Manage Transcript Notes

Add personal notes to the transcript or edit the notes you added during the Session. You can export your notes in text format using the download feature. If you download the transcript, flags and notes are not included in the transcript copy.

• Add Notes
• Edit Notes
• Export Notes

Add Notes

Add notes to your transcript copy or edit the notes you placed during a Session.

1. In the Transcript module, select one or more speaker segments…
   1. To select a single segment, click on a speaker segment.
   2. Optional: To select a group of segments, click the Toggle Options icon > Multiple Lines icon.

      You can also click the first segment, then press and hold Shift as you click the last segment.

   3. When you complete your selection, click the Multiple Lines icon again to disable the feature.
2. Click Note.

   The Add to Notes window opens.

3. In the Enter Your Note... box, type a note.
4. Click Save.

   The note appears in the speaker segment as a Note icon.

Edit Notes

Edit individual transcript notes using the editing options.

1. In the Transcript module, click a speaker segment containing a Note icon.
2. Click Note.
3. To edit the Note text, select the text in the Note box and type a new comment.
4. Optional: To add a new flag or change an existing flag style, click the Flag drop-down and select a flag option.
5. Click Save.

Export Notes

Note export from Session Review is currently unavailable.

Coming soon: Export your notes in text and .docx format.

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