Transcripts Application

Question 1

Annotating Transcripts

Answer 1

Can add: 1) Notes 2) Designations 3) Exhibits 4) URLs

Question 2

Transcripts Layout

Answer 2

• Annotations logged in Transcripts layout and are called out by page and line numbers
• Clicking on an Exhibit hyperlink opens the document in the Viewer
• Clicking on the Note hyperlink sends you to the Notes object (newest object created listed first)

Question 3

Adding Notes

Answer 3

1. Select text and right click
2. Select “Add Note”
3. Type your note
4. Click “Save”

Can edit, delete, or comment on the note (so can other users)

Can expand or collapse all the notes in a page at once by clicking the expand/collapse notes icon at the top of the Transcripts viewer

Question 4

Adding Designations

Answer 4

1. Select Text and right-click
2. Select “Add Designation”
3. Click “+” to add a Designation Type or choose an existing; these are alphabetized
4. A bracket appears in the margins; can change the color of the bracket for all designations of that type by right-clicking and selecting the drop-down arrow under “Change Designation”

Can add designations over existing designation types; brackets appear in the order designations were created with inner bracket being the first

Question 5

Uploading Designations

Answer 5

CSV File with:

• Transcript name
• Page From
• Line From
• Page To
• Line To
• Designation

To upload, go to Designations tab and click “Upload Designations”; drag and drop or browse for file; verify that Rel has auto-mapped columns correctly and click “upload”

Question 6

Linking to Exhibits

Answer 6

1. Select text and right-click
2. Hover over “Link Exhibit”
3. Select one of the following:
   - Link This Occurrence (only selected text)
   - Link All Occurrences (all occurrences of selected text)
4. A pop-up appears for you to select the document you would like to link and click “Set”

Can also link exhibits on the Transcripts layout without directly linking to a line in the transcript

Question 7

Working with Case Dynamics

Answer 7

Can create and link Case Dynamics items when viewing transcripts; items are highlighted with the appropriate color

Question 8

Word Index

Answer 8

Word Index lists out all the different terms that are found in the transcript

• Click the bookmark page icon in the bottom right corner of the viewer
• can search for a phrase that has up to 5 words
• hover over hyperlink and pop-up appears that shows you the section of the transcript where the term appears
• can add up to 3 additional lines above and below where term is located by using the tool tip (settings icon); default above and below is 2

fields: [Word / Count (how many times in transcript) / Locations]

Question 9

Annotations Digest Report

Answer 9

PDF with selected annotations that contains:

• Case Name
• Transcript Name
• Type of annotation with total number of annotations selected
• Individual representations of each annotation with corresponding page and line numbers
• Case Dynamics items
• Time and date of digest generation

To Run Fill out:

• Include All Annotations
• Include Entire Question and Answer
• Additional lines above and below

Question 10

Key Terms Report

Answer 10

PDF with chosen key terms that contains:

• Case Name
• Transcript Name
• List of key terms
• Individual representations of each key term with corresponding page and line numbers, including the additional lines above and below the term
• Time and date of digest creation

Fields:

• Include Entire Question and Answere
• Additional Lines above and below (up to 10)
• Key terms, each term on a separate line