Using WordPerfect's Legal Tools

In this chapter

•

Put together a table of contents for a lengthy

document.

•

Build a table of authorities or bibliography to

reference sources for the document.

•

Use the Document Map feature to navigate

through lengthy documents.

•

Use the Review Document feature to mark

each reviewer’s revisions and to allow the

author to accept or reject those revisions.

•

Compare two versions of a document and let

WordPerfect add revision marks automatically.

•

Use WordPerfect’s pleading experts to produce

pleading documents.

Using WordPerfect’s

Legal Tools

WordPerfect has always had legal-specific tools. In fact, during the early

days of PC-based word processors, WordPerfect dominated the market

by a large margin. The legal industry demanded a certain feature set,

and WordPerfect gave it to them. As time passed, and user requests

mounted, more and more tools were added. At one time, there was a

separate Law Office Edition that contained a collection of pleading tools

to simplify the process of preparing pleading documents. These plead-

ing tools have been incorporated into WordPerfect 12.

Most of the topics in this chapter are used extensively in the legal field,

but some of them, such as the Table of Contents and the Document

Map, are utilized on long documents that anyone might create.

Likewise, reviewing and marking up documents may sound like some-

thing only an attorney would do, but actually, anyone who collaborates

on documents and needs to be able to incorporate everyone’s changes

into one document will use the Document Review features.

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Creating a Table of Contents

A table of contents is a standard addition to long documents to make them easier to

navigate. In most cases, the table of contents contains a list of the headings and

subheadings in the document. You can have up to five different levels in a table of

contents, so you can actually include four levels below a main heading.

The steps to create a table of contents are simple:

1. Mark the entries.

2. Define the table.

3. Generate the table.

Also, before we get started, let me point out a

great timesaver that you will use throughout

this chapter. The Legal toolbar has buttons that

you can use to open dialog boxes. Instead of

three menu commands, you can click one but-

ton. To turn on the Legal toolbar, right-click the

WordPerfect toolbar, and then choose Legal from

the list.

Marking the Entries

When you mark an entry for a table of contents,

you are telling WordPerfect what you want to

appear in the table, as well as where you want it

to appear. All you have to do is select the text

and pick the level of the table where you want it

to appear. Let me give you an example: A main

heading would be Level 1, the first subheading

would be Level 2, the second subheading would

be Level 3, and so on. Figure 18.1 shows a three-

level table of contents.

To mark text for a table of contents

1. Locate the text that you want included in the table of contents.

2. Turn on Reveal Codes (V

iew, Reveal Codes or Alt+F3). This is important

because you don’t want to accidentally include codes that might affect the

way the entry looks in the text. A bold code, for example, would cause the

table of contents entry to appear bold.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

tip

You can eliminate the step

of marking your headings if

you use WordPerfect’s built-

in heading styles.

WordPerfect’s heading styles

have table of contents

marks built-in. Simply

apply the heading style Heading 1

to the main headings, Heading 2

to the first subheading, Heading 3

to the next subheading, and so

on. See “Using WordPerfect’s

Heading Styles” in Chapter 9,

“Using Styles for Consistency,” for

more information.

24 0789732424 CH18 7/2/04 11:09 AM Page 324

3. Using the mouse or the keyboard, select the text that you

want to appear.

4. Choose T

ools, Reference, Table of

Contents to open the Reference Tools dia-

log box (see Figure 18.2). You can also

click the Table of Contents button on

the Legal toolbar (right-click a toolbar,

and then choose Legal to view the Legal

Toolbar).

5. Click Mark 1

to mark the selected head-

ing for the top level in the table of con-

tents. WordPerfect inserts paired codes

around the heading to mark the text (see

Figure 18.3).

6. Continue selecting the headings, chapter

names, or sections of text that you want in

the table.

7. When you’re finished, choose C

lose to

exit the dialog box.

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

325

FIGURE 18.1

Each subheading

is indented

underneath the

higher

heading/sub-

heading.

Main heading is level 1

Subheading is level 2 Second subheading is level 3

You must be careful

when you mark entries

for a table of contents.

If you accidentally

include a font size code,

or an attribute code, the text in the

table will appear differently from

the rest of the entries. If you acci-

dentally included codes between

the

Mrk Txt T.O.C. codes, the best

thing to do is delete the codes, res-

elect the text, and mark the text

again.

caution

24 0789732424 CH18 7/2/04 11:09 AM Page 325

FIGURE 18.3

The pair of

Mark Text codes

surround the

text that you

want to appear

in the table of

contents.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

Click here to mark the text for Level 1

Legal toolbar

Ta ble of contents button

FIGURE 18.2

The Reference

Tools dialog box

can be anchored

to the top or

bottom of the

screen. Just click

and drag it to

where you want

to anchor it.

The Bold code is outside the table of contents codes

Codes to show what text should appear in the table of contents

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Defining the Table

That’s it! The hard part is over! Marking text definitely takes the most time—the rest

of the process will seem like a piece of cake! The next step to creating a table of con-

tents is defining the table—essentially, creating a blank page, typing a title, and

telling WordPerfect exactly where you want the table to start.

To define a table of contents

1. Create a blank page where you want the table of contents to appear.

2. Type

Table of Contents at the top of the page, and then adjust the font size if

you like. If you want to center the title, press Shift+F7 at the beginning of

the line.

3. Click (or press Enter a few times) where you want the first table of contents

entry to appear.

4. Choose T

ools, Reference, Table of Contents to open the Reference Tools

dialog box (refer back to Figure 18.2).

5. Choose D

efine to open the Define Table of Contents dialog box (see

Figure 18.4).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

327

FIGURE 18.4

Select the num-

ber of levels and

the format for

the entries in the

Define Table of

Contents dialog

box.

Type the number

of levels here

6. Type the number of levels (or click the spinner arrows) in the Number of

Levels box that you want to include in the table. When you do this, the dia-

log box will expand and show you how those levels will be formatted. Page

numbers can be used, or not. Dot leaders and parentheses can also be used to

separate the text from the page number.

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7. Choose OK to define the table. WordPerfect inserts a [Def Mark] code in the

document. You will see the message

<<Table of Contents will generate here>>

(see Figure 18.5). WordPerfect will remove that when you generate the table.

8. If you’re ready to generate the table, choose Gen

erate; otherwise, choose

lose to exit the dialog box.

9. In the Generate dialog box, click OK to generate the table.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.5

The dummy

text is replaced

by the actual

table of con-

tents when you

generate the

table.

That’s the quick way to set up a table of contents. If you are so inclined, you can

customize the table by selecting a different format for the entries. For example, you

might decide to format the first level entries with dot leader page numbers and the

second level entries with page numbers in parentheses. In the Define Table of

Contents dialog box, open the Position drop-down list next to each level and choose

the preferred format. Figure 18.6 shows the options for a five-level table of contents

with each of the five options chosen: no numbering, page number with text, page

number separated by parentheses, page number without dot leaders, and page

number with dot leaders.

Generating the Table

When you generate a table of contents, WordPerfect runs through the document

and grabs the text that you’ve marked for the table of contents. It inserts that text

into the table of contents page and adds the page number where the text was

found. WordPerfect does what you tell it to do so if the entries are incorrect, you will

need to go back through and review the entries between the

Mrk Txt T.O.C. codes.

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First level entry

Second level entry

Generate button

To generate the table

1. Choose T

ools, Reference, Table of Contents to open the Reference Tools

dialog box (refer back Figure 18.2).

2. Choose Gen

erate to display the Generate dialog box. You can also click the

Generate button on the Legal toolbar.

3. Choose OK. After a brief pause, the completed table of contents appears

onscreen (see Figure 18.7).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

329

FIGURE 18.6

Five different for-

mat options can

be applied to

five levels of a

table of con-

tents.

FIGURE 18.7

This table of

contents uses a

different page

numbering style

for the first and

second levels.

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Creating a Table of Authorities

A table of authorities is like a table of contents for a legal document. It lists the

authorities—which are the legal references to other cases, statutes, rules, citations,

regulations, amendments, and so on—that appear in a legal brief. Keep in mind

that you can use the Table of Authorities feature to create a bibliography for any

document that requires identification of sources.

The steps to create a table of authorities are almost identical to the steps to create a

table of contents. You mark the entry, define the table, and generate it. Authorities

are grouped into categories, so you end up marking entries for a certain category,

rather than a certain level. A table of authorities is divided into sections; each sec-

tion contains one category.

Let me give you an example: You are creating a table of authorities for a brief that

contains case citations, statutes, and amendments. The case citations will be in one

section, the statutes in another, and the amendments in a third section. There is no

limit to the number of sections you can define.

Before you start marking the text, take a minute to sketch out a rough draft of the

table (or bibliography) to get an idea of how many sections you will need and what

they will be called.

Marking the First Authority

When you mark an entry for a table of authorities, you are telling WordPerfect what

you want to appear in the table and where you want it to appear. The difference

between a table of authorities and a table of contents is how you mark the entries.

In most cases, the items you are including in a table of authorities appear several

times in the document. This is different from a table of contents, which have entries

that appear only once in the document.

For this reason, the marking method was reworked to make it easier to mark multi-

ple entries. The first time you mark an entry, you create what is called a “full form.”

Full form implies that this entry contains the text that you want to appear in the

table. The next time you mark this entry, you use what is called a “short form,”

which is an abbreviation for the full form. Marking the second and subsequent

entries is a breeze thanks to the short form. All it takes is three clicks to mark multi-

ple entries: one click in the text, one click to select the short form, and one click to

mark it.

To mark text for a table of authorities

1. Locate the text that you want included in the table of authorities. In addition

to the document text, you can mark entries in footnotes, endnotes, graphic

boxes, and captions.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

24 0789732424 CH18 7/2/04 11:09 AM Page 330

Type the short form Select the authority type

Ta ble of Authorities button

2. Turn on Reveal Codes (View, Reveal Codes or Alt+F3). This is important

because you don’t want to accidentally include codes that might affect the

way the entry looks in the text. A bold code, for example, would cause the

table of authorities entry to appear bold.

3. Using the mouse or the keyboard, select the text that you want to appear.

4. Choose T

ools, Reference, Table of Authorities to open the Reference

Tools dialog box (see Figure 18.8). If the Reference Tools dialog box is already

open, just click the Table of Authorities tab. Or, click the Table of

Authorities button on the Legal toolbar (right-click a toolbar and choose

Legal).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

331

FIGURE 18.8

The first time

you mark an

entry will take a

bit longer than

marking subse-

quent entries.

5. Either type a name or select an authority type in the Type drop-down list.

6. Edit the selected text in the Short F

orm text box, or just type a short abbre-

viation. You will use this shortcut to mark subsequent entries.

7. Choose Cr

eate. The Table of Authorities Full Form editing window appears

with the text that you selected for the entry (see Figure 18.9).

8. Edit the text so that it looks exactly the way you want it to appear in the fin-

ished table. You can add or remove font attributes, indent text, add returns,

and so on.

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9. When you are finished, click Close. A set of

ToA: Full Form codes are inserted around the

text. The code contains the section name

and the short form text, so you can review

entries in Reveal Codes.

Marking Subsequent Authorities

After you mark the first authority and define

exactly how you want it to appear in the table, you

can continue marking the other entries with the

short form. It’s very quick, so you will see how your

efforts to create the full forms pays off.

1. Move to the second occurrence of an author-

ity. Use the Find feature if your document is

long.

2. Click in the authority/text. Notice that you

don’t have to select it again.

3. Open the Reference Tools dialog box by

choosing T

ools, Reference, Table of

uthorities if it is not already open.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.9

When you cre-

ate a full form,

you can modify

the text so that

the entry in the

table differs

from the entry

in the text.

This is the text that will appear in the table

Click here when you are finished

If you later edit a table

of authorities entry, the

text in the full form won’t be

updated. You must update the

full form to update the entry. To

edit the full form, click the Edit

button in the Table of Authorities

tab of the Reference Tools dialog

box. Select the full form in the

list, and then choose OK. When

the Full Form Editing window

appears, make the necessary

changes, and then choose C

lose

to switch back to the document.

24 0789732424 CH18 7/2/04 11:09 AM Page 332

4. Open the Short Form drop-down list and choose the short form (see Figure

18.10). You can also type the short form in directly.

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

333

FIGURE 18.10

Marking with

the short forms is

quick. Just click

in the entry text

and choose a

short form from

the list.

5. Choose Mark. A ToA: Short Form code is

inserted in the authority text.

6. Continue marking the rest of the authori-

ties. Remember, you don’t have to select

the text to mark it with a short form.

7. When you’re finished, choose C

lose to

exit the dialog box.

Defining the Table

Just as you did for a table of contents, you have

to create a page for the table of authorities. You

probably want these entries on a page by them-

selves, with headings for each section. After you

define the sections, you will be ready to generate

the table.

To define a table of authorities

1. Create a blank page where you want the table of authorities to appear.

2. Type

Table of Authorities at the top of the page. Adjust the font size if you

like. If you want to center the title, press Shift+F7 at the beginning of the

line.

3. Click (or press Enter a few times) where you want to define the first table of

authorities section.

4. Type a title for the section and then move down to the next line.

tip

The last short form that

you used is shown in the

Sho

rt Form text box, so it’s

easy to continue marking

subsequent occurrences of

an authority. Just click in

the authority, and then

choose M

ark. You might also con-

sider using Find to quickly search

for and mark all the occurrences

of a particular authority.

24 0789732424 CH18 7/2/04 11:09 AM Page 333

5. If necessary, choose Tools, Reference, Table of Authorities to display the

Table of Authorities tab of the Reference Tools dialog box.

6. Choose D

efine to open the Define Table of Authorities dialog box (see

Figure 18.11).

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.11

When you

define a table of

authorities, you

have to define

where each sec-

tion will be

placed.

Select the section

you want to define

Default numbering

style

7. Select the section that you want to define from the list.

8. Choose I

nsert. You will see the dummy text

<<Table of Authorities will generate here >>.

That will be replaced with the table of

authorities when generated.

9. Repeat steps 4–8 to define the location of

each remaining section.

Generating the Table

When you’ve marked all the entries and defined

the location for each section’s entries, you’re ready

to generate the table. WordPerfect will search

through the document for each entry and place it

in the appropriate section of the table of authori-

ties along with the page number where the entry

was found.

You can customize the

format of a particular sec-

tion to meet stated guidelines.

Simply select the section in the

Define Table of Authorities dialog

box and choose E

dit. Make your

selections in the Edit Table of

Authorities dialog box.

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If you publish a document that contains a table of authorities to

PDF, WordPerfect will convert the marked headings

and subheadings into entries that display as

numbered bookmarks in the PDF document.

To generate the table

1. Choose T

ools, Reference, Table of

uthorities to display the Table of

Authorities options.

2. Choose Gen

erate (Ctrl+F9) to open the

Generate dialog box. You can also click

the Generate button on the Legal toolbar.

3. Click OK. After a moment, the completed

table of authorities appears onscreen (see

Figure 18.12).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

335

FIGURE 18.12

In a table of

authorities, the

entries are

organized into

categories.

Statutes have underlined page numbers

Generate button

If you’ve accidentally

typed a short form incor-

rectly, or if you have a

short form that doesn’t

have a corresponding full

form, you will get an error message

when you generate the table. The

problem entry will be preceded by

an asterisk in the first section of the

table so that you can see which

entries need repair. If an incorrect

short form has been used, delete

the short form code and reinsert it.

If the full form is missing, find the

first occurrence of the authority,

delete the full form, and then re-

create it.

caution

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Using Document Map to Navigate

Long Documents

The Document Map, a feature first introduced in WordPerfect 11, is the perfect com-

panion to the table of contents and table of authorities features. Document Map

builds a roadmap of your document using table of contents, table of authorities, or

index markers. You can then navigate through the document by clicking the entries

in the document map.

To display the document map

1. Open a document that contains markers for either a table of contents, table

of authorities, or an index.

2. Choose V

iew, Document Map (Alt+Shift+M)to display the document

map. You can click a marker in the list to jump to that text in the document

(see Figure 18.13).

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.13

The Document

Map offers a

convenient

method to navi-

gate through a

lengthy docu-

ment.

Select the type of marker you want to use

3. If necessary, choose a marker type from the Reference Markers list box to

display only specific entries.

24 0789732424 CH18 7/2/04 11:09 AM Page 336

4. If you prefer a tree view, click the Turn On

Tree View button.

5. If you make any changes to the reference

markers, click the Refresh the Document

Map button to update the document map.

Reviewing Documents

The Internet has become the world’s virtual post

office—it seems as though everyone has an email

address. Collaborating with people all over the

world is as simple as attaching a file to an email

message and distributing it. It’s when you get a

handful of people working on the same document

that keeping track of revisions becomes a

nightmare.

The Document Review feature can be used by both

reviewers and the document’s author. First a

reviewer uses Document Review to insert revisions.

Then, you (as the author) use the Document

Review feature to locate every revision, no matter

how small. Each reviewer has a unique color, so

revisions can be traced back to the person who

made it. You (as the author) can accept or reject

each individual change because you retain the ulti-

mate control over the document.

Making Comments as a Reviewer

When someone sends a document to you for com-

ments, you are considered the reviewer. You will

have your own color, so your changes will be

shown in a different color than the rest of the text. This way, your changes can eas-

ily be distinguished from those other reviewers.

To review a document

1. Choose F

ile, Document, Review to display the Review Document dialog

box (see Figure 18.14).

2. Choose R

eviewer. A Reviewer property bar appears at the top of the docu-

ment (see Figure 18.15).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

337

Anyone who is using a

“light” version of

WordPerfect can stop here. In

order to provide an economical

choice to budget-minded con-

sumers, some of the advanced fea-

tures were removed—specifically,

the Review Document feature, the

Document Compare feature, and

the legal tools, which are covered

in the rest of this chapter. If you

need these features, take advan-

tage of the upgrade pricing to

upgrade to the Standard or

Professional version of

WordPerfect Office 12.

If a document has already been

saved with revision marks, the

Review Document dialog box

appears automatically when you

open the document. Choose

Cancel if you don’t want to use

Document Review.

24 0789732424 CH18 7/2/04 11:09 AM Page 337

FIGURE 18.15

Your unique user

color is shown

on the Set Color

button on the

Reviewer prop-

erty bar.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.14

You can use the

Document

Review feature

as the author or

as a reviewer.

3. You might see a dialog box that asks for

your username and user initials. Go ahead

and type your name and initials, and then

choose OK.

4. (Optional) If you want to change your color,

click the Set Color button and then choose

another color from the palette.

5. Make your revisions to the document. If you

insert text, it appears in your user color.

Deleted text appears in your user color with a

line running through it to indicate deleted text.

6. When you’re finished, click the C

lose button on the Reviewer property bar.

List of other reviewers

Change your user color

Click here when you’re done

You can edit revisions

made by other reviewers,

but you can’t edit text that has

been deleted by another reviewer.

The only way to release that text

is to review the document as the

author and reject the deletion.

Also, you can review a document

as the author, even if you aren’t

the true author. The Reviewer and

Author options are just two ways

to use the feature.

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Responding to Comments as the Author

As the document’s author, you have complete control over which revisions are made

and which are discarded. As you review a document, each revision is selected. You

can accept or reject each change individually, or you can accept or reject all the

changes at once.

To review a document as the author

1. With the reviewed document open, choose F

ile, Document, Review.

2. In the Document Review dialog box, choose A

uthor. The property bar you

see now is different from the one you saw as a reviewer. This property bar

contains buttons for accepting and rejecting the revisions (see Figure 18.16).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

339

FIGURE 18.16

The Author

property bar has

different buttons

than the

Reviewer prop-

erty bar.

Revision marks

Select which revisions to view

Click here when you’re done

3. The first revision is automatically selected in the text. Use the following but-

tons on the Author property bar to review the document:

■ Show/Hide Margin Markers—Toggles the display of margin

markers on and off.

■ Display Annotations in Regular Text Color—Turns off the dis-

play of the reviewer colors.

■ Go to Previous Annotation—Jumps to the previous revision.

24 0789732424 CH18 7/2/04 11:09 AM Page 339

■ Go to Next Annotation—Jumps to the next revision.

■ Insert Current Annotation in the Document—Accepts the revi-

sion.

■ Insert All Annotations in Document—Accepts all revisions at

once.

■ Delete Current Annotation—Rejects the revision.

■ Delete All Annotations—Rejects all revisions at once.

4. If you change your mind about a revision, click the Undo button to reverse

the action.

5. Click Close when you’re finished.

Here’s a situation that won’t amuse you when it happens. Let’s say that you are

reviewing a document, and, all of a sudden, your changes disappear. The revision

marks are gone, and your changes look just like regular text. What happened?

You’ve accidentally closed the property bar—in essence, turning off the Document

Review feature. This can also happen if you are reviewing the document as an

Author. Don’t panic; your changes are still there. Choose F

ile, Document, Review

and sign on as before.

Comparing Documents

Despite all the advantages that electronic file transfers

can bring, you might be reluctant to distribute your

documents electronically because of the possibility

of accidental (or intentional) changes being made

to the text. Even if you instruct someone to review

the document using Document Review, there is no

guarantee that she will do it. Only by comparing

the reviewed document to the original can you be

sure that no unauthorized changes were made.

Highlighting Changes in a Document

Automatically

The Document Compare feature compares two

copies of a document and inserts revision marks for

you. If text has been added, it is displayed in

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

The Document

Compare feature is

designed to compare two docu-

ments in WordPerfect format. If

you try to compare documents in

two different formats, you will get

unpredictable results.

24 0789732424 CH18 7/2/04 11:09 AM Page 340

redline; if text has been deleted, it is copied back into the document as strikeout text.

Redline text can appear differently when printed, but onscreen the text is red.

Strikeout text has a line through the middle of it.

To compare two documents

1. Open the reviewed copy of the document.

2. Choose F

ile, Document, Compare or click the Document Compare but-

ton on the Legal toolbar. The Compare Documents dialog box appears (see

Figure 18.17).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

341

FIGURE 18.17

You can opt to

insert revision

marks, and then

switch to review-

ing the docu-

ment as the

author.

3. The name of the open document is shown in the With text box. Type the

name of the original copy of the document, or click the Files icon to browse

for it.

4. Choose Compare/R

eview to compare the two documents, and then review

the document as the author, or choose C

ompare Only to compare the two

documents and insert revision marks.

When the comparison is complete, a Document Compare Summary page is created

at the top of the document (see Figure 18.18). Scroll down past this page to read

through the document. Text that has been inserted is shown in red; text that has

been deleted appears with strikeout applied to the text.

Applying Redline and Strikeout Manually

If, for some reason, you prefer to insert revision marks manually, you can certainly

do so with font attributes. Both the redline and strikeout attribute can be applied to

sections of text.

To apply redline or strikeout manually

1. Select the text that you want to mark.

2. Choose For

mat, Font (F9) to open the Font dialog box (see Figure 18.19).

24 0789732424 CH18 7/2/04 11:09 AM Page 341

FIGURE 18.19

You can insert

revision marks

manually by

applying redline

and strikeout

attributes to

selected text.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.18

The summary

page gives you

a snapshot of

the differences

in the two docu-

ments.

Document Compare button

3. Place a check mark next to the Redline or Strikeout check box.

4. Choose OK.

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You can also use the Redline and Strikeout buttons on the Legal toolbar

to apply redline and strikeout to selected text.

Removing Revision Marks

Whether you use the Compare Document feature to insert revision marks or you do

it manually, you will be pleased to know that WordPerfect will strip out the revision

marks for you.

To remove revision marks in a document

1. Choose F

ile, Document, Remove Markings or click the Remove

Markings button on the Legal toolbar to dis-

play the Remove Markings dialog box (see

Figure 18.20).

2. Choose one of the options to remove the

redline/strikeout text.

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

343

FIGURE 18.20

WordPerfect can

remove redline

marks and

strikeout text in

one step.

Creating Pleading Documents

Strictly speaking, a pleading is every legal docu-

ment filed in a lawsuit, petition, motion, or hear-

ing. They set out the facts and legal arguments

which support that party’s position. Pleadings are

required by state or federal statutes and court rules

to be in a particular form and format: typed,

signed, and dated with the name of the court, title

and number of the case, and contact information

for the attorney or person acting for him/herself

included. In other words, pleading documents are

created for virtually every type of case and must

follow a strict set of formatting rules.

The Legal Tools—

Pleading Paper, the

Pleading Expert Designer, the

Pleading Expert Filler, and Publish

to EDGAR—are not installed dur-

ing a typical installation. If you

don’t have a Legal Tools option

on your Tools menu, they haven’t

been installed yet. Insert the CD

to run the Setup program.

Choose Change which program

features are installed, click the

plus sign next to WordPerfect

Office 12 (if necessary), and then

click the plus sign next to

WordPerfect. Click the button

next to WordPerfect Legal Tools

and choose This Feature Will Be

Installed on Local Hard Drive.

Choose N

ext, and then Begin.

Choose F

inish to close the

Wizard.

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WordPerfect’s pleading tools have evolved from

a simple macro to create pleading paper to a

full set of pleading creation experts that guide

you through the entire process. To accomplish

the first step of creating a pleading, you need to

create a case.

Creating and Editing Cases

Before you can start producing pleading docu-

ments, you have to set up the cases. New cases

can be created from scratch, or you can create

cases based on an existing case. When case infor-

mation changes, it’s a simple matter to update

the case.

To create a new case

1. Choose T

ools, Legal Tools, Pleading

Expert F

iller, or click the Pleading

Expert Filler button on the Legal toolbar.

The Pleading Expert Filler appears (see Figure 18.21).

344

ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

tip

If you just need to

whip up a quick pleading

document, you can do this

with a pleading macro. Either

click the Pleading button on

the Legal toolbar, or

choose T

ools, Macro,

lay (Alt+F10), and double-click

pleading.wcm in the list. Make

your selections in the Pleading

Paper dialog box, and then choose

OK to create the blank pleading

paper.

FIGURE 18.21

The Pleading

Expert Filler

walks you

through the

process of creat-

ing and editing

cases.

2. Choose Next to move to the Case Selection section (see Figure 18.22).

3. Enable the New

Case option and type a name for the case in the New Case

Name text box.

4. Choose N

ext to move to the Select Court section.

5. Select the pleading style that you want to use and type the judge’s

information.

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6. Choose Next to move to the Title & Case No. section.

7. Enter the relevant information here, and then choose N

ext to move to the

Parties section.

8. Select which parties are involved and enter the name(s) of the appellee(s) and

appellant(s).

9. Choose Next to move to the Attorneys & Firms section.

10. Enter the contact information for the attorney(s).

11. Choose Next, and then Finish. WordPerfect generates the pleading docu-

ment (see Figure 18.23).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

345

FIGURE 18.22

In the Case

Selection sec-

tion, you can

create new cases

and edit existing

cases.

Type a new case

name here

FIGURE 18.23

The completed

pleading docu-

ment has all the

information you

typed in, in the

correct places,

and in the

correct format.

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When you need to edit a case, you do so through the Pleading Expert Filler. Keep in

mind that you can create new cases based on existing cases. You will save yourself

some time entering the contact information.

To edit an existing case

1. Choose T

ools, Legal Tools, Pleading Expert Filler, or click the Pleading

Expert Filler button on the Legal toolbar. The Pleading Expert Filler appears

(refer back to Figure 18.21).

2. Choose N

ext, and then select the case you want to edit from the Existing

Cases list.

3. Choose Next to start working through the different sections, making your

changes as necessary.

All the steps necessary to complete a pleading are listed on the left side of the

Pleading Expert Filler. You can click any of the items in the list to jump to that par-

ticular section.

Creating and Editing Pleading Styles

The preceding steps illustrate the creation of a pleading document using one of the

two built-in styles. Specifically, Style 1 was used, with some modifications, to create

the document shown in Figure 18.23. You can create your own pleading styles and

select them from the list.

Creating your own custom pleading styles is a key piece of the puzzle, and it has

been completely automated to save you time. The Pleading Expert Designer walks

you through the entire process.

To create a new pleading style

1. Choose T

ools, Legal Tools, Pleading Expert Designer, or click the

Pleading Expert Designer button on the Legal toolbar. The Pleading

Expert Designer appears (see Figure 18.24).

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

FIGURE 18.24

The Pleading

Expert Designer

walks you

through the

process of creat-

ing your own

pleading styles.

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2. Choose Next to move to the Create/Edit Pleading section (see Figure 18.25).

CHAPTER 18 USING WORDPERFECT’S LEGAL TOOLS

347

FIGURE 18.25

Select a style to

edit, or type a

new style name

to create a new

style in the

Create/Edit

Pleading section.

Enable this option

Type a new style

name here

Built-in pleading styles

3. Follow the prompts in the Pleading Expert

Designer to complete the pleading style.

Notice that as you work, the preview win-

dow is updated to show you how your

pleading documents will look.

The new pleading styles that you create with the

Pleading Expert Designer show up in the Select

Court section of Pleading Expert Filler so that you

can select them when you create or edit cases.

Publishing Pleadings to EDGAR Format

Many courts are requiring electronic filing of plead-

ings. A standard format was developed—the

Electronic Data Gathering, Analysis, and Retrieval

(EDGAR) system format. In order to send a pleading

electronically, it must be in EDGAR format with the appropriate document header

file attached. WordPerfect will publish a pleading to EDGAR, but it’s up to you to cre-

ate the header file (in ASCII Text format).

To publish a pleading to EDGAR

1. With the pleading open, choose F

ile, Save As.

2. Type a name for the file in the File N

ame text box. This name should be dif-

ferent from the original pleading.

3. Open the File Ty

pe drop-down list and choose EDGAR.

4. Choose S

ave.

The steps to create a

pleading style are listed on

the left side of the Pleading

Expert Designer. If you are only

making a few changes, click any

step to go directly to it.

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If you save a document in EDGAR format, that

document cannot be restored to a WordPerfect

file. You will have to edit the original pleading

document and save it to EDGAR format again.

The good news is, that prevents multiple ver-

sions of a document: one in WordPerfect format

and another in EDGAR.

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ABSOLUTE BEGINNER’S GUIDE TO WORDPERFECT 12

tip

You can also save a

pleading in EDGAR format

with the EDGAR button on

the Legal toolbar. Clicking

the EDGAR button opens

the Save As dialog box

with the EDGAR format

already selected. Just type a new

name for the file and choose

Save.

The Absolute Minimum

In this chapter, you learned how to

■ Create a table of contents by marking the entries, defining the table, and

generating the table.

■ Create a table of authorities that lists the sources for a legal document or

research paper.

■ Turn on Document Map and navigate through complex documents by the

table of contents, table of authorities, or index markers.

■ Review a document and insert revision marks, and then review the document

as an author and either accept or reject revisions.

■ Compare two documents and add redline and strikeout text automatically

wherever a revision was made.

■ Create and edit cases, produce pleading documents, create and edit pleading

styles, and publish pleadings to EDGAR.

This is the last chapter. You made it all the way through! Congratulations! You are

now a confident, successful WordPerfect user.

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