Ribbon Commands and Legacy Commands
This topic provides mappings between the ribbons interface, the legacy interface, and hot key commands.
File/Backstage
File/Backstage
The backstage opens when Working Papers is launched. Many commands from the legacy File menu are now located on this screen.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
New | File->New | Backstage | N (N) | |
Open | File->Open | Backstage | O (O) | Client file open or closed |
Open from DMS... | File->Open from DMS | Backstage | ||
Close |
File->Close |
Backstage |
C (C) |
client file open |
Switch to central copy or signed out master |
File->Recent Files\ |
Backstage |
M (was none in 2014) |
in signed out file or the master |
Switch to checked out copy or master file |
File->Recent Files\ |
Backstage |
I (was none in 2014) |
|
Copy Components |
File->Copy Components |
Backstage |
E (E) |
Client file open or closed |
Create Reviewer Copy |
File->Create Reviewer Copy |
Backstage |
A (A) |
Locked down client file is open |
Rename File |
file->rename file |
Backstage |
A (A) |
No client file open |
Tracker |
File->Tracker |
Backstage |
K (R) |
Client file open or closed |
Save Compressed |
File->Save Compressed |
Backstage |
S (S) |
Client file open |
Save to DMS.... |
File->Save to DMS |
Backstage |
D (was none in 2014) |
DMS must be installed. See Note 1 |
Backup |
File->Backup |
Backstage |
B (B) |
Client file open |
Help Topics |
Help->CaseWare WP Help Topics |
Backstage->Help page |
H (H) |
|
CaseWare On the Web |
Help->CaseWare on the Web |
Backstage->Help page |
|
|
Technical Support |
Help->Technical Support |
Backstage->Help page |
|
|
Licensing |
Help->Licensing |
Backstage->Licensing |
L (L) |
|
Revoke License |
Help->Revoke License |
Backstage->Licensing |
O (none in 2014) |
|
Check License |
Help->Check License |
Backstage->Licensing |
k (none in 2014) |
|
About Working Papers |
Help->About Working Papers |
Backstage->Help page |
|
|
Recent files |
File->MRU |
Backstage |
||
Exit |
File->Exit |
Backstage |
X (X) |
Home
Home
The Home ribbon includes commands related to the interface and working with files.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
From Document library |
only button on toolbar |
Home (D) |
Y (was not in 2014) |
|
Folder |
only button on toolbar |
Home (D) |
O (not in 2014) |
|
automatic document |
only button on toolbar |
Home (D) |
A (not in 2014) |
|
CaseView |
only button on toolbar |
Home (D) |
H (not in 2014) |
|
manual |
only button on toolbar |
Home (D) |
M (not in 2014) |
|
link |
only button on toolbar |
Home (D) |
K (not in 2014) |
|
word |
only button on toolbar |
Home (D) |
W (not in 2014) |
|
excel |
only button on toolbar |
Home (D) |
E (not in 2014) |
|
Commentary |
insert->Commentary |
Home (A/B) |
O (C) |
|
Global |
only button on toolbar |
Home (A/B) |
G (not in 2014) |
|
Line |
insert->line annotation |
Home (A/B) |
A (A) |
|
Total |
insert->total annotation |
Home (A/B) |
J (T) |
|
Cut |
Edit->Cut |
All Home Ribbons |
X (T) |
|
Copy |
Edit->Copy |
All Home Ribbons |
C (C) |
|
Paste |
Edit->Paste |
All Home Ribbons |
V (P) |
|
Delete |
Edit->Delete |
All Home Ribbons |
L (L) |
|
Delete line |
Edit->Delete Line |
All Home Ribbons |
D (D) |
|
Find |
Edit->Find |
All Home Ribbons |
F (F) |
|
Replace |
Edit->Replace |
All Home Ribbons |
R (R) |
|
Select |
Edit->Select Line |
All Home Ribbons |
S (S) |
|
Shuflle up |
Edit->Shuffle Up |
Browse home Ribbon |
H (H) |
|
Shuffle down |
Edit->Shuffle Down |
Browse home Ribbons |
W (W) |
|
Properties |
Document->Properties, TB->Properties button, Context menus |
All Home Ribbons->Properties |
P (P) |
|
New Line |
Insert->New Line,Toolbar |
Home->New |
N (N) |
|
Delete Line |
Edit->Delete Line,Toolbar |
Home->Delete Line |
L (L) |
|
New Document issue |
Insert->New Document Issue |
Home |
I (I) |
|
Line Issue |
Insert->Line Issue |
Home(B), Home(A) |
U (not in 2014) |
|
Annotations commands |
Insert->Annotation Commands... |
Home(A), Home(B) |
n/a |
|
New Document |
Document->New |
Home(D)->Insert Line |
N (N) |
|
Delete |
Document->Delete |
Home(D)->Delete Line |
L (D) |
|
Document Tags |
Document->Tags |
Home(D)->Tags |
T (T) |
|
New Account |
Account->New |
Home(B)->Insert Line/Account New |
N (N) |
|
Delete Account |
Account->Delete |
Home(B)->Delete Line/Account Delete |
D (D) |
|
Account Properties |
Account->Properties |
Home(B)->Properties/Account Properties |
P (P) |
|
Account Tags |
Account->Tags |
Home(B)->Tags |
T (T) |
View
View
Settings that control the appearance of your file are located on the View ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Fold |
View->Fold |
View Ribbon |
F (F) |
|
Set Fold line |
View->Set Fold line |
View Ribbon |
L (L) |
|
Restore Columns |
View->Restore Columns/Browse context menu |
View Ribbon (Restore Columns) |
E (E) |
|
Default Ordering |
Browse context menu |
View Ribbon (Restore Columns) |
|
|
Reorder Columns |
View->Reorder Columns/Browse context menu |
View Ribbon |
O (O) |
|
Freeze |
only right click while in an auto doc |
view Ribbon (enabled while in automatic documents) |
M (not in 2014) |
|
Comparison Details |
View->Comparison Details |
Document->Comparison Details |
C (C) |
|
Toggle auto-compare |
View->Toggle Document Auto Compare |
View Ribbon |
A (A) |
|
All Notes |
n/a was a button in the anno toolbar |
view Ribbon |
N (N) |
|
Filter by |
View->Filter By |
View Ribbon |
Y (Y) |
|
Zoom |
View->Zoom, Toolbar |
View Ribbon |
Z (Z) |
|
Year to date balances |
View->Year to date balances |
View Ribbon->New Line |
D (D) |
|
Toolbars |
View->Toolbars |
some options merted into view->toolbars ribbon drop down |
T (T) |
|
Misc view options |
View->Toolbars.... |
Merged into View->toobars ribbon dropdown |
|
|
Docking View |
Window->Docking View |
View->Docking View |
W (D) |
|
Close |
Window->Close |
Window->Close |
C (O) |
|
Close All |
Window->Close All |
Window->Close All |
R (L) |
|
Minimize All |
|
No Ribbon Equivalent |
|
|
Save Layout |
Window->Save layout |
Window->Save layout |
S (S) |
|
Cascade |
Window->Cascade |
Window->Cascade |
K (C) |
|
Tile Horizontally |
Window->Tile Horizontally |
Window->Tile Horizontally |
H (H) |
|
Tile Vertically |
Window->Tile Horizontally |
Window->Tile Horizontally |
V (T) |
Engagement
Engagement
Commands that help you to manage your engagement are located on the Engagement ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Import |
File->Import |
Engagament Ribbon |
I (I) |
|
Export |
File->Export |
Engagament Ribbon |
E (T) |
|
Print Batch |
File->Print Batch |
Engagament Ribbon |
B (B) |
|
Engagement Properties |
Engagement->Properties |
Engagement Ribbon |
P (P) |
|
Sign in/out |
Engagement->Sign in/out (or File menu when no file opened) |
Engagement Ribbon and Backstage |
S (S) |
|
Check out |
Engagement->Check out |
Engagement Ribbon |
Q (U) |
|
Check in |
Engagement->Check in |
Engagement Ribbon |
K (K) |
|
Consolidate |
Engagement->Consolidate |
Engagement Ribbon |
C (C) |
|
History |
Engagement->History |
Engagement Ribbon |
H (H) |
|
Mapping |
Engagement->Mapping |
Engagement Ribbon |
M (M) |
|
Grouping |
Engagement->Grouping |
Engagement Ribbon |
G (G) |
|
Structures |
Engagement->Structures |
Engagement Ribbon |
R (S) |
|
Tickmarks |
Engagement->Tickmarks |
Engagement Ribbon |
T (T) |
|
Engagement DMS entry |
Engagement->"Custom wording" |
Engagement Ribbon (backstage when no file opened) |
x (eng ribbon) D no file open (not in 2014) |
|
Cleanup |
Engagement->Cleanup |
Engagement Ribbon |
U (U) |
|
Year end Close |
Engagement->YEC |
Engagement Ribbon |
Y (Y) |
|
Lockdown |
Engagement->Lockdown |
Engagement Ribbon |
L (L) |
|
Save as Web Pages/PDF/Excel |
Engagement->Save as Web... |
Engagement Ribbon |
A (not in 2014) |
|
Send to... |
Engagement->Send to... |
Engagement Ribbon |
D (D) |
Document
Document
Commands for working with the documents in your file are located on the Document ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Page Setup |
File->Page setup |
Document Ribbon |
G (G) |
|
Print Preview |
File->Print Preview |
Document Ribbon |
V (V) |
|
|
File->Print |
Document Ribbon |
R (P) |
|
Check out |
Document->Check out |
Document->Checkout |
U (U) |
|
Check in |
Document->Check in |
Document->Checkin |
I (I) |
|
Assign Users |
Document->Assign Users |
Document Ribbon |
N (A) |
|
Compare |
Document->Compare |
Document Ribbon |
O (C) |
Account
Account
Commands related to accounts and other financial tools are located on the Account ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Account Renumber |
Account->Renumber |
Account->Renumber |
U (U) |
|
Adjusting Journal Entries |
Account->AJE |
Account->Adjusting Entry |
A (A) |
|
Other Journal Entires |
Account->OJE |
Account->Other Journal Entries |
O (O) |
|
Working Trial Balance |
Account->Working Trial Balance |
Account->Working Trial Balance |
W (W) |
|
Mapping Grouping Balances |
Account->Map/grp balances |
Account->Mapping Grouping Balances |
B (B) |
|
Assign Mapping Numbers |
Account->Assign Mapping Numbers |
Account->Assign Mappings |
S (S) |
|
Assign Groupings |
Account->Assign Groupings |
Account->Assign Groupings |
R (R) |
|
Assign Tax Export Codes |
Account->Assign Tax Export Codes |
Account->Assign Groupings |
R (R) |
|
Assign GIFI Codes |
Account->Assign GII codes |
Account->Assign Groupings |
R (R) |
Canadian version only |
Assign M3 codes |
Account->Assign M3 codes |
Account->Assign Groupings |
R (R) |
US version only |
Assign Entities |
Account->Assign entities |
Account->Assign Entities |
E (E) |
|
SmartSync
SmartSync
Commands related to SmartSync operations are now located on the SmartSync ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Publish to Server |
File->Publish to Server |
Smart Sync Ribbon |
U (U) |
SmartSync version. Client file open |
Setup Review on the Go |
File->Setup Review On the Go |
Smart Sync Ribbon |
R (R) |
SmartSync version. Client file open. |
End Review on the Go... |
File->End Review On the Go |
Smart Sync Ribbon |
E (E) |
SmartSync version. Client file open and has previously been setup for Review On The Go |
Create |
File->Work offline |
Smart Sync Ribbon |
W (W) |
SmartSync version. Client file open |
Delete Synchronized Copy |
File->Delete Synchronized Copy |
Smart Sync Ribbon |
Y (Y) |
SmartSync version. Client file open and sync child |
Clear Synchronization Information |
File->Clear Synchronization Information |
Smart Sync Ribbon |
Y (Y) |
SmartSync version. Client file open and synchronized to parent file |
Show version |
Show version, on right click in Document Manager |
Smart Sync Ribbon |
(V) |
|
Sync Now |
Sync Now, on right click in Document Manager |
Smart Sync Ribbon |
(S) |
|
Tools
Tools
Various commands for additional functionality are located on the Tools ribbon.
Command | 2014.00 Equivalent | New Location | Short cut key: new (old) | Condition |
Repair file |
Tools->Repair File |
Tools->Repair File |
I (R) |
|
Maintenance |
Tools->Maintenance |
Tools->Maintenance |
M (M) |
|
Diagnostics |
Tools->Diagnostics |
Tools->Diagnostics |
D (D) |
|
Recalculate Adjusting Entries |
Tools->Recalculate Adjusting Entries |
Tools->Recalculate Adjusting Entries |
A (A) |
|
SmartSync Repair |
Tools->SmartSync Repair |
Smart Sync Ribbon |
N (N) |
|
Templates |
Tools->Templates |
Tools->Templates (backstage if no file opened) |
T (T) |
|
Template versions |
Tools->Template versions |
Tools->Template versions |
E (E) |
Template Mode only |
Template toolbar |
Tools->Template toolbar |
Tools->Template toolbar |
B (b) |
Template Mode only |
Convert Currency |
Tools->Convert currency |
Tools->Convert currency |
V (V) |
Specific countries only |
Map XBRL Taxonomy |
Tools->Map XBRL Taxonomy |
Tools->Map XBRL Taxonomy |
X (X) |
|
Helper Applications |
Tools->Helper Applications |
Tools->Helper Applications |
H (H) |
|
Change Identity |
Tools->Change Identity |
Tools->Change Identity |
Y (Y) |
|
Protection |
Tools->Protection (entire submenu) |
Tools->Protection (as a dropdown) |
R (P) |
|
Customize |
Tools->Customize |
Tools->Customize |
C (C) |
|
Font settings |
tools->font setting |
tools ribbon |
F (F) |
|
Options |
Tools->Options |
Tools->Options and in Backstage |
P (O) |
|
Spelling |
Tools->Spelling |
Tools->Spelling |
S (S) |
No Ribbon Equivalent
No Ribbon Equivalent
The commands listed here were available in the legacy interface but are not located on the ribbons interface.
Command | 2014.00 Equivalent | New Location |
DMS File Entry |
File->DMS File Entry |
No Ribbon Equivalent |
Undo |
Edit->Undo |
No Ribbon Equivalent |
Expand |
Edit->Expand |
No Ribbon Equivalent |
List |
Edit->List |
No Ribbon Equivalent |
Goto |
View->Goto |
No Ribbon Equivalent |
Back |
View->Goto->Back |
No Ribbon Equivalent |
Forward |
View->Goto->Forward |
No Ribbon Equivalent |
Home |
View->Goto->Home |
No Ribbon Equivalent |
Stop |
View->Stop |
No Ribbon Equivalent |
Refresh |
View->Refresh |
No Ribbon Equivalent |
Open |
Document->Open |
No Ribbon Equivalent |
Restore |
Document->Restore |
No Ribbon Equivalent |
Empty Recycle bin |
Document->Empty Recycle Bin |
No Ribbon Equivalent |
Web Server |
Tools->Web Server |
No Ribbon Equivalent |
Minimize All |
|
No Ribbon Equivalent |
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