Objectives Creating Workbooks Using Workbooks to Create Exhibit Outlines Exporting Items from Workbooks Printing Items from Workbooks Send to Workbook Feature
5.1 Creating Workbooks Using workbooks within your case may assist you in better organizing your case material. To create your own workbook, click on the main workbook in the Workbooks Explorer, and select Create New Workbook from the workbooks menu or you can right click on the main workbook and select Create New Workbook from the popup menu. To create a sub workbook, simply click on the parent workbook, and select, Create New Workbook from the popup menu, this will create a sub workbook that you can use to further organize you documents and present from in Presentation Mode. By default, TrialDirector creates three workbooks for each case: Search Results, Trial Exhibits, and Witnesses. You can rename these workbooks as desired, and can create as many additional workbooks as necessary. A new workbook called New Workbook is added to the Workbooks Explorer. You can then rename the new workbook if desired. By default, the new workbook will be available in the Presentation mode. To make the workbook unavailable, right click on it and clear the Show in Presentation mode selector. New Workbook
Default Workbooks created by TD
51