References and Drill Down

How Do I?

• Adding a Document Reference
• Adding a Tickmark
• Adding a CaseView Page Number Reference
• Adding a CaseView Note Number Reference

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• About Link References

  A client file connection is required for Connector to create a document reference or retrieve tickmarks.

Reference >>

• Drill Down

  For review purposes, use the Drill Down command to access the applicable area of the client file in Working Papers.

• Document Dialog

  The Document dialog enables you to create a link in the Word or Excel document to any document in the active Working Papers client file. Clicking the link opens the selected document.