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Discovery requests & LegalNumbering

Numbering discovery requests with LegalNumbering

LegalNumbering allows you to autonumber discovery requests. Just click on the 'Insert Wordnumbering' button, insert the description and type of discovery request, annex or other word you want to number and click on OK.  Your discovery requests will be automatically numbered and inserting new ones at a later stage is totally carefree - LegalNumbering will automatically re-number the existing ones!

In addition, LegalNumbering enables you to even make automatic cross-references to your numbered discovery requests (e.g. see request for Production Nr. 3).  Just select this option and choose the request you want to refer to.

As a bonus, LegalNumbering also inserts automatically a table of content at the end of your document, with an overview of all your discovery requests, their number and description!

LegalNumbering and Microsoft Word

LegalNumbering work and Microsoft Word

The next you open Microsoft Word after you have downloaded and installed LegalNumbering, you will see in the tab 'Home' on the far right side a new button, named 'Insert Word numbering (see red arrow in the image below).

Just a reminder: LegalNumbering works with Microsoft Word versions 2007 and later).

You can also use a shortcut key to quick-start the Insert Word numbering. The default key is ALT+P.

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The button 'Insert Word-numbering' consists of two parts, an upper part and a lower part (as indicated by the yellow highlights):

Click on the upper part to insert a new discovery request

Click on the lower part to open a drop-down list, with a number of options such as inserting a cross-reference

 

Upper part

Lower part

Autonumbering discovery requests with the button
'Insert Word numbering'

To autonumber you discovery requests with the help of LegalNumbering, you need to click on the upper part of the button 'Insert Word numbering'. Alternatively use the shortcut key: ALT+P

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This action will trigger the opening of a dialoguescreen as shown in the image on the right side:

This screen has three tabs: Word Numbering, Types en Help (see yellow highlights in the image).

The tab 'Word numbering' contains a number of fields, that you can select or fill in. The first field is 'Type', which allows you to select the type of discovery request (Affirmative Defense, Request for Production etc.). Do so by clicking on the arrow on the right and selection the discovery request of choice from the drop-down list box. In this example the user has selected 'Exhibit', but you can select other types and even add your own type (this will be explained later on).

The next step is to fill in the description of the selected discovery request in the field Description. For instance Letter of Mr. Jones to Mr. Jobs, dated 2 August 2012.

Step 3 is to select the level of numbering. As a default, LegalNumbering will apply one incremental number (i.e. Interrogatory 1, Interrogatory 2, Interrogatory 3). This means that each discovery request inserted with LegalNumbering will automatically get a new incremental number. This is shown in the screenshot on side, where within the field First number, the checkbox 'Next number'  is selected.  Within the field 'Second number', the checkbox 'No' is selected.

 

With LegalNumering you can also easily insert a second level of numbering within you discovery requests, for example Interrogatory 2(a), Interrogatory 2(b) etc.

Select in the field First number the checkbox Next number. Select in the field Second number the checkbox Yes. By doing so, an Exhibit 1(a) will be inserted.  The field 'Preview' shows you how the discovery request will be numbered.

To add a new discovery request with the incremental number 1(b), select the checkbox 'Yes' in the field 'Second number'. However, within the field 'First number' you must select the checkbox 'Repeat same number (second number increases)'. This will insert a discovery request numbered 1(b).

Finally, you can also add a prefix and a suffix to your discovery requests. For instance the prefix 'See' resulting in the Interrogatory being inserted as 'See Interrogatory 1'.

If you are done with filling the fields, just click on Insert.  The discovery request will be inserted in the Microsoft Word document.

Customizong types of discovery requests

The tab 'Types' allows you to simply add, edit and delete any types of discovery requests and customise their formatting.

To add any type of discovery request just click on 'Add'. An empty row will be displayed. Put the cursor in that row and start typing, e.g. Trial Exhibit or any other word(s) you wish. Then decide how this type of discovery request will look like (the numbering, separator and formatting like 1,2,3 / a,b,c / A,B,C, /First, Second, Third, etc.),

If you are happy with the result, just click on Save to insert the new type of discovery request. For editing an existing type you follow the same procedure and click on Save too.

If you want to delete an existing type, just select the row of the type of discovery request you want to delete. Click on Delete. This action cannot be undone.

To exit this screen click on Insert or Close.

Additional features of LegalNumbering

Clicking on the lower part of the button Insert Word numbering opens a drop-down list allowing you to add, edit, remove items, goto their descriptions, restart numbering, edit the table of contents and insert cross-references.

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This is how the drop-down list looks like and each item will be explained below:

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Add item

Clicking on Add item gives the same result as clicking on the upper part of the button 'Insert Word numbering'. It opens the Word-numbering dialogue screen and you can add a discovery request.

Edit

Edit allows you to edit the discovery requests inserted with LegalNumbering. For example, you have the following discovery requests: Interrogatory 1, Interrogatory 2, Interrogatory 3 and Interrogatory 4 and you want to change this order by renumbering 2 into 2a, 3 into 2b and 4 into 3.

To do so, put the insertion point in Interrogatory 2 and click on Edit item. This opens the Insert Numbered Word dialogue screen. Select Yes in the section Second number.  Interrogatory 2 will change into Interrogatory 2a.

Then, put the insertion point in  Interrogatory 3 and press Edit item.

This again opens the dialogue screen for inserting numbered words. Select Yes in the section Second number and select Repeat same number in First Number. Interrogatory 3 is changed into Interrogatory 2b. You do not have to edit Interrogatory 4 because it is already automatically renumbered into Interrogatory  3.

 

Remove

You can remove a numbered word in two ways: manually or by using the option Remove.  If you want to manually delete a numbered word by for instance deleting a whole paragraph remember to refresh the table of contents (how to do this will be explained in detail within the heading 'Refresh Table(s) of Contents).

Removing a numbered word with the option Remove is easy and you will not have to refresh the Table of Contents as this will be done automatically for you. Just follow these two steps:

Step 1: Put the insertion point on the numbered word you want to remove

Step 2: Select Remove from the drop-down list

LegalNumbering will delete the numbered word and automatically update the Table of Contents. One important remark here: you cannot undo this, so be careful with using the remove-feature.

Note: do not remove LegalNumbering cross-references with the option Remove! Do this by deleting the LegalNumbering cross-references in the text by selecting it or deleting a paragraph. If you have deleted paragraphs and your cross-references refer to discovery requests that are renumbered or removed, then this will show with an error marking in the text and Table of Contents. This allows you to quickly spot incorrect cross-references and edit them.

Goto description & Navigate

It is easy to navigate to and change the description of a inserted discovery request or any other numbered word.

One way is to do so is to go to the Table of Contents and change the description in the table of contents.

Another way is to go to directly to the inserted discovery request (e.g. Interrogation 2),  put the insertion point in the number and select Goto description from the drop-down list of the lower part of the button 'Insert Word numbering'.

You can also quickly navigate from the Table of Contents to a discovery request by putting the insertion point in the number of the discovery request and following the link.

Restart numbering

If you work in a document which is a continuation of another document, you might want the numbering to start the numbering of your discovery requests at another value than the default value 1. LegalNumbering makes this easy.

To do so, put the insertion point in the discovery request and select Restart numbering. You will be prompted to insert a numeric value for the restart (digits not letters). Just insert this, click on OK and the numbering will be restarted.

If you have accidentally restarted the numbering, you can undo this restart by selecting the option Remove restart numbering. The numbering will be restored to 1, if this is the first numbered word in the document. If the document has already 7 numbered words in it, and the insertion point is at the 8th numbered word, then LegalNumbering-restart will assign the number 8 to the numbered word.

Table of Contents and Refresh 

LegalNumbering automatically creates a Table of Contents for each type of inserted numbered words. A document with multiple types of discovery requests such as Interrogatory, Request for Production and Request for Admission will display three Tables of Contents, for each type one. This is a regular Microsoft Word table, which you can format as you wish or even delete (without deleting the inserted autonumbered discovery requests).

Remember to Refresh the Tables of Contents when you intersperse or delete autonumbered discovery requests. Simply click on the lower part of the button 'Insert Word numbering, scroll to Table of Contents and click on the option 'Refresh Tables of Content'.

Cross-references and LegalNumbering

Cross-references to numbered paragraphs is a very powerful feature of Microsoft Word. LegalNumbering allows the user to create cross-references to autonumbered discovery requests and other types of numbered words. This means that even if the numbering of for instance your autonumbered Interrogatory changes, the cross-references to it will change as well!

The first step to insert a cross reference to an autonumbered  word is to put the insertion point on the exact place in the document where you want to make a cross reference to.

The second step is to click on the lower part of the button 'Insert Word numbering' to select from the drop-down list within Cross References the option Insert Cross-references.

Need more support?

We developed LegalNumbering with the idea that it should be a simple add-on, that can be used by any type of Microsoft Word-user (inexperienced or proficient). Please let us know if you need more help to understand its features. Just email us and we will do our utmost to help you.