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Select the Designation List you want to link documents to. You can close any windows you don’t want to use. You may need to resize your panes to see everything.


Click on the ">" sign to expand the list to see the individual designations. Select the individual designation you want to link to so that the testimony is bold in the Transcript Viewer.


Go to Documents in the Media Bar or your notebook that you created with the witness docs and find the page or saved annotated page you want. Left-click, hold, and drag the page or annotation to the exact bolded line on the Transcript Viewer where you would first like the document to appear

The Link will now appear under the designation in the Designation List with the page/line and the ID that you linked.  It will also appear in the Document Links section in the Video Editor and show in the Transcript Viewer.

To “Hide” the document automatically, at the correct line, Right-click on the bolded testimony in the Transcript Viewer on the designation line that you want to the document to stop showing in Presentation Mode.  Select Clear Linked Document.  This command will make video resume playing normally, showing no documents.

And just like the link, the Clear will now appear under the designation in the Designation List with the page/line and the ID that you linked.  It will also appear in the Document Links section in the Video Editor and show in the Transcript Viewer.

Drag-and-Drop Method

Select the Designation List you want to link documents to. You can close any windows you don’t want to use. You may need to resize your panes to see everything.


Click on the > sign to expand the list to see the individual designations. Select the individual designation you want to link to so that the testimony is bold in the Transcript Viewer.


Right-click on the bolded line you want to add a document too.  Select Add Link.

In the dialog box below, add your ID and then you can choose other options associated with your link.


  • Split Screen: Although the size and location can be set in the Preferences Menu.  Checking this moves the video to a corner while the document appears on the screen at the same time.  Scrolling text appears at the bottom of the screen unless "Hide Text" is checked.

  • Hide Video: This removes the video from the screen completely and only shows the document and the scrolling text unless "Hide Text" is checked.

  • Hide Text: This removes the scrolling text from the screen as long as the document is up.

Hit Save Changes and the Link will now appear under the designation in the Designation List with the page/line and the ID that you linked.  It will also appear in the Document Links section in the Video Editor and show in the Transcript Viewer.

To “Hide” the document automatically, at the correct line, Right-click on the bolded testimony in the Transcript Viewer on the designation line that you want to the document to stop showing in Presentation Mode.  Select Clear Linked Document.  This command will make video resume playing normally, showing no documents.

And just like the link, the Clear will now appear under the designation in the Designation List with the page/line and the ID that you linked.  It will also appear in the Document Links section in the Video Editor and show in the Transcript Viewer.

Right-Click Method

Using the Designation Editor, you can move through a selected Designation List and add Links to designations if you know the IDs.


  • Click on the Add Link button at the bottom of the Designation Editor, type in your Page/Line and ID, select your options, and then hit the save icon to Add. Follow the Link Tuning instructions below.

  • Clear Links can be added in the Designation Editor.

  • Links and Clears can be deleted from the Designation Editor by clicking on the Red X

Manual Method

Click on the link under the individual designation that you want to fine tune.  Fine-tuning a linked document means that you are setting the page or annotation to show up on screen at a certain word within a line.


Red link image means it has not been fine-tuned, gray means it has.


Go to your Designation Editor Pane, you will see an editing tool. See Basic Fine-Tuning Designations for explanations on the buttons and tuning.

Click the Red Link to fine-tune when your document shows on the screen. (Clicking the "eyeball" icon will give a 2-second preview, when the words end, that is where the document comes up.)

If you used the Drag-and-Drop Method, don't forget to check your options. If you used the Right-click Method, you already pre-selected your options so you don't need to do that again. Unless you change your mind, you can alter it here and hit the SAVE button again.


  • Split Screen: Although the size and location can be set in the Preferences Menu.  Checking this moves the video to a corner while the document appears on the screen at the same time.  Scrolling text appears at the bottom of the screen unless "Hide Text" is checked.

  • Hide Video: This removes the video from the screen completely and only shows the document and the scrolling text unless "Hide Text" is checked.

  • Hide Text: This removes the scrolling text from the screen as long as the document is up.


Repeat these steps to add more documents to a Designation List.


Pro Tip: It is always a good idea to tune your designations before you tune your links.

Tuning Linked Documents