• 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 in Just One Document

1. To change a graphic in an individual invoice, statement or credit note document, click the Process menu and open the Billings from WIP, Miscellaneous Invoice or Process Credit Notes dialog.
2. In the processing dialog, click the button .
3. When CaseView opens, click the View menu and select Enable Editing. There should then be a check mark beside the command.
4. Double-click the embedded graphic. The Bitmap dialog opens.
5. Deselect the checkbox "Embed picture in document".
6. 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.