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  • Product: Drafting Assistant

Use Profiles in TOA Builder

Create and save TOA Builder profiles to reuse preferred jurisdiction, formatting, and citation settings for consistent tables of authorities.
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 TOA Builder 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 TOA Builder profiles

  1. Select the
    TOA Builder
     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, Combined Federal and State).
  4. Select a
    Jurisdiction
     from the list.
  5. Select the content categories you would like to include in your citations list.
  6. Select the
    Formatting
     preferences you want to apply to the headings in the TOA. Options include font type, size, and style.
    • You can also select the checkbox to
      Add Page(s) label above page numbers
      .
    • Select
      Link page numbers to pages in body of document
       to add links within the TOA that link from the page numbers to the location in the document.
  8. Select an option to work with
    Citations in TOA
    :
    • Match font and font size from citation in the document
      .
    • Apply Special Formatting
      . If you select this option, you can choose a font type and size to apply to the citations.
  9. Select an
    Underline and Italicize
     option for the citations in the TOA:
    • Use underlining and italics that are applied to the cites in the text of the document
      .
    • Apply Special Formatting
      . If you select this option, you can choose to
      Underline Title
      ,
      Italicize Title
      , or both.
  10. Select one or more of the following options:
    • Case name on separate line
      : List each case name on a separate line from the reporter string.
    • Include subsequent history from text
      : Include history in citations in the table of authorities.
    • Use Passim for Frequently Cited Sources
      : Use passim rather than citing specific pages.
    • Combine Federal and State categories
      : Combine federal and state citations in each table of authorities category. For example, if this option is selected, federal and state citations are listed together under Cases. If this option is not selected, the cases are listed under Federal Cases and State Cases separately.
    • Display comma delimiter after case title
      : Add or remove the comma delimiter after case titles.
  11. Select a
    Tab Leader
     from the list provided (a tab leader is a row of dots or lines that connect the TOA text to the page number).
  12. Select a
    TOA Spacing
     option (Single or Double) from the list provided. This set up only applies to citations in the TOA. Headings are always double-spaced.
  13. Select
    Save
    .
  14. Utilize the new saved profile in the TOA Builder tool by selecting it from the
    Select Profile
     list, then selecting
    Run TOA Builder
    .

View, edit, and delete TOA Builder profile settings

  1. Select the
    TOA Builder
     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
    . The default profile can be viewed but not edited.
  4. Edit the settings and select
    Save
    . To delete the profile, select
    Delete Profile
    . Select
    Continue
     to confirm.

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