Hello, and welcome to How to Make a Book of Documents and Book of Authorities Training Video. Please

note that the instructions given will be for FOX It Phantom PDF and Adobe. What needs to be in

the books? When a hearing is scheduled in a file, the parties must prepare a book of documents and a book

of authorities. A book of documents contains all the documents that a party wants to bring forth

as proof, also known as an exhibit, during a hearing, even if the party

may have already submitted these documents throughout the file's life. Parties before the Board will

often refer to the board decisions to support the position that they are taking. If you will be relying on

board or other decisions or sections of the law like the Canada Labor Code, you should include these in your book of

authorities. This way, the decision maker can easily refer to them, allowing for an effective and timely

hearing. The first section we will be looking at is how to create a book. To create

a book, you will make sure that all documents are in PDF format and collect all the documents in one place.

Once the documents are collected, you will add them all to one document, which will form the books. You will

then add a title page to your document that identified what file the document is for and what type of book it is.

For example, complainant's book of documents or respondent's book of authorities, etc. To do this,

you will ensure that all the documents are located in the same space.

For example here, I have created an example document that we will be using.

You will also need to create a title page and ensure that the title page is a PDF as well.

You will make sure that they are separate in two separate windows and you will open the thumbnail page. The thumbnail page

is found on the left hand side and is two pages one on top of the other. You will then

add the contents of your document into the title page document. To do this, you will make sure

that all pages on the contents are blue. You can do this by selecting the first one,

clicking Shift on your keyboard and then the last one. This will make them all blue. Once they

are blue, you will simply click on them and drag them to the other page. And insert them

behind the title page. You can then close your content and save your document.

Now in the title page, you also have your content. The next thing you will want to do

is to make tabs. Each document must be separated by what we call a tab. A tab is simply

a page that identifies which document fault. For example, tab A, tab B, tab C, or whichever

name you want to give it. This will relate back to your table of contents that must be added at the beginning of the document

after the title page. To create tabs, you will simply have to go into Microsoft Word

and create pages that have the word tab 1, tab 2, tab 3. Here, you'll

write tab 1. Once you have finished creating all of your tabs, you will have to save the document.

When you are saving the document, please ensure that the save as type is a PDF. This will

then open a PDF document. You will then

have to add the tab in front of the document that it represents. To do this, you will

again open the thumbnail by clicking on the icon here and selecting tab 1, the tab 1

page. You will then simply drag this in front of your first document.

So here we have now title page, tab 1, and then the contents of tab 1. You will

repeat this for tab 2. So make sure that you are selecting tab 2. So it has to be blue.

And then placing this in front of your second document. We have to add two and contents of tab

2. Then you repeat this action for every single document that you have. So again,

tab 3 goes before contents of tab 3. Now we have tab 3, and the contents of tab 3.

And that is how you add tabs to your document. The next step is your table of content.

A table of contents must be added to your document. This page is found between the cover page

and the first tab. A table of contents enumerates all the tabs and what is contained

in each as shown here. You can make a table of contents the same way

as you would create a tab as shown before using Microsoft Word. So for example, here we have a table

of contents that is for a book of documents. So we would have table of contents, the enumeration of the

tabs. And then tab 1 is for example, a complaint filed on December 2021

and the rest of the enumeration. Whereas we also have an example here of a table of contents

for a book of authorities. So it's the same concept, table of contents, the enumeration

tab 1. But then I would then name the decision or the jurisprudence or

the case law that I am showing here. So in this case, McRaeJackson is the name of

a decision, as well as these other two. So you would then enumerate your tabs and the

content here. To add this to your book, you simply do the same thing as with the tabs

you ensure that it is blue. And then you would place it after your cover page but before your first tab. So

now we have our cover page and then the table of contents. The board also asks

that all tabs be bookmarked. This is to allow the panel and parties to quickly get to a tab

while the party is using it. This is very useful, especially when there are a lot of documents in a book.

Each tab should be named in accordance to what it represents in the table of contents. To create a bookmark, you will

navigate to the page that you want a bookmark. So in this case tab at the top of the page,

there is an icon named Bookmark. You will select this and now you need to name that bookmark.

The title will be what we had indicated in the table of contents. So in this case it is

to have one complaint filed on December 2021.

And now you have created your first tab. You will then go to tab 2 and click

on the small bookmark icon with the plus. And repeat the same step by

naming it what is said in the table of contents. And that creates your second tab.

One last time you go to tab 3, click on the plus

and name it what is in the table of content. Once all your bookmarks have been added,

you just have to go to the cover page. And then select each tab one by one to ensure that you have linked

them to the correct page. If when you open your document, you do not see your bookmarks, they

are easily found on the left hand side by clicking on the bookmark icon and you will

find them. And it is very important to ensure that each tab is linked to the correct

document. And it is named the correct thing in accordance with your table of content. Once this is ensured,

you can save your document. And that is how you create a book of documents and a book of authorities. As mentioned

before, these steps can be used for book of documents and the book of authorities. Please note that using links

in the book of authorities is not recommended. We highly recommend adding the actual pages of the case

law, jurisprudence, etc. into the book of authorities. We also ask that you use pages that are formatted

in by 8 and a half by 11 inch when possible. Thank you and have a great day.