 Loading tems MO Your OCA G we erent tee r eee ee O eet ne eee eee eee ere eee ee 5 Loading Items Using the Manual Selection Dialog cccccccccccseseccneeecceeeeeaeeeesaeeeeeeeeeeseeeesseeeeeaeeeesaenenegs 6 Loading Items Using Batch Import Files antntadsadthaatenRiacsdviandesthintiniad vidhadatentihond takaatterdsiadad rainiaierpianhviainasaen 8 Loading Items Using a Scanner aes ee creed accent ean vedic pad panera tes aa ensanaeasedcuee vec bane aec ats seneenwaseseneeseaseees 11 Loading tems Using Drag and Drop eississsinicsirmcirees enia in at aer ieia a 14 Loading Transcripts Amicus or ASCII Format cuccucesnivasccastccenentecnaies vedalencsnseanscnnisnaatevactea neds escnaenadeess 15 Loading Transcripts Portable Transcript PTF Format ccccccccseseeeseeeeeeeseeeteeseeaeeeeeeeesneetsneetaneetaeses 17 koading oynchronized MANS COU Sa sistastancensteberariesiste haa seneeenetia e Ee E 18 Loading inMotion DVT Media ranscripts snennenusnernsrnrnsrrernrrsrrrrrrsrnrrnrrrrnrrsrrrrnrrrrnrrsrrrrnrrrrrrrerrrrene 28
14. age depending on the Increment ooben ekeched bakya Vendy the seleched ophons Click Mert to Contra Shad Fenareng vai Haam increment name on esch rew document D Inceainert name on each rew page i neren unmg Leading Zen Ft lnokads Faga Puid lt Back Hea IEE 9 If you want the items renumbered sequentially enter the beginning number for the new naming convention e g ABCO01 e lf you entered a beginning number for the new naming convention decide whether to increment the number at each new document or each new page e lf you want to include revisions make sure that the Include Page Builds option is selected 10 Click Export to create the subset case Create Subset Case fram Batch File es Finished Tie re case wal ba created and teart behed in the batch he well be copeed to the naw cate New teen wall be named eccosding lo opbons elected To begin the espoclicopy process chk Expert To backup chck Back of to eat cick Cancel Progress Aa If errors occur during the process a message appears asking if you want to view the problems list The problems list is saved in the original case folder For example if you create a subset case from the demonstration case Case0000 the error file will be saved as Case0001 ERR where Case0001 is the subset case number in the Case0000 folder Possible problems include items that are listed more than once two items cannot have the same Item ID and
15. ages The current Folder case path plus Capture is the default storage location To modify the storage location click the Browse button Each image filename will consist of the image id and an extension depending on whether you re scanning a black and white document or a color photo or document These selections are usually made on your scanner TrialDirector retains this path as the default path so that the next time you scan you don t have to re set the path Copyright 2010 inData Corporation All Rights Reserved 11 TrialDirector 6 Help Working with Cases Current Document Displays the Document ID for the document currently being ID scanned The Document ID will be the same as the Image ID of the first page of the document It is filled in automatically after the Image ID has been set and the New Doc or Scan button is clicked Next Image ID Assign an Image ID up to eight characters to the first page being scanned When scanning multiple pages of the same document the Image ID increments automatically although you can manually edit it at any time Indicates the physical page number of the image you are scanning When scanning multiple pages to the same document the page number increments automatically 5 On the Image Settings tab set the following Use Manual Check this option to use the software associated with your Scanner Controls scanner which may allow you more detailed control over the scan process rT
16. ake sure you re in the appropriate area of the program When you want to add documents including batch load files then drag the files onto the Case Library or Document Manager view If you want to add a transcript or DVT using CMS files make sure the Transcript Manager is the active window on your TrialDirector desktop To Load Items Using Drag and Drop 1 With the current case open in TrialDirector open Microsoft Explorer or My Computer Size and position the windows on your desktop so you can work with both simultaneously 2 To load documents or batch load files make sure either the Document Manager or the Case Library tab is the active window To load transcripts or DVTs make sure the Transcript Manager is the active window Select one or more items in Windows Explorer or My Computer to add to the case 4 Hold the left mouse button down and drag the items over to TrialDirector When you release the mouse button a dialog box will open prompting you to fill in information See Loading Items into Your Case for help with these dialog boxes 14 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Loading Transcripts Amicus or ASCII Format TrialDirector can work with transcripts in ASCII or Amicus format The process to load each format is very similar The difference is in the text extension for each file ASCII transcript files may end in ASC or TXT or V for volume numb
17. ang wiisd Create a reer document hot each hike added I Praia bo wid io each re Fage bd m Hare heane using Multiple methods for TrialDirector 6 Help Working with Cases if Allows you to keep each fem a seperate document or Add a user defined pref Can be either betters or numbers 7 Once you make the necessary changes and verify the appearance of the number in the Page ID Example window click OK The new items are now accessible from the Case Explorer the Document Manager and the Coding tabs They are also able to be shown in Presentation mode Copyright 2010 inData Corporation All Rights Reserved 7 TrialDirector 6 Help Working with Cases Loading Items Using Batch Import Files A batch import or batch load file automates the process of adding a group of items to a case avoiding the slow tedious task of adding items one at a time Using a defined format a batch load file typically contains information about the filenames the location of the files and the types of files The load file most identified with TrialDirector is called an Object Load List oll Object load lists can be manually created using a text editor TrialDirector also accepts several types of batch load files produced by other programs Batch load files currently supported by TrialDirector are e TrialDirector database files mdb includes annotation references if any e CT Summation iBlaze Document Image Information fil
18. atically index new transcript s is checked the transcript will be indexed before it is added to the Transcript Explorer Click OK to close the Index 26 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Transcripts dialog e If the check box is not checked you can index transcripts later Indexing transcripts is important See Indexing Transcripts for more information 5 If you receive a message stating that the multimedia cannot be located click here for instructions Resolving Multimedia File Location Message You may see the following message when you click Import If so click Browse and navigate to the correct location for the multimedia file s You may have to attach an external drive if that is where you store your multimedia files or you may have to copy the multimedia file s to your system from a DVD Once you ve located the correct file click OK and the import proceeds TrialDirector Unable to Locate Multimedia File The required file MPOF21 96 MPG on volume C DRIVE could not be found Orginal Multimedia Source Hequired Please insert the orginal disc containing the required multimedia file If this file has already been copied to an alternate location please browse to the required multimedia file nce you have located the file click OF to continue a ultirnedia file IC Demonstration Case Witness Poll MikeSMPO 21 95 MPG Browse Cancel Copyri
19. bp Workbook Fined Wilhin ff Bess Dba lets berms Slats wath ony hw Diesonptions 5 cient Fedd E Ehi Mo s i P Triad Exhibit Hos As iv Notes amp Memos R Full Ted _ bras Frdtint Coca 2 Type the word or phrase you would like to search for in the Find What field e You do not need to use a wildcard character Trialbirector automatically searches for the root word and variations such as for example plurals See the following examples e o search for train training trainer trainers and trains you would enter train in the Find What field e Oo find all Item IDs beginning with BA enter BK in the Find What field e The text is not case sensitive e lf you enter more than one word TrialDirector assumes you are searching for a phrase with those words in the same order as entered 3 Select one of the following viewing options Select Browse Results Individually if you want to jump to each matching items one at a time when the Find First then Find Next button is clicked Select Send Results to Workbook if you want to display all matching records in the Search Results workbook 4 Check the boxes next to the fields you want to search rT f Note The Admitted Fields search options are only available when the Admitted workbook is selected in the Workbooks Explorer 5 Click Find First To find subsequent items matching the search click Find Next 6 Click Cancel to close the Find dialog 38 Copyr
20. e and click Next To import multiple files within a single folder click here for instructions Import Synchronized Transcript s This wizard will help you to import your synchronized a transcript s into the current case a Synchronized transcripts may be provided as one or more Compound Media Storage cme files or as physical DepovView LO DVD discs Import What would you like to import Dig ital Video f Specie Compound Media Storage cms file Transcript C Multiple files within a specified folder Se ee o O a a a Baai b i O O O O A w F F y a a O O Cancel 18 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases 4 Click the Browse button to navigate to the location of the CMS file you wish to load Click to select the CMS file then click OK to close the Browse dialog Import Synchronized Transcript s Please select the Compound Media Storage cme file va pou Would like to import below Import Digital Video Transcript T Y F Y Y Y EF B F F O O F w F F F F y F Cancel To continue click Next To exit click Cancel Select a file to import Jones y Sth Withess Jones John JAJO 2195 cme Browse Back Nest gt Import Choose Copy all multimedia files recommended Click Browse navigate to the location of multimedia files that are associated with the CMS file you loaded in the previous step then c
21. er Amicus transcript files end in AMI To Load Transcripts Amicus or ASCII Format 1 Inthe Transcript Manager open the Transcripts menu select Import Transcript s from and choose either AMICUS Transcript ami or ASCII Transcript txt from the flyout menu Transcripts Clips Multimedia Tools Help Import Transcriptts Fromm Pl AMICUS Transcript ami ASCII Transcript txt TrialDirector Case File cms EA Multiple TrialDireckor Case Files cms 3 inMotion OYT Media 2 Click Browse and navigate to the location of the transcript file on your drive or network Select the file and click Open The path and filename should now appear under Select a Transcript Click Next 3 TrialDirector attempts to fill in identifying field information based on the transcript file Usually the Deposition Information checkbox is automatically If the Deposition Information is blank or incorrect you may edit the information To verify the information against the transcript click Edit e The transcript you re loading may not be a deposition transcript but may have been prepared for a hearing or trial In that case click the Other checkbox and fill in a short description in the adjacent box The description you enter will appear in the Transcript Explorer 4 Click Next to continue e TrialbDirector automatically tries to determine the page and line information for the selected transcript but it is important for yo
22. es dii e IPRO load files Ifp e DocuLex Volume Contents files txt e DocuLex Database Files dbf e Opticon v2 0 ImageBase Load Files opt e Generic Image Load files log TrialDirector also offers a utility called FileBridge located in the Tools menu that lets you convert certain types of batch load files into an oll file or other compatible format swe Note If you are adding items trom a volume that you have exported trom a Tnallirector case use the z database file mdb rather than the object load list ol The mdb file contains references to any annotations made on the items the oll fle does not contain that information To Load Documents Using a Batch Load File Note It is always a good idea to make a backup of your case before you load a large amount of items just in case something goes wrong with the load process 1 From the Case Explorer Document Manager or Coding views open the Document menu 2 Select Import New Item s from 3 Choose Batch Import File from the flyout menu The following dialog appears 8 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Batch import Mew Items This vazad wall help jou bo import mar tamia into pour t Fakes Case by using o baich mpost file Fissi n lect the spceopemste file forest and erter a path 4nd Henane hor thee mpat batch file bai To contre chock Hed Add lema Toe chick Cancel Hr et
23. ght 2010 inData Corporation All Rights Reserved 27 TrialDirector 6 Help Working with Cases Loading inMotion DVT Media Transcripts Loading inMotion DVT Media Transcripts follows the identical procedures as those when loading Digitized and Synchronized Transcripts except you select inMotion DVT Media from the Import Transcript s from dialog See Loading Digitized and Synchronized Transcripts for step by step instructions 28 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Remove Items from a Case In the Case Explorer or Document Manager you can easily remove items from your case 1 Click on the item s to select them 2 Select Remove Selected Item s from the Documents menu or right click on any of the selected items and choose Remove Selected Item s A warning message will aopear requesting that you confirm the removal 3 Click Yes to remove the item s from the case or No to cancel the removal pan Note Removing items from a case does not delete the source files from your computer Copyright 2010 inData Corporation All Rights Reserved 29 TrialDirector 6 Help Working with Cases Viewing Case Items When you are working in the Case Library s Case Explorer or in the Document Manager select an item and the Item Viewer displays it on the right side of the screen You can also view items when you work in the Coding module Click on the labels below for
24. ight 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Using Clipboard Linking Most third party document management systems can be used to locate documents in TrialDirector by copying query results to the Windows Clipboard To illustrate the clipboard linking concept the following example uses Windows Notepad in place of other Windows based products you might use for this purpose 1 A 3 Open Windows Notepad by clicking the Windows Start Run command and typing notepad Click OK to open the program Resize and move the Notepad window so you can view both Notepad and Document Manager Type the search text in Notepad Keep in mind that a valid Item ID must be found within the first three words of the search text Highlight the selected text and press Control C or open Notepad s Edit menu and select Copy to copy the search text to the Windows Clipboard TrialDirector automatically displays the referenced item Copyright 2010 inData Corporation All Rights Reserved 39 TrialDirector 6 Help Working with Cases Search and Replace The search and replace feature allows you to search a selected Case Explorer field for all occurrences of specified text and replace the text with alternative text Follow these steps to find and replace text 1 Select Replace from the Edit menu Replace Fodh Replace wti Select field Otbsect Id Heplaca mar Mach Cace F
25. ike to remove A special icon indicates that a case cannot be removed because it is currently open If you want to remove the case that is currently open you must open a different case before attempting removal 4 After you have selected the case s you want to remove click Remove A warning message will appear allowing you to confirm the removal 5 Click Yes to remove the case s or No to cancel the removal Z Note f you are working in a network environment and another user has a case open you will not be able to remove that case Copyright 2010 inData Corporation All Rights Reserved 33 TrialDirector 6 Help Working with Cases Creating a Subset Case The subset case feature allows you to select specific items and add them to a new case using a batch file You might use this feature if you originally loaded all of your case documents into TrialDirector but now want to create a subset case of only those items you will use at trial This advanced feature allows you to Create a separate case that only contains the exhibits you are going to use in trial Redefine document boundaries to match the document boundaries defined in a third party database management system Rename items with generic Item IDs for document production ss A Note The sample Subset Case Batch File provides an example of how to redefine document boundaries rename items and assign Exhibit and Trial Exhibit Numbers using the subset case fea
26. ipts folders and a Trial Exhibits Workbook are displayed To view the Matter number and notes you associated with the case when you created it right click on the case name in the Case Explorer and select Properties Copyright 2010 inData Corporation All Rights Reserved 3 TrialDirector 6 Help Working with Cases Opening an Existing Case Depending on the options selected in the Options settings when you start TrialDirector you will see either the last case opened the default setting or a list of the cases stored in the last accessed case path See Document Manager Options to learn how to revise this setting To open an existing TrialDirector case 1 Select Open Case from the File menu or click the Open Case tool button on the Toolbar 2 Use the drop down list to select the case you wish to open e lf you do not see the case in the selection list click the Browse button to select a different case path 3 Once you select a case click Open 4 lf you are opening a case that is secured with a password you must enter the appropriate Username and Password in the Secure Case Access Login dialog Then click Login If you don t know the login information click Cancel to return to the case list or contact your administrator e You may be prompted to backup the case If so click Yes to backup the files Click No to skip the backup and open the case TrialDirector opens to the case you selected displaying the Case Explorer Wor
27. kbooks Explorer and the first image listed in the Documents folder of the Case Explorer 4 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Loading Items into Your Case A TrialDirector case may contain a variety of items comprising what may become or already are identified as exhibits in your case These might include images of documents deposition and trial transcripts including possibly digitized and synchronized video multimedia files such as audio recordings or surveillance videos and native files Word Excel PowerPoint Adobe PDF files to name a few See Supported File Formats for a complete list You may load documents or transcripts using drag and drop or you may use menus and dialogs to walk through the process Loading Documents There are a few methods for adding items to your case depending on the type of item and the source of the files e Did you receive a load file typically with an OLL DIl or LFP extension Then you ll use the Batch Import Files loading technique e Do you have a group of images or native files but no batch loading file Then you ll use the Manual Selection Dialog to load those items e You may need to scan and load images directly into Trialbirector using a Twain compliant scanner Any of these approaches can be used when you re working in the Case Explorer Document Manager or Coding modules of TrialDirector Loading Transcripts
28. lick OK to close the Browse dialog The selected file appears in the Select a file to import window Import Synchronized Transcript s 5 Import Digital Video Transcript i Y y E a a e aF F h W e F F F F F Cancel You may select to automatically copy and organize multimedia fles during the import process Please be aware copying your multimedia files will take significantly longer to complete the import process what would you like to do Copy all multimedia files recommended Do not copy multimedia files Select a target multimedia tolder C Documents and Settings All Lisers inD atas Trial Dire Browse Back Mest gt Import Copyright 2010 inData Corporation All Rights Reserved 19 TrialDirector 6 Help Working with Cases 7 Click Next If you have no changes to make to any of the selections you made in steps 3 6 click Import Import Synchronized Transcript s The selected synchronized Transcript s will now be imported into the current case i amp Depending on the number of Transcript s selected and the size of any associated multimedia to be copied the import process may take a few moments Worki ng To begin the import process click Import To backup click Back or to exit click Cancel Progress Se ee O O a a a Bami b iO O O O O A w F F F F y F Cancel Back Import 8 The synchronized transcript is loaded into your case sh
29. more than one path Long filenames are supported so you are not limited to eight character filenames 3 Click Next 4 Type the name of the new case in the Case Description field You can also enter a Matter Number and Notes if desired 2 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases e Long filename naming conventions are supported You are not limited to eight character names Create a New Case Next please enter the description matter number and any additional notes for the new case To continue click Next To backup click Back or to exit click Cancel Create a Description New Case iw Use Case description for directory name Matter number Notes u i E E O O O E E F a O O a w F y y y y y Cancel lt Back 5 Select Use Case description for directory name if you want the directory name to be the same as the Case Description If Use Case description for directory name is not selected TrialDirector will name the case folder using a number scheme e CASEQOOS 6 Click Next 7 You may want to set up case security If so select the Enable Case Access Security checkbox and enter an Administrator User ID and Password To further secure case data select the Enable Case Encryption checkbox You may also choose to skip case security 8 Click Create The new case is created Documents Multimedia and Transcr
30. n momenti To begn the import process cick import To backup cick Back of to eat cick Cancel Mts heidi pot ect Da petal Piepert 10 When the import is complete click OK If there were no errors during the import process the imported items will now appear in the Case Explorer and Document Manager Because the load file contained the Doc ID and file type information the items are displayed in the appropriate area of the Case Explorer 10 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Loading Items Using a Scanner You can scan documents using a TWAIN compliant scanner and import the images into your case If you don t Know whether your scanner is TWAIN compliant check the scanner documentation or search the Internet for twain compliant scanner Loading Documents Using a Scanner 1 2 4 From the Case Explorer Document Manager or Coding views open the Document menu Select Import New Item s from Choose Capture Device Twain Scanner The Import window opens 4 Note If the Title Bar of the Import window says No Twain scanner sources are available you need to install a scanner Consult the scanner user manual for more information Import Hew liens from Capture Device D Review ered terme peine pikig bo cade On the Capture Settings tab set the following Select Destination Select the path where you want to store the im
31. ng views open the Document menu 2 Select Import New Item s from 3 Choose Manual Selection Dialog from the flyout menu The Windows Select Items window opens e Inthe Windows Select Items dialog select the View tool to choose how the items will be displayed Note that you can view thumbnails of the items you re loading as well as a List or Details 4 Navigate to the location of the files you want to add to TrialDirector 5 Select the files you want to load and click Open e Select a single file by double clicking on the filename e o select several non adjacent files for loading hold down CTRL and click on each file e To select a range of files hold down SHIFT and click the first and last file in the range 6 In the window that opens Manually Select New Items for Import you will make decisions about how to name the Item s being loaded Pi Note t s very important that the ID numbers you establish here are unique and do not already exist in your TrialDirector case If Item ID numbers are duplicated Trialbirector will attempt to overwrite the existing items with the new items you are loading 6 Copyright 2010 inData Corporation All Rights Reserved Pinal Sikit Sew nema bor binigeet_ Chek OK to names the pelecbed hea ating the Hamma opina ioi below To add tema in the deleuk mode 1A the Hame bama uira deopdown meng lo Piensa Shows how hem ID will Fega ld Ersnpie chosen options Optra bor Mosman the Filet b
32. o import C Specific Compound Media Storage cms file 4 Back Nest gt Import 4 Click the Browse button to navigate to the location of the multiple CMS files you wish to load Click to select the folder then click OK to close the Browse dialog Import Synchronized Iranscript s Import Digital Video Transcript rE ee Se U EF B i O a a W l O F a F O Cancel Please select the folder containing the Compound Media Storage cme files wou would like to import below To continue click Mest To exit click Cancel Select a batch import folder CATRIAL DIRECTOR CASEWONES Y SMITHSLOAD Browse Back Nest gt Import Copyright 2010 inData Corporation All Rights Reserved 21 TrialDirector 6 Help Working with Cases 5 The transcripts whose CMS files are contained in the selected folder appear Import Synchronized Transcript s Import Digital Video Transcript baT O O O O a y Bami O O O O gett git gt w F y y y O O Cancel Please select the Transcript s you would like to import To continue click Mest To backup click Back or to exit click Cancel Select Transcript sy Jones dohn d Mol 01 07721 1995 Poli Michael Mol 01 0772171995 Poli Michael Mol 01 077 2171995 Select All Clear All Back Nest gt e Click Select All to check all transcripts in the folder e Click Clear All to deselect all transcripts then
33. ond Wa Wed Oink 2 Type the text you want to find and replace in the Find What field 3 Type the replacement text in the Replace With field or leave it blank as desired 4 Select the field to be searched by clicking on the arrow next to Select Field and selecting the desired field from the drop down list 5 Select the Match Case option if you want the search to be case sensitive 6 Select the Find Whole Word Only option if you do not want the search to find any matches within a word i e exh would not find exhibit 7 When the options are set as desired click Replace to begin the process When the process is complete a small window will appear indicating how many replacements were made 8 Click OK to return to the Search amp Replace window 9 Click Save Changes to make the replacements permanent or Cancel to cancel without saving the changes 40 Copyright 2010 inData Corporation All Rights Reserved
34. owing the progress bar as the import is completed Click OK to close the dialog e lf the check box next to Automatically index new transcript s is checked the transcript will be indexed before it is added to the Transcript Explorer Click OK to close the Index Transcripts dialog e lf the check box is not checked you can index transcripts later Indexing transcripts is important See Indexing Transcripts for more information If you receive a message stating that the multimedia cannot be located click here for instructions To Load Multiple Synchronized Transcripts 1 Copy the multimedia file s to a location on your network laptop or hard drive 2 In Transcript Manager open the Transcripts menu select Import Transcript s from and select Synchronized Transcripts 3 Toimport a single synchronized transcript select Multiple files within a specified folder and click Next To import a single file click here for instructions 20 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Import Synchronized Transcript s Import Digital Video Transcript E y e a y y O BaF W r a a a a w F F F F y F Cancel This wizard wall help you to import your synchronized transcript s into the current case Synchronized transcripts may be provided as one or more Compound Media Storage cmes files or as physical DepovView CD DVD discs What would you like t
35. puter open the Transcripts menu in Transcript Manager select Import Transcripts from and choose Synchronized Transcripts The deposition description appears under Physical DepoView CD DVD disc s Click Next Import Synchronized Transcript s Import Digital Video Transcript O i YY Y Y Y Ea b a F O O a w F F F F y O ed Cancel This wizard will help you to import your synchronized transcript s into the current case Synchronized transcripts may be provided as one or more Compound Media Storage cme files or as physical DepovView CO DVD discs What would you like to import Specific Compound Media Storage cms file C Multiple files within a specified folder i Phosical Depoview CD DVD disc s King stacy Mol 1 11709 2007 i Import 2 Choose Copy all multimedia files recommended and then click Browse and navigate to the location where you want to copy the video files on your computer Import Synchronized Transcript s 5 Import Digital Video Transcript uw F Te SS SS r Ea ee F e a a a W e F F F F F Cancel You may select to automatically copy and organize multimedia tiles during the import process Please be aware copying your multimedia files will take significantly longer to complete the import process What would you like to do Copy all multimedia files recommended Do not copy multimedia files Select a target multimedia tolder Browse i
36. r or network drive by TrialDirector TrialDirector displays a message in the Status Bar at the bottom of the screen that tells you which volume to load Mount the correct volume and select the item again You may need to use one of TrialDirector s tools to help with this issue See Global Path Editor and Reconnect Missing File Links for more help F Bi DEMMOO2 4S EA Work Plan at the request of Ut Es F Bi DEMO00294 September 1 1992 report letter fre ba lt MT gt Case Library Document tlanager Transcript Manager Coding l d Please mount volume C Drive ee eee 32 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases Removing a Case To remove a case 1 Select Remove Case s from the File menu Remove Case s Please select the carafe vou wouid kke to remove z Remember removed cazet wll be permanently deleted Reamove Avalable caser ey TraiDrecto Sample Case E TriaDirecto Sample Case 64 washington v Corak Ea Water y Od 4 4 Note When attempting to remove a secure case the user is prompted to login with a valid username password prior to removal Only those users with valid privileges are allowed to remove cases Secure cases are indicated with a padlock icon as shown in the image above 2 To edit the case path click Edit see Manage Case Paths 3 Select the case or cases you would l
37. s selected and the size of any associated multimedia to be copied the import process may take a few moments To begin the import process click Import To backup click Back or to exit click Cancel Progress Back Het gt Import Copyright 2010 inData Corporation All Rights Reserved 23 TrialDirector 6 Help Working with Cases 9 The synchronized transcripts are loaded into your case showing the progress bar as the import is completed Click OK to close the dialog Import Synchronized Transcript s The Digital Video Transcrpt s have been imported 3 Please review the import results carefully to ensure no WATINGS were Ssled To exit click OF Finished Results The following deposition s were imported W Automatically index new transcrpt s e lf the check box next to Automatically index new transcript s is checked the transcript will be indexed before it is added to the Transcript Explorer Click OK to close the Index Transcripts dialog e If the check box is not checked you can index transcripts later Indexing transcripts is important See Indexing Transcripts for more information If you receive a message stating that the multimedia cannot be located click here for instructions 24 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases To Load DepoView Transcripts 1 With a DepoView disc in the CD DVD drive of your com
38. st size 12 Copyright 2010 inData Corporation All Rights Reserved TrialDirector 6 Help Working with Cases 6 You have the option to include basic coded information during the scanning process Open the Coding Fields tab and enter some none or all of the following information for each scanned document Type Document type e g letter handwritten note response notice pleading Clear Coding History Clear the entries in any of the above listed fields Clear fields when Select this check box to automatically clear the fields when starting new document scanning a new document 7 Atthe bottom of the main Capture window select the check box if you want to review the documents you scanned before adding them to your case Once you ve reviewed the documents click Add to Case 8 Click Scan to begin scanning a document Buttons are provided for the following actions New Document select each time you want to scan a new document during the current scanning session Rescan Re scans the current document Add to Case Saves scanned image s to current case Close Closes the Import New Items from Capture Device window 9 Click Add to Case Deletes the current scan does not save the image Copyright 2010 inData Corporation All Rights Reserved 13 TrialDirector 6 Help Working with Cases Loading Items Using Drag and Drop Any item can be added to your case in TrialDirector using the drag and drop technique Just m
39. ture To Create a Subset Case 1 Create a batch file listing the items you would like in the subset case by doing one of the following Type the subset case batch file manually following the examples in the Sample Case Batch File topic Format a database query result to match the subset case batch file format Select items and create a batch file of the selected items Select Create Subset Case From Batch file from the Documents menu Type a case name in the Enter a Name for the New Case field Click Next to continue Ol og se iN In the Specify The Batch File field type the full path and filename of the batch file for example C TrialDirector 6 batchfile txt or click Browse to locate an existing file D Click Next to continue 7 Select the Include item memos in new case option if you wish to export memos that may be associated with the items to be included in the Subset Case 8 Select the format of your batch file Document Entries or Page Range Entries 34 Copyright 2010 inData Corporation All Rights Reserved A TrialDirector 6 Help Working with Cases 4 Note See the sample Subset Case Batch File for an explanation of each type of entry Create Subcl Case from Batch File Lreale 4 Subset Case You have the opbon of peepevang the mang hds ol berri melded i iha mea Cade oi pou may atty maw Ids bey seling the Sisi Flenareng patho opion The dating idw be incramirted for each Document P
40. u to verify the information so that page line citations are accurate Click Edit to confirm and if necessary adjust the starting page Note that the first page will be the first page on which text with line numbers appears not necessarily the title page of the transcript Copyright 2010 inData Corporation All Rights Reserved 15 TrialDirector 6 Help Working with Cases Import Transcript Tihs following page and lev indonmabon wat detennsined for the specified tansenpt Please weny thes infomation i coect r To opan ani nema Wee banc cok Eat impot a First page containing ine nurbers i Transcript ives tia 5 Click Import to begin importing the transcript If any of the deposition information is missing the Import button will not be available In that case click Back twice to return to the deposition information page and enter the appropriate information The new bansonpt wll pow be impabed barad on the i ai This proces could take a lew moments deperdeng on tha site ond format of the selected iranponpt To begin the creahon peocess cick Impit To backup chek Back ot to eat cick Cancel Progress 6 When the import is complete click OK to return to the Transcript Manager or click Again to load another transcript e lf the check box next to Automatically index new transcript s is checked the transcript will be indexed before it is added to the Transcript Explorer If the check box is not
41. uick Find Tool lets you quickly conduct a simple search in the Case Explorer Document Manager and Coding modules You may conduct a more advanced search by using the Find Dialog on the main toolbar The Quick Find Tool searches all text fields including attached memos It does not search the file volume file path file name and modify date fields in the Document Manager Insert term or phrase here contract Quick Find r Click here to launch Find Click again to repeat the last Find To Run a Quick Find 1 Enter a term or phrase in the Quick Find box 2 Click the Launch Quick Find button TrialDirector opens the first item returned as a result of the search 3 To find the next item click the Launch Quick Find button again To View the Quick Find Toolbar If the Quick Find tool doesn t appear on the Case Library Document Manager or Coding module toolbar 1 Open the View menu Copyright 2010 inData Corporation All Rights Reserved 37 TrialDirector 6 Help Working with Cases 2 Select Toolbars 3 Select Quick Find Using the Find Dialog The Find Dialog gives you a tool to search the Item ID Description Exhibit Number Trial Exhibit Number Memos and OCR text associated with case items 1 Click the Find tool a on the main toolbar or open the Edit menu and select Find i x Find Find what amp D Eyst matches ony C Biowss Rasus Individually fe Send retuits
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