Overview: Workbooks

Workbooks allow you and other trial team members to organize the evidence in your case and prepare for trial. By using a workbook, you can position each evidence item in the order that it will be presented at trial. This way, you do not have to keep browsing through the many items in the entire case to find what you need. Everything pertinent to the trial is easily accessible in the workbook.

Workbooks Explorer

Within the Workbooks Explorer, you can view and manage all the workbooks and workbook items in the case. Only automatically generated items and items added by you appear in the explorer. The explorer allows you to add, edit, or remove workbooks, as well as organize and search for specific items within each workbook.

Note: To locate workbook items in a case, right click the item and choose Locate Item. The selected item will open in the appropriate explorer for the item type.

Workbook Types

There are several different types of workbooks.

Automatically generated workbooks include:

  • Admitted Exhibits - Items marked as admitted in TRIAL DIRECTOR Presentation automatically appear in this workbook

  • Trial Exhibits - Items in the case that contain a trial exhibit number automatically appear in this workbook

  • Team Members - Any trial team member invited to the case will have his or her own separate workbook automatically generated (these workbooks are automatically removed if the corresponding team member is removed from the case)

Workbooks created by you or other trial team members include:

  • Standard - A normal workbook where you can drag, drop and organize items

  • Carousel - A workbook that can be organized just like a standard workbook, but which presents items in a unique way when loaded in TRIAL DIRECTOR Presentation


Related Topics

Use Cases for Workbooks

Add a Workbook to a Case

Edit a Workbook

Remove a Workbook from a Case

Add Items to a Workbook

Copy Snapshots or Save Stages to Other Workbooks

Print a Workbook

Remove Items from a Workbook