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LAWTEL PRECEDENTS USER GUIDE 0800 018 9797 [email protected] lawtel.com 5. HOUSE STYLE TOOL The House Style tool allows a nominated subscriber in a firm (the Super Subscriber) to set the firm’s house style by choosing from a series of options. The font, size and style can be set for the body text of the precedent, and the precedent and clause titles. There are options to include page numbers and also the company logo, so that it always appears on the front page of the precedent. When House Style has been set, any precedent that is downloaded will appear as an RTF (Rich Text Format) document in that style. Select House Style from the top navigation toolbar to check which template you would like to use. If you are unsure, tick the Always use Super Subscriber House Style box. Alternatively, tick the name of the template and select Save default House Style to ensure all your downloaded documents reflect your choice. If you are a Super Subscriber you have the option to create up to five House Style templates for your organisation. Setting up templates is quick and easy, you can tailor each template to particular departments or business needs. Preview the style throughout as you choose your preferred settings. 6. MY FAVOURITE PRECEDENTS By clicking the Add to My Favourite Precedents link within a precedent, a bookmark link will be created. Once the bookmark link has been created, rename the precedent and add a note. Sign up to be alerted by email when that precedent has been amended. Access your bookmarked precedents quickly and easily by clicking My Favourites from the top navigation toolbar. 7. ALERTS New and amended precedents New precedents and clauses are published periodically, and will be amended as and when the law changes. To ensure you always have the most up-to-date versions, sign up to receive an email to alert you when any content has been added to the service. 8. DELIVERY OPTIONS Download / Print Precedents can be downloaded as an RTF document and saved to your computer then edited or printed. If your firm has set up the House Style tool, then any precedent downloaded will appear in the selected House Style. Precedents can be downloaded from the search results page or from the actual document. To download a full precedent, click the Download Precedent icon at the top of the page. To print the document, use your word processing tools, such as the print icon in Microsoft Word. Email Email precedents straight to your inbox by clicking the Email Precedent icon at the top of the precedent. Precedents can be emailed from the search results page or from the actual document. FOR BEST RESULTS: Set up your firm’s house style using the House Style Toolkit. Use the Select clause prior to download option to remove optional clauses, and your document will then be downloaded in your House Style and automatically renumbered. Don’t forget to update any cross-references in Word. The font, size and style can be set for the body text of the precedent, and the precedent and clause titles Preview your house style Click here to email the precedent Rename precedent and add notes Sign up for email alerts

LAWTEL PRECEDENTS USER GUIDEprecedents.lawtel.com/pods/base/pdf/lawtel09_precedents...LAWTEL PRECEDENTS USER GUIDE 0800 018 9797 [email protected] lawtel.com 5. HOUSE STYLE TOOL

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Page 1: LAWTEL PRECEDENTS USER GUIDEprecedents.lawtel.com/pods/base/pdf/lawtel09_precedents...LAWTEL PRECEDENTS USER GUIDE 0800 018 9797 helpdesk@lawtel.com lawtel.com 5. HOUSE STYLE TOOL

LAWTEL PRECEDENTSUSER GUIDE

0800 018 9797

[email protected]

lawtel.com

5. HOUSE STYLE TOOLThe House Style tool allows a nominated subscriber in a firm (the SuperSubscriber) to set the firm’s house style by choosing from a series ofoptions. The font, size and style can be set for the body text of theprecedent, and the precedent and clause titles. There are options toinclude page numbers and also the company logo, so that it alwaysappears on the front page of the precedent.

When House Style has been set, any precedent that is downloadedwill appear as an RTF (Rich Text Format) document in that style.

Select House Style from the top navigation toolbar to check whichtemplate you would like to use. If you are unsure, tick the Always useSuper Subscriber House Style box.

Alternatively, tick the name of the template and select Save defaultHouse Style to ensure all your downloaded documents reflect your choice.

If you are a Super Subscriber you have the option to create up to fiveHouse Style templates for your organisation. Setting up templates isquick and easy, you can tailor each template to particular departmentsor business needs. Preview the style throughout as you choose yourpreferred settings.

6. MY FAVOURITE PRECEDENTSBy clicking the Add to My Favourite Precedents link within a precedent,a bookmark link will be created.

Once the bookmark link has been created, rename the precedent andadd a note. Sign up to be alerted by email when that precedent hasbeen amended.

Access your bookmarked precedents quickly and easily by clickingMy Favourites from the top navigation toolbar.

7. ALERTSNew and amended precedentsNew precedents and clauses are published periodically, and will beamended as and when the law changes. To ensure you always have themost up-to-date versions, sign up to receive an email to alert you whenany content has been added to the service.

8. DELIVERY OPTIONSDownload / PrintPrecedents can be downloaded as an RTF document and saved toyour computer then edited or printed. If your firm has set up the HouseStyle tool, then any precedent downloaded will appear in the selectedHouse Style.

Precedents can be downloaded from the search results page or fromthe actual document. To download a full precedent, click the DownloadPrecedent icon at the top of the page. To print the document, use yourword processing tools, such as the print icon in Microsoft Word.

EmailEmail precedents straight to your inbox by clicking the Email Precedenticon at the top of the precedent.Precedents can be emailed fromthe search results page or fromthe actual document.

FOR BEST RESULTS:Set up your firm’s house style using the House Style Toolkit.Use the Select clause prior to download option to remove optionalclauses, and your document will then be downloaded in your HouseStyle and automatically renumbered.Don’t forget to update any cross-references in Word.

The font, size and style canbe set for the body text ofthe precedent, and theprecedent and clause titles

Preview your house style

Click here to email the precedent

Rename precedent andadd notes

Sign up for email alerts

Page 2: LAWTEL PRECEDENTS USER GUIDEprecedents.lawtel.com/pods/base/pdf/lawtel09_precedents...LAWTEL PRECEDENTS USER GUIDE 0800 018 9797 helpdesk@lawtel.com lawtel.com 5. HOUSE STYLE TOOL

1. ACCESS LAWTEL PRECEDENTS VIA www.lawtel.comClick Enter to take you to Lawtel Precedents.

Enter your username and password and click Login.Tick Remember Login to avoid logging in each time.

2. PRECEDENTS HOMEPAGEFrom the homepage you can perform a broad free text search thatwill search across the whole site. For a more detailed free text searchselect the solution you wish to search from the horizontal greentoolbar. From the homepage you can also browse for precedentseither by Title or by Category.

3. SEARCH AND BROWSEBy selecting a solution tab you will be able to search and browseacross that practice area. Perform either a broad free text search, or anadvanced focused search using additional criteria such as keywords.

A Free text searchingIf a broader search is required, then the free text search box should beused. To view your search results click the relevant precedent title.Clicking on a particular clause will skip straight to the individualclause selected.

B Advanced searchingTo conduct an advanced focused search use the precedent title, clausetitle, precedent keyword and clause keyword fields. Click the relevantprecedent title to view your search results, then click on the resultfor a particular clause, which will skip straight to the individualclause selected.

C Browsing precedents by Title or CategoryIf you know the precedent you are looking for, select the appropriateletter in the alphabet list and browse the listed results.

Select to view the list as a PDF document, should you wish to save,email or print the list.

Precedents can also be browsed by subject category. It’s easy tofind what you’re looking for, simply select the Category link withinthe browse box.

To see the categories listed together, simply click the Collapse All link.To view the entire contents select Expand All.

From this page select to view the individual precedent by clickingon the title of the precedent. General commentary for each subjectcategory is available by clicking on the Supporting Information*link. Select the Print this page link to print out the full precedentslist by category.

*This functionality is not available for our Employment solution.

4. USING PRECEDENTS DOCUMENTSOnce you have opened a precedent, click on any of the links in the leftnavigation panel to go directly to that part of the document. The areaon the document will be highlighted.

Click on the Drafting Guide link to access expert guidance specific tothe precedent.

To view guidancerelating to a specificclause, click on thepurple D icon next tothe clause.

Supporting Information*Click on the Supporting Information link from the left navigationpanel to view the additional supporting commentary for the category.Select the particular commentary you wish to view and click Back toPrecedent to return to the full precedent document.

Supporting Information can also be accessed from the Browse byCategory page.

To print the Supporting Information for a category, click the Print thispage icon.

*This functionality is not available for our Employment solution.

View full screenChoose to hide/show the left navigation panel in order to viewthe precedent in full screen.

To hide simply click the minus symbol. Select the plus symbol toreturn to the default view.

Selecting ClausesThere are three ways to select clauses for your final document.

1 Edit post downloadTo edit the full document yourself entirely in Word, simply downloadthe full document by marking the Select Clauses checkbox. This willexport your document to Word with all clauses included. Should youthen delete a clause in Word, the document will automatically renumberto reflect your changes. For the Employment solution, click on theDownload Precedent link from the top right-hand side of the screen.

2 Select clauses prior to download*To select the relevant clauses to include in your downloaded documentuse the Select Clauses checkbox at the top of the page. Then click onthe individual checkboxes against each clause to de-select, or selectthe clauses for inclusion into your final downloaded document.

3 Select individual clauses for download*To download individual clauses separately to form your own clausebank (which you could use to cut and paste into your main document),simply mark the Select Clauses checkbox, and click De-Select Allclauses. Then select the clause(s) you wish to download and proceed.

To finalise your renumbered document the cross-referencing can beupdated simply and quickly in Word. Highlight all of the text bychoosing Edit in the top menu and Select All. Your entire documentwill then be highlighted.

TOP TIP:To update your cross-referencing quickly you can use simpleshortcuts in Word.Ctrl-A: to select all the textF9: to update fields

Move your cursor over a cross-reference hyperlink and right-clickonce on your mouse, a series of options will be displayed. Choose UpdateField and this will update all cross-references simultaneously. If you donot opt to Select All initially, it will only update an individual reference.

*This functionality is not available for our Employment solution.

Browse by Title or Category

View Supporting Information Print this page

Free text searchSpecific solution tabs

C A

B

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