Remove Items in TrialDirector 360 EVIDENCE

A paralegal wants to remove a redaction from a transcript as well as remove a Designation type from a case.

The paralegal can remove items from individual documents like a transcript as well as remove items from the entire case.

Note: Depending on where an item is being removed, the item will only be removed from the document it was applied to, or from the entire case. For example, if an Issue type is removed from a transcript in the Transcript Explorer, it and any Page:Line references associated with it are removed from the transcript, not from anywhere else in the case. However, if the Issue type is removed from the Issues Explorer, it and all Page:Line references associated with the Issue type anywhere else in the case are removed. The confirmation message that appears when removing an item informs the paralegal where the item is being removed from.

To remove an item, the paralegal navigates to the item within a case and follows the steps below:

1. Select the item.

The paralegal selects the item he wants to remove.



2. Click the Remove button in the ribbon bar.

The paralegal clicks the remove button.

Note: If no Remove button is readily visible, the paralegal may also access the Remove button from the right-click context menu. For example, the paralegal can right click on the Note icon in the margin of the Transcript Work Area to remove a Note.

The Remove Confirmation dialog box appears.

3. Click Yes.

The paralegal clicks the Yes button within the dialog and the item is removed.

Note: The paralegal may not have permissions to remove certain items from a case. For example, the paralegal can only remove the redactions he himself added to a transcript. If the paralegal tries to remove all the redactions within a transcript, only the redactions he is authorized to remove will be removed.