Before reading this, you might want to check out: Combined and cross-linked Books of Authorities
CiteRight allows users to create cross-linked books of authorities and documents. However, there are some limitations to cross-linked documents especially when it involves saving those documents to a document management system (DMS).
Usually, when a document gets placed in a DMS, the DMS appends a unique code to the name of the document. In the case of a cross-linked document, CiteRight produces a zip file that contains the target and reference documents. When extracted and placed into the DMS, an additional unique code is sometimes added to the target file name. Consequently, the reference document will no longer have the correct target links in the target document.
Here's what you can do when you want to keep hyperlinks intact within the DMS or CaseLines
- Combined PDF: The best choice is to use the CombinedFactumAndBookOfAuthorities file. All of the document links there will be internal and will therefore remain intact when uploaded, even if the file is renamed. Perfect for quick and convenient navigation!
- Cross-linked PDFs: Otherwise, have the file saved to your desktop, extract them, and rename the factum/memo as you need it to be named. Then put the factum/memo along with the corresponding BOA back into a zip folder and then place it in the DM. Files within the zip folder won't be changed. When the documents are ready, send them off to the court or whoever needs to get them and then place in the DMS. This way the end-user can benefit from the cross-document links.
Important Notes about Cross-Document Links
File naming and location
Do not change the file name of the BOA. Once you change the name of the BOA, You will effectively break the link between your document and the corresponding Book of Authorities file.
Make sure that the document and Book of Authorities are always saved together in the same location (i.e., within the same folder/directory). Otherwise, the hyperlinks will not direct you to the corresponding cross-linked document.
If you are looking for a single PDF with the factum and BOA together, simply open the CombinedFactumAndBookOfAuthorities file. All of the links are internal to the document and therefore the file can be renamed and moved as needed.
How to ensure your PDF opens in a separate window in your PDF viewer
When generating a hyperlinked Book of Authorities, you may want your PDF files to open in a separate window every time. To do so, you will need to change the settings of your default PDF viewer. This article will explain how to change settings in Adobe Acrobat and Nuance Power PDF. Please note, this process will be similar across most PDF viewers, as they are able to perform very similar tasks.
Changing settings in Adobe Acrobat
1. Under Edit, select Preferences.
2. Under Documents, uncheck the box next to Open cross-document links in the same window. Click OK to save changes.
Changing settings in Nuance Power PDF
1. Under File, select Options.
2. Under General, select Miscellaneous.
3. Uncheck the box next to "Open cross-document link in the same window" then click OK to save changes.