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You can jump to a transcript from a document database summary. To do so requires having a field in your database designated to contain the transcript filename information. You can use the field name DepoId (deposition ID), or set up your own transcript filename field. Once this information is saved in your database record, simply press (ALT + Z) or select Transcript
Zoom from the Summary menu in order to open the transcript.
To Determine the Filename of a Transcript:
- Open the transcript whose filename you would like to know.
- From the File menu, select Format Transcript.
- The transcript filename is listed in the upper right hand corner of the Transcript Format Information dialog.
To Link a Database Summary to a Transcript Using the Depoid Field:
- Summation's default STDFORM contains a field called DepoId. If it is not on your form, determine whether or not this field is available in your current table by opening your database and selecting Display Field List from the Options menu and scrolling through it. Do one of the following:
If the field exists and is shown in bold, then it is not currently being displayed in Column view. Double-click it to add it to your columns. Close the field list.
If the field exists but is grayed out, then it is already being displayed in Column view. Close the field list.
If the field does not exist, then you must add it to current table using the Form Editor.
- Once the field is in your Columnar or Form Display (it is not required to be on your form), go to the summary to which you want to link the transcripts.
- Select Edit Summaries from the Summary menu.
- Enter the transcript name into the DepoId field.
- Press F10 to save the record.
- Once the record is saved, you can zoom to the transcript by going to the appropriate summary and either pressing (ALT + Z) or selecting Zoom Transcript from the Summary menu.
To Link a Database Summary to a Transcript Using Any Other Field:
- Determine whether the field you want to use is in your Field List by opening your document database and selecting Display Field List from the Options menu.
If so, make sure that it is available from either your Column or Form display. · If not, add it to your current table using the Form Editor. See Adding a Field to a Form. Make sure it is available from either Column or Form display.
From the Options menu, select Defaults. Click the Transfer Fields tab to make it active.
Next to the Transcript label, click the down arrow to bring up your list of available fields. Select the desired field and click on OK.
- Open your document database.
- Once the field is in your Columnar or Form Display (it is not required to be on your form), go to the summary to which you want to link the transcripts.
- Select Edit Summaries from the Summary menu.
- Enter the transcript name into the new "transcript" field.
- Press F10 to save the record.
- Once the record is saved, you can zoom to the transcript by going to the appropriate summary and either pressing (ALT + Z) or selecting Zoom Transcript from the Summary menu.
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