User Guide - Case Preparation Version 7
Here you can find our user guides for Case Preparation V7
Characters
Document Stamps
Archiving a Workspace (System Admin only)
Chronology
- Adding Chronology Entries
- Manage Chronologies (Custom Fields, Types & Statuses)
- Edit, Duplicate and Delete Chronology Entries / Auto-Populate Entry Date
- Export Chronology Report
- Linking a Chronology to a Transcript or Document
Access
Duplicates and Document Relationships
- Automated Duplicate Analysis (System Administrator Only)
- Consolidating Work Product Before Removing Duplicates
- Document Translations
- Duplicate Documents - Manual Application
- Emails - Family Relationships
Exports and Printing
- Bulk Export/Print & Export Options
- Changing File Names for Exported Documents and Transcripts (Workspace Admin Only)
- Export Document Tags Report
- Export in Sort Order
- Printing Individual Documents
Folder and Document View
- Autolink
- Bulk Document Replace
- Bulk Organize Tool
- Create Folder & Set/Change Folder Color
- Document Toolbar
Metadata Imports
Linking Documents
Tags
- Applying Document Tags
- Bulk-Tagging Documents
- Document Tags Report
- Tags Folder View and Metadata View
- Managing Document and Note Tags
Transcripts
- Deleting a Document or Transcript
- Importing Transcripts
- Linking Transcript Text to Exhibits
- Managing Multi-Party Objections
- Replacing a Transcript
Transcript Designations
- Automated Application of Designations (Import Designations)
- Bulk Designations Import
- Bulk Designations Export
- Bulk Import of Comments to Existing Designations
- Designations Report
User Accounts
- Adding Users via LDAP/Active Directory
- Changing the Email Address for an Existing User
- Creating and Managing Notes Groups (Workspace Admin only)
- Creating and Managing Security Groups (Workspace Admin only)
- Creating and Managing a User Account (Workspace Admin only)
General
Custom Agreement
Search Function
- Basic Search
- Advanced Search (Boolean Operators & Query Builder)
- Search Query Operators
- Tag Search Results
- Filter on Documents and Tags within Search Hits
Opus 2 User Guide
Metadata Fields (Admin Users only)
Notes
- Notes Tab Overview and Notes Filters
- Export Notes Reports
- Video Clip Designations (in Notes Tab)
- Apply Notes
- Viewing & Reporting on Note Tags in the Notes Tab