Chronology Collaboration, Sharing, and Exporting

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One of the major advantages to Chronology is that multiple users can edit, view, and contribute to a Chronology at once. This makes it easy to collaborate on work product, communicate with your team, and have a central workspace to organize your post-review documents. 

 

Sharing

In order for users to access and modify a Chronology, they must have the proper permissions. All chronologies are accessible to all users with Admin permissions on StoryBuilder. New chronologies must be created by project admins. To share a Chronology, click on the share icon in the upper right. A dialog will appear where you can choose who you want to share the Chronology with, and what permission level the recipient(s) should have (Read, Edit, or Share and Delete).

share_chron.png

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Collaboration

Chronology is meant to be used collaboratively, and multiple users can simultaneously view and edit the Chronology. If there are other users in the Chronology, corresponding user badges will appear in the upper right. You can hover over a badge to see the full user name or message the user.

message_outlines.png

If a user is editing an entry, the entry will have a color border that corresponds to the color of their user badge. You can also see the user's name in the lower left of the entry. You can still edit any entry that is being modified by another user, but you might want to wait until the other user has finished. In the example below, Byron's name badge is maroon and the corresponding maroon outline indicates that he is editing the document row being viewed.  

editing_chron.png

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Exporting

You can export your Chronology, or selected documents within your Chronology, to CSV or PDF. Your ability to export is dependent on your Export permissions, meaning that you may have access to edit, share, and delete the Chronology, but not have access to export to CSV and/or PDF. In this case, the options will be greyed out. 

To select specific documents to export to CSV or PDF, use the filters on the left side, and/or use the checkboxes. Any document that is displayed (after filters are applied) and checked will be exported. 

When you’re ready, click Export, then select CSV or PDF. 

CSV Exports

In the export dialog, select the fields you want to include in your report. You can even include fields like Events or Issues. The export will be generated as a CSV that can be opened using a text editor or spreadsheet application. You can download the finished export from the homepage, under the “Batches and Exports” column.  

When you export documents in a Chronology and choose to include events as an export column, the resulting CSV will automatically group your documents with their events.

If you’re using the Version settings to set a prefix priority list, note that your displayed Bates number will be the one exported. 

PDF Exports

The export dialog will function exactly the same as the one in the results table. You can view those instructions here. 

If you’re using the Version settings to set a prefix priority list, note that your displayed Bates number will be the one exported.

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