Getting Started with TD360
This whole session is dedicated to exploring the newest version and the latest edition of Trial Director. We will cover the following aspects of the updated version. Although this is a brand new software version and is yet being improved, this session will give you the basics of the new program and compare it to TD 6.8.
Download copy utility click but only if you have the older version here: https://drive.google.com/file/d/19XStWi5FvpknNDij81ZILWmOMW_q9b4q/view?usp=sharing but it is better to upgrade your version of td360 which includes the import/export tool.
Here are the howtos for the import / export tool which is much better than the older copy utility:
Here is our Help Site for finding the answer to your TrialDirector 360 questions:
https://myipro.iprotech.com/help/TrialDirector/
Here are a couple entries that cover how to Export and then Import a case:
Export a Case:
Import a Case:
Also the Datasynch tool is new in td360 - it allows persons to work off line to the main network and then later synch
the work to the network stored version:
https://myipro.iprotech.com/help/TrialDirector/#TrialDirector/CaseManager/Overview_Datasync.htm
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This is shared with Karl Kindt.
Here is another message from IPRO about native files like PowerPoint, Word, Excel importing into TD360:
Chris Vanlo commented: - date 4/27/2020
Hello Karl,
Thank you for calling Ipro Technical Support.
You called in with the question of importing a Power Point and Word Document into Trial Director 360.
Unfortunately at this time, these formats are not available to be imported into Trial Director. There is development for it being a future feature but not at this time. What we recommend is to convert those files into PDF's and import them into Trial Director 360.
If you have any further questions or concerns, feel free to reach out to us again.
Best Regards,
Chris Vanlo
Technical Support Engineer
1. Creating Cases and Exporting Cases
2. Management of cases - collaborative issues synchronization
3. Customize labels/exhibit stickers - good 30 minute youtube video on this at: https://youtu.be/_Na4QrPRVIY
4. Importing files
5. Adding Notes, Issue Codes and Designations
6. Reports
7. Assigning persons to work on cases
8. Transcript clips
9. Interface options
10. Backing up your case using the export case feature
The below information is only useful for those who have the initial edition of td360 not the latest version:
Copy case utility information from IPRO:
Adding the Copy Case Utility
FROM IPRO:
Hello and thank you for downloading the Copy Case Utility for TrialDirector360.
To add the Copy Case utility, follow the steps below:
1. Click the RunConfigUpdate.bat file located in the CopyCaseUtility folder.
TrialDirector 360 opens.
2. Navigate to the Utilities page available in the left column of TrialDirector 360. 3. Click the Add Utility button.
The Add Custom Utility dialog appears 4. Fill out the fields.
5. The execution path is the location of the utility's executable file.
Click Browse, navigate to the file's location and click Open.
The executable file is located in CopyCase\UtilFiles\CopyCaseUtility. 6. Click Save Changes. The utility is added to the Custom Utilities display area.
To download the copy case utility see session 5 regarding Pack and GO and how to backup the case in td360.
The instructions for installing copy case are in the PDF file attached to this page and they are also in the download file when you click on the link.
The PowerPoints below are for the older version of TD360 and are helpful if you have not yet upgraded to the latest version from IPRO. Otherwise please us the video we are creating of this session for better clarity.