Lexis
®
for Microsoft
®
Office
i
Contents
About Lexis
®
for Microsoft
®
Office.................................................................................................................................... 1
About Lexis
®
for Microsoft
®
Office.....................................................................................................................................1
How do I set or change the client ID?..............................................................................................................................2
Contacting LexisNexis®.....................................................................................................................................................3
Getting Help While Using Lexis
®
for Microsoft
®
Office......................................................................................................4
Form a Help Search Query...............................................................................................................................................5
Searching Using Lexis
®
for Microsoft
®
Office.................................................................................................................. 7
How do I identify legal entities in my document?............................................................................................................. 7
How do I perform research from within my document?....................................................................................................8
How do I launch and search Lexis Advance® from my Microsoft® Word document?......................................................9
Work with Citations in Your Documents.........................................................................................................................10
How do I identify and view a report of citations in my document?................................................................................. 10
How do I verify that citations in my document are formatted correctly?.........................................................................12
Other Options Available in the Check Cite Format Pane............................................................................................... 14
How do I verify quotes I've used from cases I've cited are accurate?............................................................................16
How do I copy text from a case I'm viewing and paste it, with its citation, into my document?...................................... 18
How do I link citations in my document to their cases on Lexis Advance®?..................................................................19
How do I insert a Table of Authorities in my document?................................................................................................20
How do I remove citation metadata from the document?...............................................................................................22
How do I remove hyperlinks from the document?..........................................................................................................23
How do I print or email my citation format, quotation, or Table of Authorities reports?.................................................. 24
How do I insert a standard Microsoft Word Table of Contents in my document?...........................................................25
Search for Precedent.........................................................................................................................................................26
How do I view cases related to the document I'm drafting?...........................................................................................26
How do I view briefs, motions, or pleadings related to my document?.......................................................................... 27
How do I search for and use samples and forms?.........................................................................................................28
How do I use Lexis Practice Advisor® to either search for or browse available forms and documents?........................29
How do I complete an interactive form using Lexis Practice Advisor®?.........................................................................30
Working with Lexis Practice Advisor®............................................................................................................................31
About Lexis Practice Advisor®........................................................................................................................................31
How do I use Lexis Practice Advisor® to either search for or browse available forms and documents?........................32
How do I complete an interactive form using Lexis Practice Advisor®?.........................................................................33
How do I work with my Lexis Practice Advisor® results?...............................................................................................34
Working with Results........................................................................................................................................................ 35
How do I work with my search results list?.................................................................................................................... 35
How do I work with a document I'm viewing?................................................................................................................ 36
How do I work with my Lexis Practice Advisor® results?...............................................................................................37
How do I view my search results directly in Lexis Advance (and not the research pane)?............................................ 38
How do I deliver my Lexis for Microsoft Office® search results and documents?..........................................................39
How do I convert a PDF document to Microsoft Word format?......................................................................................40
Performing Proofreading Tasks....................................................................................................................................... 41
About Proofreading Your Document Using Microsystems EagleEye..............................................................................41
About Proofreading Your Document Using Microsystems Contract Companion............................................................ 42
How do I proofread my document?.................................................................................................................................43
Saving Work to Folders.................................................................................................................................................... 44