• Getting Started
  • What is CaseView?
  • Accessing CaseView
  • The modes of CaseView
  • Activating CaseView features added in new releases of Time
  • Navigating using arrow keys
  • Using the Time toolbar in CaseView
  • Working with CaseView documents
  • Designing your statements
  • Edit mode (Form mode with Editing enabled)
  • Design mode
  • Ways to customize CaseView documents
  • Example linking client information

Activating CaseView Features Added in New Releases of Time

To take advantage of features added to CaseView in a new release of Time, it is necessary to restore the applicable CaseView document(s) from the Company Profile to see the new features. No enhancements to the CaseView documents are available until the CaseView default settings formatted during manufacture of the software have been restored.

Note

• To restore a CaseView document from the Company Profile, any customization which have been done to the current document is overwritten and it will be necessary to customize the document again.

To restore a CaseView invoice, statement or credit note's default settings

1. Click File | Company Profile.
2. Select the applicable tab – Invoices, Statement, or Credit Note.
3. Click the Restore Invoice, Statement, or Credit Note button.
4. Reapply any customization in the Invoices, Statements, or Credit Notes.