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You can export transcripts with notes. The exported transcript can then be loaded into Summation on another computer. For example, you can export a transcript with notes to a floppy disk from a case on your notebook or laptop computer, then load it into Summation on a desktop computer in the office. Or, you can attach the exported transcript with notes to
an email that is sent to co-counsel. Loading an exported transcript is just like loading an other transcript in Summation.
How to Export a Transcript with Notes
- Right mouse click on the folder of the transcript.
- From the context menu that appears, select Export Transcript with Notes.
- The Export Transcript with Notes dialog appears. If exporting to a floppy disk, place a disk in floppy drive.
- Browse to the location where you want to export the transcript.
- Click on OK. The transcript is exported with the notes attached.
Loading a Transcript Exported with Notes
- If the transcript is on a floppy disk, put the floppy disk into the drive.
- Select Load Transcript from the File menu.
- The Load Transcript dialog appears. If the transcript is not on a floppy disk, click on Other to browse to the transcript's location. Click to select transcript that is to be loaded.
- Click on Copy.
- The Backup dialog appears, prompting you to backup your note database. Click on Yes to back it up.
- Click on OK when Summation indicates that the database has been successfully backed up.
- The Summation Note Merge dialog appears. This process adds the notes in the transcript to the case's note database. When all notes have been added and the dialog indicates that the synchronization has been successfully completed, click on Close.
- Click on OK to the message that the transcript file has been copied.
- Click on Close to exit the Load Transcript dialog.
- Click on Yes to Blaze the newly-loaded transcript.
- When the Blaze is complete, press any key to close the Blaze dialog.
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