Add a Designation to a Case

You add designations to cases so that you can apply the designation to a page and line reference in a transcript. You can add a designation to a case by using any of the following methods:

  • Designations Explorer

  • Designation Work Area

Designations Explorer

To add a designation by using the Designations Explorer, open a case and perform the following steps:

  1. Open the Designations Explorer.

    If the explorer is hidden, you can use the Explorer drop-down menu in the main menu to view it.

  2. Click the Add button in the explorer.

  3. The Add Designation dialog box appears.

  4. Fill in the information for the designation type.

  5. You can enter the following information in the Add Designation dialog box:

    • Name - The name to identify the designation type

    • Color - The color assigned to help identify the designation type when it displays in a list or a transcript

    • Party - The assigned individual or entity responsible for applying the designation type

    Note: You can create multiple designation types with the same name, but with a different party assigned.

    With the information filled in, you can move on to the next step.

  6. Click the Save button.

  7. There are two save options for your convenience:

    • Save - Saves the designation type, does not close the dialog box, and clears the fields so you can create another designation type immediately.

    • Save & Close - Saves the designation type and closes the Add Designation dialog box.

    When a designation type is added to a case, it displays as an option in the Designation Work Area.

Designation Work Area

To open the Designation Work Area, click the Launch Work Area button in the Designations Explorer.

To add a designation by using the Designation Work Area, you can use the Add Designation Type button in the Work Area ribbon bar.

Note: This is different than the Add Designation button on the far left side of the ribbon bar, which is used to add a designation reference to a transcript.

The Add Designation dialog box appears. Follow steps 2 through 4 described in Designations Explorer.

Click here for more information.


Related Topics

Overview: Designations

Edit a Designation Type

Apply a Designation to a Transcript

Work with the Designation Work Area Ribbon Bar