Edit transcripts

Administrators and group leaders can edit transcript properties and transcript types.

Edit transcript properties

You can edit the name of a transcript. You can also change the transcript type that is associated with a transcript.

To edit the name or transcript type of a transcript:

On the Case Home page, on the Case Home menu, select Transcripts.

In the navigation pane, click Manage Files.

In the row for a transcript, do any of the following:

To edit the name of a transcript, click a transcript name, and then type a new name.

To change the transcript type, click the transcript type, and then select a transcript type in the list.

Press Enter or click outside the box.

If you changed the transcript type, an administrator must make sure that reviewers have the appropriate permissions to access the new transcript type. For information about how to grant permissions, see Work with security for objects.

Edit transcript types

You can edit the name or description of a transcript type.

To edit a transcript type:

On the Case Home page, on the Case Home menu, select Transcripts.

In the navigation pane, click Types.

Click the name or description of a transcript type, and then type a new value.

Note: The name of the transcript type must be unique.

Press Enter or click outside the box.