Learn MS Word Legal-Marking Strategy For Table of Authorities and Index of Terms

Marking Strategy For Table of Authorities and Index of Terms 

This scenario will come up again and again.   You want to know how certain things affect the outcome of your completed Table of Authorities or Index of Terms to better control the outcome.  We don't want to manually manipulate the completed TOA or Index of Terms with Direct Formatting because as soon as it is rerun, you will be back to square 1.  Let's look at two scenarios

Scenario 1.  Attorney wants Defined Terms Bold and/or Underscored.  They do not want the Bold or Underscore in the completed Index of Terms.

Ans: Mark your Defined Terms first followed by applying your Bold and/or Underscore attribute using a Character Style.  Using the Character Style, will give you more control over the attribute because you can remove it and easily reapply the Bold or Underscore through simple Modification.

Scenario 2:

Attorney wants the cases of the Table of Authorities to be Underscored or Italicized within the text but not to be carried over to the TOA.

Ans:  Mark the Table of Authorities First followed by Underscoring or Italicizing the case name using a Character Style.

Keep this in mind next time you work on a Litigation Document.  What does your finished TOA and Index look like and what is the attorney preference in terms of the look of the completed TOA and Index.

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