Document Link options

Use this feature to create new external documents and to link to existing external documents, or you can create a manual document which acts as a placeholder for a hard copy document that is inserted into the client’s printed file. The documents are added to the Document Manager and can be easily accessed from there.

To access the New Document Link dialog, select Document | New | Document Link.

Number

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

Note: Be aware that when assigning a number to a document, the Time address bar cannot parse jump codes containing URL restricted characters (such as *?/ \ or :) when these are typed directly into it. In addition, when a document that contains these characters is saved as HTML, Time replaces these characters with an ! mark. Documents containing * cannot be converted to HTML.

Name

Type a description of the document. This name appears on the Document Manager to help you identify the document.

Type

Select the type of document link you want to create. Depending on the type of link you choose, fields specific to the selection appear that you need to complete.

Type	Fields specific to the type selected
Manual Document	No additional fields specific to this type appear.
File or URL	File/URL Run
Word Document	Location Template Run
Excel Document	Location Template Run
Image Document	Location Run
Application	Application Arguments Run
Scan Document	Location Viewer

Note: The following types of files cannot be added as Document Links: (.AC, .DBF, .FPT, .CDX, CO.XML, _Sync folder, etc.).

Placeholder (File or URL, Word, Excel, or Image Document types only)

Select this option to create a placeholder document. Placeholders contain all of the Document Manager properties of a traditional document (name, number, etc), but no actual document exists. The intent is for the actual document to be created or supplied at a later time, and a space in the Document Manager will already be waiting. See Linking a Placeholder to an actual document for more information.

Subsequent options vary depending on the type you select:

File or URL

Complete the File/URL field to link to an existing document or a Uniform Resource Locator (URL).

When creating a document link to a file, enter the path and file name. Click the Browse button to locate the file. Once this document is created, you can double-click it on the Document Manager and the linked file opens.

Note

You can link to a CaseWare Working Papers .ac file as long as it is not located in the client file directory.

To link to a resource on the world wide web, type the URL: the protocol to use and the IP address or domain name where the resource is located, for example: http://www.caseware.com/

When you click on a document link to a URL, the action of the URL is performed, in the preceding example, a web page is opened within Time.

Tip:

For URLs, use this field the way you would use the address bar in web browsers: start typing the address and select the URL from the list of sites visited that is displayed.

Word, Excel, or Image Document Type

The Location field appears when Word Document or Excel Document is selected as the type. You can do one of the following:

Link to an existing Word or Excel document by clicking Browse and selecting a document.
Create a new document by typing a new name in this field.
When inserting an image as a document, click Browse to locate the image.

Template (Word and Excel only)

When you create a Word or Excel document, you can attach a template to customize the new file by clicking the drop-down arrow and selecting the template; if the template is not listed, select Browse and locate the template. With a document link type of Word Document, you can select the .dot file that is used to customize the selected file. For an Excel Document, select the .xlt file.

Application Type

Application

Represents the helper application. Select from a list of existing applications.

Setup

If the required application is not listed, click the Setup button to add the application.

Arguments

When a document link type of Application is selected, you can pass command line parameters to a Windows application, if you wish.

Run

When the document link types of File or URL, Word Document, Excel Document, Image Document and Application are selected, select how the window is to be displayed when those items are opened from the Document Manager.

Important: Some applications do not allow the state of the window size to be changed by this option.

Normal Window	The document opens in the Normal state of the application window.
Minimized	The window created is in a minimized state when the document is launched.
Maximized	The window created is in a maximized state when the document is launched.

Include in Document Index

Select this check box, to include the current document in the Document Index.

The Document Index is a comprehensive list of the documents and folders on the Document Manager and therefore should contain everything in the Time file. Each document on the Document Manager has the option of being included in the Document Index. When creating new documents, they are automatically included in the Document Index. The Document index is an automatically generated document.