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About Annotation

CaseView allows users to add three types of annotation - document or manual references, tickmarks and notes - to any paragraph or table row. Annotation can be added in Design Mode or, if enabled, in Form Mode. Places where annotation is allowed are indicated by a placeholder that displays in Design Mode and that can be set to show optionally in Form Mode.

In Form Mode, users can add annotation to permitted areas by selecting the appropriate annotation from a right-click context menu. Annotation groups can be given an optional label that shows on the context menu to make it easier to identify particular annotation targets.

As in Working Papers, annotation displays next to the paragraph or row to which it applies. The annotation is implemented as follows:

Move the cursor over the notes icon to display the text entered in the Notes box. Click the icon to dock a text box showing the text entered.


Tickmarks display as whatever graphics or text are assigned to them. Move the cursor over the tickmark graphic or text to display the name given the tickmark.


Click the Document reference and the document referenced opens automatically.



When printing, annotation prints at the end of the document, numbered sequentially. Annotations attached to any skipped paragraphs are excluded automatically from the numbering sequence. For master files with sub documents, the annotation prints at the end of the master document, numbering in sequence automatically.

  • Annotations can be added to Headers, Footers and Freeze Panes, but these do not number sequentially with the rest of the annotation notes when printed.
  • Annotation font settings can be changed using the style, font, and size commands on the home ribbon.

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