Adding Categories To Your Table of Authorities

Adding Categories To Your Table of Authorities  


Many people still generate their Table of Authorities using the MS Word Generic package.  Some firms use 3rd party software such as "Best Authority".

We were working on a large Table of Authorities.  All the entries needed to be marked.  There were cases, statutes, rules, as well as state cases.

Within the Mark Citation dialog box it was noted that there was no State Cases category entry nevertheless, the attorney wanted the state cases separated out.


1.  We do not want to go down the road of running the TOA where all the cases were clumped together (Federal and State) whereupon we first had to separate them out manually.  You know that would be both time consuming and each new turnaround of the document would present a new set of separation and unnecessary work.

2.  MS Word does a decent job at generating the TOA provided that we help it to do so.  So let us see the very simple solution

3.  Highlight the first State Case.  Go to "References" and click on "Mark Citation" so that the Mark Citation Dialog Box opens up. 

4.  Go to the "Category" section and click on the down arrow.  You will see all of the categories that are the standards and then you will start to see numbers following the main categories like 8, 9, 10 etc.

5.  Choose No. 8 or the next available number and then click on the Category button.  Note:  The New Category Name replaces the number slot you are using.

6.  In the "Replace With" area, type in the name of the needed category such as State Cases.

7.  Click Okay and now you have a new category that you can use to separate out your case types.

8.  When you run the TOA your finished TOA will have TOA Heading and Table of Authorities as the two separate styles of the finished product.  View in Draft View to easily see the styles associated with the finished TOA.  Your cases will be separated by Categories.

9.   After you run the TOA Look at the TOA Heading style and make sure that it matches the font that you are using for the document as a whole.  If not, modify the TOA Heading Style and make sure it matches the document font.  Hint:  most often it is NOT Times New Roman 12.

10:  Note:  You should know that if you Add a New Category and then hand the document back to the Attorney or the “Secretary for that attorney” that you tell (or guide them), to add that same new category on their desktop in the Table of Authorities Dialog Box like we did.  In this way, their category listing is up to date and will accommodate the requested addition in this case “State Cases.”  

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