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Using the Document toolbar

The Document toolbar provides one-click access to document and folder creation and modification of related properties.

Position your cursor over a button on the toolbar to view a "tool tip" explaining the function of the button.

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Name	Icon	Description
Properties		View the Properties of your currently selected document
New folder		Folders are used to organize the items on the Document Manager. For example, you can keep all documents related to Accounts Receivable in one folder labeled Accounts Receivable. Folders can be opened or closed. Double-click a folder to view the contents within.
New automatic document		Automatic documents are documents that are automatically generated by Time. They include WIP reports, trial balance documents, labels, etc.
New CaseView document		CaseView documents are documents created by CaseView, the word processor for accountants that is fully integrated with Time. A typical CaseView document would be a marketing letter. Double-click this document icon to launch the CaseView application.
New manually-prepared document		Manual document references are documents that are prepared manually without the use of Time. You can list the manual document on the Document Manager for organizational purposes. However, because the document is manual, it cannot be printed or viewed from the Document Manager
New document link		Document links are documents that are created by another program. A flow chart created in Visio is an example of a document link. Double-click this document icon to launch the application from which the document was created.
New Word document		Add Microsoft Word documents to the Document Manager and launch them from Time. Double-click this document icon to launch Word and create or modify a document.
New Excel document		Add Microsoft Excel documents to the Document Manager and launch them from Time. Double-click this document icon to launch Excel and create or modify a document.

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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.

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