Opens the New Document dialog, which you can use to create a new CaseView document based on system defaults or a document template.
Opens the Open Client Document dialog, which you can use to open an existing CaseView document within the Working Paper file. If the CaseView document is opened outside of the Working Papers file, the Open dialog will display instead.
Closes the active document. If the document changes are not saved, CaseView will ask you to save the document before closing. The Save All dialog shows the full path and file name of the file being closed. If the document closes without saving, all changes not previously saved will be lost.
Closes all open documents. If the document changes are not saved, CaseView will ask you to save the document before closing. The Save All dialog shows the full path and file name of the file being closed. If the document closes without saving, all changes not previously saved will be lost.
Saves the current document. If the document is new, the Save Document As dialog will appear.
- If the document being modified was originally created in a previous version of CaseView, is not associated with an existing client file, and has not yet been saved in a newer version of CaseView, a warning prompt will appear alerting the user to the fact that the original copy will be overwritten by one which has been upgraded to the latest version. This unique scenario may present itself when working with Knowledge Library documents especially. It is important to remember that if the document is converted to the newest version, all staff who intend to access the document must also have that version of CaseView installed.
Launches a Save All dialog that lists all open CaseView files, even if there were no changes made. Documents with a checkmark to their left will be saved when the Save button is pressed. To deselect or select all of the listed documents at once, use the check box in the header of the check box column.
To prevent any from being saved, click the Discard All button.
Displays the Knowledge Library pane. Click the applicable button to create, open and manage a Knowledge Library.
New Knowledge Library
Create a new Knowledge Library. The knowledge library will appear in a new window.
Open Knowledge Library
Opens the Open dialog, which you can use to browse for an existing Knowledge Library.
Knowledge Library Index
Opens the Open Knowledge Library Index dialog, which you can use to manage the documents available in the Knowledge Library.
Displays the Print Pane. Click an applicable button to print, print preview, print to PDF or setup page layout.
Prints the current document.
Previews the current document before printing as a paper copy. For more details, see Print preview a document.
Portable Document Format (PDF)
Save the current document as a PDF Document.
Opens the Page Setup dialog, which you can use to modify settings related to margins, page layout and orientation, watermarks, and page numbering.
Displays the Help pane.
Launches the browser and opens the CaseView Help.
CaseView on the Web
Launches the browser and opens the CaseView Website (www.caseware.com).
Launches the CaseWare Technical Support website.
Collect System Information
Generates the CaseWare Support Report, which can be sent to CaseWare support to assist in diagnosing issues.
Open the Application Options dialog.
Closes CaseView application. If document changes are not saved, CaseView will prompt you to save the document before closing.