Skip to main content
Cite Formatting
Search
Search Drafting Assistant Support Help and Support.

This article applies to:

  • Product: Drafting Assistant

Work with Profiles in Cite Formatting

Create, save, edit, and reuse Cite Formatting profiles to apply preferred jurisdiction, citation rules, styles, and formatting options to common use cases.
If you are a new user, it is recommended that you define presets for common use cases using the
Profile
 options. Profiles let you select, save, and reuse options you use frequently. Each time you access the Cite Formatting tool, you are provided with options to select an existing profile, view/edit profile settings for a selected profile, and create a new profile.

Create new Cite Formatting profiles

To create new Cite Formatting profiles:
  1. Select the
    Cite Formatting
     tool on the left side of your document.
  2. Select
    Create New
    .
  3. Type a name for the new profile in the
    Profile Name
     field (for example, Underlined Citations).
  4. Select a
    Jurisdiction
     from the list.
  5. Select the
    Rules for Citation
     from the list.
  6. Select a set of
    Citation Styles
     from the list (
    Legal Briefs
     or
    Law Reviews
    ).
  7. Select the content categories you would like to include in your citations list.
  8. Select the
    Formatting Preferences
     you want to apply to the citations. Options include:
    • Underline appropriate citation elements
      .
    • Italicize appropriate citation elements
      .
    • Include Subsequent History
      .
  9. Select
    Auto accept matched citations
     to mark a citation in the cite list as accepted (with the green checkmark symbol) when a citation matches any one of the suggested alternatives for that citation.
  10. Select to include
    Ids, Ibids, Supras, and Case Title only short forms
    .
  11. Select an option to work with
    Parallel Citations
    :
    • Allow West Cite Advisor to suggest which citations to include
      .
    • Include only one citation per authority cited
      . If you select this option, you can choose whether to
      Cite to the official reporter if possible
       or to
      Cite to West's National Reporter system if possible
      .
    • Include Citations to all available reporters
      .
  12. Select an option to apply to Statutes:
    • Use the publication validated by Drafting Assistant
      .
    • Use the official statute publication (e.g., U.S.C.)
      .
  13. Select
    Save
    .
  15. Utilize the new saved profile in the Cite Formatting tool by selecting it from the
    Select Profile
     list, then selecting
    Run Cite Formatting
    .

View, edit, and delete Cite Formatting profile settings

To edit the settings for a Cite Formatting profile:
  1. Select the
    Cite Formatting
     tool on the left side of your document.
  2. Select the profile you want to view or edit from the
    Select Profile
     list.
  3. Select
    Edit
    .
    note
    The default profile can be viewed, but not edited
  4. Edit the settings and select
    Save
    . To delete the profile, select
    Delete Profile
     at the bottom of the left pane. Select
    Continue
     to confirm.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close