Transcripts are often reviewed in transcription software, like TextMap®. During review, key quotes are discovered that you’ll want to track in the Facts spreadsheet. By using CaseMap’s Send To utility, you can quickly import this data and categorize it in your case and automatically attach the Fact record to the transcript file stored in TextMap.
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When you import content into the Facts spreadsheet, we recommend that quotes, confidential, or lengthy information is directly imported into the Source Quote field to keep this information from printing on reports. Use the Fact Text field to summarize the quote for tracking purposes. It’s also best to insert the Source Quote field into the Facts spreadsheet before users are added to the case. This ensures that all users can view this field without having to manually insert it into their spreadsheet view.
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| 1. | Open TextMap and then open the transcript that contains information you want to send to CaseMap. |
| 2. | In the transcript, highlight the text you want to import, then right-click and click Send Fact to CaseMap. |
| 3. | When the Send to CaseMap utility launches, select Proceeding for the spreadsheet in which you want to import a quote excerpt. |
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Depending on the settings you select in TextMap, you may receive an Annotation box prior to the Send To CaseMap – New Fact box.
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| 4. | In the Edit the assigned short name field, you can accept the default entry or modify it according to your internal guidelines, then click OK. |
| 5. | In the message, click Yes to link the transcript to the existing proceeding in the case. |
| 6. | In the Send to CaseMap – New Fact box, select Source Quote in the Append Text Selection to field so that the excerpt displays in the Facts spreadsheet. |
Notice that the excerpt you selected from the transcript displays in the Text Selection field and is enclosed in brackets.
| 7. | In the Date & Time field, type in the date of the deposition. |
| 8. | In the Fact Text field, type in a fact summary of the imported text. |
| 9. | Select the Key check box, if this fact is important to the case. |
| 10. | Click on the Issue Linker bar to link the fact directly to issues, then click OK. |
You may also type in issue short names in the Linked Issues field.
| 11. | When you are finished, click OK to initiate the import process. |
| 12. | In the message, click Yes to view the transcript excerpt in the Facts spreadsheet. |
| 13. | Click in the Source Quote field for this fact record to view the highlighted excerpt you sent from the transcript file. |
Notice that the fact text you entered now displays in the Fact Text field.
| 14. | Click on the Paperclip icon for the transcript record to view the linked path to the source file in TextMap. |
| 15. | Scroll to the right and notice that the Source(s) field displays the linked element to the deposition and that the Linked Issue field displays issues previously added for this transcript. |
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