Posted in App, Commentary

TrialPad – How to Create Key Docs and Witness Folders


TrialPad 4 icon

When getting ready for a trial recently, I finally realized a couple of important concepts related to using TrialPad that can make a big difference in organization and speed – Creating Witness folders with documents you will use for the witness examination.

Having a folder for each witness is not the concept I realized. Instead, the method for accomplishing this finally clicked.

The developer has a great video that runs you through using the app.

Here is how to create the key documents and witness folders.

First, documents that are imported into Trial Pad are always available to you for use on the left side. However, if in preparing an examination of a witness, you want to refer to page 25 of a deposition and want to have the relevant section highlighted, you can set this up ahead of time. More importantly, you can do this for multiple documents and place them into a folder for later reference to present it.

Here are the basic steps.

  • From the left side, select the document you want to use.
  • Scroll to the page you want to use on the right side.
  • If you want to use the particular page by itself or want to highlight or callout a portion, do so now.

TrialPad Create Key Doc

  • On the top right, tap on the Key icon. This basically takes a picture of the way the page has been set up and moves the document to the key documents area.
  • You can repeat this process to send various documents to the key documents area.
  • Once the documents are in the Key documents area, you can create witness folders and move the proper key documents for each witness into that folder. To add a new folder, tap on the + at the bottom left and you will be presented with 2 choices: Add New Folder or Add Whiteboard.

TrialPad naming-new-folders

  • When you tap on Add New Folder, you will be presented with the ability to name the folder, assign it a color and icon.

TrialPad duplicate-key-documents

  • You can even duplicate key documents so you do not need to recreate the way you set them up. By duplicating them, you can then place all the documents you need for each witness in a single folder and not have to search between various witness folders.
  • To duplicate a key document, Tap Select, tap the circle next to the key document and then tap Edit at the bottom left. You will have a choice to Duplicate, Rename, Move, Export to iTunes. Tap on Duplicate.
  • A duplicate of the key document will appear. Tap Select, tap the circle next to the document you want to move and then Tap Edit. Then tap Move. You will be able to select the folder you want to move the document into.
  • Repeat the process for each document.

Hopefully, this walk through will help you create witness folders with the key documents you need to be successful.

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