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.
For more information about document references, see here.
To access the Document dialog, click the icon (
or 
) or go to Tools | Reference | Document.
| Fields and options | Description |
|---|---|
| Label |
This field is the link text that appears in Word or Excel. By default, this field is automatically set to the document number of the selected document. You can change the link text as necessary. Note: In Excel only, where the Connector option to Combine Links is enabled, the value from the formula remains as the text that appears. |
| Jump To |
This field only appears when a CaseView document is selected. Specify in this field if you want to jump to a specific section, paragraph, or cell. Once selected, specify the cell or select the paragraph or section. Sections and paragraphs must be included as bookmarks within the CaseView document. Note: Jump locations are not available from Connector until the CaseView document is saved. |
| Bookmark | This field only appears when a Word document is selected. Specify in this field if you want to jump to a specific bookmark. |
| Worksheet |
This field only appears when an Excel document is selected. Specify in this field if you want to jump to a specific worksheet. Cell Once the worksheet is selected, specify the cell number in this field if you want to jump to a specific cell. |
| Use Font Settings |
This check box enables you to format the label. Use the Font button to open the formatting dialog. Font This button opens the Font dialog. Apply font, font style, size, color and effects to the label. Note: The settings apply to the current text and is saved for any subsequent text. All prior changes are not affected. |
| Include Name | This check box sets the label as the name of the document as it appears in the Document Manager. The label is automatically populated, but you can still make changes as necessary. |
