Creating a Case File
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      Creating a New Case File on Your Mac

      Learn how to create a new Case File in TrialPad on your Mac. This step-by-step tutorial shows how to set up a folder, name your Case File, and save it locally or to iCloud Drive for easy access and file management.

       

      How To Create a New Case File on Your Mac

      1. On your Mac desktop, create a folder for your case—for example, Smith v. Jones.
      2. Open TrialPad. In the Document Picker, navigate to the folder you created.
      3. Click New Document.
      4. In the Template Picker, choose Empty Case File.
      5. Enter a name for your Case File, then click Create New Case File.
      6. When prompted, begin importing your evidence.

      Your Case File is saved in the folder you selected. You can keep it on your desktop, move it to another location on your Mac, or store it in iCloud Drive for access on another device.

       

      For More Information, watch Creating a New Case File on Your Mac on YouTube.

      This video shows the process of creating a Case File using TrialPad, but the same process is used for TranscriptPad and DocReviewPad.