In this tutorial, we’ll show you how to manage the files in your legal case timeline, and explain the various file management features available in TrialLine that can help you stay organized.
TrialLine Tutorial
How to Zoom In and Out of Your TrialLine
In TrialLine, the ‘Rendered View’ is a responsive view of your case timeline. That means the placement of the individual events and how they display, changes and responds depending on your zoom level.
As you zoom into your TrialLine, the events spread themselves out and move away from each other. As you zoom out of your TrialLine, the events move closer together. This enables you to change the focus of your timeline as needed, zooming in to focus on a particular event or zooming out to see multiple events at one time, and to see how far apart in time the events occurred, in relation to one another.
Linking to a Secondary TrialLine from Within a Primary TrialLine
TrialLine users are able to link to secondary TrialLines in their accounts, from within a specific primary TrialLine. This is helpful because it allows users to easily access information, documents and events on a secondary TrialLine that may be related to the primary TrialLine, but that covers a separate aspect of the case.
Understanding Team Members and User Types
Included in both the monthly and annual TrialLine subscription plans, is the ability to add team members that can help build and collaborate with you on your TrialLines. It could be a paralegal helping enter information related to a medical malpractice case, or even a client creating a relationship timeline for a divorce case.
How to Use Notes and Comments
TrialLine makes collaboration easy with it’s ‘Comments’ and ‘Notes’ features.
Using Categories and Views in TrialLine
TrialLine makes it easy for you to create customized views of your timeline by filtering out events by category. You can then share those customized views with medical experts, staff members, clients, or anyone else you may need to, right from your dashboard.
Adding Video, Images and Files to Your TrialLine
TrialLine makes it easy to attach all types of files directly to the events on your case timeline, to add thumbnails to your events, and to even set a custom image or video as the background of your TrialLine.
How to Use the Carousel View
TrialLine enables its users to display their timeline in multiple ways, including the ‘Relative’ and ‘List’ views, but also the ‘Carousel View’. As opposed to the ‘Relative View’ (which displays the events on your timeline in relative distance away from each, other depending on their distance away from each other in time), the ‘Carousel View’ displays the events sequentially, one right after the other.
