Add a new citation to the Citations List. 

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(1) Open the Citations Tool panel by clicking on the Citations Tool button on the ribbon;

(2) On the side-panel, click on the plus sign to add new citation;

(3) Select citation type (exhibit, legal, or record), and add the required details;

(4) For legal, record, and other citations, click on the pin on the top right-side of the text boxes to add a placeholder for the pincite or type {{PIN}}; 

(5) Click "Add Citation";

(6) Your citation will appear in the Citations Tool panel list under Exhibit Formatting.

 

Note that you can add optional details like hyperlink (that would appear in every instance of the citation) and other identifiers, which is information about your document which you may choose to show in your citation or simply use as a reference.  

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Also note at the bottom of the panel, when adding a new citation, the advance formatting legend.  You may use the symbols as described or the buttons on the top right of the text box to add formatting to your citations. 

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Insert a citation in the document.

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(1) Click on the location in the document where you would like your citation to appear;  

(2) Double-click on a citation in the list in the Citations Tool panel. 

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OR 

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(1) Click on the location in the document where you would like your citation to appear;  

(2) Hover over a citation in the Citations Tool panel, three buttons will appear next to it;  

(3) Select "Insert."  

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Add pincite to a certain citation. 

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(1) Click on the citation to which you would like to add a pincite;

(2) Click on the "Add Pincite" button on the ribbon.

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OR 

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(1) Right-click on the citation to which you would like to add a pincite; 

(2) Click on "Add Pincite." 

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It is important to use the pincite function to fully take advantage of the Citations Tool's functionality, as the location of the pincite would move as appropriate when alternating between long citations, short citations, and id. citations. 

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Remove pincite to a certain citation. 

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(1) Click on the citation for which to remove the pincite;

(2) Click on the "Remove Pincite" button on the ribbon.

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OR 

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(1) Right-click on the citation for which to remove the pincite;

(2) Click on the "Remove Pincite."

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Edit a citation in the document. 

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(1) Hover over a citation in the Citations Tool panel, three buttons will appear next to it;  

(2) Select "Edit";

(3) Make the desired changes; 

(4) Click "Update Citation" to implement your changes throughout the document. 

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To delete a citation.

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(1) Hover over a citation in the Citations Tool panel, three buttons will appear next to it;  

(2) Select "Delete";

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Updating exhibit numbering or citations form (long-form, short-form, or id. cite). 

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The citations are automatically updated each time you add a new one to show the correct exhibit number and the correct form (alternating between long cite, short cite, or id.).  They do not update automatically when edits are made.  To update them, click on the refresh button at the top right of the Citations Tool panel. 

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Updating exhibit formatting. 

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(1) Open the Exhibit Formatting section on the Citations Tool panel.  

(2) Use the drop down arrows on the side of each block to edit or remove the block.  

(3) Use the plus sign next to each citation form to add new blocks, including text blocks.  

(4) Drag and drop the blocks in your desired order. 

(5) When ready, click "Update Formatting" to implement the formatting changes throughout your document. 

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Create exhibit index.

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(1) Click on "Index of Exhibits" on the ribbon. 

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Remove exhibit locks.

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(1) Click on "Remove exhibit locks" on the ribbon.  

 

All content controls will be removed.  You will no longer be able to edit the exhibits from the panel, or automatically renumber or reformat the exhibits. 

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This too much technology for me, can I keep it simple and just number my exhibits automatically?

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Yes, you can! Although you will not be able to avail yourself of all the great things the Citations Tool does, you can choose a simple exhibit numbering option.  Follow these steps:

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(1) Open the Citations Tool side panel by clicking on "Citations Tool" in the ribbon; 

(2) In the Exhibit Formatting section in the side panel, remove all blocks other than the "#" block by hovering over the blocks, clicking on the drop down arrow which will appear, and selecting "Remove this block";

(3) Unclick the "Use Id. to represent repeated citations";

(4) Draft the document as you usually with, or receive a draft with exhibit placeholders;

(5) Add citations using the steps above (we recommend still including a description for your reference or for the exhibit index); 

(6) Insert cites in the document using the steps above; 

(7) Only the exhibit number or letter will appear in the document. 

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I have no patience! Can this move faster?

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If you don't have the patience for the app to refresh exhibits every time, you can unselect the "Update content automatically when new citation is added." This way, you can add placeholder citations only.  When you are ready, click the update citations button on the right side of the panel to update exhibit numbering and citations form. 

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