Use Rev AI Templates for Faster Case Analysis (Full Transcript)

Learn to apply Rev AI templates to single transcripts or entire cases, verify cited sources, and build custom formats for your workflow.
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[00:00:06] Speaker 1: In this video, we'll show you how to use AI templates in Rev. A template gives you a ready-made format for a common task, like a case chronology or a witness summary. You pick one, and Rev drafts it from your files. To use a template on one file, open the file in the transcript editor. Open the templates menu and choose a template, and Rev runs it on that transcript. To try a different one, just pick another. To use a template across a whole case, open Rev Insights and add your files. Then choose a template from the templates menu and Rev drafts it using every file you've added. Either way, every part of the result links back to where it came from. Click a citation to check it against the source. If you don't see the template you need, you can build your own. Open AI Template Builder from the left menu and click New Template. Add the blocks you need, like an overview or keypoints, drag them into order, and save. Your template will then be available in the transcript editor and in Insights. Custom templates are available on Pro and Unlimited plans. That's AI templates in Rev. To keep going, check out our other tutorials.

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Arow Summary
This tutorial explains how to use Rev AI templates to generate structured drafts from transcripts. Users can apply templates to a single file in the transcript editor or to multiple files in Rev Insights for case-wide analysis. Outputs include citations that link back to source material for verification. Users who need a different format can create and organize custom templates in AI Template Builder; custom templates are available on Pro and Unlimited plans.
Arow Title
How to Use AI Templates in Rev
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Rev Remove
AI templates Remove
transcript editor Remove
Rev Insights Remove
case chronology Remove
witness summary Remove
citations Remove
AI Template Builder Remove
custom templates Remove
Pro plan Remove
Unlimited plan Remove
Arow Key Takeaways
  • Use the transcript editor to run an AI template on one file.
  • Use Rev Insights to apply a template across all files added to a case.
  • Template results include citations that link back to the original source.
  • Create custom templates in AI Template Builder by adding and arranging content blocks.
  • Custom templates are offered on Rev Pro and Unlimited plans.
Arow Sentiments
Positive: Clear, instructional, and encouraging tone that highlights useful workflow options and source-verification features.
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