User Profile -- Document Filtering
Set filters according to who is assigned to the document or by selecting documents on the Document Manager.
Document Assignment
Click this button to assign documents on the Document Manager to the user logged in. If protection is on, this option is not available.
Filtering Information
- Click the "Select" pop-up list to choose the category by which to filter.
Select To see Assigned to User/Staff Logged in Only the documents assigned to the user logged in Assigned to User/Staff Logged in and Unassigned Documents assigned to the user logged in plus any documents that are not assigned to a user - Set the data filter for the document by specifying a range for the filter category. Data falling outside of the range will not be displayed in documents until the filter is turned off or the range changed.
Note: The filter range available depends upon the rights set in the Protection Setup. For example, if your security access is to "View Own Clients" then the range synchronized with only your clients. All other clients are omitted from access.
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:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- 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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