Overview: Transcripts

The LOCAL DISCOVERY Review module offers users a dynamic platform for working with transcripts. Cases may include transcripts from such events as depositions, hearings, or court proceedings. If you have the appropriate privileges, you can import, view, and/ or annotate transcripts in the Review module. For more information on working with transcripts, see Review a Transcript.

Open the Transcript Work Area

To reach the Transcript Viewer:

  1. From the Dashboard, click on the Review module.
  2. A dialog box displays, prompting you to select the appropriate Client and Case. Double click on the correct Client (or click the plus icon beside their name) to expand a tree of all cases associated with that client. Locate the correct case and then click Open. The Review work area displays.
  3. Locate the Transcripts tab in the Case Folder pane on the left of the Review work area.
  4. Note: If you do not have access to transcripts, contact your administrator.

  5. Double click the Transcripts tab to open the Transcript Viewer. You are now ready to review your transcripts. The figure below shows the transcript viewer, along with the names of each section:


In the far, right corner of the Transcript Work Area menu bar there is a bell icon.

When the bell icon is white, , this is an indication that other users have made changes to the case that are not visible to you. You must click the bell icon to refresh your view of the case to see the changes that other users have made.

When the bell icon is blue, , your view of the case is up to date.

Working with Transcripts

LOCAL DISCOVERY Review gives users the ability to view, search through, and annotate transcripts with ease. Furthermore, users can distinguish transcripts by type, link review documents and external files to specific locations in their transcripts, add customized notes, and run reports. For a brief overview of some of Review's annotation tools, read through the following table:

Transcript Annotations



Quick Marks

Place markers that highlight line numbers in the transcript’s margin.

Issue Tags

Tags used to identify specific matters of interest within transcripts; may be included as part of transcript import and/or may be defined by the Review administrator. Tags are color-coded and the associated highlight will match the tag's color.


Reviewer comments regarding selected area of the transcript.

Document Links

Links relevant case documents to a selected area of the transcript.

External Links

Links external documents such as exhibits or any other relevant material to the selected area of the transcript.


To see how these annotations appear when applied to an actual transcript, click on the image below:

Supported Transcript File Types

The following transcript file types are supported in Review.

  • ASCII - Text File

  • Amicus - Text File

  • CMS - TRIAL DIRECTOR 6 Transcript Database

  • Note: While TRIAL DIRECTOR 6 CMS files are supported, they are only supported for CMS files that contain a single transcript. CMS files containing more than 1 transcript are not supported in Review.

  • MDB - From Sanction

  • XMEF - From TextMap (same as text only)

  • PTF - LiveNote

  • PCF - LiveNote

  • TRN - From Summation

  • XML -Binder XML

Use the Transcript Work Area Ribbon Bar

When you open a transcript from the Transcripts Explorer, the transcript appears in the Transcript Work Area. A ribbon bar appears above the transcript in the work area that allows you to perform several actions on the transcript.

View the following descriptions of each action to learn more:




Copy selected transcript text to paste elsewhere.

Copy Formatted

Copy selected formatted transcript text to paste elsewhere. Instead of plain text, the selected text will retain the formatted page, line, and timecode references of the transcript.

Page Prev

Click this button to navigate the Transcript Work Area to the previous page from the page currently shown.

Page Next

Click this button to navigate the Transcript Work Area to the next page from the page currently shown.


Enter text into the Find box and press the Enter key on the keyboard. The Transcript Work Area will find any matches to the entered text in the transcript.

Find Prev

Click this button to cycle through the previous results of the matches in the transcript to the text entered in the Find field.

Find Next

Click this button to cycle through the next results of the matches in the transcript to the text entered in the Find field.

Show Annotations

Use these options to show or hide items added to the transcript in the Transcript Work Area. The following items can be shown:

  • Issues - Issues added to the transcript

  • Context - Creates more differentiation between questions, answers, and non-spoken text


Use these buttons to show the different auxiliary items associated with the transcript. The following auxiliary items are available:

  • Issues - The Issues Applicator allows you to quickly add issues to the transcript

  • Word Index - Opens the transcript's Word Index panel where you can browse all the terms found within the transcript. Click on the plus button next to each term to see the list of page and line references where the term is found. Then click on the reference to go to that word's location in the transcript.


Closes the Transcript Work Area.


Related Topics

Add, Edit, or Remove a Transcript

Review a Transcript

Run a Report