The Designating functionality is available for Advanced and Standard users only.

___________________________________________________________________________________________________________________________

Manually Create Designations

1. Click on the first line you'd like to set as your designation starting point, a green arrow will appear
2. Click on the last line you'd like to set as the end point, a red arrow will appear
3. Choose your Label or Issue from the dropdown
4. Add any Notes for the designation, such as indication of a partial line designation
5. Click Submit

 

After your designation is created, you'll see colored dots to the left of your designation.

 

If you entered any notes in the notes field, the dots will be turned exclamation points. Hover over them to see the notes.

 

If you entered any objections, they will appear as dots/exclamation points on the right.

___________________________________________________________________________________________________________________________

Import Designations From A File

Create your designations in Excel in the following format, and save as a .csv file.

Go to the Bulk Designation Import section, choose the Label that the designations will apply to.
Browse to locate the .csv file, then click Import Designations.

 

Your designations will automatically be populated in the deposition.

________________________________________________________________________

To export your designations, follow this link.

The video called Designations is helpful in guiding you through the details of the designation process.

Check out our blog post on enabling our Designation Highlighting.

 

Return to Trial Cloud Workflow