Using alias patterns

RB9 only

When linking exhibits to RB-PDF Transcripts or Transcript Packages, designate which words in the transcripts will be hyperlinked to the exhibits.

NOTE: Save time with pre-set linking patterns

Before linking exhibits, set up a default list of commonly used exhibit file names with their transcript aliases (the words and phrases used in transcripts to reference the exhibits) in Setup > Link Exhibits Patterns. (See Setting up alias patterns.)

Continued from Linking exhibits or Assembling transcript packages.

  1. In the Exhibits panel/pane, all files that were uploaded to the witness repository during Turn In as File Type: Exhibit appear. (See Adding witnesses and Uploading files to a repository.) Check the box in the header to select all exhibits or check individual boxes in the list to select one or more exhibits.
  2. In Link Exhibits, click Next.
  3. In the Aliases panel/Alias for Exhibit pane, click New > Choose from Alias Pattern to use default alias patterns from Link Exhibits Patterns.
  4. In the Choose from Alias Patterns panel, your default alias patterns are listed and checked by default. You can uncheck any that do not apply to the transcript.
  5. Click Save. RB9 generates a list of all exhibit files with file names that match your alias patterns and their designated alias in the transcript.
  6. If any of your exhibit files are not named in a way that matches your default alias patterns, you can add those patterns to the transcript. Select New > Add New Alias, and enter your new pattern in the New Alias panel. See Setting up alias patterns.
  7. RB9 adds the new pattern(s) to the list of aliases patterns for the transcript.
NOTE: One-off patterns are not saved to your list

Patterns entered within a transcript (with New > Add New Alias) are used for that transcript only and not saved in your Link Exhibits Patterns database. If you will be using a pattern in other transcripts, save it in Setup > Link Exhibits Patterns so you don’t have to enter it each time you want to use it. See Setting up alias patterns.

Reference
Step-by-step instructions