Monday, September 12, 2016

Using Above/Below in Your Cross References

In general, a cross reference (under the References Tab) keeps track of a paragraph in terms of the Multilevel Outline Number currently sitting next to the paragraph that is being referenced.

If the referenced paragraph is moved or if paragraphs are added or removed that come before the referenced paragraph, the paragraph number in the Cross Reference should automatically readjust to reflect the new position of the referenced paragraph.  

1.  Sometimes the attorney will use the above/below feature in addition to the cross references.  Below, a typical cross reference.

Body text body text body text See Section 2.4 Insurance Agreement for more information.

2.  Depending on where you are in the document when you reference the paragraph will determine whether it is above or below the paragraph that is doing the referencing.

3.  To use the above/below feature, first bring in your cross reference.  Reference Type is "Numbered Item" and "Insert Reference To" should be set to "Paragraph".

See Section 2.4 Insurance Agreement for more information

4.  Place your cursor after the text of the cross reference (in this case the word "Agreement") and make sure there is at least 1 empty space.

5.  Go back into cross references, and under "Insert Reference To" change it to above/below.

6.  In the active listing below, choose the same paragraph number. In this article, we would choose Section 2.4.

7.  The cross reference should read See Section 2.4 Insurance Agreement above for more information.  Note that some people place the above/below directly after the 2.4 and some place it after the entire reference as we did in this article.

8.  The "2.4" and the word "above" should be grey if field shading is on and this cross reference will keep track of the current paragraph number next to the referenced paragraph and the position of the paragraph in relation to the paragraph that does the referencing.

www.advanceto.com

Using Above/Below in Your Cross References

In general, a cross reference (under the References Tab) keeps track of a paragraph in terms of the Multilevel Outline Number currently sitting next to the paragraph that is being referenced.

If the referenced paragraph is moved or if paragraphs are added or removed that come before the referenced paragraph, the paragraph number in the Cross Reference should automatically readjust to reflect the new position of the referenced paragraph.  

1.  Sometimes the attorney will use the above/below feature in addition to the cross references.  Below, a typical cross reference.

Body text body text body text See Section 2.4 Insurance Agreement for more information.

2.  Depending on where you are in the document when you reference the paragraph will determine whether it is above or below the paragraph that is doing the referencing.

3.  To use the above/below feature, first bring in your cross reference.  Reference Type is "Numbered Item" and "Insert Reference To" should be set to "Paragraph".

See Section 2.4 Insurance Agreement for more information

4.  Place your cursor after the text of the cross reference (in this case the word "Agreement") and make sure there is at least 1 empty space.

5.  Go back into cross references, and under "Insert Reference To" change it to above/below.

6.  In the active listing below, choose the same paragraph number. In this article, we would choose Section 2.4.

7.  The cross reference should read See Section 2.4 Insurance Agreement above for more information.  Note that some people place the above/below directly after the 2.4 and some place it after the entire reference as we did in this article.

8.  The "2.4" and the word "above" should be grey if field shading is on and this cross reference will keep track of the current paragraph number next to the referenced paragraph and the position of the paragraph in relation to the paragraph that does the referencing.

www.advanceto.com

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