CaseView Document tab

Number

Each document on the Document Manager must have a unique number.

Name

Represents a brief description of the CaseView document.

Identifier

Represents the name of the CaseView document. This can be any unique one or two-character identifier defined by the user.

Grouping

Specify the Time list from which the content of the letter or label will access its information.

Order

Select the order for the report.

From

If applicable, excludes any entries that are outside the range specified. The filtering criteria is based on the selection made in the order field. In the From field, select the lower limit for the range.

To

Select the upper limit for the range.

Filter

Use a dBase filter to print or view only those credit notes that match criteria you specify. The filter usually takes the form of a condition. Any that do not meet the filter are excluded. To build filter calculations easily, use the Equation Editor. Click images\eqedit_shg.gif to access it.

Include in Document Index

If selected, the CaseView document will be included in the Document Index. The Document index is an automatically generated document listing selected documents on the Document Manager.

Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.

Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.

If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.

When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:

  1. Your Client Number.
  2. The product version number, found by clicking the Help menu and selecting About.
  3. The type of computer hardware you are using.
  4. The software version number of MS-Windows.
  5. The exact wording of any messages that appear on your screen.
  6. A description of what happened and what you were doing when the problem occurred.
  7. A description of how you tried to solve the problem.

CaseWare Support

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Email: support@caseware.com

Phone: 416-867-9504

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