For those who want to know and experience everything there is to know in one fell swoop, this is the place. This video, at nearly an hour long, takes the viewer through every facet of creating and using Folios and Passages.

^{tags: video, Doxserá, Fetch, Fetcher, Folio, Passage, Facts, Tags}

Using Folios and Fetchers in Doxserá

Objective:

To demonstrate how to use folios and fetchers in Doxserá to store and dynamically insert reusable legal content—such as case citations—into documents.

Key Concepts:

1. Folios

A folio is an external library of reusable text “passages” (e.g., case summaries, acknowledgements).

Folios are exclusive to Doxserá (not available in TheFormTool).

A passage is a named chunk of content, like a specific case analysis.

Folios can be tagged (e.g., "Bankruptcy", "Personal Injury") and include folio facts (like citation and prosecutor name).

2. Creating and Managing Folios

Create a new folio (e.g., “Case Authority”) and add passages.

Use the folio manager to categorize folios and organize content.

Tags and folio facts enhance searchability and automation.

3. Inserting Folio Content into Documents

Use the Fetch button to insert selected passages directly.

Filtering options:

By folio name or tag

Full-text search within passages

Preview passage content before inserting

Reorder selected passages before insertion.

4. Automating Folio Use in Forms

Create smart answers that pull passage names or tags from a specific folio.

Insert fetcher codes into the document, which dynamically pull selected passage content when the form is filled.

Supports filtering by:

Passage name

Passage tag (e.g., show all “Bankruptcy” passages)

5. Two Fetching Approaches

Passage Name-based Fetching: User selects specific passages.

Tag-based Fetching: User selects a tag (e.g., “Bankruptcy”) and the form pulls all matching passages.

6. Lists and Tables

Create repeating lists of passages to insert formatted content repeatedly:

Name, citation, prosecutor, and body.

Format results as:

Narrative paragraphs with inserted values

Tables showing structured data per passage (row per case, with columns for metadata)

Use “no blank line” settings to avoid extra spacing in tables with missing values.

Final Notes:

Fetchers automate content insertion for the end user while giving authors full control over what appears.

Tags and facts make folios searchable and reusable across forms.

These tools significantly reduce redundancy and ensure consistency in document drafting.

Instructional Summary: 

1. Purpose of Folios

Folios are external repositories used to store reusable content (e.g., case citations, acknowledgement blocks).

They allow multiple forms to access and insert consistent content without duplicating it.

2. Creating a Folio

Navigate to Doxserá > Folios (not available in TheFormTool).

Click the green “+” to create a new folio (e.g., “Case Authority”).

Add passages—named chunks of text (e.g., “Jones v Smith”).

Optionally assign folio tags (e.g., “Law”) to categorize folios.

Passages may include:

Content (case description)

Tags (e.g., “Bankruptcy”)

Folio Facts (e.g., Citation, Prosecutor name)

3. Populating a Folio

Use the Edit Content of Passage tool.

Paste content between blue arrows.

Update passage names and assign folio facts (e.g., citation and prosecutor).

4. Fetching Folio Content into a Document

Use the Fetch button to insert passage content directly into a Word document.

Filter folios by:

Name

Tag

Full-text search

Rearrange the fetch order using arrow buttons.

5. Automating Fetch with a Form

As a Form Author:

Create a Smart Answer to prompt users:

Use Checkbox (multiple) or Dropdown (single) depending on your needs.

Choose Passage Names or Passage Tags as the source.

Set Source Folio(s):

Limit to a specific folio (e.g., “Case Authority”).

Apply optional filters (e.g., only show "Bankruptcy" passages).

Insert a Fetcher Code:

Linked to the Smart Answer (e.g., insert all passages selected via checkboxes).

Use variable selection tied to the form answer.

As a Form User:

Open form and answer the Fetch-type question by clicking the Fetch button.

Select passages or tags as configured by the author.

Click Fill to insert the passage content into the document automatically.

6. Advanced: Using Lists with Folio Data

Insert repeating lists using passage metadata and content:

Example Narrative:

^Transcript:

We left off with this, motion which we've done quite a bit of stuff to so far. We've got a grid and everything. But let's suppose now what we want to do is we wanna automate, the body of the thing. We know, we're able to put in lots of information about the parties involved. But what about actually the language of the document itself? There's a number of cases that I might want to cite in this motion.

A number of cases that I use repeatedly throughout a number of different documents.

Rather than type those citations and and discussion of the cases here into this form where they're only going to be, used in this form. I'm going to put that case information into a folio which is an external repository of information that lives outside of any particular form.

And then I can have not only this form but other forms that I create pull in that information as needed when real obvious, sort of, use for a folio would be if you have a series of acknowledgement blocks maybe that are used over and over again in various different forms rather than putting those in all the different forms. You could put them into a folio so that you can just pull them in as needed.

I'll just proceed from that as a setup here and you'll see more what I mean as we get into it. So to do this, I'm supposing that there is, some case authority that I may or may not want to include in this, form when I put when I make a finished document out of it. It. So what I'm going to do is create a folio. That's my starting point.

I click Docsara Folios. Oh this is a Docsara only feature.

You won't find the Folios button in the Form tool. It's only in Docsara.

And I'm clicking folios.

This is my folio management screen.

I have created a whole bunch of different folios here. You initially will have nothing in this list. We'll just, create our very first folio here we're pretending. So to create a folio, click the green plus button to the right and give it a name. This is going to be my folio of case authority.

So I'm going to call it case authority.

I could make a folios with just a particular sort of case authority in it. You can make very broad generalized folios or very narrow folios in some situations. You might even find, it's useful to create a folio which is intended to be used with only one form. But that would be a rare situation.

Generally, when you create a folio, it's because you want information to be available to a lot of different forms. So I'm calling this case authority. I hit okay and it's asking me to give a name for the first passage in a folio. Folios are divided into passages.

Each passage is a chunk of information that can be inserted into a document when needed. The first passage in this particular folio is gonna be, let's suppose a case called Jones versus Smith. So I'm gonna call it Jones v Smith here. If I didn't know, I would just put in a dummy name and I could change the name later.

But let's suppose that I know the first passage I'm gonna be putting into this folio is Jones versus Smith. I click okay.

And let's take a second to talk about this screen here.

This is still the folio management screen but this is the well it it's one step deeper in. The first one we saw was the screen that shows all of my folios and manages all of them. Now we have selected a particular folio, the case authority folio indicated up here in the top left corner and this is showing me all the details about that particular folio.

So on the left, we have a list of passages down here in the bottom left corner. So far, there is only one passage in this folio and that passage looking over here in the middle, it tells me is empty. It doesn't have any content in it yet. It's just, sitting there empty.

It doesn't have any folio facts assigned to it and it doesn't have any passage tags assigned to it. We'll be getting to both of those in a minute. The top left corner here for you initially, the first time you use this is going to be empty and you may leave it empty.

If you don't have a lot of folios, then there's probably no need for you to be tagging them. For me, I have a bunch of folios and it's helpful for me to, categorize them so that I can refer to them. I can find things more easily and I can refer to whole groups of folios at once. So I've created four different categories of folios. I've got folios related to cooking, folios related related to law, folios related to legal, which is duplicative. I should get rid of one of those. And folios related to medical.

So I'm going to remove one of these two, which is actually a synonym. I'm going to remove my legal tag.

I selected it and I click X to remove it and say, yes. It's warning me this is going to affect other folios potentially.

So So that's a better, set of tags there and that's just, categories that I can assign to my folios just for bookkeeping and for convenience really.

And since I do have a lot of folios, I'm going to use that to identify this particular folio that I'm working on now, the case authority folio as a law related folio. So it's now categorized.

Okay.

So next up is I'm gonna put some content into this Jones versus Smith passage. So I select the passage I'm interested in, Jones versus Smith. There's only one so far. And I click the edit content of passage button.

Boom.

That opens up this folio editing screen.

And notice the blue, prefix and suffix which surround my cursor right now. Anything I type between those blue arrows, see how the down arrows up above and the up arrows down below. Anything I type between those arrows is the content of my passage. That's the text which is going to be inserted into a document when I insert passages from this folio.

Rather than type this from scratch, you would more typically copy and paste it from somewhere else. So I'm gonna open up a, just a dummy document here I've got. This is a document that just has a bunch of case authority in it. I'm gonna use it as one of the sources for my folio passages.

And let's see here. I've got a case named Baker versus Candle, Baker versus Candle manufacturing.

I'm gonna select from the beginning of that discussion of that case down through the end of the discussion of that case. I'm copying all of that. Control c.

Then I'm closing this and I'm going to paste it. I don't need this.

Get back to my folio editing screen here and I'm going to paste that content between those two blue markers.

Paste.

Now, I have my first passage in this folio and I'm gonna show you something else here too. This passage, I initially had named Jones versus Smith, but as it turns out, it's actually gonna be Baker versus Candle. So I'm gonna go ahead and right now change that so I don't forget to do it later. Baker v candle.

Leave all of the other coding intact. These two, parentheses here.

I have not disturbed. I haven't disturbed the little down arrows there. I've left everything else intact. All I did was I changed the name of this passage.

We just put a few cases into it here. Each one has a name and content. Here's the content. If I wanted to edit this content, I would click the edit content of passage button.

There are three tags that we have assigned to this folio, bankruptcy, hostile takeover, and personal injury. And then we went through and each one of these cases, we tagged with the appropriate tags. Notice that you can apply more than one tag to a single passage.

Tags are a way to categorize, your passages.

And we also added two folio facts to this folio.

A folio fact is an extra little bit of information that you can then, fill in for each of the passages in the folio. For example, we for Baker versus Candle here, we gave it a citation and with the name of the prosecutor in that case. We did the same for Garrison v pharmacology.

I'm gonna go ahead and add in information here for the Hooper case. I'll put in a citation.

Hooper v Clash, Washington second two thirty six nineteen eighty two.

And I'll put in a prosecutor name for that one, Johnson.

And the last case here, I'll put in a fake citation.

Last chance.

The driving eighty one p second sixty eight two thousand two.

And one more prosecutor name there.

Smith Smith Smith.

Excuse me.

So that, all these various components make up our folio. The last element in this screen is folio tags up here which allows me to categorize my various folios. And this particular folio has been categorized with the law folio tag. I'm gonna hit save to save the changes I made here. So that's the folio we're gonna be working with. Now that it's been created, I'm gonna show you several different ways that we can use it.

To start with, folios are just a great repository of information that is readily accessible and searchable to you as you're creating documents.

Not even necessarily as you're using forms, but just as you are hand drafting documents, you have access to all that information.

So I could be typing a pleading here where I say, here's something important about this case.

Colon. Enter.

And right here, I want to insert a citation from my folio of citations.

So I click the fetch button. The fetch button gives me access to folios.

I click fetch. And here's a list of all my various folios. I have a whole bunch of folios. You might only have a couple when you're starting out, but there's there there's a whole bunch of them in here. If you have a whole bunch of folios like I do, one thing you might wanna do is assign folio tags to them so that you can filter this list. I'm gonna do that now rather than seeing my entire list of folios on all sorts of topics. I'm going to click the little filter option down at the bottom here.

That gives me this filtering screen. It's just like a search screen really and there's a couple of different ways I can search.

I can either search by typing in a portion of the folio name here. I know that my, folio has something to do with case authority. So I'm going to type the word case here And as I type, you can see that the filter is applied it, instantly.

So my list of folios gets smaller and smaller. The more characters I type down here, c a s until eventually I've filtered it to exactly the folio I wanted. That's if you know a word that appears in the in the title of a folio, that's a quick way to get at it. Another thing you can do is if you're not certain of what the title might be but you know what the subject matter is, is look down here in these check boxes. These are folio tags.

And in this case, I'm looking for a folio that's related to law. So I'm gonna click the law checkbox, and I get to see only the folios that have been tagged with the law folio tag.

So that's how you can, filter your list of folios to find the one you're after. So I wanna find I'm interested in this case authority folio. I'll click that check box. And it shows me a list of all the passages that are in that folio.

Again, I only have a few here but, you might have a folio that has hundreds of passages in it. And so, there's also ways to filter this list as well. I can click the filter option down here, and I get a very similar, set of searching tools.

Again, I can just type in part of the name of the passage here if I like. I'll type baker, and I can find my passage that way. See how it has has isolated just the baker versus Campbell passage or I'm gonna back out of that. I can use passage tags. Remember how we assigned bankruptcy to some of those cases? There's these three passages are related to bankruptcy, or these two cases are related to hostile takeover, or this one case is related to personal injury. So I can find my passages that way.

Another way, a third way that you can search for pass particular passages is with this passage contains box down at the bottom here. That's a full text search box. It's not just searching in the names of the passages like this box up at the top here. This one is gonna actually search the content of the passages, to find the one you're after.

For example, I know that there's, one passage in this collection of passages that includes the word, the words rubber baby buggy bumpers. So I'm just gonna search for buggy here. I typed the word buggy, and then I have to click that little, magnifying glass to actually perform the search. I'm clicking that now.

And it has looked through all of those passages and found only the ones that contain the word buggy and so that you can verify that you found what you're after. It has highlighted that word over here on the right in the preview. So you can actually look at the surrounding text and make sure you've found what you're after.

These two green arrows up at the top here let me move from one occurrence of the word buggy to the next. In this case, it only occurs once. So it's not moving anywhere. But if there were multiple occurrences of that word, it would, jump along from one to the next so I could, find all those locations.

In the bottom portion here, it's also giving me a little preview of the facts associated with this particular passage that I'm looking at. So I can see, that the prosecutor in this case was named Smith. That's important to me.

So all of that helps me locate a particular passage or passages.

I'm gonna actually select a couple of passages here.

Let's go back to, my view of all the passages. Here's all four passages in that folio. And I've browsed through them. I've looked at the previews over here on the right. And I've decided, you know what? I would like to include these three passages in my document.

So I select all three of them and I click the fetch button down here and it just grabs those three passages from that folio and inserts them right where my cursor was sitting in the document.

It's, pulled in all the formatting that's needed. It's pulled in those footnotes and everything looks great.

So that's how to use a folio, how to search through a folio and insert stuff just on the fly even without the assistance of a form just in any old document wherever my cursor happens to be sitting. Let's suppose the order that those come into the document is very important to me. So I'm gonna click fetch, and again, I'll go to that same case authority folio, and I'll choose maybe a couple of passages, but I would really like last chance to appear before a garrison. So notice the blue arrow up here that it's gonna move the selected passage in a list. And it's not really obvious, but in Windows when you have a screen like this where you're allowed to select multiple items, one of the items is considered your current selection. And it's the one that has this little black border around the blue selection.

This one has been selected as one of two, but it doesn't have the black border around it. The one with the black border is considered your current selection, and that's the one that's gonna move when I click this blue arrow. So I've selected the bottom one here. I click the up arrow once twice, and it now appears above Garrison.

Those are the only two that really matter because I'm not using the other two. So you can use these blue arrows to rearrange the ones that you've selected and then once they're in the order you want, click fetch and we should end up with Last Chance first and Garrison second even though that's not the order that they appeared in in the folio.

First, I'll show you as a former author ways you can set up a form to use folios, and then I'll show you as a form user how you would use that, form that has been set up to use folios. So first, as a form author, let's, delete all of this.

And let's suppose I'm creating a form and I want to prompt the form user to do basically what I was just doing manually. I want to prompt the form user to select some folios.

There's a lot of different ways to do this. I'll go through a few different ways.

First off, the most simplest, most obvious way would be to say, create a question here called sitelists and say which cases do you want to include?

And here in the answer box, click the smart answer button. Turn this into a smart answer. We want to offer up a checkbox type answer because we want the form user to be able to select multiple cases. If I only wanted them to choose a single case to incorporate in this document, then I would use a drop down answer instead. But I want them to be able to choose multiple cases, so I'm choosing a checkboxes type answer.

And the source for those checkboxes, you've probably used this before where you just type in some things here, Smith v v Jones, Johnson v Hoover, etcetera. But in this case, we don't want that to be our source of choices. So we change from typed here to folios. We want a folio to be the source of the choices.

That means when this form is used, the the program is gonna go look at a folio, find all the available passages in it, and present a list of passages that way. So I've chosen folio here. Having chosen folios, my next decision is this box here. I can either show the form user a list of folio names to choose from, like I have a recipes folio and hospital administrators folio. I could show them that list.

Or I could show them a list of passage names to choose from, which is what I'm gonna do in this case. I'm gonna show them a list that includes Smith versus Jones and Jackson versus Johnson.

Or I could show them a list of folio tags. Remember, I've got, a law set of folios, and I've got a medical set of folios. I could show them that list. Or I can show them a list of passage tags, which would be, my bankruptcy tag and my personal injury tag. I could show them that list.

So all four of these options get used sometimes. The most frequent one is passage names. Usually, what you're interested in showing your form user is a list of passage names. I'm gonna choose that now.

That's gonna give me, a list of passage names. The next step down here in the bottom left is to choose what folios to look in. If I choose all, we can look over here at the preview to get, a sense of what this is gonna do. And it's not gonna do what I want.

It's gonna show the forum user a list of every single passage in every single folio that I have ever created. That's got all kinds of stuff that is not case citations.

I don't want them to have to look through all of this, various information to find the case citations that they're after. So instead, I'm gonna change this from all to one. I'm gonna say, only look in one particular folio and the folio I want you to look in is the case authority folio.

Now look over at the example on the right here. There's those four cases that I put in my case authority folio so I can see immediately, yes. That's exactly what I want to show them.

And once I've looked in that folio, if I want to, I can further filter it.

If I wanted to only show them the cases related to, bankruptcy, I could turn on my little filter here with that button and I could say, don't show me all of the passages in this folio. Just show me the ones related to bankruptcy.

And that way, I'll only be seeing a subset of those passages.

So using those two filter boxes, you can really pinpoint exactly the material that you want to present. You might choose to show them passages from two or three folios, but only the passages that are related to a particular subject matter, for example.

In this case, I want to show them absolutely all of the passages in a single folio. So I've chosen one folio, all passages, and I'll click okay.

That has created a smart answer here. It's a fetch type answer which is distinct from all the other type of answers because the form user has to respond to it in a different way. And when we when we run through using this form, I'll show you how that is. Now that I've created a smart answer which is gonna gather some information, it's gonna ask the form user which which, passages they want to include, which citations.

My second job as the form creator is to decide what to do with that information.

So given that list of passage names, I now want the form to insert right here the content up from those various passages. So I put my cursor where I want the passage content to be inserted.

I'm gonna put it right here.

And if I were just doing this manually like I showed you in the first part, here, I would click the fetch button and that would actually insert the passages right now. But as the form author, I'm gonna move over here to the form author tools section and click this Fetcher button. That's going to add a Fetcher code to the document. It's not going to actually fetch in the passages right now because remember, I don't know what passages are going to be selected by the form user. It's going to put in a code which when this form is used is gonna fetch in the appropriate passages.

So I click Fetcher and which, passages do I want to fetch? This screen is almost identical to the one we saw earlier when I was manually fetching in some passages. In this case, though, I'm just setting up a code which is gonna perform a fetch, automatically when the form is used.

And which passages do I wanna fetch? If I knew exactly the passages that needed to be inserted into this form, I could just go ahead and select them the same way I selected them when I was doing it manually.

But in this case, I want to select a variable set of passages depending on what the form user has responded.

So I can just ignore all of these hard coded choices here and go straight to my variable button down here in the middle, variable.

That gives me this screen and I can say, I wanna fetch the passages that are named in the sight list answer. See how sight list is one of my choices there? If the name is anything in that sight list answer, fetch it.

Remember, I created the site list question down below that asks which passages do you want to include. And so this fetcher code, it's going to look at that answer and pull in every passage with a corresponding name.

This choice down here also says site list but that is keyed to passage tags, not to passage names. If I had asked in the questionnaire down below and we'll probably run through this example too if we have time today. If I had asked in the question down below, what sort of cases do you want to insert in this document?

And then the answer would be bankruptcy or personal injury. It would be one of my tags. If that had been my question, then I would use the passage tags choice here so that it's keyed to passage tags instead passage names. But I asked the question, what are the names of the passages that you want to insert?

Therefore, the name choice is what I wanna use. So, if the name is any answer in the site list question, insert that passage and I'm going to click the insert fetcher button here. You can see that all it's done is insert this little code. It's just one little code.

That code is gonna expand out to include all of the selected passages when this form is run. It could be a paragraph. It could be many, many pages, all all being pulled in from that one single code. Think of it as the equivalent of putting your cursor at that location in the document and clicking the fetch button.

The only difference is it's gonna happen automatically and it's gonna apply whatever, decisions and criteria have been predetermined by the form author. That's what a fetch code is all about.

So we've now created this form and we're ready to actually use it. I'm gonna save this so that I can simulate being a form user. Let's put it on my desktop and we'll call it, pleading with fetched passages.

So the form user comes along, they go to the form bank and they find this pleading with fetched passages form. They open it up and they click the start button to move their cursor down to the questionnaire.

And instead of just typing in a response here, notice how it says click fetch to choose.

That's different than than other types of smart answers.

And if you're using a newer version of Word, this on this computer, I have an older version of Word. On newer versions of Word, this tag will be pink to distinguish it, visually from other sorts of answers. That's to really give the the forum user a strong signal that they need to respond to this, question differently than they do from most questions. Instead of just typing here, I have to click fetch to choose my answers.

So I click fetch and remember as the form author, we dictated what choices they get to see here. They don't see all of the various folios to choose from. They don't even necessarily see all of the passages in the selected folios. The form author has rigidly controlled exactly which passages are presented here to choose from.

So in my restricted set of passages, it's really easy for me as the form user to go to see find exactly the ones I'm after. But suppose I want to include these three passages, these three citations in my finished documents. So I select them and click okay.

They've been filled in here in the answer. No typing involved, because it's a fetch type answer. I was able to fetch those responses directly from the folios.

One great thing about that is that, the content of that folio might change over time. The form administrator might be adding more citations every week. And when I go to use this form, it's always gonna give me the current list of choices. It's never gonna be giving me some old list that's outdated.

So I've chosen my three, responses there. And when I click the fill button, it goes up and that fetch code said fetch in all of the passages that have a name that is indicated in this fetch type answer. So it pulled in three different passages there all in one shot. Made a very clean tidy experience for the form user because the form author was able to make all the choices, able to limit all the choices, and really funnel the form user down into just a small set of decisions. Let's suppose rather than asking the form user to, individually select each case that they want to include in this document, let's instead I'm gonna delete this fetcher code, and I'm gonna change this smart answer. I'm gonna ask which type of cases do you want to include?

And I'll change this smart answer.

Instead of asking for, them to choose from a list of passage names, I'm gonna ask them to choose from a list of passage tags.

I'm gonna show them only the tags that are contained within that case authority folio.

And over on my in my, preview here, I can verify bankruptcy, hostile takeover, personal injury. Those are the various types of cases including included in that folio. And that's what I want the form user to select as one of those types. So I click okay.

Again, that's a fetch type answer which is gonna instruct the form user to click the fetch button when they're ready to answer it. And up here in my document, I'm going to insert a fetcher code again like I did before.

Fetcher there.

And this time, again, it's going to be a variable type answer because I am not choosing specific passages. I'm instead setting up the parameters of a filter that's going to select these passages.

And I want this now to be based on a passage tag that's chosen in the sight list answer.

So I say check mark on that. That means look in the sight list answer for some tag and insert oh, you know what? I'm gonna cancel out of this. I did one thing that I didn't intend to do. This fetch type answer, the way I have it set up right now, if I click fetch, it's gonna allow the form user to choose multiple tags. And I really want to restrict them to just a single tag in this case, in this case. So I'm gonna change that smart answer instead of being a checkbox type answer.

There it is. Instead of being a checkbox type answer, I want it to be a drop down type answer so that they can only choose a single tag from this list of tags.

And I'll click okay.

That's now a drop down type answer.

Up here where I want my fetcher code, I'll click fetcher.

And again, I'm gonna choose a variable and the deciding factor here is gonna be the answer to the site list question.

So look at the site list question.

It shows a tag and use that tag to, filter out just the selected passages.

That's a little different from what we did last time when we looked up in the name contains box. I'm gonna click insert fetcher. We've now got a fetch code there. Looks exactly like the last one but the stuff it contains is different. If you ever wanna get into one of these codes and review your choices or see how it was set up or maybe change the way you set it up to something different, just put your cursor anywhere inside that code and then click the fetcher button again and it will reopen that screen and show you, Boy, my computer has slowed down here. And it'll show you how it was set up.

This one is showing me a list of all tags here. Oh, there it is. It's showing me a list of all the tags, but it has appropriately indicated the one that is the determining factor here. I'm going to cancel out of that.

So I've got a fetch code there that says, look at this answer for a tag and apply that tag to, the particular folio and it should work. Let's try it out. So I'm now switching to the role of the form user again. I'm answering this quest by clicking the fetch button. I'm presented with a drop down list, not a list of checkboxes, a drop down list that allows me to choose only one tag. I'll choose bankruptcy and click okay. And having now responded to that, when I click the fill button, my fetcher code goes out and looks in that folio, pulls in only the passages that are tagged.

Oh, I see what I did.

This explains also why my computer was being a little slow. It's because I left it turned on for all folios instead of just a specific folio.

So it has pulled in not only those, bankruptcy passages from the one folio, but it also went out into another folio or two and found other passages that were also tagged with the bankruptcy tag in those folios. And that's why I have all sorts of these are bankruptcy attorneys.

I have a variety of folios that have items in them that are tagged bankruptcy.

So you do want to, specify which folio to look in. And I'll just show you quickly how that would be done. Going back into my fetcher code here, what I should have done is instead of starting with all folios, I should have said no. Just look in my case authority folio and pull out the items that are tagged with, the bankruptcy. I'm sorry, not bankruptcy but the site list tag. Whatever tag was selected in response to the site list question.

And I don't need to repeat that.

And that covers filling in a filling in a form from a question that asks for a tag instead of for specific passages.

Really nice if you've got a whole bunch of passages and they're nicely categorized, and you don't wanna make the form user, you know, go through each and every last one of them to figure out what ones they want. Instead, you can just present them with categories and they can say broadly, oh, I want all of the bankruptcy ones or I want all of the personal injury ones. So that's good.

Next up, I will show you how to incorporate folio items in a list. What time is it? Yeah. We have time for that, one more element of this. Bob, any questions before I start with that?

No, Scott. But one again on the, on the presentation you're doing. Would it be fair to say that the the answer you got, the the large answer was sort of a core dump of all the tags in your system, that were all the passages that were tagged to have anything to do with bankruptcy?

It was more specific than that. It was showing me all of the passages that were tagged with a tag that is exactly bankruptcy.

It wouldn't have shown me, passages that were tagged with, something like, bankruptcy cases or a tag that says really important bankruptcy. It was looking specifically for the bankruptcy tag. And as it happened in my collection of folios there because I do use bankruptcy as an example a lot. I just have a whole bunch of passages that are tagged with that bankruptcy tag.

Yeah. So tags can span folios. I can, use the same tag name in various folios, which is desirable sometimes. You want to pull information from various sources if you've tagged it identically.

It'd be a great resource for those times when you when you know roughly the subject area that you put something in but you don't have the slightest idea what it was named or where you put it. They give you a way of, quickly reviewing everything tagged with the word bankruptcy until you could find the specific one that you were really looking for.

That's right. And you would probably use that method in your fetch screen unless you really did wanna print out of the whole thing. If you needed a report of some sort, then you could do what I just did there, which is insert it all into a document and then print it out. But if you're just looking at it for informational purchase purposes, you could accomplish that right here in your fetch screen. You could just say, well, show all of those folios but show me only the ones that, are tagged with a particular tag and then, you could preview them right there in that screen.

So, I'll move on now to using folios in lists. What we've done so far is is sort of like a list but it's not as flexible as what I'm about to show you. What we've done so far is just pulling in a sequence of passages.

It's using those passages exactly as they appear in the folio. It's not manipulating them in any way. What I'm gonna show you now, lets us use the information from passages but, but re reconstruct it, rearrange it, to meet our needs. Let's suppose, for example, I wanted to have a, sort of a descriptive document here that says, these are some interesting cases.

And I'm gonna put in a table here which is gonna tell me, the name of the case, a citation for the case, the name of the prosecutor, and maybe it also will include the content of the passages themselves. But we'll be able to pick and choose what sort of information we wanna use and how we're going to arrange it. First, I'm gonna do this in sort of a narrative format and then I'll put it into a table. I'll show you two different arrangements here. First off, for a narrative, let's say we wanna say, there maybe as a heading here I'll underline it, there's a case named something or other colon.

Oops.

Colon.

It was prosecuted by some particular person.

And here's some info about it, colon and then I'm going to put in a bunch of whatever the content of the passage is there. And then, I'm gonna repeat that for each selected passage.

This is a list.

So, I'm gonna create a list, a custom list and this is gonna be a list of field time oops. Hold on. I haven't got this set up yet. In my site list, I'm gonna go back to a list of passages here. Make this a smart answer.

Again, that's being kind of slow.

Change it back to check boxes because I want them to allow them to choose a whole bunch of answers. I'm gonna make it, look in the case authority folio, not for passage tags, but for passage names.

Case authority.

There we go. That's the list I want. There's my four cases that I want them to choose from. I click okay. That takes care of the smart answer.

And now that I've got a smart answer that supports multiple answers, I can create a list right here and I want that to be a list from the site list answer. I click insert list and the appearance I'm gonna excuse me. I'm gonna choose repeating paragraphs because I want to repeat the same, information, the same structure for each one of those citations. I'll click done there.

Now, I'm going to manipulate this list to make it look like what I want. I want to, each item in the list to begin with, some text that says there's a case named something or other.

That will be the answer that it's pulling from the site list question. There's a case name something or other colon.

It was prosecuted by and here I want a field that's going to pull in the prosecutor's name. Remember our folio includes a folio fact that tells the prosecutor's name for each case. So I'm inserting a field. I'm clicking the field button.

I'm choosing, from the site list answer. That's the answer that drives all this. Insert field.

I want a particular item in that site list to appear And because this site list, answer is tied to a Folio that has Folio facts in it, I get this additional little drop down box here that lets me choose which fact I want to insert in that with this field. And what I want is the prosecutor's name right there and I'll click done.

So that puts in a field that says, look in the site list answer for the name of the folio, pull in the prosecutor name for that particular item.

This gives me the name of the passage.

This gives me a fact associated with that passage.

We still haven't put in the code that's gonna pull in the contents of the passage. We're just pulling in information about the passage so far. This is the name of the passage. This is the prosecutor name for that particular passage.

It was prosecuted by so and so and then I want to have it say, and here's some info about it, colon.

And here, I want to insert the contents of that passages passage. That calls for a fetcher code like we've done before.

Fetcher and we want to look in the case authority folio and we want to find a particular passage.

We want the one that is the current answer from the site list question.

Okay? Site list number x means the current answer in this list.

I click insert fetcher and there's my fetch code. Fetch number x means fetch the current item in this list of passages.

So, several different components here. I'm just gonna zoom in and look at it before we try running it.

I'll get rid of my little model paragraph that I typed just to organize my thoughts.

Here is gonna be a list.

The first item in the list is gonna look like this. And then it's gonna be repeated for every other item in the list. So every item in the list is gonna be have the same structure.

And that structure, it looks like this. There's a case named, here it puts in the name of the case which it gets directly from my sight list answer.

It was prosecuted by, then it puts in the prosecutor's name associated with that passage.

And then, it puts in the contents of the passage with the fetch code.

So, I have access to the names of passages. I have access to all of the facts associated with passages and I have access to the content of passages all within this list.

And I can, you know, insert text before and after each one of those elements. I can format those format those various elements differently.

I could if I wanted to italicize this and arrange it differently. So you have a huge amount of flexibility in how this information is presented. Now, let's run this form. I'm going to answer this question by clicking the fetch button.

I'll choose these two passages and click Okay.

And I'll fill in the form and we get a combination of both, text that was coded into the form interspersed with information that has been pulled in from the folio. So it says there's a case named and it gives the name of the case. It was prosecuted by and it pulls in a folio fact and here's some information about it and here it has inserted the actual content of that passage and then it repeats. There's a case named something else. It was prosecuted by apparently, I've got a blank field in there and here's the content of that one.

And the last thing is I'm going to format that information in a table instead.

So my form will say, here are some cases and I'll put in a questionnaire that asks me for site list.

Actually, I do case list. I like that better.

Case list. Which cases?

That'll be a smart answer which looks in the folio, a particular folio, my case authority folio and shows me a list of passage names with check boxes.

And in the document, I'm going to insert a list but this time, I'm going to format the list as a table. I click list.

It's a list from the case list answer and I'm going to format it as a table, table format.

I'm gonna have, let's say one, two, let's go with three columns.

One item per row is good.

Dividing lines is good. I'm going to put in headings in the first row and click done.

My headings are going to be case name, then I'm going to go with, citation and then I'm going to go with, prosecutor.

That has created this table with, a start for me but I need to add a couple more fields. Here you can see it's going to put in the case name for me in this leftmost column for each row. But here, it's not putting in anything for the citation yet so I have to add that field. I'll click field.

From the case list answer, I want to get a particular item. Which item? The current item. And I don't want to insert the name of the passage again.

I want to insert in this column the citation.

Done. That gives me that field. I'm going to copy that and paste it in to the other two rows so that every row in my table is going to include a citation in the middle of column. And I'll do a real similar thing for the last column here. Insert a field from the case list answer.

I want the current item in the list to appear here and I want it to be the prosecutor's name this time.

Click done. I'm going to copy that one and paste it into the other two rows so that every single row in my ultimate list will include the prosecutor's name in the right column. If I had left that out, if I went like this, I'd be telling it, okay, I want the first item in the list to include the prosecutor's name here. But all of the middle items and the last item, I don't want it to show the prosecutor's name here.

That's rarely gonna be the case. You generally are gonna want every single row in your list to have, that field filled in. And so I'll, put that field in all three rows. That's our list.

I'm gonna, answer the question. Let's go with fetch. I'm gonna go with all four passages this time.

Click okay and click fill.

And we end up with a report of all my cases.

Looks like I forgot to save the, prosecutor's name after I filled those in on a couple of the cases.

But there's my cases with their citations and their prosecutors were indicated. I'm gonna show you one more trick. Whenever you're inserting fields in a table like this, you usually don't want a blank line to appear in the event of missing information because the blank lines within the table cells looks a little weird. So, I'll show you something you can do. This is just kind of a random tip here. You can go to that field.

Click your field button to modify the field and you can turn off the blank line here. This checkbox down in the bottom right hand corner controls whether or not a blank line appears in the event of missing information. So, I'm going to turn off that blank line for each one of these fields.

Blank line off.

Blank line off.

And now, when I fill in the form, it looks a little tidier because it's not putting in those blank lines like that.