Exhibit Naming-Four Naming Options | Trial Director HELP!

From Bob’s original Learning Nuggets archive. Instructions and screenshots refer to Trial Director 6.8.

We know we have to make a decision on how we want our exhibits to be named as as ingest/load our exhibits into a Trial Director (TD) 6.8 case. However, do we all know we have up to four, count them, 4 different ways we can name any given exhibit?

Document/Page ID
- This is the name we assign when we load/ingest exhibits
Trial Exhibit #
- This is a second opportunity to give an exhibit another name
- Whatever is entered for Trial Exhibit # will be available to use to generate Exhibit Stickers for digital placement on exhibits (as an annotation).
- This number, when entered/used, will also automatically be listed in a Trial Exhibits workbook.
Exhibit #
- This is a third opportunity to enter an additional name for an exhibit
Common Name
- This is your fourth opportunity to give an exhibit another name

Regarding all four naming methods, there are important things to know about any/all of them:

Any and all naming conventions must be unique - no duplicates
Any method can be used to be displayed when presenting an exhibit in presentation (in the upper left corner)
Any method can be used to call up an exhibit by name, in presentation
Document/Page ID, Trial Exhibit # and Exhibit # can be used to present when using workbooks to present exhibits

Tips for:

Document/Page ID
- Methods for creation
  - Importing via load file (i.e., .oll file)
  - Drag-and-drop file into a case
  - Browse to files to ingest
- Best practice: have your files be named how you want them to appear as your document/page ID, before loading into TD
  - If you need to rename (assign) a document/page ID, make sure you've Enabled Item ID Field Editing (under Document drop-down menu item)
Trial Exhibit #
- Methods for creation
  - Right-click on file, go to Properties, enter into Trial Exhibit # box
  - Right-click on file, go to Edit, enter into Trial Exhibit # box
  - Go to the Document Manager tab (bottom of main display)
    - Enter into Trial Exhibit # box
      - Be careful when working here. Every page is listed, not just documents, by default
  - Bulk add or update (or assign) Trial Exhibit # fields:
    - Under the Tools drop-down menu list, or
    - Selecting your exhibits, in the Case Explorer, the assign new numbers via a right-click menu list
Exhibit #
- Methods for creation
  - Right-click on file, go to Properties, enter into Exhibit # box
  - Right-click on file, go to Edit, enter into Exhibit # box
  - Go to the Document Manager tab (bottom of main display)
    - Enter into Exhibit # box
      - Be careful when working here. Every page is listed, not just documents, by default
  - Bulk add or update (or assign) Exhibit # fields:
    - Under the Tools drop-down menu list, or
    - Selecting your exhibits, in the Case Explorer, the assign new numbers via a right-click menu list

Common Name
- Methods for creation
  - Go to the Document Manager tab (bottom of main display)
    - Enter into Common Name box
      - Be careful when working here. Every page is listed, not just documents, by default

Instructional screenshots

Ask Bob about this topic