General Options

Select the default ribbon color.

Action taken when client files are closed:

• No - does not compress the file.
• Yes - automatically compresses the file.
• Prompt - prompts to confirm if the file should be compressed.
• Yes (with subfolders) - automatically compresses the file and all subfolders.

For more information, see Saving a Compressed File.

The style for content displayed on list fields within tables:

• Descriptions - displays the full accounting description for entries made in a list. Example: The Type column of the Working Trial Balance displays Balance Sheet.
• Abbreviations - displays the normal accounting abbreviation for entries made in a list. Example: The Type column of the Working Trial Balance displays BS for Balance Sheet.
• Entry Codes - displays the shortest possible abbreviation for entries made in a list. Example: The Type column of the Working Trial Balance displays B for Balance Sheet.

The number of recently opened files to display on the Files pane of the File | Open | Recent Files window. The number can range from 0 to 15.

Click Clear to empty the current list, as well as the Recent Folders list located on the File | Open | Computer screen.

SmartSync functionality:

• Startup - state of sync files when opened:

  • Default - files open in the same state they were in when they were closed (Online or Offline).
  • Online - files always open Online.
  • Offline - files always open Offline.

• Enable event logging - select to log the following actions:

  • opening a client file.

  • closing a client file.

  • starting to synchronize a file.

    Note: This event can be logged more than once during a session if a file is synchronized more than once when opened.

  • finished synchronizing a file.

  • creating a sync child copy.

  • deleting a sync child copy.

  The SmartSyncEventLog file is saved in the same location as the Personal Store.

• Documents - action that occurs when a sync copy is closed and CaseView or other external documents, such as Word or Excel, are still open:

  • Prompt if open - a dialog displays the options to Save and close external documents, Leave documents open, Retry or Cancel.
  • Close on exit - documents are automatically saved and closed.
  • Leave open on exit - documents are left opened. Changes made to opened documents after closing the sync child copy are not synchronized.

• Auto-delete local copy - action that occurs when a sync copy is closed:

  • No - the default option to not delete the local copy when the file is closed.
  • Yes - delete the local copy when the file is closed.
  • Prompt - present a dialog when the file is closed, asking whether the local copy should be deleted.
  • Prompt (new files only) - present a dialog when a new file is closed, asking whether the local copy should be deleted. Existing files will maintain the default behavior of not deleting the local copy.

• Download document changes on demand - select to prevent document changes from being downloaded and applied automatically.

• Allow creation of multiple synchronized copies - select to allow multiple sync copies to be created from the same parent file.

The following legacy functions are available:

• Enter key advances to the next field in dialogs - the Enter key functions as the TAB key in dialogs, advancing the cursor to the next field.
• Use old keyboard shortcuts (requires restart) - allows the usage of older keyboard shortcuts.
• Close file when Document Manager is closed - closing the Document Manager closes the client file.

The following document functions are available:

• Open Excel documents in separate instances of Excel - Microsoft Excel documents open in their own instance of Excel.

• Show Document Tabs - displays a list of currently open documents on the ribbon above the Status Bar with a tab for each open document. For more information, see Working Papers Ribbon interface.

• Enable Recycle Bin (requires restart) - deleted documents are sent to the CaseWare Recycle Bin instead of permanently being deleted.

  Note: This feature is disabled in Working Papers with SmartSync.

• Hide date and user information in annotation notes - user and date information normally displayed in annotation notes is hidden.

The appearance of the Working Papers interface:

• Light

• White Gray

• Dark Gray

• Scenic (default)