Content Comparison

This screencast includes:

1. Numbering modes

2. Renumbering provisions and locked nums

 Renumbering

1. There are 2 numbering options in Lawmaker.  

2. Auto-renumber turned on; and 

3. Auto-renumber turned off.  

4. When Auto-renumber is turned on means that provisions at paragraph level and below will automatically renumber as you insert them throughout your document.  Regulations and the grouping elements, such as parts and chapters will not renumber automatically due to the way document locking works.

5. You can toggle your numbering mode using the ‘Tools menu and selecting “Turn on/off auto-renumbering”

6. By default all new documents start with auto-renumbering turned off, but once you’ve changed it, it will stay that way until you change it.

7. To let you know what numbering mode is set in your document, whenever you open the document or change the numbering mode, a green toastie will appear in the top left to let you know what your document numbering mode has been set to.  It will eventually disappear after 30 seconds.

8. Let’s see what happens when Auto-renumber is turned off

9. If I insert a new paragraph at the end of a series of paragraph, it will be numbered sequentially.  

10. If I , insert a paragraph between existing paragraphs, it will be auto-assigned a number using the amending numbering rule e.g. inserting between paragraph (1) and (2) will result in paragraph (1A); and inserting before paragraph (1) will result in paragraph (A1)

11. Now let’s see what happens with Auto-numbering turned on

12. IF I insert a paragraph anywhere in the sequence, all the paragraphs around it will be renumbered accordingly.

13. If I insert a new regulation however, or a new part in the middle of a series, you will see how it is assigned a number again.

 Renumbering provisions

1. To renumber your provisions if you have been drafting with auto-renumber turned off, or to renumber the regulations and grouping elements, you will need to use the ‘Renumber’ button available in the upper toolbar and in your right-click menus

2. You can choose to highlight a sub-set of provisions to renumber, or, if you click on ‘renumber without making a selection it will ask you if you want to renumber the current provision or the whole document.

3. The current provision is the regulation or schedule that your cursor is in.

4. If you select the ‘whole document’ you need to make sure nobody else is currently editing the same document as the renumber action will require locks on the whole document to perform. 

5. Renumbering will not affect provisions inside quoted structures (textual amendments).  You will need to renumber the quoted structure as a separate action using the same function.  Just place your cursor inside the quoted structure before you trigger renumber.  

Locked nums

1. You will see when you insert a quoted structure for textual amendments, that if the starting element is a numbered element, it’s num element is surrounded by a dotted border.  

2. This indicates that the num is locked.  

3. Locked nums will not be overwritten when you perform a renumber.  

4. As renumber works by checking the sibling provision’s number before it, you do not need to lock the nums of sibling provisions after the first locked num.  For example, if the locked num of a regulation is 2A, the sibling regulation will automatically be numbered 2B.  

5. To manually add or remove number locks, right-click and select ‘Add/remove number lock’.  

Projects tab

1. The project tab allows you to perform different actions on your document versions

2. You can Share a document with another organisation.  To do this, click on the ‘Action’ drop down on the version you wish to share and select “Share version”.  You will need to select the organisation you wish to share with and click on ‘Share’.  This will create a significant version on the right-hand side of the ‘Projects’ tab which is read only and visible to you, but also visible to all users in the organisation you shared it with.  It will also be read only for them.

3. If someone shared a document with you, you will also see it in the right-hand side of the projects, in read only format.  To make edits to it, you will need to create a duplicate version.  To do this, click on the ‘Actions’ drop-down on the version you wish to Duplicate and select ‘Duplicate version’

4. This will create a green working version of the document that appears in the left-hand side of the ‘Projects’ tab and is only visible to you and all users in the same organisation as you.  The other organisation will not be able to see your working version.  Likewise, you will not be able to see their working versions.  Duplicate version can be used in a similar way that you might use ‘Save as’ in Word to create new versions of a document and gives you flexibility when managing your drafts.

5. You can rename document versions by clicking on the edit button to the right of the description in the green tile.  It has to be a unique name.

6. If you have created a version by mistake, it’s possible to delete this document by clicking on the ‘Actions’ drop down and selecting ‘Delete version’.  You cannot delete the last document in the project.  If you no longer needed the project, you have to delete the project from the dashboard

This screencast includes:

1. Converting a draft instrument to ‘Made’

2. Preparing an instrument for signing

3. Marking PDF version as having been signed

4. Downloading a ZIP file to upload to TNA’s publishing system

5. Marking downloaded version as having been submitted to TNA

 Converting a Draft Instrument to ‘Made’

1. To convert a Draft SI to Made, you will need to create a duplicate of the Draft version. 

2. This is done on the ‘Project’ tab by finding the appropriate document version, clicking on the ‘Actions’ drop down and selecting ‘Duplicate version’

3. Specify the folder you want it to be moved to, if needed and give it a unique version description. 

4. Also, click on the ‘Convert to Made’ check box before clicking on ‘Duplicate’

5. A new version of the Instrument is created which can be opened in the Editor to refine further

6. As you can see, the instrument has been updated to remove the draft procedural rubric from the top of the page, ‘Draft’ has been removed from the banner and the preamble has been updated as well.

Preparing an instrument for signing

1. When an Instrument is ready for signing, you will need to ensure it has the correct signatory information in it.

2. To do this, open the latest version of the document. 

3. You can either insert a new signature block by selecting ‘Insert > Insert signature block’ from the Upper Toolbar and filling in the necessary details in the dialogue box.

4. Or, if a signature block already exists, you can update it by right-clicking on it and selecting ‘Update signature block’

5. Don’t worry that the signature block doesn’t look correct in the Editor, when you generate the PDF, it will look correct.

6. Once the Instrument is ready for signing, you will need to generate a PDF that will be printed as the signing copy.

7. If it has just been signed, you will need to update it with the Made and signed date before sending it to TNA.

8. To do this, open the instrument in the Editor.

9. To update the date, click on the blue date area in the preface.

10. Select the ‘Made date’ from the Manage Date dialogue box.

11. Specify a date and optionally a time. Ensure that these correlate with the details in the signature block.

12. You can add other dates as required in the same way. You may need to change (or add) the Laid heading to reflect your expected laid date, if the instrument is a signed SI of a type that requires laying.

13. If you have been allocated an SI number in advance by TNA, you should add it to the SI now by clicking on the blue number in the preface which will open the ‘Document Information’ panel where you can insert the advanced SI Number and any advanced subsidiary numbers.

14. Otherwise, the SI number will be allocated and inserted by TNA’s Publishing system during the registration process.

15. When you have made the necessary updates to the SI, save your changes and close the Editor.

Marking PDF versions as having been signed

1. When you generate a PDF, a snapshot version is created which captures a read-only version of the instrument at the point it was signed.

2. You will need to mark this snapshot version as the one that was signed.

3. Mark this snapshot version as having been signed by clicking on the ‘Actions’ dropdown and selecting ‘Mark as signed’

4. This will create a significant version which appears on the right-hand side. It will be read only meaning that no one can alter it.

 Downloading a ZIP file to upload to TNA’s publishing system

1. Once your Instrument is ready to upload to TNA’s publishing system, you will need to download a ZIP file containing the XML and PDF and any images your SI might contain

2. This is generated using Lawmaker and is the same process for draft instruments as well as those that are Made.

3. The first step in this process is to generate a PDF.

4. Once you are happy with the PDF, you will need to select that PDF snapshot version and click on the ‘Actions’ drop down to select ‘Download ZIP file’

5. A zip file will be downloaded, allowing you to save it in the appropriate repository before uploading in onto TNA’s publishing system

6. Once you have uploaded the ZIP file, you should now mark this ‘downloaded’ snapshot version as having been submitted to TNA.

7. This will create a significant version which appears in the right hand side of the ‘Projects’ tab.  It is read only so that it cannot be altered

Marking a version as having been upload to TNA’s publishing system

1. Once you have uploaded the ZIP file you should now mark the downloaded snapshot version as having been uploaded to TNA.

2. Find the copy of the snapshot, called Download

3. Click on the ‘Actions’ drop down and select ‘Update document status to submitted’.

4. Click on Update

5. This will create a significant version that appears on the right-hand side.

This screencast includes:

1. Updating the preface

2. Inserting and updating an explanatory note

3. Inserting a signature block

4. Inserting and updating a commencement history table

5. Inserting a table of contents

Updating the preface

1. The preface is basically everything within the dotted line at the top of the document.

2. The blue highlighted text represents data that you can edit.

3. To update the SI Number and year, click on the blue text area which will open the ‘Document Information’ right hand panel, where the editable fields are kept

4. You would only need to add a number if you had been given an advance number, I shall put one in to show how it works No.404..  Together with an example subsidiary number for example (C.1)

5. You can also edit the title, year and procedure type in this panel

6. If you did change the procedure from draft to made, then you will be warned that the rubrics will get automatically updated as part of this change.

7. For changes to take effect, make sure you move your cursor out of the field that you updated and wait 5 seconds for auto-save to be triggered

8. To update the subject, click on the Subject in the preface which will open a dialogue box.

9. You can add as many subjects as you need to, they are using the SI Registrar’s approved list of subjects and corresponding sub-subjects.

10. If a subject has a sub-subject, it will appear in the sub-subject drop down.

11. You can also add an extent if required.

12. To update the dates on an Instrument, click on the dates in the preface which will open a ‘Manage dates’ dialogue box. 

13. From here it will be possible to add, update and remove dates as required for your instrument. 

14. The ‘Coming into force’ date offers some additional options based on the type of coming into force information you require

15. It’s possible to specify a time and this will be presented in the correct format in the document when saved

16. You can also insert other preface elements using the ‘Insert > Insert preface element’ option in the upper toolbar. 

17. This will open a dialogue box offering different elements, including

    1. Correction rubric,

    2. Resolution,

    3. Approved and pre-populated text options, and

    4. Laid in draft.

18. Once you have selected the element to insert into your preface, you have the option of selecting what it will be pre-populated with

Inserting and updating an explanatory note

1. To insert an Explanatory Note into your document, select ‘Insert > Insert Explanatory Note’ from the upper toolbar.  Note you might have to scroll to find it in the menu

2. You can add additional paragraphs to the explanatory note, or you can insert numbered lists or even bullet lists. 

3. To change the style of your bullets, right click on the bullet item in your explanatory note and select ‘Update List Style’.  You can choose between bullets, em dashes or no bullet marker.

4. You can insert tables into your explanatory note if you want to.

Inserting a signature block

1. To insert a signature block into your instrument, select ‘Insert >Insert signature block’ from the upper tool menu. 

2. A dialogue box will appear allowing you to specify the data you require for example name, role, date and including seals

3. You can add more than one name to a signature if needed

4. When you insert the signature block into your instrument, it won’t look as you expect in the Editor View.  However, when you generate a PDF, the signature block will be presented as it should.

5. You can insert more than one signature block if required and swap the order that they appear in the Editor using the Structure view if required.  Just repeat the process for inserting signature blocks from the ‘Insert’ menu in the upper toolbar

Inserting and updating a commencement history table

1. It is also possible to insert commencement history tables into your document if required,

2. If required, you can copy and paste a previous commencement history table from a previous commencement instrument as long as it was drafted in Lawmaker

3. Use the table functions in the right-click menu to update and add to your table as required.

 Inserting a table of contents

1. To insert a table of contents, you will need to select ‘Insert > Insert table of contents’ from the upper toolbar

2. A table of contents will be automatically generated and inserted into the instrument just under the date table, before the preamble.

3. It’s not possible to insert a table of contents with page numbers

4. If the provisions in your document change order or new ones are added or removed, you will need to regenerate a table of contents to reflect the changes.

[to be added]

1. You can generate a PDF of your Instrument at any time.

2. You can generate a PDF from the ‘Project’ tab by selecting the document version you want to PDF and selecting “Generate PDF” From the actions drop down

3. Or you can do it from the Editor by clicking on ‘Documents > Generate PDF’ from the upper toolbar

4. The only difference between the 2 approaches is that when you generate a PDF from the Editor, it will include everything in the Editor - including any unsaved changes. 

5. There are a few options to select from when generating a PDF

6. The default setting is to generate a PDF of the whole document, showing any tracked changes if there were any.

7. However, you could decide to generate a PDF of a subset of provisions in your PDF by clicking on the ‘Pages/provisions to include’ drop-down and selecting the ones you want to include.

8. Alternatively, you might have tracked changes in your document, but prefer to show the print form with changes applied, with or without side-lining.

9. You can optionally add footer notes for example if your document is draft

10. You can also opt to show J numbers in the margin if you have included J numbers in your Instrument.

11. Every time you generate a PDF, a snapshot version is created, capturing the version of the document when you generated the PDF.  If you do not want to capture a snapshot, you have the option of unselecting this check box. 

12. PDF snapshot versions are used for marking a version as having been signed, or for marking a version as having been submitted to TNA so if in doubt, leave this checked.

13. The PDF generated adheres to TNA’s styling and formatting rules so you should no need to make any further edits to your Instrument to make it look right in printed format.

This screencast includes:

1. Tracked changes and comments

2. Document checks

3. Attributes

Tracked changes and comments

1. Lawmaker includes tracked change mode and the ability to record comments in your documents

2. These need to be removed from your document when it is finalised

3. To turn on tracked changes, click on the binoculars button in the upper toolbar

4. When you insert or delete text or whole provisions in the Editor, changes will be marked up in standard tracked change format

5. If you click on the ‘Review’ right-hand panel, you will see these changes being recorded separately as individual change tiles.

6. If you click on a tile in the Review panel, it will jump to the affected part of the document with an arrow indicating exactly where the change occurred.

7. You can choose to accept or reject the change or leave a reply

8. The same accept/reject and reply options are available if you hover the mouse point over the change in the Editor.

9. It’s further possible to delete, edit or mark a comment as done.

10. At the bottom of the ‘Review’ panel, there are options to accept all or reject all changes in your document.

11. As well as capturing tracked changes, the Review panel will display comments. 

12. To create a comment, highlight some text or a whole provision by using the breadcrumb or structure view. Right-click and select “Add comment” or use the “REview” menu in the upper toolbar.

13. When you have recorded your comment it will appear in the ‘Review’ panel alongside the tracked change tiles and the text will be highlighted purple with a tooltip showing the content of the comment if you hover your mouse pointed over the text.

14. Like comments against tracked changes, you can reply, edit and delete comments using the Review panel 

Attributes

1. The last thing to mention in the right-hand panel, relating to reviewing and validating your document is “Attributes”.  You shouldn’t need to use this panel.  However, we left it visible as there are a few occasions where it is handy.

2. Once such occasion is checking the target provision of a cross reference. Place your cursor in a cross reference and open the ‘Attributes’ table

3. The href field will describe which provision the cross reference is pointing to.