Replace a Document in TRIAL DIRECTOR

You can replace documents from the Documents Explorer using the Replace Document feature, via the right-click context menu. This allows you to quickly swap the version of a document in your case without being required to go through the process of removing the existing document and importing a new document. Review the following information pertaining to metadata, auxiliary items and workbooks.

Metadata

The following metadata fields from the new document are retained once the replacement process is complete: 

• Item ID

• Trial Exhibit Number

• Exhibit Number

• Description

• Common Name

Auxiliary Items

The following items are preserved once the replacement process is complete: 

• Area Notes

• Notes

• Issues

• Exhibit Labels

  Note:

  The above list of auxiliary items will always be retained on the replacement document. Be sure to review all items on the new document.

Workbooks

When replacing documents, the new document is retained in any workbooks where the original was placed. Before replacing documents, review the following guidelines as they pertain to workbooks:

• Any document pages in a workbook prior to replacement will remain as long as the page exists in the new version of the document.

• If there are pages added to the document, those pages are NOT added to any workbook as the workbook is not exclusive to any particular document.

• If a page no longer exists in the new version of the document, it is automatically removed from any workbook(s) which it was previously a member of.

When a document has been replaced, it is imperative to review the replacement document to ensure any preexisting revisions are correct.

Important:

Warning: Replacing documents during live trial presentation is not recommended.

Replace a Document

To replace a document, perform the following steps:

1. In the Documents Explorer, select the document to replace.

2. Right-click on the document.

   The Documents Explorer right-click context menu displays.

   

3. Select Replace Document. The Replace Document dialog displays.

   

   Note:

   You will be prompted to save and close open documents before you can replace documents.

4. Browse to the location of the document you want to use as a replacement.

   Once a document has been selected, the Replace Document dialog will display the page count for the existing document and the page count for the replacement document.

   

   If the page count of the replacement document does not match the current document page count, the following warning will appear:

   

   If the new page count is correct, select Yes to continue.

5. Choose whether or not to Keep Existing Annotations.

   Option	Action
   Include Annotations	If you want to include the annotations that were applied to the original document, select the Keep Existing Annotations option. The following items are included when you choose this option: Redactions Arrows Lines Highlights Ellipses Rectangles Pen Annotations Text Annotations If you choose to Keep Existing Annotations, be sure to review the annotations on the new document.
   Exclude Annotations	If you do not want to include the annotations that are applied to the original document, ensure the Keep Existing Annotations option is not selected. If the check box is not selected, all annotations will be deleted when replacing a document.

   Note:

   If you chose to keep the existing annotations, the annotations from the original document will be included on the replacement document. If the replacement document has fewer pages than the original document, annotations will be lost for any of the pages that have been removed.

6. Click Save.

7. After the document is replaced, the Confirmation page displays. Click Close to close the dialog.