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Flags and Links

Use Profiles in Flags and Links

Create, save, edit, and reuse Flags and Links profiles to apply preferred jurisdiction, content, short-form, and Westlaw authentication settings for common workflows.
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 Flags & Links 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 Flags and Links profiles

  1. Select the
    Flags & Links
     tool on the side of your document.
  2. Select
    Create New
    .
  3. Type a name for the new profile in the
    Profile Name
     field (for example, Secondary Source Flags).
  4. Select a
    Jurisdiction
     from the list.
  5. Select the content categories you would like to include.
  6. Select to
    Include Ids, Supras, Ibids
    .
  7. Select to
    Include case titles only short form
    .
    note
    Flags & Links will be applied to all standard long and short-form citations
  8. If you would like to share a document with links to Westlaw with others who don’t have access to documents on Westlaw, select
    Pooled Authentication
    . This will let the other users access to the links on Westlaw using you as a sponsor. Otherwise, select
    Do Not Apply Authentication Settings
    .
  9. Select
    Save
    .
  10. Utilize the new saved profile in the Flags & Links tool by selecting it from the
    Select Profile
     list, then selecting
    Insert/Update
    .

View, edit, delete Flags and Links profile settings

To edit the settings for a Flags & Links profile:
  1. Select the
    Flags & Links
     tool on the 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.

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