Using the Update Table Function

Overview

The Update Table function in Benchly allows users to refresh the Table of Authorities (TOA) to reflect changes made to the document. Whether authorities are added, removed, or modified, or formatting settings are adjusted, the Update Table feature ensures the TOA remains accurate and up-to-date.

When to Use Update Table

• After adding new citations using the Add/Modify Authority function.
• When authorities have been deleted or edited in the Found Authority Panel.
• Following changes to TOA formatting settings, such as font, justification, or subgrouping.
• Before filing or finalizing your document to ensure the TOA reflects all updates.

How to Use the Update Table Function

1. Enable the Update Table Feature:
• The Update Table button becomes available on the Benchly ribbon after the initial TOA has been built using the Build Table button.
2. Click Update Table:
• Select the Update Table button to initiate the refresh process.
3. Benchly Detects Changes:
• Benchly will automatically identify and update the TOA based on:
• Authorities (both primary and subsequent) that have been removed in the body of the document or by using the Delete function in the Found Authority Panel.
• Authorities that have been added using the Add/Modify Authority button.
• Edits and adjustments made in the Found Authority Panel.
• Changes to TOA formatting settings in the Table of Authorities Settings tab.

4. Review Prompts:
• If authorities are deleted or edited after the TOA has been generated, Benchly will prompt you to confirm whether you want to update the TOA. Click Yes to proceed.
5. View Updated Table:
• The TOA will reflect the most recent changes, ensuring accuracy and compliance with formatting preferences.

Best Practices

1. Edit First, Update Later:
• You don’t need to update the TOA after every edit. Save updates for significant changes or just before finalizing the document.
2. Confirm Changes:
• Ensure all edits to authorities in the Found Authority Panel are completed before using Update Table.
3. Use Before Filing:
• Run the Update Table function as a final step to ensure the TOA includes all necessary changes and formatting.

Troubleshooting

• Missing Updates:
• Ensure all edits in the Found Authority Panel have been saved before clicking Update Table.
• Formatting Issues:
• If formatting appears incorrect, check the settings in the Table of Authorities Settings tab and reapply before updating the table.
• Unresponsive Prompts:
• If Benchly does not detect changes, verify that the document has been saved and all authorities are properly linked in the Found Authority Panel.