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, allowing 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.

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 and the character appear on screen. 
  3. Edit the Character Information - Click into the Details pane on the right 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.

Hyperlinking to Notes


Hyperlinking to Chronology Entries