Using Reference format
Reference format uses metadata fields to find the matches.
In your project navigate to Documents
Find and select the Transcript you wish to link from
Choose Actions, Tools and select Autolink
The Autolink dialog opens.
- Click on the Exhibit map drop down and choose the option Reference format
- Click on the +Add format button. Then create a reference format. Ensure that the exhibit files are named exactly as they are mentioned in the transcript, i.e. "Exhibit 1" will allow to utilize the document or file name field for linking. Then click Save.
In the left-hand column ensure only the correct format is ticked
If the text in the Matched Text box does not have an exact match anywhere in the transcript (e.g. the exhibit is named "Exhibit 1.pdf" and is referenced in the transcript text as "Smith 1"), users can update the Depo Ex No metadata field with correct text and match on that field.
8. In the toolbar click on Single folder
The drop down gives two options to search for the exhibits to link: All documents: It looks for matches in all the available documents Single folder: to search for matches in a specified folder
9. Click on the icon 
and the Select folder dialog opens
i. From the list select the folder where your Exhibits are stored
ii. Click on Select to complete the process
10. Click on the button Find matches and a table will open with results of the linking process.
11. Using the buttons above the table, choose one at a time and complete the following:
- New matches – Ensure all rows are selected
- Multiple matches – Ensure all rows are selected
- No matches – Deselect the rows
- Already linked – Deselect the rows
- Updated matches – Ensure all rows are selected
12. Select Create links to complete the process
The links will be created in the transcript. Clicking on the exhibit name in the transcript viewer will open a preview of the linked document.
Using Exhibit map
If the transcription team has used multiple formats to refer to exhibits, Exhibit map can be used to add alternate reference for the documents. It is also useful to add reference to individual documents within a transcript.
In your project navigate to Documents
Find and select the Transcript you wish to link from
Choose Actions, Tools and select Autolink
4. The Autolink dialog opens.
5. Make sure that the Exhibit map option is selected (this option is selected by default)
6. In the toolbar click on Single folder
The drop down gives two options to search for the exhibits to link: All documents: It looks for matches in all the available documents Single folder: to search for matches in a specified folder
7. Click on the icon and the Select folder dialog opens
i. From the list select the folder where your Exhibits are stored
ii. Click on Select to complete the process
The documents in the selected folder are listed on the right hand side. Below each document there is a predefined aliases which is the document name without the extension. If any of the document is referenced differently in the transcript, more aliases can be added using the +Add option.
8. Click on the button Find matches and a table will open with results of the linking process.
9. Using the buttons above the table, choose one at a time and complete the following:
- New matches – Ensure all rows are selected.
- Multiple matches – Ensure all rows are selected.
- No matches – Deselect the rows.
- Already linked – Deselect the rows.
- Updated matches – Ensure all rows are selected.
10. Select Create links to complete the process
The links will be created in the transcript. Clicking on the exhibit number in the transcript viewer will open a preview of the linked document.
Delete autolinks
There are two ways to delete links to the exhibits in a transcript.
- Delete links one by one
- Open the transcript in the transcript viewer and click on the exhibit that must be deleted
- Click on the
button that appears - From the 'Delete link' dialogue box click on the button "Yes, delete it' to confirm deletion
- Delete links in bulk
