DocReviewPad Export to TrialPad
Export reviewed documents from DocReviewPad into TrialPad to assign exhibit stickers or present evidence at mediation or trial.
You can prepare reviewed documents in DocReviewPad for presentation in TrialPad by exporting them with issue codes, annotations, and Bates numbers. This process helps streamline trial preparation by automatically organizing your files into labeled folders and Key Docs.
Selecting What to Export
You can export selected files, the folder you’re currently viewing, or your entire Case File. Each option opens Export Settings, where you choose what to include and how files are named.
Please review Export Settings in DocReviewPad on our Help Center for more information.
How to Export Specific Files Within a Folder
Choose only the files you need from the folder you’re viewing.
Tap or click Select.
Select the files you want to export.
Tap or click Export at the bottom of the Evidence List.
Choose your Export Settings, selecting TrialPad as the Destination.
Tap or click Export.
How to Export an Entire Folder
Export everything in a folder at once.
Select the folder in the Sidebar to open it in the Evidence List.
Tap or click Export at the bottom of the Evidence List.
- Choose your Export Settings, selecting TrialPad as the Destination.
Tap or click Export.
How to Export an Entire Case File
Export every document and folder in your Case File.
Select the Case File name in the Sidebar.
Tap or click Export at the bottom of the Evidence List.
Choose your Export Settings, selecting TrialPad as the Destination.
Tap or click Export.
Opening Your Export in TrialPad
Exported documents appear in a labeled folder in TrialPad’s Documents and Multimedia tabs respectively. Files assigned Issue Codes also appear in matching Key Docs folders, so your review is organized and ready to present.
If you exported to a folder in Files instead, you can import those documents into TrialPad at any time.
Please review Importing Evidence on our Help Center for more information.
To save documents to Files or send them by email instead, please review Exporting and Sharing Documents on our Help Center for more information.
For more information, watch DocReviewPad Export to TrialPad on YouTube.