Use Profiles in WestCheck

WestCheck Profiles let you save and reuse citation-checking presets (jurisdiction, services, QuoteRight and limits, sorting, and report options) for faster, consistent results.
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 WestCheck 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 WestCheck profiles

  1. Select the
    WestCheck
    tool on the side of your document.
  2. Select
    Create New
    .
  3. Enter a name for the new profile in the
    Profile Name
    field (for example, KeyCite History).
  4. Select a
    Jurisdiction
    from the list.
  5. Select the content categories you would like to include in your citations list.
  6. When the WestCheck tool extracts citations from your document, it also creates a list of quotations found in your document. When a quotation is attached to a citation, the WestCheck tool compares the quotation in the user’s document against the actual quotation in the cited document. QuoteRight displays the quotation text from both the user’s document and the cited document, noting if the quotation is identical or different. You can also choose to ignore quotes that contain less than two to six words. The WestCheck tool extracts the citation but QuoteRight doesn’t attach quotations with less than the specified number of words to the citations (for example, select
    2
    to indicate that QuoteRight should not process quotations of fewer than two words). Turn this feature off by selecting
    Turn off QuoteRight
    .
  7. Select the services (KeyCite, Find, QuoteRight, and Cited Decisions) to use to check your citations. To set KeyCite limits, select the
    Select Limits
    link under the
    KeyCite
    option.
  8. Select to sort the WestCheck citation list report by
    Citation
    or
    Services (KeyCite, Find, QuoteRight, Cited Decisions)
    .
  9. Select to
    Include short form instances, unverified cites and cites for which no services have been requested
    in the WestCheck summary. If you select this option, you can choose whether to:
    • Include unverified citations and citations for which no services were selected into the report body
      .
    • Include short form instances into the report body
      and
      Include QuoteRight for short form instances into the WestCheck Report
  10. Select
    Save
    .
  11. Utilize the new saved profile in the WestCheck tool by selecting it from the
    Select Profile
    list, then selecting
    Extract Citation List
    .

View, edit, and delete WestCheck profile settings

To edit the settings for a WestCheck profile:
  1. Select the
    WestCheck
    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. Select
    Continue
    to confirm.

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