Headings tab

A two-line document heading may be entered. This heading will print left justified underneath the company name and year end date as specified in the Company Profile on the File menu. The first heading line is set by default to the information typed into the Description box in the Document options.

This heading operates independently of the Document name and number entered on the Document tab. Thus, if you are changing the document name or number and want it reflected both on the document and on the Document Manager, ensure you make the change on both tabs.

Enter an optional description. The extended description does not appear on the printed document. It is available for linking to alphanumeric cells in CaseView documents using the Linkage worksheet.