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  • Product: Drafting Assistant

Build a Table of Authorities

The Table of Authorities (TOA) Builder inserts a properly formatted list of references in your legal document.
Use the following steps to build a Table of Authorities.
  1. Select the
    TOA Builder
     tool on the left side of your document.
  2. 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.
  3. Under Cite Identification Range, select one of the following:
    • Search entire document for cite identification
       to search the entire document for cite identification.
    • Mark beginning and end range for cite identification
       to restrict the search to only part of the document. Place the cursor in the document at the beginning of the desired range and select the
      Set start position
       button. Place the cursor at the end of the desired range and select the
      Set end position
       button. You can also change the range by selecting either the
      Update start position
       or
      Update end position buttons
      .
  4. Select
    Run TOA Builder
    . All authorities found in the document will display in the left pane.
  5. Optionally, select the
    Hide/Show All Instances
     button () to display or hide additional instances of citations.
  6. To locate a citation in your document, select it from the citations list in the left pane. The document view scrolls to the location of the citation and the citation is highlighted in your document.
  7. Select individual checkboxes, content category checkboxes, or the
    Select All
     checkbox to select the citations you want to include in the TOA. All citations are selected by default.
  8. Select the
    Plus
     () button to manually add a citation. Then, complete the following:
    • Choose a category
      : Select the citation category and jurisdiction for the citation. Select
      Next
      .
    • Input citation text
      : Enter the
      Title
       and
      Reporter String
       in the fields. Confirm the citation is correct in the Preview window and then select
      Next
      .
    • Add citation
      : Select the full citation in the document and then select
      Add
      . The citation will be added to the list.
      note
      You can also select the citation in your document before you select the
      Plus
       icon. Fields will be autopopulated based on your select and you can edit.
      After you add a manual citation to the list, the list will re-alphabetize itself. If you plan to relocate a citation out of alphabetical order, be sure to add all necessary manual citations before you manually move citations to the locations.
  9. When selecting a citation in the list, you have the following options:
    • Select the
      Edit Text
       () button to edit the citation. Edit the title or reporter string, confirm the citation is correct in the Preview, and select
      Save
      .
    • Select the
      Move Up
       () or
      Move Down
       () button to move it up or down in the list. You can also drag and drop citations to any other part of the list.
    • Select the
      Make Primary
       () button to change a secondary citation into a primary one in the list. Select the
      Make Secondary
       or
      Make Instance
       () button to change the citation to a secondary citation of the citation immediately above it in the list.
    • Select the
      Edit Range
       () button to change the range of the cite in the document. Select to change the
      Title
       or
      Reporter
      , select the complete title or reporter string in the document, confirm its correctness in the Preview, select the
      Update
       button, and then select
      Save
      .
  10. Select
    Insert TOA
    .
  11. Select in the document to select a position in the document to insert your TOA, then select
    Submit
    .
  12. Verify the TOA is in the correct position. Select
    Change Position
    , if needed. Select
    Finish
    .
  14. A message verifying the TOA has been inserted displays. Select
    X
     to close.
The table of authorities is inserted in your document at the cursor location. The table of authorities includes the following headings, dependent on the selected Profile settings: Cases, Federal Cases, State Cases, Statutes, Federal Statutes, State Statutes, Rules, Federal Rules, State Rules, Regulations, Federal Regulations, State Regulations, and Other Authorities.

Edit citations and add additional citations after the TOA has been created

After you insert the Table or Authorities into your document, you can add additional citations or edit additional citations within both the text of the document and the Table of Authorities without undoing your previous work. Before you begin, add or edit any citations.
  1. Select the
    TOA Builder
     tool on the left side of your document.
  2. Under Cite Identification Range, select one of the following:
    • Search the entire document for cite identification
       to search the entire document for cite identification.
    • Mark the beginning and end range for cite identification
       to restrict the search to only part of the document. Place the cursor in the document at the beginning of the range and select the
      Set start position
       button. Place the cursor at the end of the desired range and select the
      Set end position
       button. You can also change the range by selecting either the
      Update start position
       or
      Update end position buttons
      .
  3. Select
    Run TOA Builder
    .
  4. Select one of the following:
    • Continue editing the existing TOA
       to maintain all edits that have been previously made.
    • Remove existing TOA Tags and start again
       to start from scratch with the Table of Authorities.
  5. Select
    Continue
    . The citation list will appear in the left pane.
  6. If you selected to keep the previous TOA, new or edited citations will appear with a New icon next to them in the list. Drafting Assistant classifies new citations as:
    • Citations that you added to the text after the first TOA was completed.
    • Citations that were removed from the TOA the first time. If you deselected a citation previously, it will reappear in the list and be selected by default.
  7. Manipulate the list of citations as described previous as necessary and select
    Insert TOA
     to begin the process of inserting the TOA into your document once more.
    note
    After you run the TOA Builder again or insert a manual citation, the citation list will re-alphabetize itself. If you plan to relocate a citation out of alphabetical order, be sure to add all necessary manual citations before you manually move citations to the locations.

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