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FAQ
Tips & Tricks
System Requirements

Activation

 
      Manager Mode

    Documents and Registrations

    Binders

    Script Import

    Video

    Miscellaneous

Presentation Mode


 

Manager Mode

     Documents and Registrations

  • You have control over the Media ID and Name displays on your Media Tree and Binder Pane.  Right-click in each pane and select preferences to set what you see in each view.

  • If you’re experiencing Media ID conflicts on registration, it means the element you’re trying to register has the same Media ID as something already in the database. You can type uncommon characters such as Z or ! to group the conflicting elements together in the media tree and figure out what they’re conflicting with.

  • It’s a good practice to organize media groups by number, i.e. 4000 numbers are PowerPoint files, 5000 numbers are deposition cuts, etc.

  • If you need to add pages to a document, save the new pages into the folder with the original pages.  In TrialMax, right-click on the last page and select “Insert After.”

  • If your document images are named by Bates number, use the Registration Options to set the filename as the Foreign Barcode.

  • If you want to see your foreign barcodes in the Media Tree and Binders, make sure to check the “Show Foreign Barcodes” box under Tools|Manager Options.

    Binders

  • Really play around with the binders to get used to how they work. The binder functionality is possibly the most powerful and useful feature of TrialMax. You can put binders inside of other binders just like Windows folders and organize your case data like never before. Unlike Windows folders, the binder tree allows you to drag and drop items in any order you’d like.

  • Remember that if you delete something from a binder it’s not permanently deleted. To completely delete an element of your database, delete from the Media Tree.

  • If you want to copy a binder and it’s contents into another binder, hold <ctrl> while you drag it to it’s new location.

  • If you register a folder of documents that has a complex sub-structure (i.e. PX and DX, expert reports, medical records, etc) into a binder, TrialMax will create the same structure in the Binder tree.

  • You can put scripts into binders and configure the Binder Pane next to the Media Tree in order to work completely in tree view and avoid the thumbnails in the Script Builder Pane.

    Script Import

  • Script Import files can have more than video, any valid barcode number will show up in your script.

  • If there are typos or other errors in your script import text document, TrialMax will report them back to you by row number with a description of the error.  The fasted way to identify the row number is to open the file in Excel to check the row number from the left-hand side of the program.  This eliminates the need to count the rows in notepad.

  • Remember that you can’t drag script imports in from the source pane. The way to import a script from a text file is to right click on the Scripts folder in the Media Tree and select Import|Script(s) from file.

  • You can import a script or batch of scripts directly into a binder.

    Video

  • If you have video on different drives or different folders on a drive, you can point to each deposition by using the “relative path” field on the properties pane for the entry on the Depositions folder from the Media Tree.

  • You can look at the “Duration” field in the properties pane to get a quick run-time of a script.

  • When linking documents to video you can drag and drop the document or treatment into the barcode field at the bottom of the Tuner Pane.

  • The “Play”, “Play Through” and “Play All” buttons at the top of the tuner pane are useful to preview your script in Manager Mode as they will appear in Presentation.  Never use the play icon next to the other tuning controls as it changes your start or end point.

  • Pay particular attention to the required naming convention on Script Imports, if you don’t name your import files correctly, they won’t create scripts the way you want them to. It’s a simple concept and necessary to correctly import several in a batch, everything before the first space is the Media ID and everything after the first space is the Name.

  • There are several different “Find” options when searching a deposition.  You can search as narrowly as in a single script or as broadly as all transcripts in the case.

  • You can run the “sort designations” and “renumber barcodes” operations on more than one script at a time, just select multiple scripts and right-click for the menu.

  • To globally change the type of designation highlighter on a script, the fastest way to do this is the right click the script, export it to a barcode text file, change the highlighter number on the text file, and re-import the script.

    Miscellaneous

  • A trick to turn a transcript into a document, is to right click the deposition on the Media Tree, create a transcript report, and print to PDF.  You can then register that PDF into TrialMax as images for impeachment.

  • If you’re working on a dual-monitor system in manager mode, you can configure the screen layout to have panes on the secondary monitor.  If you load this layout in single monitor mode, it will put the panes back onto the primary screen.

Presentation Mode

  • Typing <ctrl> s in Presentation Mode will display your current barcode number discreetly in the lower left-hand corner.

  • <ctrl> \ will horizontally split the screen and bring the top of the next page up on the bottom half of the screen.
     

  • Once in a Media ID in Presentation Mode, you can skip through pages by just typing the number and <Enter> i.e. if you are on 15.6, you can jump to page 12 by typing 12<Enter> instead of x15.12<Enter>
 
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