|
Important: You are reviewing the Ipro for desktop 3.0 Help. To view the latest release of Ipro for desktop Help, click here. |
Change the Details or Properties of a Document
You can change the naming and numbering information of a document using the Details panel.
Details Panel
To change the details of a document, follow the steps below:
-
From the dashboard, click the TrialDirector 360 module.
-
Click the EVIDENCE tab in the left navigation panel.
-
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.
-
Open the Documents Explorer by selecting the Documents tab in the top-left corner of the page.
If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.
-
In the Documents Explorer, locate the needed document. Open the Document 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 Document Work Area opens.
-
Click the Details button in the ribbon bar.
-
Change any of the document's information.
-
Page Id. - The name or identification of the page.
-
Description - A short explanation of the document.
-
Exhibit No. - The assigned exhibit number of the document.
-
Trial Exhibit No. - The assigned trial exhibit number of the document.
-
Common Name - The assigned common name of the document currently visible in the work area. Common Name allows popular documents identified in a casual way to be found or referenced more easily.
-
Click the Save button.
The Details panel appears.
Note: You can also access these same details by selecting a document in the Documents Explorer and clicking the Properties button. |
You may change any of the following information:
With the information changed, you can move on to the next step.
Note: You can also view any issue types or notes applied to the document in the Details panel. |
Documents Explorer
To change the details of a document in the Documents Explorer, follow the steps below:
-
Click on the cell that you would like to change in the Documents Explorer.
-
Item ID. - The name or identification of the document.
-
Description - A short explanation of the document.
-
Exhibit No. - The assigned exhibit number of the document.
-
Trial Exhibit No. - The assigned trial exhibit number of the document.
-
Common Name - The assigned common name of the document currently visible in the work area. Common Name allows popular documents identified in a casual way to be found or referenced more easily.
-
Press F2 to activate the cell's edit mode.
-
Make the required change.
-
Press Enter to save the change.
The cursor moves to the next document in the grid, in the same field, and remains in edit mode.
- Press ESC to exit edit mode.
You may change any of the following information:
Related Topics
Version: 2019.3.0
Last Modified: December 2, 2019