• Getting Started
  • What is CaseView?
  • Accessing CaseView
  • The modes of CaseView
  • Activating CaseView features added in new releases of Time
  • Navigating using arrow keys
  • Using the Time toolbar in CaseView
  • Working with CaseView documents
  • Designing your statements
  • Edit mode (Form mode with Editing enabled)
  • Design mode
  • Ways to customize CaseView documents
  • Example linking client information

What is CaseView?

CaseView is a word processor with spreadsheet and database capabilities. CaseView has the capability to create invoices, statements, marketing letters, customized working papers, forms, and schedules. Armed with CaseView's power, any accountant can create professional quality documents using CaseView's desktop publishing enhancements that are directly linked to accounting data in Time.