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Annotating Documents in TrialPad

Use callouts, highlights, redactions, and more while presenting documents in court or mediation. Save Annotations using Key Docs.

TrialPad includes powerful annotation tools designed for live presentation. Mark up exhibits instantly to direct attention and clarify key evidence.

Annotation Tools

The following tools are available while presenting a document.

To save annotations, save the document as a Key Doc. Saved annotations are stored in the Key Docs tab. For more information, please see Organizing with Key Docs in our Help Center.

Callout Tool (Outline: None, Red, Blue, Green, or Black)

Create focused enlargements of important areas.
Example: Callout horizontally for text or vertically for spreadsheet columns.

Using Callouts:
Select a callout border color, then drag from the top-left corner to the bottom-right corner of the area you want to emphasize.
• A gray guide box appears as you drag to help position the callout.
• Automatically fill the horizontal or vertical space on your external display.
• Create multiple callouts and move them as needed.

Highlight Tool (Yellow, Lime, Cyan, Magenta)

Emphasize critical testimony, medical findings, or insurance language.
Example: In a personal injury case, you might highlight important treatment dates.

Pen Tool (Red, Blue, Green, Black)

Underline or circle key phrases directly on the document.
Example: Draw attention to a surgeon’s operative note indicating a deviation from standard care.

Redact Tool (Black, White)

Hide sensitive content, but redactions are reversible until exported. Save as Use Key Docs to save your redactions for presenting. Use DocReviewPad to permanently redact.
Example: Redact patient identifiers and social security numbers.

Markup Tool (iPad only)

Use Apple Pencil, a stylus, or your finger to draw freely on the screen.
Example: When using the Whiteboard, use MarkUps to take notes or create demonstratives.

Laser Tool (Red, Blue, Green)

Use Laser or Laser Trail as a virtual pointer.
The laser appears slightly offset so you can clearly see where you’re pointing.
• Laser disappears immediately after use.
• Laser Trail fades away automatically after you finish.

Rotate Tool

Rotate a page or an entire document in 90-degree increments.

Side by Side

Display two pages at the same time.
Select a page before annotating. Annotations apply only to the active page.

How to Keep Annotation Tools Active

By default, annotation tools deactivate after one use. If you want to use the same tool repeatedly, you have three options:

  • Double-tap the annotation tool button to keep it selected.

  • Tap the Lock button on the tool palette.

  • Go to Settings from the Case Selection screen and turn on Lock Annotation Tools in User Preferences.

How to Remove Annotations

You can undo or clear annotations at any time.

  • Tap Undo to remove the last annotation.

  • Tap Clear to remove all annotations from the page.

If you’re using a keyboard, press Command–Z to undo annotations one at a time.