Append Cited Docs in Lexis for Microsoft Office

The Append Cited Docs feature in Lexis^® for Microsoft^® Office retrieves and adds all cited documents to an appendix at the end of your document. This feature meets certain court requirements to append all citations used in your document.

Note: The feature is not available when you are using Lexis for Microsoft Office through Office 365 or on a Mac. 

Appending Cited Docs
Updating the Appendix
Links

Appending Cited Docs 

Click the Append Cited Docs button in the LexisNexis^® ribbon.

Lexis for Microsoft Office retrieves all cited documents available on the Lexis^® service, adds an appendix to your document, and places all cited documents in that appendix. This process may take a few minutes depending on how many citations appear in your document.

You can select the font style and size used for the documents in the appendix. Go to Options > Append Cited Docs and 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.

During the retrieval process, a separate window opens with a list of any citations in your document that are not available on the Lexis service. Click OK to continue the retrieval process.

Once complete, the citations in your document are hyperlinks to the document in the appendix. Hover your cursor over the citation and left click to jump to that document in the appendix.
Note: You may have to press Ctrl while clicking to jump to the document.

Click the drop-down arrow under Append Cited Docs and click Back to cite on the LexisNexis^® ribbon to return to the location of the citation in your document.

Note: If you have cited to a table case, meaning a case with a hard copy citation that is on multiple cases, you see a message that the document cannot be added to the appendix.

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Updating the Appendix 

As you continue to draft your document, you can recreate the appendix to incorporate new citations or remove deleted citations.

Click Append Cited Docs in the LexisNexis^® ribbon to begin the updating process. Click Yes when prompted with the following message: You have already performed Append Cited Docs. Do you want to run Append Cited Docs again and replace the existing appendix in your document?
Note: This re-runs the Append Cited Docs process to re-create the full appendix in the document. This process may take a few minutes depending on how many citations appear in your document.

During the retrieval process, a separate window opens with a list of any citations in your document that are not available on the Lexis service. Click OK to continue the retrieval process.

Once complete, the citations in your document are hyperlinks to the document in the appendix. They are not highlighted and underlined in the document. Hover your cursor over the citation and left click to jump to that document in the appendix. Select Back to Cite under Append Cited Docs on the LexisNexis^® ribbon to return to the location of the citation in your document.

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Using Append Cited Docs with Prepare TOA, Update TOA, or Link to Cites  

The Append Cited Docs, Prepare TOA/Update TOA, and Link to Cites features in Lexis for Microsoft Office all create hyperlinks within your document to other places in your document or to documents on the Lexis service:

• Append Cited Docs - the citations in your document are links to the location of that document in the appendix.
• Prepare TOA/Update TOA - the page numbers in the TOA are links to the location of that citation in your document. For more information, see Table of Authorities in Lexis for Microsoft Office .
• Link to Cites - the citations in your document are links to that document on the Lexis service. For more information, see Link to Cites in Lexis for Microsoft Office .

Using one of the features after another feature may remove links. Lexis for Microsoft Office prompts you with a warning and guidance about adding the links again.

This happens when you do any of the following:

• After using Append Cited Docs, if you use the Prepare TOA/Update TOA feature, the links created by Append Cited Docs are removed. The appendix is not removed. You can add those links again by re-running the Append Cited Docs feature.
• After using Append Cited Docs, if you use the Link to Cites feature, the links created by Append Cited Docs are removed. The appendix is not removed. You can add those links again by re-running the Append Cited Docs feature.
  Note: You cannot have links created by Append Cited Docs and Link to Cites in the same document.
• After using Link to Cites, if you use the Append Cited Docs feature, the links created by Link to Cites are removed. You can add those links again by re-running the Link to Cites feature. The appendix created is not removed.
  Note: You cannot have links created by Append Cited Docs and Link to Cites in the same document.

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