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Change EVIDENCE User Preferences

A paralegal sets user preferences to make his experience in EVIDENCE more personalized and efficient. With his settings, EVIDENCE performs exactly the way he wants it to. For example, he can set up custom clip naming options so that he doesn't have to manually name all the clips he has to create. EVIDENCE remembers what he wants and performs accordingly.

EVIDENCE is also very flexible. If the paralegal uses several different layouts for separate workflows, he can set up a different default layout for the workflow he uses most often.

The paralegal accesses his preferences by clicking the EVIDENCE User Preferences button on the EVIDENCE Start Page.

Note: Some preferences may not appear on TrialDirector360.com.

Click on each section to expand. Current User Preferences include:

ClosedTranscripts

Option Info
Display issues as

The following options affect the way issue types are displayed within the Transcripts Explorer:

  • Hierarchy - Each issue type can be expanded in the explorer to view sub-issues associated with it
  • Flattened - Each issue type and sub-issue type appear on the same level within the explorer (sub-issues of an parent issue type appear directly below the parent issue)
Show questions in bold text

With this option selected, question text within the transcript appears in bold. If not selected, question text appears as normal.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.
Show answers in bold text

With this option selected, answer text within the transcript appears in bold. If not selected, answer text appears as normal.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Show unspoken text in italics

With this option selected, unspoken text within the transcript appears in italics. If not selected, unspoken text appears as normal.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Objections Color

Objections within the transcript appear with the selected color.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Transcripts Scrolling Highlight Color

The highlight bar that scrolls with the multimedia in a digital video transcript appears with the selected color.

Note: The Synchronization option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Number of Lines in Transcript Scrolling Highlight

This options sets the amount of lines covered by the highlight bar that scrolls with the multimedia in a digital video transcript.

Note: The Synchronization option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

ClosedClips

Option Info

Confirm name and description when creating a new clip

 When creating a new clip, if this option is selected, a dialog box appears to allow the paralegal to change the name and description of the new clip. If not selected, the dialog will not appear, and the paralegal can quickly create clips without checking the name and description every time.

Use custom formatting for clip identifiers

With this option selected, when creating clips, each new clip will use the naming convention in the field. The paralegal can use tokens to make the naming process for clips even easier. Available tokens include:

  • <FI> - The first initial of the deponent's name
  • <LI> - The last initial of the deponent's name
  • <MM> - The month of the transcript's deposition date
  • <DD> - The day of the transcript's deposition date
  • <SP#> - The beginning page reference for the clip including the number of digits to show the page (e.g. A clip created on page 1 of the transcript, and with a naming setting of "<SP###>", would show "001")
  • <SL#> - The beginning line reference for the clip including the number of digits to show the line (e.g. A clip created starting with line 1 of the transcript, and with a naming setting of "<SL###>", would show "001")
  • <#> - Each clip receives a number in the sequential order it was created (e.g. If the clip created is the second clip to be created, and the custom formatting includes "<###>", the clip name would include "002")

Confirm before splitting segments when manually creating clips

With this option selected, the paralegal will be prompted before any segments added to a clip are split according to the supplementary options below:

  • Split segments at multimedia breaks - If a segment is created over a multimedia break in the digital video transcript, the segment will be split at the break point
  • Split segments to exclude objections - If a segment includes an objection, with this option selected, the segment will be split to exclude the objection
  • Split segments to exclude silence over (threshold) - If the segment includes a section of silence within the multimedia, the segment will be split if the duration of the silence exceeds the selected threshold (default threshold is 15 seconds)
Set the next workflow step once a clip has been finalized

Within the Clip Work Area, after setting the status of a clip as Finalized, the selected option will execute:

  • Do Nothing - The clip remains open in the Clip Work Area and no action is taken
  • Close Clip - The Clip Work Area closes
  • Move to Next Clip - The next clip in the Clips Explorer appears in the Clip Work Area

ClosedLayouts

Option Info
Saved Layouts

From this tab, the paralegal can change the name of a layout, remove a layout, or set a layout as default.

Note: Any layout can be set as the default layout, but the name of the layout set as the default layout cannot be changed and the layout itself cannot be removed.

To begin, the paralegal selects a layout, then clicks the button he wants to use:

  • Edit - Opens the dialog to change the name of the layout, or set the layout as the default layout
  • Remove - Removes the layout from the list
  • Set Default - Sets the layout as the default layout