Adding Items to the Case
After you create a case, you will need to add items to it. The types of items that can be viewed in
Native files (Microsoft Word, PowerPoint, Excel, PDF, and so on)
Video synchronized with transcript text
Multimedia (animations, video and audio files)
To access these items from within TrialDirector, you must import them to your case. Adding items
can be done by (1) dragging and dropping the item onto the Case Explorer tree, (2) using the Add
Items dialog box or (3) scanning documents or photographs directly into TrialDirector. (For
instructions on scanning documents directly into TrialDirector, see Loading Items Using a Scanner
in the TrialDirector Help system.)
When adding items using drag-and-drop or the Add Items dialog box, you can add items one at a
time or in batches, using a “load file.” Load files are usually provided by vendors or may be created
using higher end scanning programs. A load file automates the process of adding items to your
case. The following sections detail adding individual items, as well as using a load file.
Adding Items Using Drag and Drop
Arrange your Windows desktop so that you can view both the TrialDirector Case Explorer pane
and the Windows Explorer (or My Computer) pane.
If the items are on a CD or DVD, copy them to the drive on which you want to store them before
you load them into TrialDirector.
Within the case folder where the rest of your case information resides, you may want to
create folders for the various types of items you are adding. For example, folders called
Images, Video, Animations, Native Files, and Transcripts. Doing so will make it easier
for you to locate and work with the files as your case progresses.
In the Windows Explorer (or My Computer) window, navigate to the location of the items you
want to add to TrialDirector.
Select the item(s) you want to add to TrialDirector. Once they are selected, drag the items from
the Windows Explorer (My Computer) window and drop them onto TrialDirector’s Case Explorer
Use CTRL+[click] to select multiple non-adjacent items or SHIFT+[click] to select multiple
When adding single-page TIF images to TrialDirector, make sure to add only one document
at a time. If you add more than one single-page TIF document at once, the individual
documents will be added as a single multi-page document. (They can be separated later
within TrialDirector, but it’s simpler to add them individually.) On the other hand, if you are
adding multi-page TIF images, each file represents an entire document.