Add a Workbook to a Case

You use workbooks to help you organize items in your case. You can add a workbook to a case using the Workbooks Explorer.

To add a workbook to a case from the Workbooks Explorer, open a case and follow the steps below:

  1. Open the Workbooks Explorer.

    2. If the explorer is hidden, you can use the Explorer dropdown in the main menu to view it.

  2. Click the Add button in the explorer.

    3.  

    Note: Sub Workbooks can be added to Standard Workbooks. Right-click on an existing Standard Workbooks and select Create Sub Workbook from the right-click context menu. Sub Workbooks cannot be created under any other workbook type.

    The Add Workbook dialog appears.

  3. Fill in the information for the workbook.

    4. Enter the following information in the Add Workbook dialog:

    • Workbook Type - The selected type for the workbook

      • Standard - A normal workbook to help organize items

      • Carousel - A workbook that displays items in a unique way in TrialDirector 360 PRESENT

    • Name - A unique name to help identify the workbook

    • Color - The color assigned to help identify the workbook

    With the information filled in, you can move on to the next step.

  4. Click the Save button.

    5. There are several save options for your convenience:

    • Save - Saves the workbook, does not close the dialog, and clears the fields so you can create another workbook right away

    • Save & Close - Saves the workbook and closes the Add Workbook dialog

    When a workbook is added, it appears in the Workbooks Explorer.