Add Notes to an Expert Report

You can apply notes to an expert report using the Add Note dialog.

To add a note to an expert report in TrialDirector 360, follow the steps below:

  1. Click the EVIDENCE tab in the left navigation panel.

  2. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  3. Open the Expert Report Explorer by selecting the Expert Report tab on the left-hand side of the page.

    If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.

  4. In the Expert Report Explorer, locate the needed document. Open the Expert Report Work Area by double-clicking on the appropriate document, or by selecting it and clicking the Open Item button in the Explorer ribbon bar.

    The Expert Report Work Area opens.

  5. Click the Notes button in the Expert Report Work Area ribbon bar.

  6. The Add Note dialog appears.

  7. Fill in the information for the note.

  8. Fields in the dialog include:

    • Name - The name of the note.

    • Description - A short explanation of the note.

    • Note Type - A selection from the type of notes available. Choose the type you feel appropriate.

    • Note - The actual note you want to apply to the document.

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

  9. Click the Save button.

 

Note: You can view any notes applied to the document in the Details panel and the Notes Explorer.

 

Related Topics

Overview: Expert Reports

Work with the Expert Report Work Area Ribbon Bar

Apply Annotations to an Expert Report