About Trial Prep

The Trial Prep screen allows for the viewing and recording of trial materials.

To enter Trial Prep information:

View any previously entered Trial Prep information.
To Export the list, select from the options .pdf , .xls , or .rtf .
To Edit, Delete, Select Documents, or Attach Documents, select the Action icon .
To Show/Hide Columns, Reset Layout, Save Layout, turn on/off Auto Save, or choose between Resize Mode Control and Resize Mode Next Column, select the Layout button.
Select ADD TRIAL PREP.
Enter the Date.
Select the Action from the dropdown menu.
If applicable, place a checkmark in the Exhibits checkbox.
If applicable, enter a Deadline Date.
If applicable, enter a Completed Date.
If applicable, enter a Confirmed Date.
1. Select the APPOINTMENT button to bring up the Appointment Scheduler.
Select a Witness from the dropdown menu.
Enter a Role.
Enter any relevant Comments.
ATTACH allows you to add files from your computer.
SELECT allows you to search from within SmartAdvocate.
Select SAVE to add Trial Prep information.
Otherwise, select CANCEL to return to the previous screen.

Documentation