Before reading this, you might want to check out:
Collections: setting up your knowledge bank
Adding and editing a client-matter number
Overview
The CiteRight Word add-in allows you to choose from various sources that have either been created automatically, shared with you, or created by you. This article will explain how to navigate the source selection panel.
Select a source after you enter the client matter number
Click on the CiteRight button to open the list of sources (note that when you are opening a new document, you will first be prompted to enter a client matter number before you select a source). Once the source list is displayed, either enter the source name in the search bar or scan the list.
Refreshing the source list when your source isn't showing
If you have created a new source that is not showing up on the source selection screen, simply press the refresh button. If you still do not see your source, verify that it has been created or shared with you on the Collections page at app.citeright.net. If you need to create a collection, check out this article.
