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This is done in the TOA Groups tab in the TOA Options dialog. If you only have one group for cases, click on Add Group to create another cases group. Edit both groups as necessary to give them the proper names (e.g., “Federal Cases” and “State Cases”). Most importantly, make sure to set the geographic restriction for the Federal Cases group to “Federal Only” and for the State Cases group to “State Only (Any)”. If you wish to have three groups named “Federal Cases”, “California Cases”, and “Other State Cases”, then select the geographic restriction for “California Cases” to “State Only (Specified)” and select “CA” for the state. The “Other State Cases” geographic restriction should be set to “State Only (Any)”. You may also separate local and international cases and statutes by choosing the appropriate geographic restriction in the applicable TOA group.
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How do I separate federal and state cases and/or statutes into different TOA Groups?
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