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Add documents to a deposition

Written by Skyler Lambert

After uploading documents to a case, you link them to the specific depositions where you plan to use them. There are two places to do this: the deposition page and the case page.

From the deposition page. The easiest way to set up a single deposition is on its own page. Open the deposition, then drag documents from the Unlinked Case Documents list at the bottom onto the deposition's document list.

From the case page. Work from the case page when you want to add the same documents to several depositions at once. On the case home or a deposition page, select one or more documents in the document list, then use either method below.

  1. Use the Assign to Deposition icon. Click the Assign to Deposition icon (the folder icon) in the document grid header. This opens the Add to Session Folder dialog, where you can select one or more depositions and click Update to add the documents to all of them at once.

The Assign to Deposition icon opens the Add to Session Folder dialog

  1. Drag and drop. To quickly link documents to a single deposition, select one or more documents and drag them onto a deposition in the sidebar.

Documents are added to the bottom of the document stack for each selected deposition. From there you can arrange them into a specific order for the deposition.

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