STEPS:
1. Click the Witness/Exhibit Wizard screen under the Client Information folder in the Site Plan.  View screen shot.
2.  The Witness/Exhibit Wizard automates the process of creating the Witness/Exhibit document. The Witness/Exhibit Wizard merges data already in the system by pulling data from the Witness/Exhibit Master (Introductory Paragraph, Standard Witnesses, and Standard Exhibits); from the Client screen (Client and Spouse); from the Defendant screen; from the Witness screen; from the Medical Provider screen; from the Economic Loss screen; and from the Trial screen (Exhibits tab) to assemble a Witness/Exhibit document. 

3.  The first screen provides an explanation of the Witness/Exhibit Wizard and the function of each of the buttons. Click the Next button.  

4.  The next screen (page 2 of 12) is the Introductory Paragraph. The Witness/Exhibit Master screen transfers the Introductory Paragraph to this page from the data entered on the Witness/Exhibit Master, Introductory Paragraph tab. You can edit the paragraph from this page. Continue by clicking the Next button.   View screen shot.
5.  The next screen (page 3 of 12) is to specify the Parties for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Client and Defendant screens. Note: Specify the order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.    View screen shot.
6.  The next screen (page 4 of 12) is to specify the Primary Witnesses for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Witness screen. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.    View screen shot.
7. The next screen (page 5 of 12) is to specify the Providers list for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Medical Provider screen. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.   View screen shot.
8.  The next screen (page 6 of 12) is to specify the Employer / Economic Loss list for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Economic Loss screen. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.   View screen shot.
9.  The next screen (page 7 of 12) is to specify the Other Witnesses list for the Witness and Exhibit letter. The 'Add' button will allow you to enter any additional Witnesses you wish to add to the Witness and Exhibit letter. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.   View screen shot.
10. The next screen (page 8 of 12) is to specify the Standard Witnesses list for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Witness / Exhibit Master List screen. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.  View screen shot.
11. The next screen (page 9 of 12) is to specify the Order in which the Sections will appear on the Witness and Exhibit letter. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.  View screen shot.
12. The next screen (page 10 of 12) is to specify the Exhibits list for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Trial screen - Exhibits tab. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.  View screen shot.
13. The next screen (page 11 of 12) is to specify the Standard Exhibits list for the Witness and Exhibit letter. The 'Add' button will allow transfer of items from the Witness / Exhibit Master List screen. Specify order by entering numerical order in 'Sort Order' field. Continue by clicking the Next button.  View screen shot.
14. The next screen (page 12 of 12) allows you to print the Witness and Exhibit letter. Clicking the 'Save & Print' button results in the following actions:
  • Any changes you have made will be saved
  • The Witness and Exhibit letter will be sent to your screen for a final preview and you will be able to send it to the printer
  • Click the Save and Exit button to save the entered data and return at a later time for completion.
If you have completed the Witness and Exhibit letter but made an error in it, you may Return to the individual screens to complete any modifications.  View screen shot.
15. You have the option to change the format of the Witness and Exhibit letter by clicking the Document Master - WITEXHIB, then 'Modify Template.' Make changes and click Save. 

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