• Working with Documents
  • About document management
  • To create a new CaseView document
  • To create a CaseView document from within CaseView
  • To open an existing CaseView document from the Document Manager
  • To access CaseView documents in a Lock Down client file
  • To use a template
  • To retrieve a backup copy of the document
  • To open an existing CaseView document from within CaseView
  • To save a CaseView document
  • To save a new document
  • To set documents to save automatically
  • To specify document version information
  • To build dynamic documents

Creating A CaseView Document From Within CaseView

1. On the File tab, click New or click on the Quick Access toolbar.

2. Under Create how, select to create the file based on system defaults or using an existing document as a template.

   If selecting the second option, the new file contains all the content, security configurations and settings of the original file. Browse and select the CaseView file (*.cvw) to be copied.

3. Click OK. The new document appears in a new window.

Note: Before continuing with the document, we recommend saving the new CaseView document first.

Related Topics

• Creating a New CaseView Document