Manage transcript annotations

A transcript annotation is a highlight or note that is added to a transcript. Administrators and group leaders can create transcript highlights (also called transcript issues) as required for reviews.

Note: Transcript issues are not related to the issues that you can use to organize documents in a case.

Transcripts that are added to the application as portable transcript format (PTF) or portable case format (PCF) files may include annotations as part of the transcript file. These annotations are added to the application when you add the transcript file. Administrators and reviewers can work with transcript annotations that were imported into the application, in the same way that they can work with transcript annotations are created in the application.

For information about how to create and manage annotations for documents, see Work with annotations.

Create transcript annotations

You can create highlight annotations (also called transcript issues) that reviewers can apply to transcripts.

To create highlight annotations for transcripts:

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

In the navigation pane, click Annotations.

Click Add.

Type a unique Name and click the box to select a highlight color.

Click Save.

To enable review groups to access the transcript annotation, an administrator must set security for the annotation. For more information, see Work with security for objects.

Edit transcript annotations

To change the name or color of a highlight annotation for transcripts.

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

In the navigation pane, click Annotations.

To change the name of a transcript annotation, click an annotation name, and then type a unique name. Press Enter or click outside the box.

To change the annotation color, click the colored box next to an annotation and then select a color.

The color of existing annotations is updated.

Delete transcript annotations

To delete highlight annotations for transcripts:

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

In the navigation pane, click Annotations.

Select the check box next to the transcript annotation that you want to delete.

Click Delete.

If the transcript annotation is used in any transcripts, click View transcript count in the Delete annotation dialog box to view the number of transcripts that contain the annotation.

Caution: If you delete an annotation that is used on transcripts, the annotation is removed from the transcripts.

Click OK.