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Creating Folders, Issues or Types

* This functionality is available for Advanced and Standard users only.

Creating Folders

At the top of the home page click MORE > Settings.

Click the Folders tab and click the "Create New" button.

Name your Folder, give it an Abbreviation/Prefix (will show up as an identifier for marked documents) and assign a Color for the Editor and Report.


Folders will also have a Type dropdown where you can choose if it is a Designation, or an Objection. Choose which evidence it applies to - Documents, Depositions, Transcripts, add an optional description - and click "Create"

In order to edit these, go back into MORE > Settings, navigate to your identifier and click Edit next to it.


Creating Issues

At the top of the home page click MORE > Settings.

Click the Coding tab.

Scroll down until you see the Issues section and click "Create New".

Name your Issue, give it an Abbreviation/Prefix (will show up as an identifier for marked documents) and assign a Color for the Editor and Report.

Choose which evidence it applies to - Documents, Depositions, Transcripts - and click "Create". There is no limit to the amount you can create.

In order to edit these, go back into MORE > Settings, navigate to your identifier and click Edit next to it.


Creating Objection Types

At the top of the home page click MORE > Settings.

Click the Coding tab.

Scroll down until you see the Objection Types section and click "Add New".

Name your Objection Type and click "Create".

In order to edit these, go back into MORE > Settings, navigate to your identifier and click Edit next to it.

 

Return to Prep Workflow

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