Adding a CaseView Page or Note Number Reference

You can add page and note numbers references from a CaseView document to your Connector document using the Tools menu.

Prerequisites

• The reference must be from a sub-document of another (master) CaseView document .
• You must first save the master CaseView document as a PDF to index the content. In the Document Manager, right click the file and click Save as PDF. The resulting PDF can be removed after completion.

  Note: If the CaseView document is changed, repeat this process to update the page or note number reference.

Procedure

1. Place your cursor in the appropriate cell in Excel.
2. Click the Caseview Page Number Reference or CaseView Note Number Reference option from the Tools | Reference menu.
3. Select the CaseView document and the paragraph tag.
4. Click OK.

Results

The page or note number reference hyperlink appears in your document.

Make sure you save your document after verifying all changes.