Tools Menu

Refresh Connector linkages with the latest values from the source Working Papers client file. This operation should be performed after changes are made to the source client files or when linkages have been modified.

For more information, see here.

Disable links from connecting to the Working Papers database while retaining any values returned by Connector.

For more information, see here.

Re-establish links in the document after unlinking a document. This function replaces the static values from an unlinked document with their appropriate Connector formulas.

For more information, see here.

Display the paths of all source client files for links in the document and change the source client file for all DDE links.

For more information, see here.

Access the applicable dialog in the Working Papers client file or a temporary trial balance automatic document.

For more information, see here.

Modify the selected DDE link.

For more information, see here.

Apply rounding options for any newly created DDE links.

For more information, see here.

Create a document reference to an existing document in the source client file.

For more information, see here.

Create a tickmark reference from the available tickmarks in the source client file.

For more information, see here.

Create a page number reference from the available page numbers in the source CaseView file.

For more information, see here.

Create a note number reference from the available note numbers in the source CaseView file.

For more information, see here.

Convert Word documents that have links from other third-party applications to links that are compatible with Connector and Working Papers.

For more information, see here.

Convert an Excel document using DDE-based linkages to UDF.

For more information, see here.

Convert multiple Excel documents using DDE-based linkages to UDF.

For more information, see here.

Set Connector configuration settings for Word and Excel.

For more information, see here.

Bring the Working Papers window to the front (or open this window if it is minimized). This selection will load Working Papers if it is not yet open.

See the Notes section here when working with multiple versions of Working Papers.