Category Archives for "CTA – AutoNum"

6 How to autonumber exhibits with the SEQ field

A reader came to me recently with a dilemma: He needed to create a document that had lettered exhibits sprinkled throughout, in a format that looked like this:

Example of autonumbered exhibit reference using SEQ field

Okay, so far, so good. Autonumbering I can handle.

But here was his other requirement: He wanted to be able to generate a list of the exhibits at the end of the document (including the description of the exhibits as shown above) so his assistant would know what documents to gather and attach.

At first, I proposed making the list at the bottom of the document first, then cross-referencing within the document. But he countered that the exhibits within the document would be dynamic. In other words, he might be adding or subtracting exhibits within the document, so they needed to autonumber within the document itself.

That's another wrinkle.

I had to think about this one for a bit. It's not impossible (in fact, it's not even really all that hard), but it does require deploying several techniques:

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31 Reader Question: How to automatically number your discovery requests … in 5 keystrokes

If your law firm does litigation work, you’ve probably prepared lots of discovery. And you may have wondered if there’s any way you can (a) avoid typing the phrase “Interrogatory No. X” in Microsoft Word over and over again and (b) get that X to be an automatically incrementing number.

If so, the answer is, yes, you can!

One of the reasons I love reader questions is that the best ones get me flipping through my reference books, scouring the Internet, and testing, testing, testing, trying to find a solution to a problem I’ve been wondering about myself (but never got around to examining).

Such was the case with this reader question:

I’ve been searching for the best way to create auto numbering for discovery requests: dare I say in WordPerfect I had the most amazing macros that used “counter” and creating a set of discovery was a snap. I’ve struggled to find something workable in Word. Some people use Discovery Request No. X – Interrogatory; others use Interrogatories No. X, Requests for Production No. X, Requests for Admission No. X throughout a set of discovery. There has to be a way to do this in Word, and I’ve tried several different approaches, none of which worked out that well. Would you please steer me in the right direction? Thanks very, very much.

I tossed back a rather glib answer about using the AutoNumLgl field code to number the discovery requests, and she threw in this little wrinkle: her attorneys like to play mix-and-match with their discovery. In other words, they may put in a couple of interrogatories, then throw in a related request for production, then another interrogatory, then a request for admission that’s related to that interrogatory.

Um. Okay. So they’re going to need three numbering sequences operating independently. Back to the drawing board.

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How one Legal Office Guru reader is using my SEQ autonumbering technique

I’m always gratified when a solution I’ve come up with (and published) is helping people in the “real world” (as opposed to … what? ?). Sometimes, I find out about it when readers email me to tell me how they’re using a solution in their office. But occasionally, I see increased traffic “click over” from another site and follow the referring link to see what’s going on.

It was the latter scenario that brought this blog post to my attention:

http:\www.remedialactionlawblog.com\making-numbering-interrogatories-and-requests-for-productionadmission-easy-with-video\

I especially liked three things about this person’s deployment of my “how to autonumber interrogatories using the SEQ field” technique:

  • It updates the technique for Word 2013 users (the original tutorial was published in 2012);
  • The blogger has deployed this throughout his firm using a customized Building Blocks file; and
  • It has video!

So head on over to Remedial Action Law to check it out!

(Post image: © Iqoncept | Dreamstime.comWork Smarter Not Harder Arrow Target Goal Effective Efficient Pr Photo)

7 Automatic numbering makes exhibit dividers easy

While I've covered how to use the Bullets and Numbers feature in Word extensively elsewhere (that required multiple video tutorials to be really effective), you may find you need to create a series of numbers not related to paragraphs or headings.  Here is a quick and easy way to embed automatic numbering you may not have thought of:

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