Using the Pack-N-Go and the Reconnect Missing Files Features - see Powerpoint file attached to this page.
What to do when files are missing during pack and go - see Powerpoint
How to Import a case from pack and go - see Powerpoint
How to avoid missing files and the need to reconnect to them - copy all files to the data folder for the case BEFORE importing to TrialDirector
For TD360 you must use the copy case utility:
Download copy utility click here:
https://drive.google.com/file/d/19XStWi5FvpknNDij81ZILWmOMW_q9b4q/view?usp=sharing
And this is a note from IPRO about the future of the copy utility being built into TD360 - if you have an older version of td360 then you will need to use the copy utility but the newer version has an export/import option and the copy utility is no longer necessary for the most up to date versions.
Hello Karl,
The same action can be accomplished in TrialDirector 360 by using the copy case utility. It is an add-on utility that can be added to your TrialDirector environment in the “Utilities” module seen on the left-hand side on the main screen. The utility, as well as instructions on how to add it to your environment can be found on MyIpro under Resources > Trial. The zip file in that location should contain the executable file for the utility and instructions on how to add it. Should you run into any issues installing it, our support team will be able to assist you if you call in.
In a future release of TD360, that utility will no longer be a separate add-on, but will be built into the Case Manager Module.
Cesar Sandoval
Training Consultant, Professional Services
Working with Workbooks - see Powerpoint attached below
Presentation Scripts
Export Workbook Contents to a Script File
Script files are used in TrialDirector to automate exhibit presentation. When a script
file is created from the contents of a workbook, the workbook items are listed in the
script file in order, allowing you to present the workbook items sequentially by
executing the script.
1. To export the contents of a workbook to a script file, do one of the following:
Right-click on the desired workbook and select Send Workbook
Contents To Presentation Script... from the shortcut menu.
Click on the desired workbook and select Send Workbook Contents To
Presentation Script... from the Workbooks menu.
2. Enter a name for the script in the Script Name field.
3. If you would like the script to advance automatically without having to enter
the step script command, select the Advance Items Automatically Every
Option. Adjust the advancement delay (slide interval) as desired.
4. Click OK. Then, click Yes to confirm.
The script file will be saved in the Scripts folder within the current case folder.
Executing Scripts
After the script file has been created and saved in the appropriate case directory, you can execute the script by opening Presentation mode and typing the filename of the script (excluding the extension) followed by the [Enter] key.
For example, to execute a script that was saved as Script01.SCR, type Script01 and then press [Enter].
To manually execute the next step of a script, enter the Step Script command (–SS) and press [Enter] or just press the [Spacebar].
When TrialDirector reaches the end of a script, it will start the script over again.
You can interrupt the script at any time by manually entering commands. The script will pick up where it left off when you step the script or wait long enough for the pause time to expire in the script.
To edit a script use the Tool pull down menu / Edit Presentation Script
Note:
When you interrupt a script, remember that the script is going to pick up right where it left off. If you switch modes or rearrange a lot of items, the script may not move items around the screen the way you wanted it to.
Press [Esc] to close a script.
For more on use of Scripts see:
Go to page 47 of the PDF manual in our file cabinet.