Add Items to a Workbook

You create workbooks to help you organize the items in your case. You can then add the following item types to a given Standard or Carousel workbook:

  • Transcripts

  • Multimedia

  • Clips

  • Playlists

  • Documents

To add an item to a workbook, use the following steps:

  1. Select an item in an explorer.

  2. Click and drag the item to a workbook in the Workbooks Explorer.

  3. Drop the item on the workbook.

  4. By releasing the left click drag, the item is added and appears in the workbook.

Note: The items appear in the order they are placed in the workbook unless the sort option for the workbook is set to "A to Z".


Related Topics

Overview: Workbooks

Add a Workbook to a Case

Edit a Workbook