If you want to embed exhibits in PDF transcripts using hyperlinks instead of delivering a PDF transcript and its related exhibits as separate files, you can add them as you create RB-PDF Transcripts<\/a> or use RB9\u2019s\u00a0Link Exhibits function<\/a>. Automate the process of adding hyperlinks to transcripts by setting up the\u00a0Link Exhibits Patterns\u00a0function first.<\/strong><\/p>\n In RB-PDF Transcripts, hyperlinks are called aliases and can be either words or phrases used in transcripts to reference the exhibits. If your exhibit file names and transcript references\/aliases follow a pattern \u2014 for example files and aliases are numbered consecutively (file names like EX01, EX02, and transcript references like Exhibit 1, Exhibit 2) \u2014 you will save production time by defining those patterns before producing hyperlinked transcripts.<\/p>\n Before creating hyperlinked RB-PDF Transcripts, customize the included default list of commonly used exhibit file names and aliases as patterns that RB9 can use to automatically link exhibits to the relevant references in a transcript. You can edit and delete patterns \u2014 and create new patterns \u2014 in the Link Exhibits Patterns function.<\/p>\n Setting up a Link Exhibits Pattern\u00a0entails creating a file name pattern and its associated alias pattern:<\/p>\n If this is unclear, when creating patterns there is more specific information in legends above the 2 pattern fields about how to create each pattern which is helpful. You can also review the existing patterns to get a better understanding of what patterns look like.<\/p>\n The main screen of Link Exhibits Patterns lists all of your stored patterns in ascending order by file name pattern. Sort the list by either file name or alias pattern in ascending or descending order. If the list is too long to find a pattern, you can narrow the results by searching for a partial\/complete file name and\/or alias. Export the list\u00a0as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n You can edit or delete any pattern listed. You can also create new patterns with a file name and alias using question marks in the pattern to indicate where numbers appear. If exhibits are referred to by alphabetic characters, you can make patterns but they have to be one-to-one matches (one pattern example: EX A => exhibit A). There is no ? wild card equivalence for alphabetic characters.<\/p>\n After your initial customization of Link Exhibit Patterns, you can update it at any time. Set up as many patterns as you need \u2014 there is no limit to the number of patterns you can create.<\/p>\n When creating transcripts in the PDF Transcripts function or adding exhibits to existing RB-PDF Transcripts in the Link Exhibits function, you select which link exhibit pattern(s) to apply. RB9 will automatically embed all the exhibit files from the transcript\u2019s witness repository hyperlinked to the aliases in the transcript that match the selected link exhibit pattern(s).<\/p>\n In addition to your stored link exhibit patterns, you can create patterns for individual transcripts that have their own exhibit references that do not fit your general patterns. When linking exhibits to an RB-PDF transcript, if any file names do not fit your patterns you can create one-off custom patterns for those exhibits. Patterns set up in individual transcripts this way are not saved in your Link Exhibits Patterns database.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: Customize RB9\u2019s Link Exhibit Patterns to match your company\u2019s naming conventions for exhibit files and transcript references. Then apply them automatically to RB-PDF Transcripts.<\/strong><\/p>\n Alias:<\/strong> Link in RB-PDF Transcripts to related exhibit that can be\u00a0either a word or phrase used to reference the exhibit.<\/p>\n RB-PDF Transcript:<\/strong>\u00a0PDF version of a transcript with built-in transcript-specific features. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Setting up your own linking patterns<\/h2>\n
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Managing linking patterns<\/h2>\n
Using Link Exhibit Patterns<\/h2>\n
RB9 concepts in this lesson<\/h4>\n