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Edit a Workbook

A paralegal needs to change the color of a workbook so that it is easier to identify.

The paralegal can edit a workbook in a case using the Workbooks Explorer.

To edit a workbook from the Workbooks Explorer, the paralegal opens a case and follows the steps below:

  1. Open the Workbooks Explorer.

    2. The paralegal clicks the Workbooks Explorer tab to open it.

    If the explorer is hidden, he can use the Explorer dropdown in the main menu to view it.

  2. Select a workbook in the explorer.
  3. Click the Edit button in the explorer.

    4. With the workbook type selected, the paralegal clicks the Edit button in the explorer.

    Note: The Edit button is also available from the right-click context menu. This option is only available for standard and carousel workbook types.

    The Edit Workbook dialog appears.

  4. Change any of the information for the workbook.

    5. The paralegal changes the color of the workbook. He may also change any of the other information in the dialog:

    • Workbook Type - The selected type for the workbook
      • Standard - A normal workbook to help organize items
      • Carousel - A workbook that displays items in a unique way in TrialDirector 360 PRESENT
    • Name - A unique name to help identify the workbook
    • Color - The color assigned to help identify the workbook

    With the information changed, the paralegal can move on to the next step.

  5. Click the Save button.

    6. The paralegal clicks the Save button and the changes he made are saved for the workbook he selected.