Open or Close a Case

Review the information below for instructions on how to open or close a case. For more information on some of the procedures you can complete once you've opened a case, see Related Topics below. For instructions on how to open the EVIDENCE Start Page, review the following section.

Open the EVIDENCE Start Page

  1. From the dashboard, click the TrialDirector 360 module.

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

    The EVIDENCE Start Page displays. Open or close a case by reviewing the sections below.

Open a Case

You can open a case to begin working with the various transcripts, clips, and other items.

To view a case, select the EVIDENCE module and follow the steps below:

  1. Select a case from the Cases table on the EVIDENCE Start Page.

  2. With the case selected, click the Open Case button.

  3. The case is opened and you can begin navigating the item explorers and working with the case items.

 

Note: You can also double-click a case in the Cases table to open it. If you are on the CASE MANAGER Start Page and you want to open a case in EVIDENCE, select a case from the table and click the Open Case in Evidence button.

Close a Case

You can close an open case from the TrialDirector 360 EVIDENCE Main Menu. With a case open, click the Close Case button.

The case is closed and you are redirected to the TrialDirector 360 EVIDENCE Start Page. From here, you can open a different case or move on to different tasks.

 

Related Topics

Open an Explorer

Arrange an Open Case Layout

Load a Saved Layout

Save a Layout

Remove Items in TrialDirector 360 EVIDENCE

Overview: Transcripts

Overview: Multimedia