Summation Blaze® 5.21: New Features and Enhancements
New Features:
eDrop - Loading and Updating Transcripts Using Drag and Drop Now load or update transcripts just by dragging and dropping files onto the Summation Case folder. You can do this from Windows Explorer, your Windows desktop, and directly from an email attachment. ASCII transcripts and those in Summation’s TRN transportable format are accepted. You can also drop
zipped files onto your Case Folder or a Transcript folder and they will be unzipped and loaded for you. Encrypted zip files work too: a password is required before the file can be decrypted. eDrop is perfect for updating a draft version of a transcript with the clean copy emailed to you by the court reporter. Linked Documents & Document Attachments Version
5.21 introduces two new ways to enhance your work with documents:
- You can now link a document summary to the document itself in its native electronic format. This lets you link PDF, Word, HTML documents and more to your summaries. Linking to documents works independently of Imaging (i.e., if you have the Imaging component you can view a document’s Image and link to an electronic version of it).
- You can also view attachments to a document from a document summary. These attachments can either be imaged documents already in the Summation Imaging system or they can be documents in other formats (Word, PDF, HTML, etc.). Multiple attachments per document summary can be connected.
Printing the Case List Print the list of cases from the Case Selection dialog. Loading Wallpaper Using Drag and Drop Load wallpaper bitmaps into Summation by dragging and dropping .BMP files to your Summation desktop.
Enhancements: Easier Access to Lookup Tables
You can now add entries to the ISSUES and NAMES lookup tables by selecting "Add Issues" and "Add Names" from the Case menu. Additional Steno Feed Format for Realtime: ASCII Text Court Reporters can now output the live text feed to ASCII text (with carriage returns). The Steno Feed Page is the format used to output live text through the serial feed by the Court
Reporter's CAT software on the realtime computer. Update/Move Notes Used to move notes from one location in a transcript to another, this feature is available from the Notes menu when you're in a transcript. CopyCase Many enhancements have been added to the CopyCase Wizard, including options to: copy images attached to notes, not copy the ocrBase,
and cancel the image count (which can take considerable time for users with many images). Print Format Settings You can now print barcodes for all document database summaries (rather than only those summaries with images attached). In addition, integer fields can be right-justified or left-justified on output.
eDrop – Loading and Updating Transcripts Using Drag and Drop Load or update transcripts just by dragging and dropping files onto the Summation Case Folder. You can do this from Windows Explorer, your Windows desktop, and directly from an email attachment. ASCII transcripts and those in Summation’s TRN transportable format are accepted. You can also drop zipped files
(.ZIP) onto your Case Folder or a Transcript folder and they will be unzipped and loaded for you by Summation. Encrypted zip files work too: a password is required before the file can be decrypted. eDrop is perfect for updating a draft version of a transcript with the clean copy emailed to you by the court reporter. Dropping onto a specific Transcript Folder at the Main Case Window
assumes you’ll want to update this transcript; but you can easily override this if you have chosen the wrong transcript or you want to add it as a new transcript. Dropping onto the Case Drawer assumes you’re adding a new transcript; although this too is easily changed. Most of the popular email programs will allow you to drag attachments directly to Summation. For those that do not,
it may be necessary to first save the attachment to your Window desktop or some other folder, then drag it from there to the Summation desktop.
To Load a Transcript Using Drag and Drop
- Be sure the currently loaded case is the one to which you want to load the transcript. The currently loaded case name is embossed on the faceplate of the file drawer at the Case Folder - Main Window.
- Drag the transcript file (from the Windows Explorer, Windows desktop, or email attachment) to your Summation desktop. The Load or Update Transcripts dialog appears.
- Load as New Transcript is selected by default. Click on OK.
- The Load Transcript dialog appears, listing the file you've just dropped onto the Summation desktop.
If you want to rename the DOS file before copying it to the transcript location, check the Rename option. Note that this is not the same as providing a transcript description (see Step #7). To load all the transcripts displayed in the file listing at once, click the Copy All option. One by one, all transcripts are loaded into your case after you choose Copy (see next step). To deactivate
this feature to load only specific files, clear the "x" from Copy All.
- Once the file(s) to be loaded is selected, click on Copy. If you chose the Copy All option, all the files are loaded at once.
- If Summation Blaze cannot determine the formatting settings, a message appears identifying the format problem(s). Click on OK to continue.
- The Transcript Format Information dialog box appears. Type a description for the transcript and confirm that the other settings are accurate. When the settings are correct, click OK.
- The transcript is copied to the Transcript Location for the current case.
- Click Close. You are prompted about Blazing the transcripts in your case. If any formatting errors were detected during the load process, you should correct these before Blazing your transcripts. You can re-Blaze all transcripts at any time using Utilities.
Linked Documents & Document Attachments Link Documents to Document Summaries
This lets you open a document that has been linked to a document database summary. The linked document is displayed in the program associated with the corresponding file type. For example, .PDF files are displayed in Adobe's Acrobat Viewer, .DOC files are displayed in Microsoft Word, .HTM(L)
files are displayed in your default internet browser.
The document is linked to the summary using the DOCLINK field (or another NOTE field in your database table designated for this purpose in Defaults|Transfer Fields). This link field contains the document filename and location. You can set the system (from Defaults|Transfer Fields), so that when the summary is selected, it will display
the document automatically or require you to request the display. If not automatically opened, the linked document can be displayed by pressing ALT+L or choosing from the menu item Summary|Open Linked File.
Show Document Attachments This lets you display one or more documents that are associated with a document database summary. Each entry of the attachment field contains
either an Image ID of the attached document (usually its Document Number) or a complete document filename and location. This means attachments can be an imaged version of the document
or the electronic version itself. Since attachment fields can contain multiple entries you could even reference both an image of the document and an electronic version in the same summary; although
normally you would refer to different attachments associated with the document – for example, the various exhibits to a contract.
If the attachment ends in a file extension, then the document is displayed in the program associated with the corresponding file type. For example, .PDF files are displayed in Adobe's Acrobat Viewer, .DOC files are displayed in Microsoft Word, .HTM(L) files
are displayed in your default internet browser.
If the attachment does not have an extension, it is assumed to be the Image ID of another document in the document summary database and the imaging system will be used to show the attachment.
The attached documents are entered in the ATTACHMT field (or another MULTI or NOTE field in your database table designated for this purpose
in Defaults|Transfer Fields). When the summary is selected, you display the document by pressing ALT+T or by right-clicking the summary and selecting Show Attachment.
To choose other than the first attachment, right click in the attachment field. Use the context menu to choose the desired attachment.
Linked Documents and Document Attachments Compared
| Attribute |
Linked Document |
Attachment View |
| Default field in database associated with |
DOCLINK (type NOTE) |
ATTACHMT (type MULTI) |
| Number of entries allowed per summary |
1 |
multiple |
| Can be displayed automatically when summary is selected |
Yes |
No |
| Keystroke to view document(s) |
ALT+L |
ALT+T |
| How Displayed |
Opens the associated application for the linked document and shows the document in this application.
|
If an Imaged Doc, displays in Summation's Image window; otherwise shown in the window of the auto-launched application associated with the file type.
|
| Summation Version required |
5.21 |
5.21 (Imaging required to display images in Summation's image window)
|
Linked Documents This feature lets you open a document that has been linked to a document database summary. The linked document is displayed in the program associated with the corresponding file type. For example, .PDF files are displayed in Adobe's Acrobat Viewer, .DOC files are displayed in Microsoft Word, .HTM(L) files are displayed in your default internet browser
When editing the form, you can drag and drop a filename (from Windows Explorer for example) into the DOCLINK field (or another NOTE field in your database table designated for this purpose). This establishes the link between that summary and the document. Of course, you can also type the full path to the file when editing.
How to Designate a Database Field (Usually DOCLINK) for the Document Link (Required for existing databases or new ones not using the default 5.21 case database)
- Select Defaults from the Options menu.
- Click on the Transfer Fields tab to make it active.
- Go to the Linked Document Field section. In the Doc. Link box provided, enter the name of the field (usually DOCLINK) to use as the Document View Link by either:
- Typing in the name of the field; or
- Clicking on the down arrow to the right of the Doc. Link box and selecting a field from the list of database fields.
- To view linked documents automatically when records are selected, select the Display Linked Documents Automatically box.
- Click on OK to close Transfer Fields.
How to Link a Document to a Document Database Summary
- Go to the document database summary to which you want to link the document.
- Go into edit mode by either:
- Selecting Edit Summaries from the Summary menu;or
- Pressing F2; or
- Clicking the Displaying button on the status bar so that it changes to Editing.
- To enter the filename and location of the document into the DOCLINK field (or other field that you chose as the Doc. Link in Transfer Fields), either:
- Type in the full path and filename of the document (note: if the document resides in the case's Output Location, you need only enter the filename); or
- In Form display, drag the file from WindowsExplorer, your Windows desktop, or from your email, and drop it into the field.
- Press F10 to save the record.
How to Open a Document Linked to a Document Database Summary There are several ways to view a document linked to a document database summary:
- If you selected Display Linked Documents Automatically in Transfer Fields, then the document is displayed when you select the document database summary.
- Press ALT+L or choose the menu item Summary|Open Linked File.
- Right click on the DOCLINK field (or other field that you chose as the Doc. Link in Transfer Fields) and select Show <document> from the context menu that appears. Remember to close the application used to view the document when you are finished with it.
Document Attachments This feature lets you display one or more documents that are associated with a document database summary. Each entry of the attachment field contains either an Image ID of the attached document (usually its Document Number) or a complete document filename and location. This means attachments can be an imaged version of the document
or
the electronic version itself. Since attachment fields can contain multiple entries you could even reference both an image of the document and an electronic version in the same summary; although normally you would refer to different attachments associated with the document – for example, the various exhibits to a contract.
If the attachment ends in a file extension, then the document
is displayed in the program associated with the corresponding file type. For example, .PDF files are displayed in Adobe's Acrobat Viewer, .DOC files are displayed in Microsoft Word, .HTM(L) files are displayed in your default internet browser.
If the attachment does not have an extension, it is assumed to be the Image ID of another document in the document summary database and the
imaging system will be used to show the attachment.
When editing the form, you can drag and drop a filename(s) (from Windows Explorer for example) into the ATTACHMT field (or another MULTI field in your database table designated for this purpose). This establishes the association between that summary and the document.
How to Designate a Database Field (Usually ATTACHMT) for Attachments (Required for existing databases or new ones not using the default 5.21 case database)
- Select Defaults from the Options menu.
- Click on the Transfer Fields tab to make it active.
- Go to the Field Name for Attached Images or Docs section. In the Attach box provided, enter the name of the field (usually ATTACHMT) to use as the Attachment View Link by either:
- Typing in the name of the field; or
- Clicking on the down arrow to the right of the Attach box and selecting a field from the list of database fields.
- Click on OK to close Transfer Fields.
How to add an Attachment to a Document Database Summary
- Go to the document database summary to which you want to add attachments.
a) Selecting Edit Summaries from the Summary menu;or
b) Pressing F2; or
c) Clicking the Displaying button on the status bar so that it changes to Editing.
- Go into edit mode by either:
- To enter the filename and location of the document into the ATTACHMT field (or other field that you chose as the Attach field in Transfer Fields), either:
a) Type in the full path and filename of the document (note: if the document resides in the case's Output Location, you need only enter the filename); or
b) In Form display, drag the file from Windows Explorer, your Windows desktop, or from your email, and drop it into the field.
- Press F10 to save the record.
How to Show an Attachment of a Document Database Summary
There are several ways to view a document linked to a document database summary:
- Press ALT+T when the summary is active.
- Right click on the ATTACHMT field (or other field that you chose as the Attach field in Transfer Fields) and select Show <attachment> from the context menu that appears. Remember to close the application used to view the document when you are finished with it.
- When there are multiple attachments, use the Next Multi Entry option (available from the context menu that appears when you right click on the ATTACHMT field) to view subsequent pages.
Printing the Case List
You can print the list of cases in Summation from the Case Selection dialog by pressing the print button at the top of the Select a Case dialog.
How to print the case list:
- To open the Case Selection dialog either:
Select Open from the Case menu; or
Double-click the case drawer; or
Press Ctrl+O; or
Click the Open Case button on the tool bar.
- At the Case Selection dialog, click on the printer icon in the upper left hand corner.
- The Print dialog appears. Click on OK to print the case list.
Update/Move Notes
You can reposition a note within a transcript. To do so, open the note, highlight the line(s) of text to which you want to move the note, and select Update/Move Note from the Notes menu.
- Open the note you want to move. Note the testimony currently associated with the note, which appears highlighted in cyan (light blue).
- Leaving the note open, select the line(s) of testimony with which you want to associate the note.
- To move the note, either:
- Select Update/Move Note from the Notes menu; or
- Press ALT+U. The note is moved to the first line of the testimony you selected in step 2, and this testimony now appears highlighted in cyan (light blue).
Adding to Lookup Tables
You can populate your lookup tables without having to go into the document database. This is convenient when you want to add multiple entries at one time, rather than adding a new one on the fly during data entry. Many users like to populate the lookup tables before coding of the document database (or notes) begins.
You can add to the ISSUES and NAMES lookup tables easily by selecting Add Issues or Add Names from the Case menu.Adding to lookup tables is available from the right click context menu at the document database folder at the Case Folder – Main Window.
How to Add to a Lookup Table from the Case Folder – Main Window
- From the Case Folder – Main Window, either:
a. Select Add Issues or Add Names from the Case menu; or
b. Right click on the Document Database menu.
- A context menu appears. Click on Add to Lookup Table.
- A list of the lookup tables in your current database appears. Select the name of the lookup table to which you want to add entries.
- The lookup table you selected appears. Click on the Add button.
- Fill in the Code Column and Expansion column and click on Save. Repeat this process until all entries have been added.
- Click on OK back at the lookup table. The next time you access this lookup table, the new entries will be listed.
Wallpaper
You can also load wallpaper bitmaps into Summation by dragging and dropping .BMP files from Windows Explorer, your Windows desktop, or email attachment, to your Summation desktop. The 'Summation desktop' refers to the Case Folder - Main Window. (Note: some email programs will not allow you to drag attachments directly to the Summation desktop. For these
programs, it may be necessary to first drag the attachment to your Window desktop, then drag it from there to the Summation desktop.) Zipped files (.ZIP) will be unzipped automatically by Summation.
To Drag & Drop New Wallpaper for the Case Folder - Main Window
- Go to the main Case Folder - Main Window.
- Go to the location of the .BMP file (e.g. WindowsExplorer, your Windows desktop, the email with the .BMP attached).
- Click to select the .BMP file.
- Drag the file onto your Summation desktop.
- Summation asks if you want to tile the image. Click on Yes to tile; no not to tile.
- The bitmap is now your Summation wallpaper.
