• General Settings
  • Changing the address type to use
  • To change a graphic from being embedded to being linked for all documents
  • To change a graphic from being embedded to being linked in just one document
  • To change fonts for CaseView invoices, statements, credit notes, and labels
  • Subtotalling time and expense transactions
  • To clear memos attached to invoices and credit notes
  • Using a company logo
  • To map a drive letter to a network computer or folder
  • Example CaseView document properties
  • Troubleshooting CaseView generated documents

Changing a Graphic from being Embedded to being Linked for All Documents

1. For a global change, open the Company Profile and click the Invoices, Statements or Credit Note tab.

   To change an individual document, open the Billings from WIP, Miscellaneous Invoice or Process Credit Notes dialog.

2. If you have opened the Company Profile, click the Edit Invoice, Statement or Credit Note button.

   If you have accessed a processing dialog, click the button .

3. When CaseView opens, double-click the embedded graphic. The Bitmap dialog opens.
4. Deselect the checkbox "Embed picture in document".
5. CaseView asks you to save the graphic to an external location to which it will link. Navigate to the directory where the bitmap should reside.