• 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

Designing The Statements

There are four types of CaseView statements:

1. Client – Detail - shows details on statements generated for clients
2. Client – Summary- shows summary information without detail on statements generated for clients.
3. Group – Detail - shows details on statements generated for client groups
4. Group – Summary - shows summary information without detail on statements generated for client groups.