Benchly Best Practices Guide
This section contains the Benchly Best Practices Guide, featuring everything from installation, usage, and troubleshooting for Benchly's Table of Authorities Generator.
Benchly Installation Guide
Provides step-by-step instructions for installing the Benchly Microsoft Word Add-In, covering both Per User (EXE) and Per Machine (MSI) installation methods.
Getting Started with Benchly
Walks users through signing in, verifying activation, and testing access to Benchly features in Microsoft Word.
Selecting a Style Manual
Explains how to choose and apply a Style Manual to ensure citations adhere to a jurisdiction's required formatting rules.
Finding Authorities with Benchly
Details how to use the Find feature to scan, identify, and mark citations for inclusion in the Table of Authorities.
Navigating the Found Authority Panel
Guides users on navigating the Found Authority Panel to review, organize, and verify identified citations.
How to Move Authorities
Describes how to reorganize citations by moving them to new sections or linking them as secondary references under a primary authority.
Deleting Found Authorities
Explains how to remove unwanted citations from the Table of Authorities while keeping document content intact.
Using the Cite Capture Function
Covers how to manually find and mark citations potentially overlooked during the automated Find operation.
How to Add New or Modify Existing Authorities
Outlines how to manually add or edit citations, ensuring proper linking, formatting, and inclusion in the Table of Authorities.
How to Toggle the Highlight Function
Describes how to use the Highlight feature to control the visibility and color of highlighted citations.
How to Confirm (CiteCheck) Citations
Details the process of verifying citations, addressing exceptions, and ensuring proper formatting and linkage.
Viewing Cases in MS Word
Enables users to view detailed case information and full-text opinions directly within Microsoft Word.
How to Edit Citations in the Found Authority Panel
Guides users on making edits to citations within the Found Authority Panel without altering the document body.
How to Set and Customize User Preferences
Explains how to customize Table of Authorities formatting, save Format Profiles, and adjust document processing preferences.
How to Build a Table of Authorities
Provides instructions for building and customizing the Table of Authorities based on identified and confirmed citations.
How to Update the Table of Authorities
Describes how to use the Update Table feature to apply changes when citations or settings are modified.
How to Insert Hyperlinks to Authorities
Explains how to hyperlink citations to Benchly’s case law database for seamless access to referenced authorities.
Using the Reset Function
Covers the Reset feature, which removes all Benchly processing, restoring the document to its original state.
Accessing Account Details
Provides access to account information, license details, and troubleshooting tools such as reset and trace logging, all within MS Word.
Accessing the Various Support Channels
Guides users on accessing the Benchly Support Desk, browsing the knowledge base, and submitting support tickets.
High-Level Guide to Brief IQ (Upload Brief)
Introduces Brief IQ, where users can upload documents to analyze cited cases, identify errors, and export combined PDFs.
How to Search Benchly's Case Law Database
Describes Benchly's Legal Research tool for searching its extensive case law database using advanced filters and Boolean logic.