Options in Lexis for Microsoft Office

In Lexis^® for Microsoft^® Office, click the Options button on the Lexis for Microsoft Office ribbon to access the following options:
 

Sign-in Settings PDF Conversions Practical Guidance Jurisdiction Link To Cites Table of Authorities Check Quotes Notifications

Analysis Tools Search Templates Get Cited Docs Citation Format Append Cited Docs Table of Contents

Note: The available options you see depend on your current Lexis for Microsoft Office and LexisNexis^® subscriptions. For more information about what is included in your subscription, contact your LexisNexis Account Representative.

Sign-in Settings 

The first time you access Lexis for Microsoft Office, you see a prompt for an ID and password. Use your Lexis^® or Lexis+^® ID and password.
Note: If you have never signed in to Lexis or Lexis+, go to Lexis (https://advance.lexis.com) or Lexis+ (https://plus.lexis.com) to complete the first time password strengthening.

After you sign in the first time, it places a cookie on your computer and authenticates seamlessly

If you need to reset your password, go to the Lexis or Lexis+ website and click Forgot your password?

If you need to sign out or change the ID and password saved in Lexis for Microsoft Office:

1. Click Settings & Help in the LexisNexis^® ribbon in Microsoft Word and click Options.
2. Click Sign-in settings.
3. Click Sign out.
4. If you need to sign in with a different ID, enter the ID and password and click Sign In.

Note: This does not appear in the Office 365 or Mac versions. If you are not signed in on those versions, click Get Started in the Lexis for Microsoft Office pane. If you are signed in and want to switch IDs, click the drop-down arrow to the right of Search and click Sign out.

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Analysis Tools 

The Find All options allow you to choose which items you want Lexis for Microsoft Office to highlight when you click the Find All button. For more information on this feature, see Find All in Lexis for Microsoft Office .

Take the following steps to select with items to highlight:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Analysis Tools.
3. Select the options you want to be highlighted when using Find All.
4. Click OK.

 

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PDF Conversions 

Lexis for Microsoft Office includes a tool that will convert a PDF into a Word document. Select Process document using OCR to use Optical Character Recognition (OCR) when converting the PDF as this will assist in converting scanned and image PDFs. For more information about the PDF converter, see PDF Converter .
  

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Search 

The Search option allows you to choose the content you see by default when you run a search in all sources through Lexis for Microsoft Office.

A Search of All Sources runs your search through the following content:

• Practical Guidance
• Lexis^®
• My Computer
• Work Folders
• Lexis^® Web
• Bing^®
• Google™

Note: Practical Guidance is only available when you subscribe to Practical Guidance. For additional information, see Using Practical Guidance in Lexis for Microsoft Office .

Take the following steps to select your default content:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Search.
3. Select the results you want as your default view.
   Note: If you select Practical Guidance or Lexis^®, select the content type to view from the drop-down list.
4. Click OK.

 

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Practical Guidance 

The Practical Guidance options allow you to choose which Practical Guidance modules to search when you use the Search Practical Guidance feature.

Note: This is only available if you currently subscribe to the Practical Guidance service. For additional information, see Using Practical Guidance in Lexis for Microsoft Office .

Take the following steps to select with items to highlight:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Practical Guidance.
3. Select the modules you want to search when using Practical Guidance.
4. Click OK.

 

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Forms 

 
The Forms options allow you to choose which Practical Guidance modules to search when you use the Forms feature.

Note: This is only available if you currently subscribe to the Practical Guidance service. For additional information, see Using Practical Guidance in Lexis for Microsoft Office .

Take the following steps to select with items to highlight:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Forms.
3. Select the Practical Guidance modules you want to search when using Forms.
4. Click OK.

 

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Jurisdiction 

The Jurisdiction used when searching the Lexis service automatically defaults to All Jurisdictions or Federal & State Cases Combined.

Take the following steps to change the jurisdiction:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Jurisdiction.
3. Select the jurisdiction from the Jurisdiction drop-down list.
4. Click OK.

Note: Preferences will take effect with the next search or action taken in Lexis for Microsoft Office.
 

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Get Cited Docs 

You can set the default view displayed, how Lexis for Microsoft Office creates hyperlinks, and how Shepard’s Signal™ Indicators are displayed when using the Get Cited Docs feature.

In the Show drop-down list, you can select how the citations initially appear in the LexisNexis^® right-hand pane. You can select one of the following:

• Cite by Cite - retrieves the documents and displays the results in full-text. You can navigate through the list going document by document.
• Citations List - see a list of all the citations. You can view the full-text by clicking the citation link.
• Citations with Context - see a list of all the citations along with some text from the document. You can view the full-text by clicking the citation link.

Under When creating hyperlinks for citations, you can select one of the following:

• Include full reference (parenthetical text, introductory signals) in the citation link
• Create additional separate hyperlinks for citations in parentheticals (introductory signals, explanatory parenthetical text not included)

 

When deciding which option to select, consider this example: see also Rubio, 613 F.3d at 1204-05 (assessing plaintiff's UCL claim for unfair conduct under only the first two tests).

Under Shepard’s Signal™ Indicators, you can choose to include the signal in your document. The signal always appears in the right-hand pane. When you include the signal in your document, you can also choose to only show negative treatment.

Take the following steps to change the view displayed when using Get Cited Docs:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Get Cited Docs.
3. Choose or select from the options explained above.
4. Click OK.

 

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Link To Cites 

You can select different options to control how the Link to Cites feature adds links to your document.

You can select one or more of the following options:

• Select how you want the link to appear:
  • Include full reference (parenthetical text, introductory signals) in the citation link; or
  • Create additional separate hyperlinks for citations in parentheticals (introductory signals, explanatory parenthetical text not included)
• Do not create hyperlinks for citations without full document match
• Create hyperlinks for Table of Authorities entries
  Note: When this option is selected, Lexis for Microsoft Office creates hyperlinks to all citations recognized by the Table of Authorities feature.

 

When deciding which option to select, consider this example: see also Rubio, 613 F.3d at 1204-05 (assessing plaintiff's UCL claim for unfair conduct under only the first two tests).

Take the following steps to set your link settings:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Link to Cites.
3. Choose or select from the options explained above.
4. Click OK.

 

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Citation Format 

The Citation Format options allow you to customize the formats Lexis for Microsoft Office uses when you use the Check Cite Format feature with the following options:

• The Format drop-down list allows you to choose to use The Bluebook^®, California, New York, Florida, Texas, Illinois, Washington, New Jersey, Pennsylvania, Michigan, or Ohio style manuals.
• Choose whether to use Underlined, Italicized, or Bold case names
• Determine whether you want to use the Id. format

Take the following steps to change the citation format used with Check Cite Format:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Get Cited Docs.
3. Choose or select any of the options explained above.
4. Click OK.

You can also select:

• Never use "Id." format in short form citations, and
• Include Shepard's Signal indicators in the Check Cite Format report. When you select this option, you can filter citations by Shepard's signal in the Check Cite Format dialog.

The following selections under Citation Format also impact your Table of Authorities. When you select either of the following, the citations in quotations or headings will not be included in your Table of Authorities:

• Do not format citations in quotations
• Exclude citations in document headings

 

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Table of Authorities 

You can select the options used for each Table of Authorities you prepare with Lexis for Microsoft Office through Options. You can also change the options on individual Tables of Authorities prepared for a document using Customize format while preparing your Tables of Authorities for a document. For additional information, see Table of Authorities .

Note: The Table of Authorities Options are not available on the Office 365 version. Not all formatting options are available when using Lexis for Microsoft Office on a Mac.

The following list includes the different options you can set as default choices for your Tables of Authorities:

• Highlight in my document all citations found for the Table of Authorities - after selecting this option, the citations in your document are highlighted when using the Prepare TOA and Update TOA features. If you select this option while the Prepare TOA or Update TOA feature is already open, close the Tables of Authorities window and relaunch the feature to see the highlighting. The highlighting is not permanent in your document and only appears while using Prepare TOA or Update TOA.
  Note: Citation highlighting with this option is not available in the Mac version.
  • Highlight citations brought in via Add Citation in a different color - after selecting this option, the citations in your document that you added to the Table of Authorities using Add Citation are highlighted in a different color. This option is only available when you have Highlight in my document all citations found for the Table of Authorities selected.
• Do not have the system automatically correct my citations when inserting them in the Table of Authorities - if not selected, the system automatically corrects citations based on the Check Cite Format recommendation.
• Table of Authorities Layout provides the following choices:
  • No category headings
  • Jurisdiction-specific - if your jurisdiction requires Tables of Authorities be formatted a specific way, you can select the jurisdiction to let Lexis for Microsoft Office automatically format the table so it is in compliance with the jurisdiction's rules.
  • Cases and statutes - include only cases and statutes in the Tables of Authorities. You can also select one of the following:
    •  Separate federal and state citations
    • Include a Rules heading
• Sorting Options provides the following choices:
  • Order of appearance or Alphabetic in the drop-down list.
  • Remove 'In re' and 'Ex parte' from case citations when sorting. This option only removes In re or Ex parte and uses the party name to determine the position when sorting.
• Content Options provides the following choices:
  • List citations mentioned in citing or quoting parentheticals separately to keep any references to citations in parenthesis separate from other citations.
  • Merge federal and state statutory citations referencing the same section but different subsections into one entry in the Table of Authorities
  • Exclude citations in document headings
    Note: Selecting this option also excludes citations located in document headings from your Check Cite Format report.
• Formatting Options provides the following choices:
  • Exclude a page break when inserting the Table of Authorities
  • Set the Page Number Format to "Continue from previous section" used with the page numbering format in Word to continue sequential page numbering even though you have section breaks in your document.
    Note: This option is not available in the Mac version.
  • Use passim for and the ability to select the number of page references. This choice inserts passim in place of page numbers in the Tables of Authorities inserted in your document, though you do not see this in the preview report in the LexisNexis pane.
  • Place party names on separate lines to separate the name from the citation in the Tables of Authorities.
  • Include "Pages" heading above the page number column to insert the word Pages above the page numbers in the top right of the document's Table of Authorities.
  • Align Table of Authorities with pleading line numbers to include line numbers that correspond to each line in the Tables of Authorities.
  • Create a Custom heading for overall Table of Authorities.
  • Select the font, font size, and font format for the Overall Table of Authorities heading, Individual category headings, and Entries. You can select the font size in .5 increments from the drop-down list or enter the font size you want to use.

Take the following steps to select the default format options:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 version, click the drop-down arrow to the right of Search and click Options.
2. Click Table of Authorities.
3. Change any of the options explained above.
4. Click OK.

A firm administrator can set the default table of authorities layout for the entire firm. If an individual user makes a change to the table of authorities layout, those changes apply only to the individual user. However, if the administrator re-launches the default the layout, the changes are overridden.  

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Append Cited Docs 

 
You can select the font style and size when added your cited documents to the appendix.

Note: This is not available when using Lexis for Microsoft Office in Office 365 (including those who are Mac users). You must have the Windows desktop version of Word software to use Append Cited Docs.

Select from the following:

• Use the font style and size already in my document at the point of insertion
• Use the font style and size chosen below
  Note: If you select this option, choose your font style and size from the drop-down lists. The drop-down lists are only active when this option is selected.

Take the following steps to select your Append Cited Docs option:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
2. Click Append Cited Docs.
3. Choose one of the options described above.
4. Click OK.

 

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Check Quotes 

The Check Quotes feature in Lexis for Microsoft Office checks quotes in your documents for accuracy and proper citation. Quotations in your document will be flagged if the text in your document does not match the language in the document you are citing for that quote.

If the only difference between your document and the source document is omitted text that you designate with ellipses, Lexis for Microsoft Office will flag that citation by default. If you would like those quotes marked correct, select that option in LexisNexis^® options.

Take the following steps to select your Check Quotes option:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Check Quotes.
3. Select Mark quotations as correct in the Check Quotes results list if the only issue is omitted text and ellipses have been used.
4. Click OK.

 

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Table of Contents 

You can add a Table of Contents button to the LexisNexis^® ribbon. This button provides quick access to the Microsoft Word Table of Contents feature for your convenience so you do not have to leave the LexisNexis^® ribbon.

More information and instructions for using the Microsoft Word Table of Contents feature can be found through Help in Microsoft Word.

Take the following steps to activate the Table of Contents button:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
2. Click Table of Contents.
3. Select Add Table of Contents button to Lexis^® for Microsoft^® Office ribbon.
4. Click OK.

Note: You cannot add the Table of Contents button when using Lexis for Microsoft Office in Office 365. You must have the full version of Word software to have the option to add Table of Contents to the LexisNexis^® ribbon.
 

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Notifications 

Lexis for Microsoft Office displays notifications to help or instruct you as you use the product. While viewing the notification, you can select Don't show this message again to turn off that notification.

If you decide you want to restore the notification, take the following steps to turn the notification on:

1. Click Options in the LexisNexis^® ribbon in Microsoft Word.
   Note: For the Office 365 and Mac versions, click the drop-down arrow to the right of Search and click Options.
2. Click Notifications.
3. Select Show notification to remove citation metadata and hyperlinks.
4. Click OK.

 

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