Summary

The Characters tool within the Characters page allows users to build fact cards for key individuals on a matter with associated linked documents & transcripts, notes and chronology entries, providing for more in-depth case analysis and witness management. 

The format and fields of Characters is set by default. Contact the Solution Operations team if you need the fields updating.

We've set out how to populate and manage Characters below.

More information on: 
- Notes / Annotations can be found here. 
- Chronology entries can be found here.

Populating Characters

Creating and Editing

  1. Add a Character - Within the Characters page, from the grey toolbar press Add to create a new character. 
  2. Name the Character - From the Create new entity window, populate the Full Name of the character and press Apply. The window should close, with the character appearing on screen. 
  3. Edit the Character Information - Within the Character pane on the right, click into a field in the Details tab to enter edit mode, and update each field with the relevant information. Press Save Changes to save the changes.  

Hyperlinking to Documents & Transcripts

  1. Select Document(s) to Add - From the Documents page, select the index entry of the document(s) you would like to add to the character: 
    1. Multi Select - On your keyboard hold either CTRL + click to select multiple individual documents or SHIFT + click to select a range of documents.
  2. Select Add to Character Tool - Right click on the selected documents and press Character (under the Add To header) from the menu.
  3. Create or Add to a Character Entry - From the Add to Character window, use one of the following two options and press Apply to finalise the link:
    1. Add to an Existing Character - Click into the Search... bar and either select a character from the list or begin typing the name of the character to refine the list before selecting, to link the document to an existing Character.
    2. Create a New Character - Press Create a new one to link the document to a new character.
Within the Characters page, select a character and from the pane that appears on the right, click on the Documents or Transcripts tab to view a table of the hyperlinked documents / transcripts.

Hyperlinking to Notes

  1. View a Document - From the Documents page, either double click a document entry or select a document and click into the preview window on the right to open the document viewer. 
  2. Create a Note / Annotation- Within the Document Viewer, click and drag over any section of text or area in a document or transcript and the Annotation tool should appear. Populate the note as required. 
  3. Select Add to Character Tool - From the Annotation tool, press the Character three silhouette icon.
  4. Create or Add to a Character Entry - From the Add to Character window, use one of the following two options and press Apply to finalise the link:
    1. Add to an Existing Character - Click into the Search... bar and either select a character from the list or begin typing the name of the Character to refine the list before selecting, to link the document to an existing Character.
    2. Create a New Character - Press Create a new one to link the document to a new Character.
Within the Characters page, select a character and from the pane that appears on the right, click on the Notes tab to view a table of the hyperlinked Notes / Annotations. 

Hyperlinking to Chronology Entries

  1. View a Chronology - Within the Chronology page right click on an existing entry and press Edit to open the Edit Entry window.
  2. Select Add to Character Tool - From the Edit Entry window, press the Characters three silhouette icon.
  3. Create or Add to a Character Entry - From the Add to Character window, use one of the following two options and press Apply to finalise the link:
    1. Add to an Existing Character - Click into the Search... bar and either select a character from the list or begin typing the name of the character to refine the list before selecting, to link the document to an existing character.
    2. Create a New Character - Press Create a new one to link the document to a new character.
Within the Characters page, select a character and from the pane that appears on the right, click on the Facts tab to view a table of the hyperlinked Chronology entries. 

Managing Characters

  1. Character Entries - Right click on a character entry and select Delete... to permanently delete the entry or Copy as... to create a copy of the entry. 
  2. View -  From the grey toolbar, press View and select one of the four following options to order the characters into columns:
    1. Table - Displays Characters in the table view. 
    2. Role in Case - Displays Characters based on the Role value assigned.
    3. Key - Displays Characters based on the Key value assigned.
    4. Proofed - Displays Characters based on the Proofed value assigned.
    5. Witness Statement - Displays Characters based on the Witness Statement value assigned.
  3. Search - From the grey toolbar, input a keyword or phrase into the Find... search bar and the search should automatically run, narrowing the entries displayed.
  4. Filter - From the grey toolbar,  press Filter to apply a filter to refine the viewable Characters.
  5. Columns - From the grey toolbar,  press Columns and tick / untick to show / hide the viewable metadata fields. 
  6. Export - From the grey toolbar, press Export to export the characters as either an Excel XLSX or CSV file.