Creating a Case File
      Back to home
      1. Help Center
      2. Start Here
      3. Creating a Case File

      Create Case File Templates

      Create reusable Case File templates in LIT SUITE to standardize folders, documents, and settings across similar matters.

      Set up Case File templates to save time and maintain consistency.

      How to Create a Case File Template

      1. From the Case Selection screen, press and hold on a Case File.

      2. Tap Save as Template.

      3. A confirmation will appear, and a new template will be added to the Template Chooser.

      How to Use a Case File Template

      1. Tap + in the Case Selection screen.

      2. Under Templates, select a template.

      3. Enter a name for the new Case File.

      4. Tap Create to open a copy of the template.

      5. Add or delete files and customize as needed.

      What Each App Includes in a Template

      TrialPad

      • File and folder structure

      • Documents, Multimedia, and Key Docs

      • Annotations (Highlight, Pen, Redact)

      • Bookmarks, Exhibit Stickers, Admitted status

      • Presenter Notes

      DocReviewPad

      • File and folder structure

      • Documents

      • Annotations (Highlight, Pen, Redact)

      • Bookmarks, Bates numbers

      • Tags and Issue Codes (assigned or unassigned)

      • Sticky Notes

      To add unassigned Issue Codes, include at least one placeholder document such as a blank page.

      TranscriptPad

      • File and folder structure

      • TXT transcripts and PDF exhibits

      • Assigned Issue Codes

      • Annotations (Highlight, Underline, Redact)

      • Flags and associated Notes

      To include unassigned Issue Codes, use the one-page placeholder transcript available in the Help Center article How do I create placeholder Issue Codes in TranscriptPad?

      How to Delete a Template

      1. In the Template Chooser, press and hold on a user-created template.

      2. Tap Delete.

      Note: The Empty Case File template cannot be deleted.

       

      For more information, watch Create Case File Templates on YouTube.