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Work With the Designation Work Area

The Designation Work Area allows the paralegal to easily apply designations to individual transcripts. To open the Designation Work Area, the paralegal opens the Designations Explorer and clicks the Launch Work Area button in the explorer ribbon bar.

The Designation Work Area appears. None of the fields within the work area are initially populated.

When populated, the work area will look like this:

The following actions and fields are available to apply and manage designations:

Designation Work Area Workflow

The paralegal uses the following workflow to assign designation types and parties to page and line references within a transcript:

Select a designation type and party using the dropdowns.

Add page and line references.

The paralegal can add page and line references using the following methods:

The Add Designation button in the ribbon bar
Drag and drop page and line references from explorers into the Designation Work Area
Import page and line references with an import file

Click the Save button.

Once the paralegal clicks the Save button in the work area ribbon bar, the designation type and party selected are assigned to the page and line references in the table.

From here, the paralegal can select a different designation type and party to apply to the references.

General Ribbon Bar

Action	Definition
Add Designation	Opens the Add Designation dialog. From here, the paralegal can apply designation references to a transcript one at a time. When the dialog appears, first he selects the transcript. Then the paralegal enters the Start Page:Line reference and the End Page:Line reference in their respective fields (e.g. 6:12, 7:10).
Import From File	The paralegal can using this button to apply designations to a transcript using an import file. The import files contain the name of the transcript with the page and line references in a list below. An import file can look like this: Note: Multiple transcripts can populate the import file, but there must be at least one empty line between one transcript's group and the next. To add the import file, the paralegal clicks the Import from File button. In the dialog that appears, he clicks the Browse button. The local file explorer appears. The paralegal navigates to the file, selects it, and opens it. Then, he clicks the Save button in the Import Designation dialog. The designations are added to the transcript indicated in the file. Any errors in the import appear in the dialog.
Remove	Removes a designation from the designation information list. The paralegal must first select a designation from the list for the Remove button to become active.
Save	Saves any changes made in the work area. Note: Changes made in the work area are not saved until this button is clicked.
Cancel	Cancels any changes made in the work area since the work area was launched or from the last save point.
Close	Closes the work area.

Manage Ribbon Bar

Action	Definition
Add Case Designation	Opens the Add Designation dialog to add a designation type to the case.
Remove Case Designation	Opens a listing of current case designation types that can be selected and removed.
Add Case Party	Opens the Add Party dialog to add a party to the case.
Remove Case Party	Opens a listing of current case parties that can be selected and removed.

Designation Information and References

Action	Definition
Designation	A list of all the designation types. The paralegal chooses one designation type. Once the work area is saved, this type will be applied to the page line references that appear in the table.
Designated by	A list of all the case parties. The paralegal chooses one party. Once the work area is saved, this party will be applied to the page line references that appear in the table.
Page and Line References	The page and line references that will receive the designation type and party selected above. The paralegal adds page and line references using the Add Designation button in the work area general ribbon bar or via drag and drop from other explorers.