Before reading this, you might want to check out: Book of Authorities: Overview
Overview
Unlike generating a standard Book of Authorities (BOA), generating a hyperlinked BOA produces multiple files. These include:
1) The document you are working on (Factum)
2) BOA that corresponds to that document (BookOfAuthorities)
3) A combined PDF with both your working document and BOA
Let's talk about the Factum and BOA.
When using the separate PDFs, hyperlinks are created between BOA and the references as they are cited in the document. This is called a cross-document link.
For example, if you cited paragraph 2 of a case, clicking its reference link in the hyperlinked PDF document will take you directly to that paragraph in your BOA.
Let's talk about the Combined Factum and BOA.
If you would like the contents of the Word document and BOA all in one PDF, then simply use this combined PDF file.
In the Combined Factum and BOA, a bookmark is created for your Factum and all the links are internal to the document. This PDF is ready to be uploaded directly to Caselines or simply for review!
Learn more! What you need to know about hyperlinked books of authorities and document management systems
Check the Hyperlink to BOA box in the Book of Authorities Preferences menu
By default, CiteRight generates non linked PDFs of your BOA. That said, before you generate a cross-linked BOA, you'll need to make sure you name the file and select that option in the preferences menu.
Naming the BOA
There are 3 name fields for the BOA, each serves a different purpose.
- Long Name is listed in the first reference of your document once a BOA is generated, as mention in a previous article, it defaults to Book of Authorities
- Short Name is the name that appears in square brackets after the long name in the first reference and is then used in subsequent references
- File Name is used to name the file of the BOA that is generated. If you need to change the file name of the BOA, you'll do it here and regenerate. This is because the file name serves as the "target links" for the cross-document link between your document and the corresponding BOA.
Make sure to name your BOA in a way that you'll eventually save it.
Selecting the option to cross-link and combine your BOA
In that same Book of Authorities preferences menu, select the option to Hyperlink to BOA. This option will turn the tab numbering to your BOA into hyperlinks to the specific spot where that reference appears in your BOA once the PDF is generated. In addition, you will generate a combined PDF with those same links all in one document, creating one easy-to-navigate PDF.
Click Generate BoA to generate a hyperlinked BoA
Once you have saved the preferences you've selected, go to the Generate BoA button and click Generate.
After you generate the BOA, CiteRight won't open the PDF of the BOA immediately. Instead, CiteRight will prompt you to save a zip file containing your document (by default named factum) and the corresponding Book of Authorities (file name will be what you've saved). The zip file can be named and saved in a location of your choosing. Finally, in order to view and move between the two PDFs, you'll need to extract the zip file contents.
Now you can seamlessly navigate between your document and Book of Authorities!
Next Up:
Important notes about cross-document links
Inserting a Table of Authorities