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Import Designation Types
In Case Manager, you can open a case and import designation type information on the Designations tab.
To import designation information:
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Open CASE MANAGER.
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Double-click on a case to open it.
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Click the Import Designations button.
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Navigate to the designation import file.
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Select the file.
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Click Open.
The File Explorer appears.
Find the file location on your machine. An example of a comma delimited import file may look like this:
The first entry on a line is the designation name, the second entry on the line is the designation color, and the third entry on the line is the option party name. Notice in the example above, the first half of the designations have a party defined. The last half do not. Click here to view sample text file for designation type import.
Click here to view sample text for Designation Types. If you want to create your own designation type file, copy the sample text and paste it into a text editor and edit as necessary. Save the file and then import it into TrialDirector 360 using these instructions.
The designations are added to the case and appear in the Designations table.
Related Topics
Version: 2019.3.0
Last Modified: December 2, 2019