Create a Fact Citation
You can create a fact citation and either create a new fact from the citation or add a citation to an existing fact. To do so, use any of the following methods:
- Document Work Area
- Transcript Work Area Right-Click Context Menu
Document Work Area
To create a fact from a document citation, or add a document citation to an existing fact:
- Open the Documents Explorer.
- Double-click on a document to open it in the Document Work Area.
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In the Annotations Panel, click the Fact Citation button.
Note: If the Annotations panel is not already displayed, in the Document Work Area Ribbon Bar, click the Annotations button.
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In the Document Work Area, click and drag the area that you want to use as a citation for a fact.
- Create a new fact from a citation
- Link a citation to one or more existing facts
The Add Citation to Fact dialog appears.
There are two options when creating a fact citation, you can:
Follow the steps outlined below to complete the task based on whether you are creating a new fact or adding to an existing fact.
Create a New Fact from a Citation
- In the Add Citation to Fact dialog, select the Create New Fact from Citation option.
- Fill in the information for the fact.
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Fact Name – The name to identify the fact.
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Description – A short phrase to describe the fact or its purpose.
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Rating – Up to five stars
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Status – The status of the fact. The default options are: Disputed, Undisputed, Marked, Admitted, Objection, Awaiting Ruling, Not Admissible, Other.
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Application – The application of the fact. The default options are: Credibility, Knowledge, Experience, Failure to Act, Perceptions, Other.
- Date Classification – The options are After, Around, Before, Between, On, On or After, On or Before.
- Start Date and End Date – Enter the starting and ending dates. The date format is MM/DD/YYYY.
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Start Time and End Time - Enter the start and/or end time that corresponds to the fact.
- Key Fact – Check this box if the fact is considered a Key Fact.
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Issues - You can add one or more issues to a fact by selecting the Issue type from the drop down menu and then clicking the Add button.
Note: To remove an issue, highlight the issue an click the Remove button.
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Click the Save button.
In the Facts Grid Details Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.
Enter the following information in the Add Fact dialog:
Link a Citation to an Existing Fact
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In the Add Citation to Fact dialog, select the Link Citation to an Existing Facts option.
The dialog changes to display a grid listing all of the available existing facts.
- Select the fact or facts that you want to add the citation reference to.
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Click Apply.
In the Facts Grid Details Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.
Transcript Work Area Right-Click Context Menu
To create a fact from a transcript citation, or add a transcript citation to an existing fact:
- Open the Transcripts Explorer.
- Double-click on a transcript to open it in the Transcript Work Area.
- Highlight a portion of the transcript.
- Right-click on the highlighted section.
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Click the Add Fact Citation button.
- Create a new fact from a citation
- Link a citation to one or more existing facts
The Add Citation to Fact dialog appears.
There are two options when creating a fact citation, you can:
Follow the steps outlined below to complete the task based on whether you are creating a new fact or adding to an existing fact.
Create a New Fact from a Citation
- In the Add Citation to Fact dialog, select the Create New Fact from Citation option.
- Fill in the information for the fact.
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Fact Name – The name to identify the fact.
-
Description – A short phrase to describe the fact or its purpose.
-
Rating – Up to five stars
-
Status – The status of the fact. The default options are: Disputed, Undisputed, Marked, Admitted, Objection, Awaiting Ruling, Not Admissible, Other.
-
Application – The application of the fact. The default options are: Credibility, Knowledge, Experience, Failure to Act, Perceptions, Other.
- Date Classification – The options are After, Around, Before, Between, On, On or After, On or Before.
- Start Date and End Date – Enter the starting and ending dates. The date format is MM/DD/YYYY.
-
Start Time and End Time - Enter the start and/or end time that corresponds to the fact.
- Key Fact – Check this box if the fact is considered a Key Fact.
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Issues - You can add one or more issues to a fact by selecting the Issue type from the drop down menu and then clicking the Add button.
Note: To remove an issue, highlight the issue an click the Remove button.
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Click the Save button.
In the Facts Grid Details Pane, for each of the selected facts, the newly added transcript citation will appear in the Citations area.
Enter the following information in the Add Fact dialog:
Link a Citation to an Existing Fact
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In the Add Citation to Fact dialog, select the Link Citation to an Existing Facts option.
The dialog changes to display a grid listing all of the available existing facts.
- Select the fact or facts that you want to add the citation reference to.
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Click Apply.
In the Facts Grid Details Pane, for each of the selected facts, the newly added transcript citation will appear in the Citations area.
Note: Citations can be opened directly from the Citations section of the Fact Details pane. To do so, double-click citation. The citation opens in a window and can be reviewed.
Related Topics
Add a Fact to a Witness or Entity
Version: 2023.8.12
Last Revision: 11/8/2023