Add Documents, Transcripts, and Multimedia to a Workbook

You can add documents, transcripts, and multimedia to a workbook using any of the following methods:

  • The Transcript Explorer Right-click Context Menu
  • The Document Explorer Right-click Context Menu
  • The Multimedia Explorer Right-click Context Menu

Click on each section to expand:

ClosedTranscript Explorer

To add a transcript to a workbook:

  1. Open the Transcript Explorer.

  2. Select a transcript and right-click.

    3. The right-click context menu appears.

  3. Click the Send Item(s) to Workbook button.
  4. The Send Items To Workbook dialog displays.

  5. Select a workbook from the list.
  6. Click Send Items.

    7. The transcript is added to the workbook.

Note: You can also send a clip of a transcript to a workbook using the right-click context menu.

ClosedDocument Explorer

To add a document to a workbook from the Document Explorer:

  1. Open the Document Explorer.

  2. Select a document and right-click on the ID number.

    3. The right-click context menu appears.

  3. Click the Send Item(s) to Workbook button.
  4. The Send Items To Workbook dialog displays.

  5. Select a workbook from the list.
  6. Click Send Items.

    7. The item is added to the workbook.

ClosedMultimedia Explorer

To add a multimedia item to a workbook from the Multimedia Explorer:

  1. Open the Multimedia Explorer.

  2. Select a multimedia file and right-click on the ID number.

    3. The right-click context menu appears.

  3. Click the Send Item(s) to Workbook button.
  4. The Send Items To Workbook dialog displays.

  5. Select a workbook from the list.
  6. Click Send Items.

    7. The item is added to the workbook.

    Note: When you create a workbook in Case Story, a corresponding workbook is created in Presentation.

 

Related Topics

Add a Workbook in Case Story

Edit a Workbook in Case Story

Remove a Workbook in Case Story