ExhibitView All Products Universal Guide - Flipbook - Page 45
TranscriptPro | 45
Creating & Managing Cases
When you first open TranscriptPro™ you will see the case manager, as
we just outlined. Your first step is establishing a new case and then
start adding the transcripts. Click Add New Case.
The Create new case dialogue will
open. Here, type in the name of your
case (Limited to 25 characters & DO
NOT USE SPECIAL CHARACTERS),
additional pertinent information,
and select Create.
Don’t worry, you can edit this information later.Click on Create Case.
Next, you will be able to add transcripts.
The case manager can be re-accessed
by clicking the cases tab.
Here, you can click on edit to edit the case data, edit important dates, add
a mediation date, update discovery, and add/edit notes pertaining to the
case. Click on the Transcripts button, in the Show column to quickly see
how many and what individuals’ depositions have been taken. You can
email the case manager or print a copy!