Apply a Designation to a Transcript

You can apply designations using the following tools:

  • Designation Work Area

  • Transcript Work Area Right-Click Context Menu

The Designation Work Area

In addition to using the Designation Work Area to apply designations to a transcript, you can also use it to import several designations and manage designation types. Click here to learn more about the various procedures you can complete using the Designation Work Area.

Transcript Work Area Right-Click Context Menu

To apply a designation, with a transcript open in the Transcript Work Area, use the following steps:

  1. Select text within the transcript in the Transcript Work Area where you want to apply the designation.

  2. Right click on the selected text.

  3. The right-click context menu appears.

  4. Click the Apply Designation button.

  5. The Apply Designation dialog appears.

  6. Ensure selections within the Apply Designation dialog are correct.

  7. Click the Save button.

  8. The designation is applied to the transcript.


Related Topics

Overview: Designations

Reassign a Designation

Add a Designation Type to a Case

Edit a Designation Type