Annotate transcripts

You can add highlights or notes to mark specific content in a transcript. Transcript annotations consist of the transcript issues (highlights) and notes that are added to transcripts. Transcript issues allow you to highlight the content of a transcript with different colors. Notes allow you to mark content with comments for other reviewers.

A transcript annotation can include one or more transcript issues, notes, or a combination of both.

You can work with transcript annotations in the following ways:

View transcript annotations

Add annotations to transcripts

Edit or reply to notes in a transcript

Adjust the page or line range of transcript annotations

Edit the transcript issues in an annotation

Delete annotations from a transcript

For information about how to create a report of transcript annotations, see Report on transcript annotations.

For information about how to annotate documents, see Highlight and redact documents.

View transcript annotations

When you open a transcript that contains annotations, the text of the transcript is highlighted with multiple colors. Each highlight is an annotation. The different colors indicate different transcript issues (highlight types) that are configured by your administrator. Gray highlights indicate notes.

On the right side of the transcript viewer, a list of the annotations on that page of the transcript appears.

A transcript annotation can include one or more transcript issues, notes, or a combination of both. When you hover over a transcript issue or note on the right side of the transcript viewer, a gray box appears next to all of the transcript issues and notes that are part of the same annotation.

If multiple transcript issues overlap on the same lines, not every highlight color appears in the body of the transcript. The highlight color depends on how and when the annotation was added to the transcript. If the transcript issues were added as part of the same annotation, the highlight color is the color of the transcript issue that is first in alphabetical order. If the transcript issues were added as separate annotations, the highlight color is the color of the transcript issue that was added first in chronological order.

To see the exact text that an annotation applies to, hover over the annotation name on the right side of the transcript viewer. The annotated content in the transcript appears in red. This can be useful if multiple annotations overlap on the same lines.

To see the name of the reviewer who added an annotation and the date the annotation was added, hover over the annotation name on the right side of the transcript viewer.

Add annotations to transcripts

You can add the following types of annotations to a transcript:

Issues: You can highlight the text in a transcript with different colors. To do this, you add transcript issues to the lines in a transcript. A transcript issue is the same thing as a transcript highlight. Each transcript issue indicates a different highlight type. You can add one or more transcript issues to the same selection of text.

Note: Transcript issues are not related to the issues that your administrator can use to organize documents in a case.

Notes: You can communicate with other reviewers by adding and replying to notes in a transcript. For example, you can use a note to ask your review lead a question about a transcript, and your review lead can add a reply to the note.

Issues with notes: You can highlight text with one or more transcript issues, and add notes to the highlighted text. The application considers the transcript issues and associated notes as a single annotation.

Your administrator configures the available transcript issues. The permissions set by your administrator determine access to this feature.

To add transcript issues (highlights) and notes to a transcript:

To open a transcript, do the following:

On the Case Home page, on the Case Home menu, select Transcripts.

In the transcripts list, click a transcript.

In the transcript viewer, click the line number that you want the annotation to start on. To add an annotation to multiple lines on a page, click the line number that you want the annotation to start on, and then drag the pointer across multiple lines.

You can extend the annotation to include additional pages after you create the annotation.

Note: You cannot add an annotation at the same time that a content search is active. To clear a content search, in the transcript viewer, click Find, and then click Clear.

The Annotation window appears.

To add a transcript issue (highlight), on the Issues tab, select the check box next to the transcript issue. You can select multiple transcript issues.

To add a note, click the Notes tab, and then do the following:

In the Category list, select a category for the note.

In the text box, type the contents of the note.

Click Save.

To adjust the transcript pages or lines that the annotation applies to, click the Lines tab, and then do the following:

In the From area, select the Page and Line number that you want the annotation to start on.

In the To area, select the Page and Line number that you want the annotation to end on.

When you are finished configuring the annotation, click Close.

Edit or reply to notes in a transcript

To edit or reply to a note in a transcript:

To open a transcript, do the following:

On the Case Home page, on the Case Home menu, select Transcripts.

In the transcripts list, click a transcript.

In the transcript viewer, click the note that you want to edit or reply to.

Click the Notes tab.

Select from the following:

To edit a note, click Edit. Make any edits, and then click Save.

To reply to a note, click Reply. Type a reply, and then click Save.

Click Close.

Adjust the page or line range of transcript annotations

You can adjust the pages and line numbers that a transcript annotation applies to. For example, you can adjust the page range of an annotation to highlight content that is on multiple pages of a transcript.

If an annotation spans across multiple pages, the annotation appears on each relevant page in the transcript viewer.

To change the page or line range of a transcript annotation:

To open a transcript, do the following:

On the Case Home page, on the Case Home menu, select Transcripts.

In the transcripts list, click a transcript.

In the transcript viewer, click the annotation that you want to edit.

Note: If a transcript annotation includes multiple transcript issues (highlight types) and notes, the page and line range that you select applies to all transcript issues and notes that are part of the annotation.

Click the Lines tab.

In the From area, select the Page and Line number that you want the annotation to start on.

In the To area, select the Page and Line number that you want the annotation to end on.

Click Close.

Edit the transcript issues in an annotation

To change the transcript issues (highlight types) that are associated with a transcript annotation:

To open a transcript, do the following:

On the Case Home page, on the Case Home menu, select Transcripts.

In the transcripts list, click a transcript.

In the transcript viewer, click the annotation that you want to edit.

On the Issues tab, select the check box next to each transcript issue (highlight type) that you want to apply.

Click Close.

Delete annotations from a transcript

When you delete annotations from a transcript, you can choose to delete an entire annotation, including all associated transcript issues (highlights) and notes. Alternatively, you can choose to remove individual transcript issues or notes from an annotation, without deleting the annotation itself.

To delete annotations from a transcript:

To open a transcript, do the following:

On the Case Home page, on the Case Home menu, select Transcripts.

In the transcripts list, click a transcript.

In the transcript viewer, click the annotation that you want to delete.

Select from the following:

To remove a transcript issue from the annotation, do the following:

On the Issues tab, clear the check box next to the transcript issue that you want to remove, and then click OK.

Click Close.

To delete a note, do the following:

Click the Notes tab.

Click Delete next to the note that you want to delete, and then click OK.

Note: If a note contains replies, first delete any replies to the note.

Click Close.

To delete the entire annotation, including all associated transcript issues and notes, click Delete, and then click OK.