Partner and Manager Summary Menus

Generate

Generate a partner and manager summary report based on the selected filters configuration in the Section Settings.

Clear Modified Issues on Generate

Additional text can be added to an issue in the partner and manager summary. This information does not modify the original issue. Any modified issue text is saved and carried over the next time the report is generated. If the "clear modified issues on generate" is selected this additional text is all cleared and only the text from the original issue remains.

Configure

Area where section settings for the report are configured. Use the drop-down lists to select items.

Lock Settings

Lock current configuration of the section settings to prevent inadvertent changes.

Add New Section

Add new section in the section settings. Note this option is only active when the configuration area is open. The changes are applied to the document after generate / refresh.

Sort Sections

Sort sections to the desired order in the section settings. Note this option is only active when the configuration area is open. The changes are applied to the document after generate / refresh.

Restore ALL issues to Original

Issues can be modified in the partner and manager summary to add additional text information. All issues can be reverted to the issue text only by selecting this option.

Apply Document Prerequisites

If selected, will implement the document prerequisites specified by the firm. This option is selected by default. 

Content Library Path

Define the path where the content library is located.

Display Completion Details

Display completion details at the top of the document. Note that this will not turn off the completion details from printing.

Display Interactive Guidance

Display instructions that indicate the next step to take when working with this document. These instructions appear at the top of the document in a status bar located just below the function buttons. This menu item is enabled only if instructions exist for the current document status.

Print Firm Name in Footer

Prints the firm name in the footer, as defined in the firm settings, if the firm author has specified that the firm name is to be displayed. See Firm Information.  

Print Firm Logo in Footer

Prints the firm logo in the footer, as defined in the firm settings, if the firm author has specified that the firm logo is to be displayed. See Firm Information.  

Print Current Date/Time in Footer

Print the current date and time in the footer of each page of the document. The date and time format are as set in your Windows regional settings.

Print Client Path in Footer

Print the client path in the footer of each page of the document.

Highlight External Cells

Highlight all externally linked cells in the document in red.

For the firm author, a report is opened in your web browser that displays each externally linked cell that is retained on year-end close, along with the group, form, and ID of the CaseView database entry to which the cell is linked. This enables the firm author to easily track values that are written to the database and retained on year-end close.

Reapply Styles

Change the document fonts to the character set in use on your computer. This makes it possible to type information in both English and one other language that uses non-Western characters.