• Menus and commands
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Document Tab

Note: Available commands vary based on the editing mode selected.

Document Settings

Opens the Document Settings dialog to configure global document settings.

Lock

Locks areas of the document. After selecting an area to lock, you are prompted to enter a password and confirm it. Once locked, a checkmark will appear in the drop-down menu to indicate a lock is enabled.

CaseView Mode

Locks/unlocks any CaseView Mode.

Knowledge Library Links Updates

Locks/unlocks knowledge library links updates.

XBRL Tagging

Locks/unlocks XBRL Tagging.

Compare

Opens the Compare dialog to perform a type of comparison. You can compare to a milestone, another file, or information linked from a knowledge library to its source.

Spelling

Opens the Spell Checker dialog to view, correct, or ignore spelling errors.

Hyphenation

Inserts a hyphenation suggestion.

Note Number Styles

Opens the Note Number Style dialog to create and modify styles for note numbering pools.

Tabs

Opens the Tabs dialog to modify the properties of a tab stop.

History

Opens the History dialog to view the access and modification history of the document including any milestones.

Milestone

Opens the Create New Milestone dialog to create a new milestone.

Modify

In Form Mode, the Header/Footer dialog opens, which allows you to edit an existing header or footer.

In Design Mode, you can use the Header/Footer dialog to create a new header or footer.

Attach

Opens the Attach Header/Footer dialog to attach a header and/or footer to the current page.

Update Knowledge Library Links

Accesses the Knowledge Libraries linked to the document and replaces data in the linked areas with updated information from the Knowledge Libraries.

Remove Knowledge Library Links

Removes outdated or unused links to knowledge library documents.

Cell Value Flags

This option is only available in Form mode and allows clients without access to Design mode the option of reverting overridden cells to their original values or clearing the value change flags (red underline) from view.

• Remove Cell Override
• Remove All Cell Overrides
• Remove All Cell Overrides for Client
• Clear All Value Change Flags
• Clear All Value Change Flags for Client

Note: Only available in Form Mode.

Currency/Unit Symbol

Toggles the currency/unit symbol for selected cells.

Summation

Sums the selected numeric cells. The calculated total can be pasted into another cell in the document.

Cell Options

Opens the Cells Options dialog to adjust global cell options such as dash position for cells with a zero value, or cell underline styles.

Cell Group

Opens the Cell Group Edit dialog to change any cell group properties that have been made modifiable in the Form Mode.

Cell Group drop-down menu

Changes the group for current cell selection