Add and Manage Flags

Add color-coded flags to mark important points in the AI transcript and keep track of specific segments 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
• Edit Flags
• Manage Your Flags

Add Flags

Add a flag to one or more speaker segments in the AI transcript by choosing a color and optionally adding a note. Flags added to the AI Transcript appear in the margin as Flag icons, while those that include a note display with white lines. After the Session ends, your copy of the flagged transcript is available in Session Review.

You can open the AI Speech Capture panel from the Notes panel to view both panels side-by-side.

1. On the Session Toolbar, click the AI Speech Capture icon.
2. In the AI Speech Capture panel, select one or more speaker segments…
   • To select a single speaker segment, click on a speaker segment.
   • To select multiple segments, press and hold Ctrl as you click.
   • To select a group of speaker segments, click the first segment, then press and hold Shift as you click the last segment.
3. Click Note.

   The Add to Notes window opens.

4. From the Flag drop-down, select a flag option.

   Custom flags appear in the Flag drop-down list.

5. Optional: To add a note, type a comment in the Enter Your Note... box.
6. Click Save.

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

Edit Flags

Edit flags in the Notes panel or the AI Speech Capture panel. To edit a note in the AI Speech Capture panel, select the Flag icon to view editing options.

1. On the Session Toolbar, click the AI Speech Capture icon.
2. In the left margin of the AI Transcript, click the Flag icon.

   The Add to Notes window opens.

3. To change the flag, click the Flag drop-down and select a new flag.
4. To edit the note, make your edits in the text box.
5. Click Save.

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 palette.
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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