Learn best practices, tips & tricks from experts with 35 years’ combined experience as hot seat/litigation paralegals. Exercises include how to modify exhibit properties, annotation features, and how to prepare workbooks for quicker call out and smoother presentations.

1. Presenter’s Advantage
Preparing exhibits in TrialDirector
360

2. Private and Confidential – Copyright 2020
The purpose of this session is to learn best practices, tips & tricks
from experts with 35 years’ combined experience as hot
seat/litigation paralegals. Exercises include how to modify exhibit
properties, annotation features, and how to prepare workbooks for
quicker call out and smoother presentations.
Presenters Advantage

3. Importing Exhibits
into TD360

4. Private and Confidential – Copyright 2020
What option works best for you?
Importing Documents
Single Files Dragging/Dropping Folders

5. Private and Confidential – Copyright 2020
Import Exhibit Nos
• ABC00001 and ABC000150 (Bates
Numbered)
Import Single Docs via Document
Explorer
• Exhibit Nos. 1-3
• Increment by Page Level
Sequencing (Doc and Page)
Import Documents via Drag and Drop
• Exhibit Nos. 5-8
• Exclude Page 1 Suffix
Import Exhibits (Grouped)
• Exhibit Nos. 11-14
• Exclude Page 1 Suffix
Importing Exhibits into TrialDirector 360 – Hands-On

6. CODING PROPERTY
FIELDS

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How do you enter document properties?
Coding Property Fields
❑ Batches
❑ Various ways, simultaneously
❑ Just one way…
❑ No time, just wing it with the ID

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Input Trial Exhibit No. field properties at document and page level
Coding Property Fields – Hands On

9. Re-Sequence IDs

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Re-Sequence IDs – When and How to Use It
Re-Sequence Tool
is as easy as
1, 2, 3!

11. Private and Confidential – Copyright 2020
Imported documents with the wrong sequence
or exhibit sequence change? Do not delete docs
to re-import or re-index IDs manually, utilize
TD360’s Re-Sequence Tool to easily renumber.
Re-Sequence IDs – Hands On
1. Select docs to be re-sequenced
2. Click the wrench icon to launch the re-sequence
tool.
1. Click PROPERTIES to select which field to be
re-sequenced.
2. Set the re-sequence ID properties and select
PREVIEW.
3. Review re-sequenced IDs and SAVE.
4. Done!

12. Naming
Conventions

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Coffee Talk with
Brittany and Susanne
• Why naming conventions matter
• One Size Fits All does not
necessarily apply
Naming Conventions - Best Practices

14. Issue Coding

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Issue Coding: Discussion
Best Practices on
Issue Coding Docs
and Transcripts

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Document Issue Coding:
Apply an issue code of “Breach” to Page 2 of
Exhibit 1, and Page 1 of Exhibit 2.
Transcript Issue Coding:
Import the Michael Poli DVT and apply the same
issue code to Lines 16:07-20
Issue Coding - Hands on
Fly & Apply Issue Coding

17. Annotation Tools

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Annotation Tools – Best Practices

19. Private and Confidential – Copyright 2020
Exhibit 1 Page 1 (save revision at each step):
1. Draw a Red Arrow to the Date of the Letter
2. Using any color, apply a highlight to the second
paragraph starting with “Enclosed for your
review…” and ending at “… Santa Barbara”
3. Draw a Purple Rectangle around “we will plan
to retain the USPS site (3345 State Street)”
4. Draw an Orange Circle over “California
Environmental Protection Agency”
Annotation Tool – Hands On

20. Workbooks

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•Organize and using Workbooks
•How can it apply to you and
your case
•Overlooked functionalities
Workbooks – Best Practices

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• Create a Standard Workbook
using Exhibit 1, Page 1 and
revisions 1 through 4.
Display each workbook in
Presentation and determine if you
prefer a Standard or Carousel
workbook
Workbooks – Hands On
• Create a Carousel Workbook
using Exhibit 1, Page 1 and
revisions 1 through 4.

23. Thank you!
For additional information on TrialDirector 360, go to
iprotech.info/techshow20TD360