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Introduction

Sometimes you might only need to update a single provision or a subset of provisions in a document.  Or sometimes you might be working with other drafters in the same bill and only want to update the provisions that you are responsible for.  Or sometimes the bill might be so large, that opening up the whole document creates performance issues.  To address these various needs, we have made it possible to edit a portion of the document without needing to open the whole document.

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From the Project Tab, click on the Actions menu for the working version you want to edit.

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Select Edit portion of document.

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In the dialogue box, select the provisions you wish to edit.

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You can open one or more of the following types of provisions:

  1. Parts

  2. Chapters

  3. Cross-headings

  4. Sections/clauses

  5. Regulations/articles/rules

  6. Schedules

  7. Schedule Parts

  8. Schedule Chapters

  9. Schedule cross-headings

Info

Schedules created before version 17 was released (August 2024) are not automatically fragmented to the grouping level - you will only be able to edit the whole schedule as a portion. However, as soon as the document containing the schedule is saved again, all schedules in the document will be fragmented at the grouping level and you will be able to edit individual Parts etc. of a schedule.

How to edit a portion of a document

Excerpt
  1. From the Project Tab, click on the Actions menu for the working version you want to edit.

  2. Select Edit portion of document.

  3. In the dialogue box, select the provisions you wish to edit.

  4. Click on the Edit button to open the selected provisions in the Editor.

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Selecting provisions to open

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When you open a portion of the document in the Editor, the highest level provisions e.g. sections, regulations or Parts, will have their numbers locked so that when you renumber the document, they do not get automatically updated.  You can manually change these numbers if necessary but you will need to renumber the whole document if provisions not in your portion are going to be affected by these number changes

If you use an action that is run over the whole document (e.g. update x-ref or renumber) then it will only be applied to the 'whole document' that is in the Editor and not the whole bill/SI document.

If you run 'Update x-ref' and there are cross references pointing to provisions not the Editor, these will be marked as 'invalid' as they couldn't be detected.  It's best to run 'Update X-refs' if you know the target provisions are already in the Editor to avoid this.

The renumber feature will only renumber provisions in the portion, even if “whole document” is selected.

The Tag x-refs and Update x-refs features will only tag/update references within the portion of the document but will search the whole document for the target provisions, not just the portion - see References .

Info

See Opening a document in the Editor for more about opening the whole document rather than a portion.