Transcripts tab

You can see a list of transcripts that were previously uploaded on the Transcripts tab. Alternatively, transcripts can also be opened on the Documents tab. On the Transcripts tab, you can mark a transcript as a key document and open it in the Viewer for review. You can also edit the details of a transcript and download reports on selected transcripts from the Transcripts tab.

Transcripts list

The Transcripts list displays any transcript files that were previously uploaded. To learn more about uploading transcripts, see Uploading transcripts.

You can open an uploaded transcript in the Viewer by clicking the Open in Viewer icon.

You can mark a transcript as key by clicking the star to the left of the name and then filter the list to only show key transcripts. You can also filter the list by clicking Filter and completing any of the following fields:

• Deposition Date—Select a beginning and end date to filter the transcript list to only display files uploaded during that time period.
• Deponent Name—Click on the drop-down menu and select any deponents you'd like to include in the filter results. Only uploaded transcripts with the selected deponents will display in the list when this filter is active.
• Show only key transcripts—Select this option to only display transcript uploads that currently have the star selected.

Edit transcript details

You can adjust a transcript's details from the Transcripts tab.

To edit a transcript's details:

1. Navigate to the Transcripts tab and select the transcript in the list that you wish to edit.
2. You can edit the following transcript details:
   • Date—Click on the textbox and select the desired date in the calendar menu.
   • Status—Hover your cursor below Status and select an option to indicate the current status of the transcript.
   • Deponent type—Hover your cursor below Deponent type and select an option to indicate what type of deponent is in the transcript.
   • Taking attorney—Click on the textbox and enter the taking attorney's name using your keyboard. When finished, click outside of the field to save their name.
   • Comment—Click on the textbox and enter an optional note about the transcript using your keyboard. When finished, click outside of the textbox to save the note.
   • Proceeding type—Hover your cursor below Proceeding type and select an option to indicate the type of legal proceeding that is related to the transcript.
   • Deponent name—Click on the textbox and enter the deponent's name using your keyboard. When finished, click outside of the textbox to save their name.
   • Party—Hover your cursor under Party and select an option to indicate which party is related to the transcript.
   • Defending attorney—Click on the textbox and enter the defending attorney's name using your keyboard. When finished, click outside of the textbox to save their name.

Create and export a transcript report

You can create one or more reports on the selected transcripts from the Transcripts tab and export them to your workstation. To learn more, see Transcript reports and printing transcripts.

Transcripts application

If you have installed the Transcripts application, you can access the Transcripts tab which contains individual tabs with views for Notes, Exhibits, URLs, Comments, Designations, and Designation types.

Notes tab

The Notes tab contains the following fields:

• Document - contains the name of the transcript file. It appears as a hyperlink that opens the file directly in the Viewer.
• Location - contains the page and line range in the transcript where the note is found. It appears as a hyperlink that opens the file in the Viewer and takes you directly to the location of the note.
• Note - contains the full text of the note. It appears as a hyperlink that takes you to the Notes Layout with full note details.

Exhibits tab

The Exhibits tab contains the following fields:

• Document - contains the name of the transcript file. It appears as a hyperlink that opens the file directly in the Viewer.
• Location - contains the page and line range in the transcript where the exhibit is linked. It appears as a hyperlink that opens the file in the Viewer and takes you directly to the place where the exhibit is linked. If the exhibit is not directly linked to a location in the transcript, this field will be empty.
• Document ref - contains the name of the linked exhibit. It appears as a hyperlink that opens the file directly in the Viewer.

URLs tab

The URLs tab contains the following fields:

• Document - contains the name of the transcript file. It appears as a hyperlink that opens the file directly in the Viewer.
• Location - contains the page and line range in the transcript where the URL is linked. It appears as a hyperlink that opens the file in the Viewer and takes you directly to the location where the URL is linked.
• Link - contains the full text of the URL.
  The URL is only text and does not link out. You need to copy the URL and paste it in another window/tab to access the link. From within the transcript, you can click directly on hyperlinked text.

Comments tab

The Comments tab contains the following fields:

• TranscriptsNote::Note - contains the full text of the note left on the transcript that a user commented on.
• System Created By - contains the name of the user who left the comment.
• System Created On - contains the date and time the user left the comment.
• Comment - contains the full text of the comment.

Designations tab

The Designations tab contains the following fields:

• Document - contains the name of the transcript file.
• Location - contains the page and line range in the transcript where the designation type is found. It appears as a hyperlink that opens the file in the Viewer and takes you directly to the designation type location.
• Designation Type - contains the type of designation assigned.

Designation Types tab

The Designation Types tab contains the designation types users have created. You can edit or delete designation types in this tab.