• Working with Documents
  • About document management
  • To create a new CaseView document
  • To create a CaseView document from within CaseView
  • To open an existing CaseView document from the Document Manager
  • To access CaseView documents in a Lock Down client file
  • To use a template
  • To retrieve a backup copy of the document
  • To open an existing CaseView document from within CaseView
  • To save a CaseView document
  • To save a new document
  • To set documents to save automatically
  • To specify document version information
  • To build dynamic documents

Saving a New Document

1. While in the unsaved document, on the File tab, click Save. Existing CaseView documents for the client are listed.

   Note: If no client file is currently open in Working Papers or Time, a Save File As dialog pops up to allow you to select a location for your file. By default, CaseView will save the document in your Windows default file location.

2. In the Identifier box, enter a unique document identifier of up to 8 characters.
3. In the Description box, enter the description of the document.

4. Click OK.

Related Topics

• Saving a CaseView Document