Setting Up Folders, Issues and Designations in Litigation

Use Folders to organize groups of like documents. (e.g. “Witness A Exhibits”).  Folders can be applied to documents individually or with a Bulk Action.

From your main Litigation navigation, click Documents > Create Folder.

• You can also create folders from More > Settings > Documents. Navigate to Folders and click the "Create New" button.
  
  
  

• Name your Folder, give it an Abbreviation/Prefix which will show up as a shorthand identifier for marked documents, and assign an Editor Color which will associate with that particular folder throughout the database.
  
  
• Click "Create" to save your folder, and then you are ready to apply to Documents.

In order to edit any Folder specifications after the initial setup, simply return to MORE > Settings > Documents, and select "Edit" next to the Folder you would like to update.

Use Document Issues to categorize research, communication or work product. (e.g. “Damages”).  Document Issues can be applied to documents individually or with a Bulk Action. 

From your Documents page, click the Document Issues tab and the green Create Document Issue.

• You can also click the Documents tab from More > Settings - scroll down until you see the Document Issues and click "Create New".
  
  
  
  
• Name your Issue, give it an Abbreviation/Prefix (will show up as a shorthand identifier for marked documents) and assign Editor Colors.  Editor color will be utilized when an image markup highlight is applied to a document as to a particular issue.
• After the Issue has been created, you can reorder how they appear in your coding panel by selecting Reorder Custom Sort. 
  
  
  

It is important to note that you are permitted to set up duplicative Document and Transcript Issues.  This will allow you to categorize both documents and testimony clips by a particular issue(s) and then quickly recall all relevant material to that issue.

Note: In order to edit any Issue specifications after the initial setup, simply return to MORE > Settings > Documents/Depositions, and select "Edit" next to the Issue you would like to update.

Use Designations to categorize groups of testimony clips on transcripts. (e.g. “Plaintiff Initial Designations”). Check the “Will be used for objection type” option to denote objections to clips. 

Once created, you can apply to both Deponent and Proceeding transcripts as page/line designations.  

Click here for more information on working with Transcripts.

Use Transcript Issues to categorize a group of testimony clips for work product or tagging (e.g.“Environmental” or "John's Outline").  Once created, you can apply to both Deponent and Proceeding transcripts as page/line designations.

You can also reorder the order in which issues appear when viewing a transcript by selecting Reorder. 

It is important to note that you are permitted to set up duplicative Document and Transcript Issues.  This will allow you to categorize both documents and testimony clips by a particular issue(s) and then quickly recall all relevant material to that issue.