Td section 3 trialmasters

Section ThreeThe Annotation (Markup) Tools Objectives Using the Annotation Tools Saving Annotations as New Revisions Deleting Annotations

3.1 Using the Annotation Tools Annotation Tools allow you to place markings (markups) or text (annotations) on an image. The Annotation tools are available if the item type is a document or photo. Use the tools to draw arrows, lines, circles, rectangles, etc. To open the Toolbox, click the Annotation tools icon on the Toolbar.

The following Toolbar appears:

Using the Selection Tool Use the Selection tool to edit, resize, move or delete an annotation or markup. Click the Selection tool and click on the yellow highlight associated with item DEMO00050-01 from the Docs tab. Note: Please refer to the Demo Case that was included in you TrialDirector installation for this example. When an annotation or markup is selected, a box appears around it with handles on the corners and sides. When you move the cursor over a handle, the cursor changes to a double-pointed arrow, allowing you to resize the selected markup. When you place the cursor over the markup, the cursor changes to a four-sided arrow, allowing you to move the markup to another location.

Handles

You can also use the Selection tool to drag a rectangle around multiple markups to select groups of markups. This allows you to mass move, copy or delete an annotation.

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Highlighting an Item To highlight an important point on an item, select the Highlight tool. The default color for the highlighter is yellow. You must select the color for your highlighter before annotating your item.

Drawing a box around the selected area will highlight that portion.

Drawing an Arrow To draw an arrow pointing to an important point on the item, select the Arrow tool. You will want to make any adjustments to the line width and the pointer size of the arrow before annotating your image.

Always begin your arrow at the point end

Drawing a Line To draw a line, select the Line tool. You must select your color and adjust the line width prior to annotating your image.

Drawing a Rectangle To draw a rectangle, select the Rectangle tool. You must select your color and adjust the line width prior to annotating your image.

Drawing an Ellipse To draw an ellipse, select the Ellipse tool. You must select your color and adjust the line width prior to annotating your image.

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Using the Freehand Draw To freehand draw on an item, Select the Freehand Draw tool. You must select your color and adjust the line width prior to annotating your image

Using the Redaction Tool To redact information from your image, select the Redaction tool. This will allow you to see the redacted information in the Case Library, but in Presentation Mode the information will be hidden from view.

Adding Text To add text to an item, select the Text tool. You may use the default color, which is black, or choose the desired color for the text, then drag the cursor in a rectangle where you would like to place the text. You are left with a blinking cursor when you release the mouse button. Type the text and click elsewhere on the document when you are done. The box disappears, leaving only the typed text.

Adding a Sticky Note To place a note on an item, select the Sticky Note tool. Use the default color or choose the desired color for the background of the note and then drag the cursor in a rectangle where you would like to place the note. Type the text and click elsewhere on the document when you are done.

Using Stamps To place a stamp on an item, select the Stamp tool. Choose from the already created stamps or create your own stamp. Select the stamp then click once on the item where you want the stamp to appear.

Using Labels To place a label on an item, select the Label tool. Choose from the already created labels or customize your own. Select the label then click once on the item where you want the label to appear.

Using Deskew Current Image Using the Deskew Current Image tool allows you to deskew any image from the annotation tool bar that may be slightly crooked. Using the Deskew Current Image tool, draw a line on the document showing what a straight document should look like and the image will be deskewed.

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3.2 Saving Annotations as New Revisions

Saving Markups

After you have placed markups on your document or image, you must save them in order for them to display during Presentation in TrialDirector. You can save the changes to the original item using the same name, or you can create a revision of the original. Revisions are created in Document Manager as new items using the original document name with an added extension (01, 02, etc.). The revisions can then be viewed during Presentation by using specific keyboard commands. Within the Annotation Toolbox click the diskette, which is the Save button to begin the saving process.

Save on Current Page Save As New Revision

If you would like to save the markups without creating a new revised item, click Save and the markups will be saved to the original document. If you want to create a revised copy of the original document, click Save as New Revision and the item will be saved as a new item under the original. If you do not want to save the markups at all, click Cancel on the popup menu when you attempt to select another item.

To save all markups on the current image as global watermarks, select the Save this Markup as a Global Markup. The watermark will not appear on the images until they are exported with the watermark applied or printed.

Exercise #7 Using three of the annotation tools described above, create three new revisions on the same item under either the Docs tab or the Photos tab.

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