CalPleadings Reference Guide
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1 CalPleadings Reference Guide Setup Information for your Law Office and Attorneys... 2 Create a Pleading... 4 Attorney Address... 6 Adjusting Court Lines on Page 1 in Pleadings for Superior or District Court.. 7 Controlling Text in Footer of each page in pleadings in Superior and United States District Court... 8 Using the CalPleadings Toolbar in Pleadings Format Text in a Pleading Format Tools Adjust Alignment of Text Paragraphs below Caption Full Justify (aligned on both left and right margins) Left Align (not justified) Align Paragraph Text to Numbered Line Discovery Phrases Update Numbers after discovery phrases are moved or deleted Insert Discovery Phrases Copy Phrases Caption Tools Add Cross-Action Headings for Motions and Briefs Insert Sections for Table of Contents and Table of Authorities TABLE OF CONTENTS TABLE OF AUTHORITIES Word Automation 1010 University Avenue Suite 1570 San Diego, CA info@wordautomation.com Copyright WordAutomation CalPleadings Reference Guide Page 1
2 Setup Information for your Law Office and Attorneys 1. On the CalPleadings menu, choose Setup Law Office/Attorney Information 2. Enter the name, address, phone & fax numbers of your law office, as shown in this example: Click Next when finished. 3. Preview of the information you entered in Step 2 is displayed. Preview screen corresponds to the information shown at top of Page 1 of a pleading you create with CalPleadings, as shown in this example: Copyright WordAutomation CalPleadings Reference Guide Page 2
3 4. Select the style of Attorney Name and California State Bar Number. Click Next when finished. 5. Enter attorney name and State Bar Number, then click Add button. When finished adding information for attorneys, click Next. Copyright WordAutomation CalPleadings Reference Guide Page 3
4 6. Select parties you wish to be available for pleadings you will create with CalPleadings, as shown in this example: Click Finish button. Create a Pleading 1. On the CalPleadings menu, choose Create Pleading 2. Select Court for the pleading, and enter the County if pleading is for Superior Court. Instructions and examples are provided for pleadings in Superior Court. Copyright WordAutomation CalPleadings Reference Guide Page 4
5 3. Select attorney(s) for the pleading click dropdown arrow to list all attorneys entered in CalPleadings setup. Click Add to insert the Attorney name & state bar number Click Signed By to insert the Attorney name who will sign the pleading Click the dropdown arrow to select the party your law office represents for this pleading optional Enter the name of the party your law office represents Mary and Timothy Robinson Click Next when finished. 4. Enter information for caption area, as shown in this example: Mark Denton dba Denton Construction Company, CV A N S W E R T O C O M P L A I N T Mary and Timothy Robinson, Lake Park Homeowners Association, et al., You can add text to appear below the title, such as Hearing Date, Trial Date, Judge, etc. Click Finish to display the pleading. Copyright WordAutomation CalPleadings Reference Guide Page 5
6 5. Pleading appears: adjust position of Court & County text, depending on information that appears at top Standard position for court line is Line 8 delete or add blank lines above court text to align first line of court information Mary and Timothy Robinson Mark Denton dba Denton Construction, CV ANSWER TO COMPLAINT Mary and Timothy Robinson, et al., Position of first line of body text, below the caption, is determined by amount of text in and above the caption. To align body text to a numbered line insert or delete paragraphs below caption. Title of Pleading will automatically print in footer of each page. Attorney Address Enter text for address for each attorney listed, if needed. Some courts do not require this information, so if you want to delete this area just click on the field and press the DELETE key. You can enter the word if you wish to, and indent the address for additional attorney. Copyright WordAutomation CalPleadings Reference Guide Page 6
7 Adjusting Court Lines on Page 1 in Pleadings for Superior or District Court Note: In complex cases with multiple counsel, as shown in this example, the court text must appear below Line 8. Therefore, you can adjust the position of the court text and caption to any appropriate place. Just add or remove hard returns above court lines. You can adjust space after court lines add or delete hard returns. Copyright WordAutomation CalPleadings Reference Guide Page 7
8 Controlling Text in Footer of each page in pleadings in Superior and United States District Court Case Number and Title automatically appear in footer of each page Font Problems The font in the footer should be Times New Roman Above is shown an incorrect font mixed in with the correct Times New Roman font. There is a bug in Microsoft Word s footer that can cause a few characters to print the wrong font. You must delete the incorrect fonts in Windows. You cannot change the font in the text in the footer. Step 1: Exit completely out of Microsoft Word Step 2: Click START button, choose SETTINGS select CONTROL PANEL, choose FONTS Step 3: If the following fonts are listed click the right mouse button on the font name and choose Delete Arial Unicode Batang MS Mincho Shruti Copyright WordAutomation CalPleadings Reference Guide Page 8
9 Controlling Text in Footer of each page (continued) Case Number and Title are linked to fields in footer of each page Modify Text in the Title Since title text in the footer is in a field linked to title in the caption if you wish to change the text for the title in the footer, you must first delete the entire title in the footer. Then you can type new text you wish to appear as the title in the footer: REPLY MPA IN SUPPORT OF RESPONDENT S DEMURRER AND MOTION TO STRIKE Copyright WordAutomation CalPleadings Reference Guide Page 9
10 Using the CalPleadings Toolbar in Pleadings CalPleadings Toolbar contains tools for Format Footnotes Discovery phrases Headings Table of Contents Table of Authorities Symbols Section Break Paragraph Mark Click either of these symbol buttons to insert the symbol into the document. Format Text in a Pleading As text is typed in a pleading, or when text is pasted into a pleading, you can apply proper pleading format to each text paragraph by using these buttons on the CalPleadings toolbar: Body Text button will apply proper line spacing in the paragraph, and will align text with the numbered lines on pleading paper. To insert a footnote, position the cursor first, then click on the Footnote button. Quote button will apply proper line spacing and indent the paragraph (single-spaced indented quote). Copyright WordAutomation CalPleadings Reference Guide Page 10
11 Format Tools Adjust Alignment of Text Paragraphs below Caption Full Justify (aligned on both left and right margins) Left Align (not justified) 1. Click the Format button on the CalPleadings toolbar 2. Choose the option on the menu you prefer for text alignment of all these paragraphs in the pleading: Body Text Footnotes Indented Quotes Align Paragraph Text to Numbered Line The paragraph following a heading or indented quote as shown in this example may not line up to a numbered line in pleading paper. To adjust the position of the paragraph following a heading or indented quote, add a blank paragraph (hard return) after the heading or quote, then choose Single Spacing on the Format menu. Copyright WordAutomation CalPleadings Reference Guide Page 11
12 Discovery Phrases 1. Click the Discovery button on the CalPleadings toolbar (or press Alt+D) 2. Select the phrase you wish to insert into the document 3. Select options for indent and font format 4. You can enter a range of phrases Click the checkbox to enable the command Enter Start Number and End Number 5. Select one of these options 6. Click OK to insert the phrase(s) that are selected. Copyright WordAutomation CalPleadings Reference Guide Page 12
13 Discovery Phrases (continued) Update Numbers after discovery phrases are moved or deleted While editing a document with numbered discovery phrases if those paragraphs are moved or deleted, the numbers do not automatically update Use the Update Numbers command: 1. Click the Discovery button on the CalPleadings toolbar (or press Alt+D) 2. Click button Update Numbers Numbers are now updated (renumbered) Copyright WordAutomation CalPleadings Reference Guide Page 13
14 Discovery Phrases (continued) Insert Discovery Phrases The easiest way to insert phrases into an existing list of discovery phrases is to copy 1 or more phrases, as shown in this example: 1. Select the numbered phrase you wish to copy. You can include appropriate body text paragraph or response phrase following Body Text paragraph Body Text paragraph for response text Response phrase 2. Copy the selected paragraph(s) 3. Move cursor to beginning of paragraph where you you want to insert the phrase(s) 4. Paste the paragraph(s) 5. Pasted paragraph(s) will retain the same number it does not renumber automatically. 6. Use the Update Numbers command: Click the Discovery button on the CalPleadings toolbar (or press Alt+D) Click button Update Numbers Copyright WordAutomation CalPleadings Reference Guide Page 14
15 Discovery Phrases (continued) Copy Phrases 1. Follow these instructions 2. Click the Discovery button on the CalPleadings toolbar (or press Alt+D) 3. Click Copy Phrase button Copyright WordAutomation CalPleadings Reference Guide Page 15
16 Caption Tools CV Mark Denton dba Denton Construction, ANSWER TO COMPLAINT Mary and Timothy Robinson, et al., You can add Hearing Date, Trial Date, Judge, Department, etc. under the title. Copyright WordAutomation CalPleadings Reference Guide Page 16
17 Caption Tools Add Cross-Action Mark Denton dba Denton Construction, CV ANSWER TO COMPLAINT Mary and Timothy Robinson, et al., You can add a cross-action to the caption. 1. Place cursor anywhere in the CAPTION area first. 2. Click the Format button on the CalPleadings toolbar 3. Select Caption Tools, then select Add Cross-Action 4. When this message appears, click Yes to confirm if the cursor is positioned in the Caption. A new area in the caption is created for cross-action information. Delete the text Type Cross-Action information and type cross-action text for the case. Mark Denton dba Denton Construction, CV ANSWER TO COMPLAINT Mary and Timothy Robinson, et al., Copyright WordAutomation CalPleadings Reference Guide Page 17
18 Headings for Motions and Briefs Headings button on the CalPleadings toolbar automatically "flags" headings for inclusion in a Table of Contents. Copyright WordAutomation CalPleadings Reference Guide Page 18
19 Insert Sections for Table of Contents and Table of Authorities Pleadings in Superior or United States District Courts sometimes require Table of Contents and Table of Authorities. Using these features in Microsoft Word, especially for California court pleadings, can be very confusing and difficult. CalPleadings provides an easy, reliable tool for inserting a section for Table of Contents & Table of Authorities into any pleading for Superior or U.S. District Court. 1. Insert the cursor at the beginning of the first Body Text paragraph, just after the caption, as shown in this example: Mark Denton dba Denton Construction, CV ANSWER TO COMPLAINT Mary and Timothy Robinson, et al., 2. Click Table of Contents/Authorities, then choose Add TOC/TOA Sections in document 3. To confirm that cursor is positioned after the caption, at beginning of first body text paragraph click Yes. Copyright WordAutomation CalPleadings Reference Guide Page 19
20 4. Two new pages are inserted after the caption page, as shown in this example: Page Numbers for these sections are changed to roman numerals TABLE OF CONTENTS Note: This command is designed to work in pleadings created using CalPleadings and the Headings button on the CalPleadings toolbar. 1. Place cursor in the exact position where you want Table of Contents entries to be inserted (where the first heading will appear). 2. Click Table of Contents button on the toolbar and choose Generate Table of Contents. Copyright WordAutomation CalPleadings Reference Guide Page 20
21 TABLE OF AUTHORITIES Note: This command is designed to work in pleadings created using CalPleadings and citations and authorities have been marked properly using the Mark Citation feature in Microsoft Word. 1. Place cursor in the exact position where you want authorities marked in the pleading to be inserted, as shown in this example: (select and delete the sample text) 2. Click Table of Contents button on the toolbar and choose Generate Table of Authorities. Copyright WordAutomation CalPleadings Reference Guide Page 21
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