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CaseView Ribbon Commands and Legacy Commands

This topic provides mappings between the new ribbons interface and the legacy menu interface.

File Ribbon

File Ribbon

The File ribbon opens when CaseView is launched. Many commands from the legacy File menu are now located on this screen.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition Notes

New

File->New

File Ribbon

 

Also on Quick Access Toolbar

Open

File->Open

File Ribbon

 

Also on Quick Access Toolbar

Close

File->Close

File Ribbon

 

 

Save

File->Save

File Ribbon

 

Also on Quick Access Toolbar

Save All

File->Save All

File Ribbon

 

 

Save as Web Page

File->Save as Web Page

File Ribbon

 

 

Save as PDF Document

File->Save as PDF Document

File Ribbon

 

 

Export to RTF

File->Export->Rich Text Format (RTF)

File Ribbon

 

 

Export to Text File (ASCII)

File->Export->Text File (ASCII)

File Ribbon

 

 

Export to XBRL File

File->Export->XBRL File

File Ribbon

 

 

Export to Inline XBRL File

File->Export->Inline XBRL File

File Ribbon

 

 

Import

File->Import

File Ribbon

 

 

Knowledge Library Index

File->Knowledge Library Index

File Ribbon

 

 

New Knowledge Library

File->New Knowledge Library

File Ribbon

 

 

Open Knowledge Library

File->Open Knowledge Library

File Ribbon

 

 

New Library

File->Library->New Library

File Ribbon

Not available in Form Mode

 

Open Library

File->Library->Open Library

File Ribbon

Not available in Form Mode

 

Print

File->Print

File Ribbon

 

 

Page Setup

File->Page Setup

File Ribbon

 

 

Print Preview

File->Print Preview

File Ribbon

 

 

Exit

File->Exit

File Ribbon

 

 

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Home

Home

The Home ribbon includes commands related to the interface and working with files.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition Notes

Cut

Edit->Cut

Home Ribbon

 

 

Copy

Edit->Copy

Home Ribbon

 

 

Copy Formatting

Edit->Copy Formatting

Home Ribbon->Copy Dropdown

 

 

Paste

Edit->Paste

Home Ribbon

 

 

Paste Special

Edit->Paste Special

Home Ribbon->Paste Dropdown

 

 

Find

Edit->Find

Home Ribbon

 

 

Replace

Edit->Replace

Home Ribbon->Find Dropdown

 

 

Find Next

Edit->Find Next

Home Ribbon->Find Dropdown

 

 

Goto Bookmark

Edit->Goto Bookmark

Home Ribbon

 

 

Form Mode

View->Form Mode

Home Ribbon->Editing Dropdown, View Ribbon

 

 

Design Mode

View->Design Mode

Home Ribbon->Editing Dropdown, View Ribbon

 

 

Enable Editing

View->Enable Editing

Home Ribbon->Editing Dropdown, View Ribbon

Allowed by Document Settings

 

Toggle Editing Mode

Toolbar->Editing

Home Ribbon, View Ribbon

 

Toggles between Design, Form, and Enable Editing Modes

Insert Annotation

Insert->Annotation

Home Ribbon->Annotation Panel->Launch button

Not available in Form Mode

 

Format Font

Format->Font

Home Ribbon->Font Panel->Launch button

Not available in Form Mode

 

Format Paragraph

Format->Paragraph

Home Ribbon

Not available in Form Mode

 

Bullets

Format->Bullets

Home Ribbon

Not available in Form Mode

 

Style Sheet

Format->Style Sheet

Home Ribbon->Styles Panel->Launch button

Not available in Form Mode

 

Format Cell

Format->Cell

Home Ribbon, Insert Ribbon

Not available in Form Mode

 

Format Section

Format->Section

Home Ribbon

Not available in Form Mode

 

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View

View

Settings that control the appearance of your file are located on the View ribbon.

Command 2014.00- Menu Interface 2015.00 - Ribbon Interface Condition Notes

Toggle Skipped Text

View->Skipped Text

View Ribbon

Form Mode only

 

Preferences

View->Preferences

View Ribbon

 

 

Toggle Style Window

View->Show->Style Window

View Ribbon

Form Mode and Enable Editing Mode Only

 

Toggle Ruler

View->Show->Ruler

View Ribbon

Form Mode and Enable Editing Mode Only

 

Toggle Issues

View->Show->Issues

View Ribbon

 

 

Toggle Document Map

View->Document Map

View Ribbon

 

 

Full Screen

View->Full Screen

Home Ribbon, View Ribbon

 

 

Zoom In

View->Zoom In

Home Ribbon, View Ribbon

 

 

Zoom Out

View->Zoom Out

Home Ribbon, View Ribbon

 

Acclerator conflict with Insert Non-breaking Hyphen

Zoom to 75%

View->75%

(Home Ribbon, View Ribbon)->Zoom Dropdown

 

Shortcut key "Z" selects dropdown on ribbon

Zoom to 100%

View->100%

(Home Ribbon, View Ribbon)->Zoom Dropdown

 

Shortcut key "Z" selects dropdown on ribbon

Zoom to 125%

View->125%

(Home Ribbon, View Ribbon)->Zoom Dropdown

 

Shortcut key "Z" selects dropdown on ribbon

Zoom to 150%

View->150%

(Home Ribbon, View Ribbon)->Zoom Dropdown

 

Shortcut key "Z" selects dropdown on ribbon

Fit Page to Screen

View->Fit Page to Screen

Home Ribbon, View Ribbon

 

KeyTip conflict with Home->Paste

Fit Content to Screen

View->Fit Content to Screen

Home Ribbon, View Ribbon

 

KeyTip conflict with Home->Copy

Toggle Various Issue Types

View->Highlight Issues sub-menu

View Ribbon->Issues

Document is part of client file

 

Add Issue to Cell

Context Menu->Add New Issue->To Cell

View Ribbon->Issues

Document is part of client file

Command is still in Context Menu as well

Add Issue to Document

Context Menu->Add New Issue->To Document

View Ribbon->Issues

Document is part of client file

Command is still in Context Menu as well

Add Issue to Paragraph

Context Menu->Add New Issue->To Paragraph

View Ribbon->Issues

Document is part of client file

Command is still in Context Menu as well

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Insert

Insert

The Insert ribbon commands enable you to add objects to you file.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition

Insert Picture

Insert->Picture

Insert Ribbon

Not available in Form Mode

Insert Graph

Insert->Graph

Insert Ribbon

Not available in Form Mode

Insert Line Style

Insert->Line Style

Insert Ribbon

Not available in Form Mode

Insert Page Break

Insert->Page Break

Insert Ribbon

Not available in Form Mode

Insert Column Break

Insert->Column Break

Insert Ribbon

Not available in Form Mode

Insert Non-breaking Hyphen

Insert->Non-breaking Hyphen

Insert Ribbon

Not available in Form Mode

Insert Optional Hyphen

Insert->Optional Hyphen

Insert Ribbon

Not available in Form Mode

Insert Page Number

Insert->Page Number

Insert Ribbon

Not available in Form Mode

Insert Page Number Reference

Insert->Page Number Reference

Insert Ribbon

Not available in Form Mode

Insert Note Number

Insert->Note Number

Insert Ribbon

Not available in Form Mode

Insert Note Number Reference

Insert->Note Number Reference

Insert Ribbon

Not available in Form Mode

Insert Hyperlink

Insert->Hyperlink

Insert Ribbon

Not available in Form Mode

Insert Knowledge Library Link

Insert->Knowledge Library Link

Insert Ribbon

Not available in Form Mode

Insert Knowledge Library Link from Index

Insert->Knowledge Library Link from Index

Insert Ribbon

Not available in Form Mode

Insert Table of Contents

Insert->Table of Contents

Insert Ribbon

Not available in Form Mode

Insert Sub-Document

Insert->Sub-Document

Insert Ribbon

Not available in Form Mode

Insert External Document

Insert->External Document

Insert Ribbon

Not available in Form Mode

Insert Object

Insert->Object

Insert Ribbon

Not available in Form Mode

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Document

Document

Commands for working with the documents in your file are located on the Document ribbon.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition

History

File->History...

Document Ribbon

 

Save Milestone

File->Save Milestone...

Document Ribbon

 

Document Settings

File->Document Settings...

Document Ribbon

 

Attach Header/Footer

Edit->Attach Header/Footer

Document Ribbon

 

Modify Auto Copy Text

Edit->Auto Copy Text

Document Ribbon->Modify Dropdown

 

Modify Header/Footer

Edit->Header/Footer

Document Ribbon

 

Modify Freeze

Edit->Freeze

Document Ribbon->Modify Dropdown

 

Modify Carry Forward

Edit->Carry Forward

Document Ribbon->Modify Dropdown

 

Remove Cell Override

Edit->Cell Value Flags->Remove Cell Override

Document Ribbon->Cell Value Flags Dropdown

Form Mode and Enable Editing Mode Only

Remove All Cell Overrides

Edit->Cell Value Flags->Remove All Cell Overrides

Document Ribbon->Cell Value Flags Dropdown

Form Mode and Enable Editing Mode Only

Remove All Cell Overrides for Client

Edit->Cell Value Flags->Remove All Cell Overrides for Client

Document Ribbon->Cell Value Flags Dropdown

Form Mode and Enable Editing Mode Only

Clear All Value Change Flags

Edit->Cell Value Flags->Clear All Value Change Flags

Document Ribbon->Cell Value Flags Dropdown

Form Mode and Enable Editing Mode Only

Clear All Value Change Flags for Client

Edit->Cell Value Flags->Clear All Value Change Flags for Client

Document Ribbon->Cell Value Flags Dropdown

Form Mode and Enable Editing Mode Only

Tabs

Format->Tabs

Document Ribbon

Not available in Form Mode

Note Number Styles

Format->Note Number Styles

Document Ribbon

Not available in Form Mode

Cell Options

Format->Cell Options

Document Ribbon

Not available in Form Mode

Cell Groups

Format->Cell Group

Document Ribbon

 

Cell Groups

Tools->Cell Group

Document Ribbon

Form Mode Only

Spelling

Tools->Spelling

Document Ribbon

 

Hyphenation

Tools->Hyphenation

Document Ribbon

 

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Tools

Tools

Various commands for additional functionality are located on the Tools ribbon.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition

Recalculate

Tools->Recalculate

Tools Ribbon

 

Toggle Auto Recalculate

Tools->Auto Recalculate

Tools Ribbon

 

Configure Rounding

Tools->Rounding

Tools Ribbon

Design Mode and Enable Editing Mode

Toggle Rounding

Tools->Rounding

Tools Ribbon

Form Mode Only

Toggle Rounding Relations

Tools->Rounding Relations

Tools Ribbon

Form Mode Only

Browse Definitions

Tools->Browses

Tools Ribbon

Design Mode Only

Images

Tools->Images

Tools Ribbon

Design Mode Only

Auto Copy

Tools->Auto Copy

Tools Ribbon

 

Linkage

Tools->Linkage

Tools Ribbon

Not available in Form Mode

User Defined Data

Tools->User Defined Data

Tools Ribbon

 

Global Font Change

Tools->Global Font Change

Tools Ribbon

Not available in Form Mode

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Quick Access Toolbar

Quick Access Toolbar

The Quick Access toolbar appears above the ribbons in the top left corner of the interface.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition Notes

Undo

Edit->Undo

Quick Access Toolbar

 

*New shortcut key depends on postion in Quick Access Toolbar

Redo

Edit->Redo

Quick Access Toolbar

 

*New shortcut key depends on postion in Quick Access Toolbar

New

File->New

Quick Access Toolbar

   

Open

File->Open...

Quick Access Toolbar

   

Close

File->Close

Quick Access Toolbar

   

Save

File->Save

Quick Access Toolbar

   

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No Ribbon Equivalent

No Ribbon Equivalent

The commands listed here were available in the legacy interface but are not located on the ribbons interface.

Command 2014.00 - Menu Interface 2015.00 - Ribbon Interface Condition Notes

Clear

Edit->Clear

No Ribbon Equivalent

 

Use Delete key

Select All

Edit->Select All

No Ribbon Equivalent

 

 

Renumber Cell

Edit->Renumber Cell

No Ribbon Equivalent

 

 

Current Object

Edit->[Menu Text]

No Ribbon Equivalent

Cursor is on Editable object

[Menu Text] changes depending on the object type of the embedded object located at the cursor (e.g., becomes "Edit Note Number" next to a Note Number)

Toggle Command Bar

View->Show->Command Bar

No Ribbon Equivalent

 

 

Toggle Style Bar

View->Show->Style Bar

No Ribbon Equivalent

 

This is now always displayed in the Home Ribbon

Toggle Status Bar

View->Show->Status Bar

No Ribbon Equivalent

 

The Status bar can no longer be hidden

Toggle Annotation Bar

View->Show->Annotation Bar

No Ribbon Equivalent

 

This is now always displayed in the Home Ribbon

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