Chapter: Administration
Precedents
Word documents can be created from the Precedents database. The idea is that you find the precedent you want, and with it highlighted in the view, create a new Word document by clicking the Word icon on the left hand side of the view, or clicking the button at the top of the index view). The word document will use the precedent that you highlighted.
It is very easy to insert a precedent into your existing word document. Simply highlight the precedent you want, then click the "Insert" button (or press Alt+A+I). Make sure the cursor in Word is located where you want the text to be inserted.
Inserting is quick and easy, but you do not get the page layout in this way. The best example is a DOLA or Family Law form. If you use the insert button for these documents, the formatting will be wrong. With this type of document create your Notes document based on the precedent as described above.
Updating and indexing precedents
It is very important to keep the precedents updated. Most staff have editor access to this database, so it is important that care be exercised in updating and editing precedents and indexing them.
As to indexing minimise the use of the "index" field. The main category, the sub category and description all appear in the index. You do not have to have a sub category. In most cases there is no need for you to put words in the index.
creating new precedents
The quickest way to create the precedent is to use the "Save as precedent in Notes" option in the File menu in Word.
You must select a category from the options supplied. You cannot create your own. You do not have to have a sub category.
If you are converting an existing Notes document to a Precedent, be sure to open the document from Notes using the "View method.
Precedents for internal use - eg speed dial list
This type of document must be stored under the Category "ADMINISTRATION". You will find all the Articled Clerk papers under this heading.
Sub topic: Practice directions