The User Profile
What it is
The User Profile allows a user to filter the documents available on the Document Manager globally according to criteria chosen by that user.
The filters appear in the User Profile Toolbar for quick reference while working on the file. Documents subject to filtering are color-coded to the type of filter by which they are controlled.
| Blue |
|
Document | Set filters according to who is assigned to the document or by selecting documents on the Document Manager. |
| Red |
|
Client | Filter according to the clients whose information the documents contain. |
| Yellow |
|
Staff | Filter according to the staff referenced in the documents. |
| Green |
|
Project | Filter according to the projects referenced in the documents. |
|
|
|
Date | Filter by date range |
A "User Profile Toolbar" is available where the profile can be selected.
At the right end of each selector is a 
button which when clicked will bring up a dialog for the user to select the filter category and applicable range. The filters available depend upon the rights set in the Protection Setup.
Notes
- A check box called "User Profile", is available in the Document Properties dialog to let you select whether the document is used with the User Profile or not. The User Profile filter affects the client reports that have the "User Profile" box checked.
- Filtering set in the User Profile overrides any filtering set in the Document Properties dialog. As long as the User Profile filter is in effect, the From/To fields in the properties dialog are grayed out.
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
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
GLOBAL
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