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
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Adding Items to workbooks You can add single items or multiple items to a workbook at one time. To add any item to a workbook you need to be in the Case Library. To add a single item to a workbook, select the item in the Case Explorer and drag the item to the desired workbook. To move multiple items into a workbook, select the items in the Case Explorer. (You can hold the [Ctrl] key while clicking to select non-sequential items.) Drag the selected items to the desired workbook.
Exercise #11 Create a new workbook called Witness Smith. Put two documents and one photo into your workbook.
Workbook Options When working in workbooks, there are several options specific to workbooks you may choose to perform. The following shows the options that are available if you right-click on a workbook:
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5.2 Using Workbooks to Create Exhibit Outlines From your workbooks you may create printouts to be used at trial. By opening a particular workbook, you can right-click and see a list of workbook specific options. One of these options is to Send Workbook Contents to Exhibit Outline. When selecting this option the following appears: Barcode ID Number
Trial Exhibit Number
BK000001 pg 1 Letter dated 8/14/1998 regarding the Landslide Repair Plan Review Trial Exhibit #: 1 BK000013 pg 1 Letter to Morris Family regarding the new pool and residence. Trial Exhibit #: 13
Description
Thumbnail
The outlines give you all identifying information about your items in a workbook. For example, the outline shows ID Number, Trial Exhibit Number, Descriptions, Memos, the Thumbnails, and Barcodes, which can be used to retrieve your items at trial. These outlines may also be saved by selecting Save or Save As, from the Exhibit Outline dialog boxâ€&#x;s File menu.
Exercise #12 Create a workbook that contains 5 or more different items. Send those items to an Exhibit Outline. Save the outline to a location on your hard drive.
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5.3 Exporting Items from Workbooks One of the features of workbooks is to export items to a new volume or location. This enables the user to copy a subset of items to a separate location and transfer them either into another TrialDirector case, or to look at them independently. To begin with the export, select the workbook you wish to export, then right-click on the workbook and select Export Workbook contents to new Volume from the list of options. The following is an example of what you might see on your screen:
Option to Export
Workbook to be Exported
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The contents of your workbook to be exported may contain all types of items in your case EXCEPT clips in the Transcript Manager. These items may only be copied from the Transcript Manager, which will be discussed in the Transcript Manager section of this manual. Once you have selected the workbook to be exported, the following dialog will appear:
Indicates where your folder contents will be copied (1)
Limits the size of an individual exported file (2) Limits the size of the exported volume (3)
The workbook export wizard is helpful when working with this export feature. This first wizard dialog box allows the user to determine three things about the items to be exported: 1)
Where to copy or export the items. This is indicated under the Select a destination file path field. Browse to a particular location on your computerâ€&#x;s hard drive.
2)
How large you wish the volumes of exported items to be. This is set by the user under the Volume Size Limit field. This can be changed to any of the options under the drop down menu, or a user defined number in Megabytes. This does NOT mean that if the contents of your folder you are exporting exceed this volume, that your items will not be exported, it just indicates how large you want each volume to be. For example, if you have a folder to be exported that is 500 MB in size, and you set this field to 100 MB. You will end up with 5 separate exported files, each containing 100 MB.
3)
The limit of the file size of items to be exported. This is set by the Reference Files Over field. This is a user-defined field and can be set to anything. If you decide to keep the default of 100 MB, and you had a file that is 200 MB, then ONLY that one file will not be exported. It will still be referenced with your exported items, but it will not be physically copied.
The next wizard dialog box that appears will be the following: 55
1
2
3
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This wizard will allow the user to choose four separate options about the items to be exported: 1)
Copying or referencing your exported items. This is set by checking or un-checking the Copy object files to new volumes option. The most common setting is the default, which is checking the box. This assures that all items to be exported will indeed be physically copied.
2)
Naming your exported items. This is set from the Naming options for exported files. If the user wants the exported file name to be equal to the Page ID field in the Case Explorer then select Use Page Ids for file names. If you would prefer to start the numbering process with 0000001, with no reference to the original Page Ids from the Case Explorer, then you would select Use Sequential numbers for file names.
3)
Creating individual media files. If you happen to have any media items in your workbook, for example, anything under the Multimedia folder, you may check the option Export media clips into individual files.
4)
The process itself. The Pause export process between new volume creation option allows for the user to individually identify each new volume that is created.
The final wizard dialog box that appears will be the following:
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1 2 3
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This final wizard dialog box will allow the user to choose various image options about the items to be exported: 1)
Format of images to be exported. The Export Document Images to Multi-page TIFF format allows the user to convert single-page TIFF images to multi-page TIFF images.
2)
Application of Markups. The Apply all Markups permanently to exported images option is used if you want to permanently affix the markups to the image file itself. Be careful with this option.
3)
Converting highlight markups. The Convert all Highlight markups to redactions option allows for the highlights to still appear in your Document Manager case, but the exported items will contain redactions in place of the highlights.
4)
Production tools. The Apply Watermark option will affect only the exported items. This allows for the user to perhaps put a “confidential� stamp on all items exported. This saves having to manually create a separate stamp for each item exported.
5)
Electronically branding items. The Brand Images with option allows the user to place an electronic footer on each and every item exported. Please see the section at the end of this manual discussing Custom Footers.
When following the wizard, answer the final prompts to complete the export. Upon completion you will see the following folder containing your exported items in Windows Explorer. The following is an example: 57
Default folders created with every export
Additional load files created with export
The export process from workbooks within Document Manager will always create five default folders at the destination of your export. Please be aware that every folder will not be full. For example, if you only exported imaged documents, then you will only see the exported items under the Docs folder. The rest of these folders will be empty.
The export process from workbooks will also create different types of load files. This makes working with the exported items easy in Trial Director and in other applications as well.
5.4 Printing Items from Workbooks Documents, photos or other types of image items can be printed directly from your folders. You can specify which items you want to print and whether or not you want to include markups and/or footers and barcodes. You can also use the Print command to create barcodes for the items you want to recall during Presentation. 58
To print the contents of a workbook, select the Print workbook contents from the Workbooks menu or by right clicking on the workbook. The following screen appears:
These options change depending on what is printed
Folder print range is automatically selected
“Report Printout Examples” are included in Appendix I at the end of this manual.
5.5 Send to Workbook Feature TrialDirector‟s new right-click send to workbook feature allows you to easily send images or groups of images to a selected workbook. This is accomplished by selecting the workbook you want the images to be sent to with your mouse.
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