Document Tab

Opens the Properties dialog for the selected document.

Inserts a document from the Document Library.

Opens the New sub-menu with the following options:

• Folder - opens the New Folder dialog to create a new folder at the insertion point on the Document Manager.
• Automatic Document - opens the New Automatic Document dialog to create a new automatic document at the insertion point on the Document Manager.
• CaseView - opens the New CaseView Document dialog to create a new CaseView document at the insertion point on the Document Manager.
• Manual - opens the New Manual Document Reference dialog to create a new manual document reference at the insertion point on the Document Manager.
• Link - opens the New Document Link dialog to create a new document link at the insertion point on the Document Manager.
• Word - opens the New Document Link dialog to create a new Word document link at the insertion point on the Document Manager.
• Excel - opens the New Document Link dialog to create a new Excel document link at the insertion point on the Document Manager.

Deletes the selected document.

Opens the Tags dialog.

Checks in or Checks out the documents from the client file for work at remote locations.

Assigns a user to the selected document.

Compares multiple documents in the Document Manager.

Presents a detailed comparison of the selected documents.

Opens the Save As sub-menu with the following options:

• Save Milestone - saves a milestone of the selected document(s).
• Save as Web Page - creates an HTML file of the selected document(s).
• Save as PDF File - opens the Save as PDF File dialog.
• Save as Excel File - creates an Excel file of the selected document(s).

The menu also displays the list of open documents, with the selected document being the active document.

Opens the Send To sub-menu with the following options:

• Mail Recipient (As Attachment) - sends the selected documents to an email recipient(s) as an attachment through Microsoft Outlook.
• Mail Recipient (As PDF Attachment) - sends the selected documents to an email recipient(s) as a PDF attachment through Microsoft Outlook.
• Folder - sends the selected documents to the specified folder outside of CaseWare Working Papers.

Print settings for all automatic documents on the Document Manager.

The document as it will appear when printed.

Zoom to preview the document from 50% to 200% of the original size:

• To zoom in, click the left mouse button on the preview.
• To zoom out, click the right mouse button on the preview.
• Specify the magnification on the View tab, in the Zoom group.

To print, on the Document tab, in the Print group, click Print.

Prints the currently selected document.