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Creating Section Link Sets

Before creating a linked set, make sure that both of the areas of content you want to link have a sort group assigned to them.

For a section or paragraphs in a section, this is done in the Section Properties Sorting settings. See information About Sorting Sections or About Sorting Paragraphs Within a Section for more information about creating sort groups.

  1. Place your cursor in the document section with the sort group you want to link.
  2. On the Home tab, click Section.

  3. Under Available Sections, select the section you want to modify and click Modify.

  4. Click the Sorting tab.

  5. Click Link to open the Link Sort Group dialog.

    Note: Unlinked sort groups are listed in the left pane. The current sort group is bolded.

  6. Click Create.
  7. In the Link Set Name box, enter a name and click OK.

    The Link Set appears in the right hand pane.

  8. Select at least one other sort group to add to the Link Set and click Add.

    Note: Both members of the Link Set must have a similar number of items in them to form a Link Set. For example, a table sort group with four rows can be linked to a set of four paragraphs in a section that are part of a sort group, but not to a sort group that has five paragraphs. To make this process easier, CaseView lists the size of each group in the dialog.

    As well, items in both sort groups must be in corresponding order prior to linking the sort groups because CaseView uses the position of the items in each sort group when sorting.

  9. Repeat step 8 to add additional sort groups to the Link Set.
  10. When finished, click OK, and then click OK again.

Notes

  • Once linked, when one member of the Link Set is sorted, the other members are sorted in the same manner automatically. If you want to sort one sort group separately from the others, see Temporarily Disabling a Link Set.

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