Microsoft Word - Cross-Document Hyperlinks Appendix F.docx

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F.CrossDocumentHyperlinks

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CM/ECF users now can file a document that includes a hyperlink to a previously filed

document(s) in the same case or another case that resides on the CM/ECF system where the filing is

being entered, or on any other court's CM/ECF system.

Details about the new functionality:

• The hyperlink, as set by the filer, may link to the start of the document or to a specific page in the

document.

• A filer can file a document that includes a hyperlink to a document that is being filed

simultaneously (in the same docketing transaction) with the primary document (e.g., a Memo in

Support of Summary Judgment may have hyperlinks to the attached documents that are part of

the same docketing transaction).

• Immediately after a document is filed in CM/ECF, that document will be available to be linked as a

hyperlink in a subsequently filed document.

• A user cannot access a hyperlink to a restricted document unless the user has appropriate

permissions.

General assumptions about cross-document hyperlink usage:

• Any document that includes a hyperlink must also include a description of the standard citation to

the hyperlinked material. The hyperlink is a convenience, not a citation replacement.

• The changes for Release 3.1 only pertain to hyperlinks to CM/ECF documents; the ability to file

documents with hyperlinks to any external URL (e.g., Westlaw, Lexis) are not affected by the new

cross-document hyperlink functionality.

• The CM/ECF application will not verify the validity of URLs included as hyperlinks within

documents filed in CM/ECF.

• This functionality has been tested and works properly with Corel WordPerfect 11 or higher and

Microsoft Word 2002 or higher. Hyperlinks added to documents created in other word processing

programs may not function properly once the documents are converted to PDF format.

F1.CreatingHyperlinkstoDocumentsAlreadyinCM/ECF

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To create a link between a document being filed in CM/ECF and a document that already exists

in CM/ECF, follow the steps in Section F-1(a) (for Corel WordPerfect) or Section F-1(b) (for Microsoft

Word).

NOTE: Users should not copy hyperlinks from NEFs. The document hyperlinks in NEFs contain special

information that allows them to provide one "free look" to qualified recipients of the NEF. Instead of

copying hyperlinks in NEFs, users should run a report in CM/ECF, such as the Docket Report, and copy

the document number hyperlink from the report. See below for more information on this process.

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F1(a).UsingWordPerfecttoCreateHyperlinkstoExistingCM/ECF

Documents

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1. Access CM/ECF and run the docket report for the case that contains the document you want to

link to.

2. Locate the document among the docket entries.

3. Copy the URL of the document to the clipboard. To do this, hover over the document link and

click the right mouse button. Select Copy Shortcut (Internet Explorer/Netscape) or Copy Link

Location (Firefox) from the selection list. (Note: The document link displays after the filed date

and is represented by a number with an underscore, e.g. 2).

4. In WordPerfect, open the document you want to add the hyperlink to. In the document, highlight

the citation text for which you wish to create the hyperlink.

5. Click Tools on the toolbar and select Hyperlink from the dropdown selection list.

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6. The Hyperlink Properties window opens. Paste the URL into the Document/Macro field (by

clicking the right mouse button and selecting Paste or by using the Ctrl + V command). (See the

screen below.) You can append to the URL a citation to a specific page number within the

document, if necessary. To do this, enter ?page=<page number> at the end of the URL, for

example, https://usdc.uscourts.gov/doc1/00103032?incHeader=y?page=23. Click the OK button

and the dialog box will close. The hyperlink text now is underlined indicating a hyperlink has been

created.

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7. Save the word processing document.

8. To convert the WordPerfect document to PDF format, click File on the toolbar, select Publish to

and then PDF... from the dropdown selection list or Publish to PDF (the selection depends of the

version of WordPerfect you are using). Navigate, if necessary, and store the PDF document in a

local directory. Do not print a WordPerfect document to Adobe PDF Writer. You must use

Publish to PDF if the document contains a hyperlink. Printing to PDF is permitted if the

document does not contain hyperlinks.

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9. Docket an event in CM/ECF and add the PDF to the docket entry as usual.

F1(b).UsingMicrosoftWordtoCreateHyperlinkstoExistingCM/ECF

Documents

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1. Access CM/ECF and run the docket report for the case that contains the document you want to

link to.

2. Locate the document among the docket entries.

3. Copy the URL of the document to the clipboard. To do this, hover over the document link and

click the right mouse button. Select Copy Shortcut (Internet Explorer/Netscape) or Copy Link

Location (Firefox) from the selection list. (Note: The document link displays after the filed date

and is represented by a number with an underscore, e.g. 2).

4. In Microsoft Word, open the document you want to add the hyperlink to. In the document,

highlight the citation text for which you wish to create the hyperlink.

5. Click Insert on the toolbar and select Hyperlink from the dropdown selection list.

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6. The Insert Hyperlink window opens. Paste the URL into the Address field (by clicking the right

mouse button and selecting Paste, or by using the Ctrl + V command). The URL of the CM/ECF

document is pasted (displays) in the address field. You can append to the URL a citation to a

specific page number within the document, if desired. To do this, enter ?page=<page number>

at the end of the URL, for example,

https://ap10-dev-cn.td.ocads.ao.dcn/doc1/00103032?incHeader=y?page=23. Click the OK button

and the dialog box will close. The hyperlink text now is underlined indicating a hyperlink has been

created.

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7. Save and close the word processing document.

8. To convert the Word document to PDF format, the Adobe Acrobat application must be

used. There are a number of ways to convert a Word document; the following illustrates

conversion from within Adobe Acrobat. (Note: If the document is open when the next step is

executed an error message is returned. The Word file must be closed before converting it to

PDF.)

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9. Open the Adobe Acrobat application. Click on File in the toolbar and select Create PDF and then

From File....

10. A navigation window opens. Navigate, if necessary, to the directory/folder where the Word

document is stored. Select the document and click the Open button.

11. A series of windows open as the document is converted. When the conversion is completed, the

document is displayed in an Adobe Acrobat window. (Note: The hyperlink is converted

automatically.)

12. Close the Adobe file. Respond Yes to the save changes message and store the PDF document

in the appropriate directory/file.

13. Docket an event in CM/ECF and upload the PDF file to the docket entry as usual.

F2.CreatingHyperlinksbetweenDocumentsFiledintheSameEvent

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It is possible to link two or more documents to be filed in the same event (e.g., create a hyperlink

in the main document to an attachment) even when those documents were not filed previously in

CM/ECF. To link documents being filed in the same docket event, follow the instructions in Section F-2(a)

(for Corel Word Perfect) or Section F-2(b) (for Microsoft Word).

F2(a).UsingWordPerfecttoCreateHyperlinksbetweenDocuments

FiledintheSameEvent

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1. Create the secondary WordPerfect document(s) (i.e., the attachment) to which the main

document will be linked. Publish the secondary document(s) to PDF. See Step 8 in Section F-1(a)

above.

2. Create/open the main document (i.e., the document that will have the hyperlink to the secondary

document).

3. Select the text in the main document that will be displayed as the hyperlink. Click Tools on the

toolbar and select Hyperlink from the dropdown selection list. The Hyperlink Properties box is

displayed.

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4. Click the Folder icon next to the Document/Macro field.

5. Navigate to the folder in which the secondary document you wish to link to is located (i.e., the

local path name). Highlight the file and click the Select button. (Note: The file selected as the link

must be in .pdf format.)

6. You can append to the file name a citation to a specific page number within the document, if

desired. To do this, enter ?page=<page number>, e.g., Exhibit 2.pdf?page=23.

7. Click OK in the Hyperlink Properties box. The hyperlink text will be underlined.

8. Save the main WordPerfect document. Publish the document to PDF. (See Step 8 in Section

F-1(b) above.)

9. Docket an event in CM/ECF and upload the main document and attachments as usual.

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F2(b).UsingMicrosoftWordtoCreateHyperlinksbetweenDocuments

FiledintheSameEvent

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1. Create the secondary Word document(s) (i.e., the attachment) to which the main document will

be linked. Publish the secondary document(s) to PDF. See Steps 8-12 in Section F-1(b) above.

2. Create/open the main document (i.e., the document that will have the hyperlink to the secondary

document).

3. Select the text in the main document that will be displayed as the hyperlink. Click Insert on the

toolbar and select Hyperlink from the dropdown selection list.

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4. Navigate to the folder in which the secondary document you wish to link to is located. Highlight

the file and click the OK button. (Note: The file selected as the link must be in PDF format.)

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5. The name of the selected file displays in the Address field. You can append to the file name a

citation to a specific page number within the document, if desired. To do this, enter ?page=<page

number>, e.g., Exhibit 2.pdf?page=23.

6. Click the OK button and the dialog box will close. The hyperlink text will be underlined.

7. Save the Word document. Publish the document to PDF using Adobe Acrobat.

8. Docket an event in CM/ECF and upload the main document and attachments as usual.

F3.AccessingDocumentsviaHyperlinksinOtherDocuments

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Accessing documents via a cross-document hyperlink works the same as when documents are

accessed via a document number hyperlink in a report or query. If the user clicks on a hyperlink to a

CM/ECF document but has not logged in to a CM/ECF server, a PACER login screen is presented before

the document can be displayed. Once the user has logged into a CM/ECF server as a PACER user, this

session or until the user logs out of the CM/ECF application. The billing receipt and confirmation will be

displayed to users logged in with a PACER account before the document can be displayed

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If a document is restricted for any reason, the user must log in to the server on which the

document resides with an attorney login ID and have the appropriate access rights to the document. If a

hyperlink to a restricted document is created in a document stored on another server, the hyperlink will

not access the document from the other server. If the user does not have access rights to a document, or

a document cannot be found, an applicable message will be displayed.

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F4.PACERBillingScenariosforAttorneys

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When a PACER user accesses a document for the first time via the Notice of Electronic Filing,

he/she will not incur fees for accessing the newly filed document, but access to any hyperlinked

document from within the original document will incur a fee. When a PACER user accesses a document

after the first look, or accesses it from a docket sheet, he/she will be charged for the original document

and any documents displayed when using a hyperlink. If documents filed in the same transaction contain

hyperlinks to each other, the free look will be available from the document number hyperlink displayed on

the NEF document submenu, not from the hyperlinks in the documents themselves. The following note

was added to the document submenu: "To view the main document and its attachments without

incurring a PACER fee, click on the hyperlinks displayed on this menu. You will incur a PACER fee

to view CM/ECF documents from hyperlinks within the documents." If a PACER user does not have

his/her PACER login already linked to his/her ECF login, he/she will be prompted for the PACER login for

the first document he/she tries to view.

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