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Adding Document Issues or Line Issues

You can add document issues to raise a concern with the overall document or add line issues to mark a specific concern in the document.

This procedure is easy if you have the document open when you notice the issue.

Prerequisites

For SmartSync users, ensure you are online and synchronizing with the parent file to make any changes available to other online users.
For Review on the Go users, visit the CaseWare Cloud Help Center for more information.

Procedure

This procedure is performed while you have a document open.

Right-click on the document or right-click on a line item and select:
- Add Document Issue, or
- Add Line Issue
The New Issue dialog opens and you can specify details about the issue. The selected document is automatically associated with this issue.
Complete the issue details to outline the concern or issue in the client file. >>Quick Reference
- Subject*
- Type
- Assigned To
If applicable, check options related to client file considerations. >>Quick Reference
- Retain on cleanup
- Roll Forward
Set any options related to an issue's status. >>Quick Reference
- Due on
- Reminder
- Time
Click OK.

Results

The issue is created for the document or document line item. You can view the issue from the:

Document Manager

Use the issue columns on the document manager to see document related issues.
Issues pane

Use the issue views to filter on newly created issues to track uncleared issues related to documents.
Review on the Go / SmartSync

All changes are immediately reflected on either Review on the Go or on other online synchronized copies, provided you are online and synchronizing changes.