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Organizing with Key Docs

Key Docs let you organize evidence into folders and, when useful, save an annotated version of a document — handy for outlines, witness exams, and depositions.

Key Docs serve two purposes. First, they let you organize your evidence into folders by saving an "instance" of a document or multimedia file — without touching the original. Second, if you choose, that instance can also carry your annotations, such as highlights and call-outs, tailored to a specific use. This makes Key Docs useful for building opening statement outlines, organizing materials by witness for examination, and structuring deposition exhibits by topic.

How to Save a Document or Multimedia File as a Key Doc

Organizing with Key Docs-Button

Organizing with Key Docs-Choose Folder

  1. Open the document or multimedia file. For documents, apply any highlights, call-outs, or other annotations you want to keep.
  2. Tap the Key Doc button in the toolbar.
    • For a document, choose Current Page or Entire Document.
    • For a multimedia file, choose Entire Video or Select Range…. Selecting a range opens a trim view where you can drag the start and end handles, preview playback, and adjust speed, loop, and volume before confirming.
  3. In the Save Document to Key Doc window, choose an existing Key Doc folder, or tap New Key Doc Folder to create one on the spot. Tap Select to confirm.
  4. A confirmation message appears (for example, "Page 3 saved as Key Doc") and the new Key Doc appears in the Key Docs tab.
  5. To save another version — for a different witness or issue — repeat these steps. Each version is saved as its own Key Doc, so your original annotations aren't overwritten.

 

How to View, Rename, or Remove a Key Doc

Organizing with Key Docs-ViewKeyDocs

  1. Open a document or multimedia file that already has one or more Key Docs, and tap the Key Doc button.
  2. A list of that item's existing Key Docs appears. Tap any entry to jump straight to it.
  3. From this list, tap the rename icon to rename a Key Doc, or the delete icon to remove just that one.
  4. Tap Clear All Key Docs to remove every Key Doc version of that item at once.
  5. While viewing a Key Doc, the Key Doc button is replaced with an Open Original Document button — tap it to return to the source file.

Organizing with Key Docs-ReturntoDoc

Important Notes

  • Key Docs are references to the original file — deleting a Key Doc does not delete the source document or multimedia file.
  • Deleting the original file in the Documents or Multimedia tab deletes all associated Key Docs.
  • A Key Doc created from a video range keeps its own bookmarks, separate from the source video, and sharing it exports only the trimmed portion. An Entire Video Key Doc carries over the source's bookmarks.
  • To turn all documents into Key Docs at once: tap Select > Select All > Edit > Add to Key Docs.
  • If you navigate away from a document with unsaved annotations, TrialPad will prompt you to save them as a Key Doc so you don't lose your work.