Add and Manage Transcript Flags

Add color-coded flags to selections of a rough transcript to highlight key points and keep track of specific lines of testimony by assigning colored labels. Similar to adding colored tabs to a transcript, flags allow you to quickly locate key points on your copy of the rough transcript.

Flags added to multiple lines at once appear as vertical bars in the panel margin. Flagged sections have a tinted background to match the flag color. White lines across a Flag icon indicate a note within a flag.

• Add Flags to a Transcript
• Manage Your Flags

Add Flags to a Transcript

Choose colors and labels for your flags or add comments that can be made public or kept private. You can access your copy of the rough transcript with flags after each session in Session Review.

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

   The Select Flag window opens.

4. From the Select Flag drop-down, select a flag from the list.
5. Optional:
   1. To create a new flag, click Add New.
   2. To add a comment, type a comment in the Optional note box.
   3. To hide your flag from other participants, select Make private.
6. Click Save.

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

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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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