• 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

Using a Template

A template is a file that has been designed and set up for a specific purpose.

Most templates are designed to be a starting point for new client files. For example, an industry specific template gives you a head start on a new client file by saving you hours of setup time.

All templates share a common design feature. They have been created by an accounting professional to further the productivity gains of Working Papers and Client Accounting software.

Please contact your distributor for details on the industry specific templates being offered.

Related Topics

• Opening an Existing CaseView Document from the Document Manager