Putting You in the Know: TRIAL DIRECTOR Data Sync

Data Sync allows cases to be stored in a shared location enabling shared case management among team members assigned to a case. With Data Sync enabled, when a case is created it can be stored on a network or shared location that all team members have access to.

There are two major benefits of creating a case and enabling Data Sync for the case:

1. For Data Sync-enabled cases, team members who are invited to a case can, at the same time:
• Add parties, issues, designation types, and exhibit labels to the case
• Invite additional team members to the case
• Add documents, multimedia, and transcripts to the case
• Annotate case documents and transcripts
• Create or import clips, create designations, add notes
• Run case reports
• Present the case using the PRESENT module
2. Data Sync-enabled cases also allow users to disconnect from the network, bring the case files to their local machine, work offline, and then reconnect to the network and synchronize their changes to the case upon reconnecting to the network.