Add and Manage Flags

Add color-coded flags to mark important points in the AI transcript and keep track of specific lines of testimony. Assign a color to each flag and optionally include a note to add context or explanation. Similar to physical tabs in a printed transcript, flags help you quickly locate key sections in your transcript copy. To review flagged lines, use the flag search option to filter and browse your flags.

• Add Flags
• Manage Your Flags

Add Flags

Add a flag to one or more lines of text in the AI transcript by choosing a color and optionally adding a comment. After the Session ends, your copy of the flagged transcript is available in Session Review.

Flagged sections are highlighted with a tinted background that reflects the selected color. Flags that include a note display an icon with white lines. If a flag spans multiple lines, vertical bars appear in the panel margin to indicate the range.

1. On the Session Toolbar, click the AI Speech Capture icon.
2. In the AI Speech Capture panel, select one or more lines of text…
3. In the AI Speech Capture panel, select one or more lines of text…
   • To select a single line, click on a line of text.
   • To select multiple lines, press and hold Ctrl as you click.
   • To select a group of lines, click the first line, then press and hold SHIFT as you click the last line.
4. Click Add Flag.

   The Select Flag window opens.

5. From the Select Flag drop-down, select a flag color option.
6. Optional: To add a comment, type a comment in the Optional note box.
7. Click Save.

   The flag is saved to your collection and available in Session Review.

Manage Your Flags

Create new flags and edit your existing flags from the Flag Settings window. Choose custom colors for your flags, rename flags, or delete flags using the window options.

1. Open the Settings window...
   1. From the Session Toolbar, click the Settings icon.

      The Settings menu opens.

   2. Click More Settings....

      The Settings window opens.

2. In the Settings window, click Flag Settings.
3. In the Add New Flag section, in the Flag name box, type a name for your flag.
4. In the Choose a Flag color section, click a Color from the pallet.
5. Optional: To assign a custom color...
   1. In the Choose a Flag color section, click the + circle icon.

      The Color Picker opens.

   2. Use the Color Picker options to create a custom color.
   3. To save the record, click + Add to Your Flags.

      The flag is saved to your collection.

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