Apply a Designation to a Transcript

A paralegal wants to apply a designation to a transcript.

The paralegal can apply designations using the following tools:

• The Designation Work Area
• Transcript Work Area Right-Click Context Menu

To apply a designation, with a transcript open in the Transcript Work Area, the paralegal uses the following steps:

The Designation Work Area

The paralegal can not only use the Designation Work Area to apply designations to a transcript, but he can also use it to import several designations and manage designation types. Click here to learn more.

Transcript Work Area Right-Click Context Menu

1. Select text within the transcript in the Transcript Work Area.

With a transcript open in the Transcript Work Area, the paralegal selects the text where he wants to apply a designation.



2. Right click on the selected text.

The paralegal right clicks on the text he selected. The right-click context menu appears.



3. Click the Apply Designation button.

The paralegal clicks the Apply Designation button in the right-click context menu.

The Apply Designation dialog appears.



4. Ensure selections within the Apply Designation dialog are correct.

The paralegal chooses the Designation Name from the dropdown and selects a party from the Designated By list.

5. Click the Save button.

The paralegal clicks the Save button and the designation is applied to the transcript.