Transcript Issues and Designations

In the AI-generated tab, you can review the issues created by AI and accept or reject them.

Each suggested issue displays a snippet of the selected transcript range, along with the assigned issue codes and note text. Select an issue to jump to its location in the transcript. Use the caret to expand or collapse an individual issue, or click Expand or Collapse at the top of the panel to expand/collapse all issues.

Click Accept to approve an AI-generated issue and move it to the User-created tab. Click Reject to reject and remove an AI-generated issue from the transcript.

Select an issue’s ellipsis icon ⋯ to take one of the following actions:

• Copy link: get a shareable link to the transcript range referenced by the issue.
• Edit issue: edit the page:line range, note text, or assigned issue codes.
• Add to designations: add the same page:line range to the Designations list.
• Delete: delete the issue from the transcript.

To create an issue from scratch, highlight the desired utterances in the transcript. Above your selection, click Issue. In the Annotate Issues panel on the right, confirm the desired page:line range, and if desired, add notes.

You can apply one or more issue code(s) from the case level or global level by selecting the checkbox next to the respective code(s). To learn more, read the Manage Issue Codes section below.

When finished, click Apply to create and add the issue to the User-created tab. The Annotate Issues panel remains open, allowing you to continue creating issues by highlighting the desired transcript utterances.

The User-created tab displays all issues that were either created by a user, or created by AI and accepted by a user.

Each issue displays a snippet of the selected transcript range, along with the assigned issue codes, note text, and the users who created and most recently modified the issue. The note text can be edited inline.

Select an issue to jump to its location in the transcript. Use the caret to expand or collapse an individual issue, or click Expand or Collapse at the top of the panel to expand/collapse all issues.

Select an issue’s ellipsis icon ⋯ to take one of the following actions:

• Copy link: get a shareable link to the transcript range referenced by the issue.
• Edit issue: edit the page:line range, note text, or assigned issue codes.
• Add to designations: add the same page:line range to the Designations list.
• Delete: delete the issue from the transcript.

Issue codes can exist at either the case level or the “global” (organization) level. Global issue codes can be used in transcripts across all cases. As the name suggests, case issue codes can be used in transcripts within a specific case only. However, you can import the case-level codes from another case if desired.

To view the available case-level and global-level issue codes, follow the steps above to create a new issue or edit an existing one.

In the Annotate Issue panel, each code group is listed under “Issue codes.” Click and drag the six dots ⋮⋮ to reorder the codes in each group. To create new issue codes at the case-level or global-level, click Create next to either “Case issue codes” or “Global issue codes.”

In the modal, enter the issue code’s name, and select a color to associate with the code throughout the transcript. Click Create.

To import case-level codes from another case, click Import next to “Case issue codes.” In the modal, expand the “Select case” dropdown and choose the desired case to import codes from. Click Import.

To edit an issue code, hover over the code and click the pencil icon. Edit the name or color. To apply your edits to all instances (across all transcripts) where the issue code is currently in use, select Existing and future issues. To apply your edits to future issues only—leaving existing issues unchanged—select Future issue codes only. Click Save Changes.

To delete an issue code, hover over the code and click the trash icon. In the modal, click Delete to confirm. This action prevents the code from being used in the future, but preserves any instances where the code is currently in use.

To create a designation from scratch, highlight the desired utterances in the transcript. Above your selection, click Designation. In the panel on the right, confirm the desired page:line range, and if desired, add notes.

You can apply one or more designation set(s) from the case level or global level by selecting the checkbox next to the respective set(s). To learn more, read the Manage Designation Sets section below.

When finished, click Apply. The designation will appear in the Designations panel.

To convert an existing issue into a designation, select Issues from the righthand side menu and find the desired issue. Click the ellipsis icon ⋯, and then select Add to designations.

In the modal, choose the desired designation sets. Click Add to create the designation. (This action does not change or remove the original issue.)

You also have the option to import designations from a .txt or .csv file that contains the applicable page:line transcript ranges. This option is useful if, for example, the opposition provided a file containing their chosen designations.

The imported file should have the following formatting:

• all rows must be designations—no header rows or labels.
• one row or line per designation.
• each designation must include the following reference points, in order, and separated by any non-number string of text:
  1. start page
  2. start line
  3. end page
  4. end line

The imported file could be as simple as the following:

15:1-15:25
42:10-44:3
78:15-80:22
89:1-89:15
102:3-105:18

In the top right corner of the transcript toolkit, click Import. In the Import modal:

1. Select Designations. Along the top of the modal, select the Designations tab.
2. Upload the file. In the “Import designations” section, either drag and drop the designation file into the upload box, or use Click to upload to choose the file from your device.
3. Choose the desired designation set. In the “Import to” section, you can either choose an existing global- or case-level designation set to apply, or create a new set. To learn more about these options, read the Manage Designation Sets section below.
4. Click Import. 

The imported designations will appear in the Designations panel.

Like issue codes, designation sets can exist at either the case level or the “global” (organization) level. Global designation sets can be used in transcripts across all cases. As the name suggests, case designation sets can be used in transcripts within a specific case only. However, you can import the case-level sets from another case if desired.

To view the available case-level and global-level designation sets, follow the steps above to create a new designation or edit an existing one.

In the Annotate Designations panel, each set group is listed under “Designation sets.” Click and drag the six dots ⋮⋮ to reorder the sets in each group. To create new designation sets at the case-level or global-level, click Create next to either “Case designation sets” or “Global designation sets.”

In the modal, enter the designation set’s name, and select a color to associate with the set throughout the transcript. Click Create.

To import case-level sets from another case, click Import next to “Case designation sets.” In the modal, expand the “Select case” dropdown and choose the desired case to import sets from. Click Import.

To edit a designation set, hover over the set and click the pencil icon. Edit the name or color. Click Save Changes to apply your edits across all instances where the set is currently in use.

To delete a designation set, hover over the set and click the trash icon. In the modal, click Delete to confirm. This action prevents the set from being used in the future, but preserves any instances where the set is currently in use.

In the Export modal, select Issues, and fill out the following details:

1. Choose the file format. Under “File type,” choose whether to export issues to DOCX, PDF, CSV, or Video clip.
2. Name the file. Under “File name,” enter a name for the exported file.
3. Select the transcript(s) to include. Under “Transcripts included,” the transcript you’re currently viewing is auto-selected. To include additional transcripts from the same case, expand the dropdown and select the desired transcript(s).
4. Select the issue codes to include. Under “Issue codes included,” expand the dropdown and select the issue code(s) to include in the export.
5. For non-video exports, select and organize the included information. If you are exporting to DOCX, Highlighted PDF, or CSV format, use the “Information included” section to customize the information included in the export. Select an item’s checkbox to include that item’s information. For DOCX and CSV, click and drag the six dots ⋮⋮ to reorder the items in the table.
   
6. For video exports, customize the export format. If you are exporting video clip(s), select One video to export all issues in a single file. Select Separate clips to export a .zip file containing individual clips for each issue. If applicable, choose whether to export the Exhibit spotlight or the Witness spotlight. Last, select the checkbox under “Subtitles” to include subtitles in the exported video file(s).
   
7. Click Export. 

In the Export modal, select Designations, and fill out the following details:

1. Choose the file format. Under “File type,” choose whether to export designations to DOCX, Highlighted PDF, CSV, or Video clip.
2. Name the file. Under “File name,” enter a name for the exported file.
3. Select the transcript(s) to include. Under “Transcripts included,” the transcript you’re currently viewing is auto-selected. To include additional transcripts from the same case, expand the dropdown and select the desired transcript(s).
4. Select the designation sets to include. Under “Designation sets included,” expand the dropdown and select the designation set(s) to include in the export.
5. (Optional) Filter by issue codes. Under “Narrow down to only specific issue codes,” you can use the dropdown to filter by designation sets whose page:line range also contains certain issue codes. This option can be useful for exporting designations by topic. For example, you might export all Plaintiff designations with Negligence and Liability issue codes in the same range.
6. For non-video exports, select and organize the included information. If you are exporting to DOCX, Highlighted PDF, or CSV format, use the “Information included” section to customize the information included in the export. Select an item’s checkbox to include that item’s information. For DOCX and CSV, click and drag the six dots ⋮⋮ to reorder the items in the table.
   
7. For video exports, customize the export format. If you are exporting video clip(s), select One video to export all designations in a single file. Select Separate clips to export a .zip file containing individual clips for each designation. If applicable, choose whether to export the Exhibit spotlight or the Witness spotlight. Last, select the checkbox under “Subtitles” to include subtitles in the exported video file(s).
   
8. Click Export.