Citation Settings

Last updated: 2026-03-23

The Citations panel controls how the AI agent formats source references in its responses. Configure the enclosure style, display format, position inclusion, and bibliography options. A live preview updates as you change settings so you can see exactly how citations will appear.

Citations panel

Configure AI agent citation format

Enclosure Style

Display Format

Position

Include page number or timestamp in citations


Bibliography

Add bibliography to messages

Order

Preview
Example: The witness testified... (Contract.pdf : page 5)

Citation enclosure style

The Enclosure Style setting determines the characters that wrap each citation. Choose from:

  • Parentheses - (Contract.pdf : page 5)
  • Brackets - [Contract.pdf : page 5]
  • Braces - {Contract.pdf : page 5}
  • Quotes - "Contract.pdf : page 5"
  • None - Contract.pdf : page 5 (no wrapping characters)

Citation display format

The Display Format controls what text represents each source document:

  • File name - Uses the full file name (for example, Contract.pdf).
  • Short reference - Uses a condensed reference label (for example, Smith Dep.).
  • Numbered - Uses sequential integers (1, 2, 3...), useful when combined with a bibliography.

Citation position inclusion

The Position toggle controls whether citations include a page number or timestamp reference alongside the source name. When enabled, citations include ": page 5" or a similar position indicator. When disabled, only the source identifier appears.

Citation bibliography

The Bibliography toggle adds a bibliography section to AI agent responses. When enabled, a full list of cited sources appears at the end of each response. You can choose the ordering:

  • Alphabetical - Sources sorted alphabetically by name.
  • Order of appearance - Sources listed in the order they first appear in the response.

Bibliography is especially useful with the Numbered display format, where inline citations use integers and the bibliography provides the full source details.

Citation settings live preview

The preview box at the bottom of the panel shows a sample AI response with your current citation settings applied. It updates instantly as you change any option, so you can experiment with different configurations before saving.

Frequently asked questions

Do citation settings affect past AI responses?
No. Citation settings apply to new AI agent responses only. Previously generated responses retain the format used at the time they were created.
What is the default citation format?
The default is parentheses enclosure, file name format, position included, and bibliography disabled.
When should I use the Numbered format?
The Numbered format is best paired with the Bibliography toggle. Inline citations use short integers (1, 2, 3) and the bibliography provides full source details at the end of the response.
Can different cases have different citation settings?
Yes. Citation settings are configured per case, so each case can have its own format.

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