How Case Exhibit Copying Works
Below are step-by-step instructions on how to “Make a copy” or “Make a copy and share”
When a deposition is linked to a case, the past exhibits from previous depositions will appear in accordion drop-downs separated by proceeding, as shown below.
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Make a Copy
Once a copy of an exhibit is made, options such as sharing and private view are available.
Click on the proceeding from which you wish to copy an exhibit.
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You will now be able to search through all exhibits shared during that proceeding.
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Clicking on an exhibit in the accordion list will open it for private viewing. To use this exhibit in the current deposition, you will need to make a copy.
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Shared exhibits will show in all attendees' accordion drop-downs. Unshared exhibits will only be shown in the drop-down of the attendee who uploaded the document.
To copy an exhibit to the current proceeding, click on the vertical three-dot ellipsis on the far right of the document.
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From the options that appear, click “Make a Copy”. This will add the exhibit to the current deposition exhibit list.
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After a copy is made, an attendee can opt to either view the exhibit privately or share the exhibit.
To view privately, click anywhere in the exhibit box, or click the three-dot ellipsis and select “private view”.. Here you can make annotations before it is shared.
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To share the exhibit, click on the “share” button, found both in private view and from the exhibit list.
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Once shared, the exhibit will automatically open for all attendees in the “Live Exhibit” tab.
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Make a Copy and Share
Using the “Make a copy and share” option, that exhibit will be immediately displayed in the “Live Exhibit” tab.
Click the three vertical dot ellipsis at the far right of the exhibit.
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Click “make a copy and share” from the options.
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The exhibit will automatically open in the “Live Exhibit” tab and is viewable by all attendees in the room and will appear in the current proceeding’s exhibit list.
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