• Statements
  • To design your statements
  • Editing CaseView statements
  • The client or group statements - changes to a single statement available from the menus
  • The group statement - global changes available from the menus
  • The client statement - global changes available from the menus
  • Adding page numbers to statements

The Client or Group Statements - Changes to a Single Statement Available from The Menus

Access the client or group statements by opening a statement in the Document Manager.

View

View the layout of a specific header or footer. Click either the Header or Footer list and select the header or footer to view or edit.

Attach

Click either the Header or Footer list and select the one to attach to the statement.

Options

Client information only on first page

Check the box if you want the client information to appear on just the first page. Client information affected includes the document date, client address, attention line, client number, and statement number. If the box is not checked the information will appear on all pages of the document.

Header first page only

Select this option if you want the header to apply to just the first page. It will not appear on subsequent pages.

Footer last page only

Select this option if you want the footer to apply to just the last page. It will not appear on previous pages.

Edit Table

Select to change settings for the selected table. Much of the body of the statement is built as a table, hence this option must be selected to change cell and text attributes. Select Options | Edit Table, then modify the table contents as required. When all changes have been made, click the Reload Table button to save the changes and return to the statement.

Shades

Check this box to add shading to the statement.

Border

Check this box to add a border to the statement.

Zeros as blank

Check this option to display and print zero statement amounts.

Total amount

Check to add a total line to each statement.