Organizing with Key Docs

Key Docs in TrialPad let you save, organize, and present annotated or clean versions of documents by witness or issue—without altering your original files.

Key Docs are a unique feature in TrialPad that allow you to save annotations—such as highlights and call-outs—on a document without modifying the original. This gives you flexibility to present documents tailored to specific witnesses or issues, while preserving a clean copy for other uses.

How to Use Key Docs

  • Add Annotations First
    Apply highlights, call-outs, or other annotations to the document page.

  • Tap the Key Doc Button
    Tap the Key Doc button in the top right to save the current page or entire document to the Key Docs tab.

  • Create Multiple Versions
    After saving one version for a witness, tap Clear to remove annotations and add new ones for a different witness. Save each version as a separate Key Doc.

  • Organize with Folders
    In the Key Docs tab, create folders (e.g., by witness or issue) and move documents as needed.

  • Add Unannotated Versions
    You can save clean copies as Key Docs for presenting unmarked evidence.

Important Notes

  • Key Docs are references to the original file—deleting a Key Doc does not delete the source document.

  • Deleting the original document in the Documents tab will delete all associated Key Docs.

  • To turn all documents into Key Docs: tap Select > Select All > Edit > Add to Key Docs.

For more information: