Overview:

When the Court Reporter sends you the official version of a transcript, you can easily update the draft copy that you have been working with in Summation. Any notes you have created are integrated into the final version of the transcript. A backup of the draft version is always created, which you can choose to display in your case by selecting the "Keep Draft" option.

How to Update a Realtime Transcript

1. Open the Summation case containing the transcript you want to update.
   
   
2. Do one of the following:

• Right click on the transcript folder and select Update Transcript from the context menu; or
  
• Open the transcript, then select Update Transcript from the File menu; or
  
• Open the transcript, then press (ALT + F + U).

3. The Transcript Update dialog appears, indicating the name of the transcript and the filename it will be renamed to after the update.
   
   
4. Click on the Browse button and browse to the location of the final transcript file. Click on the filename to select it, then click on OK.
   
   
5. The path and filename you selected in step #4 are now displayed on the "With" line. Verify that this information is correct.
   
   
6. By default, the New Description is the original transcript description, preceded by the words "[Update of]". Change the description, if desired, by entering the text in the "New Description" line.
   
   
7. Summation always creates a backup of the original transcript. If you want to display the original (draft) version of the transcript in your case in addition to the final version, click to select the "Keep draft" option.
   
   
8. To ignore non-numbered lines, click to select the "Ignore non-numbered lines" option. Ignoring non-numbered lines aids in the placement of notes in the final version of the transcript by ruling out headers, footers, and other lines that do not contain testimony.
   
   
9. Click on Update. Summation analyzes the two transcripts, backs up the draft transcript, then updates final transcript with the notes from the draft.
   
   
10. When the update is complete, a dialog appears indicating the number of notes updated. Click on OK to continue.
    
    
11. Click on Close to exit the Transcript Update dialog.
    
    
12. You now have a copy of the final transcript that includes any notes you made in the draft.