---
title: "Add a Workbook to a Case"
slug: "add-a-workbook-to-a-case"
tags: ["Add", "Workbook"]
updated: 2024-11-22T15:45:59Z
published: 2024-12-05T22:09:52Z
canonical: "docs.revealdata.com/add-a-workbook-to-a-case"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Workbook to a Case

You use workbooks to help you organize items in your case. You can add a workbook to a case using the **Workbooks Explorer**.

To add a workbook to a case from the **Workbooks Explorer**, follow the steps below:

1. Click the EVIDENCE tab in the left navigation panel.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-03ZHYBVC.png)
2. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the **Open Case** button in the ribbon bar above the table.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-43VHO6T4.png)
3. Open the **Workbooks Explorer**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(55).png)

If the explorer is hidden, you can use the **Explorers** dropdown in the main menu to view it.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(59).png)
4. Click the **Add** button in the explorer.

![](https://my.ipro.com/help/TrialDirector/Content/Resources/Images/TrialDirector/Evidence/btn_Add.png)

> [!NOTE]
> Note:
> 
> *Sub Workbooks can be added to Standard Workbooks. Right-click on an existing Standard Workbook and select* ***Create Sub Workbook*** *from the right-click context menu. Sub Workbooks cannot be created under any other workbook type.*

The **Add Workbook** dialog appears.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image(60).png)
5. Fill in the information for the workbook.
6. Enter the following information in the **Add Workbook** dialog:

With the information filled in, you can move on to the next step.
  - **Workbook Name** - A unique name to help identify the workbook
  - **Workbook Type** - The selected type for the workbook
    - **Standard** - A normal workbook to help organize items
    - **Carousel** - A workbook that displays items in a unique way in TRIAL DIRECTOR Presentation
  - **Color** - The color assigned to help identify the workbook
7. Click the **Save** button.
8. There are two save options for your convenience:

When a workbook is added, it appears in the **Workbooks Explorer**.
  - **Save** - Saves the workbook, does not close the dialog, and clears the fields so you can create another workbook right away
  - **Save & Close** - Saves the workbook and closes the **Add Workbook** dialog

## Related

- [Overview: Workbooks](/overview-workbooks-1.md)
- [Edit a Workbook](/edit-a-workbook-1.md)
- [Add Items to a Workbook](/add-items-to-a-workbook.md)