Topics/Trial Cloud Topics
How do I add coding to documents in Trial Cloud?
Calvin Ramseyer September 23, 2009
To add information to one document
When you're viewing the document itself, on the right side of the page is the “Document Data” and “Designations, Issues & Deponents” sections.
Click an arrow to drop down the identifier of your choice.
Enter your information and press Update at the bottom of the page.
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To add information to multiple documents
Search for the docs you need, click Select All or check the boxes next to the documents you wish to edit, then click Bulk Actions & Edit.
Enter the information in the appropriate fields and click Update Documents.
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This functionality is available for Advanced and Standard users only.
The video called Labels and Issues covers the application of coding to batches, as well as individual documents.