ExhibitView All Products Universal Guide - Flipbook - Page 43
TranscriptPro | 43
Case Manager
Welcome to the case manager. This is where we set up individual cases,
set important dates, create and edit case notes, print, or email lists of
your ongoing cases.
To get started, just click on Add New Case at the top left and fill out all
the information you have available, and you can always edit any of this
information later. Once you have created a case, you will see the case
name looks underlined like a URL, this is to indicate you simply click
once on the case name to open that case.
As a bonus, you will see that the total case manager looks a little bit like
a spreadsheet. This allows you to arrange any of the information in the
case manager by any of the fields. This “auto-arrange” feature is
throughout TranscriptPro™ so please feel to make personal preference
adjustments. There is a "SHOW" column to the right. You will see a
column named show, edit, and delete. Note the word Transcripts. When
you click on the word transcripts button you will see a complete list of all
the transcripts you have added to that case. Click on any listed transcript
to open that transcript quickly.