Ribbon Commands and Legacy Commands

This topic provides mappings between the ribbons interface, the legacy interface, and hot key commands.

File/Backstage

The backstage opens when Working Papers is launched. Many commands from the legacy File menu are now located on this screen.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
New	File->New	Backstage	N (N)
Open	File->Open	Backstage	O (O)	Client file open or closed
Open from DMS...	File->Open from DMS	Backstage
Close	File->Close	Backstage	C (C)	client file open
Switch to central copy or signed out master	File->Recent Files\	Backstage	M (was none in 2014)	in signed out file or the master
Switch to checked out copy or master file	File->Recent Files\	Backstage	I (was none in 2014)
Copy Components	File->Copy Components	Backstage	E (E)	Client file open or closed
Create Reviewer Copy	File->Create Reviewer Copy	Backstage	A (A)	Locked down client file is open
Rename File	file->rename file	Backstage	A (A)	No client file open
Tracker	File->Tracker	Backstage	K (R)	Client file open or closed
Save Compressed	File->Save Compressed	Backstage	S (S)	Client file open
Save to DMS....	File->Save to DMS	Backstage	D (was none in 2014)	DMS must be installed. See Note 1
Backup	File->Backup	Backstage	B (B)	Client file open
Help Topics	Help->CaseWare WP Help Topics	Backstage->Help page	H (H)
CaseWare On the Web	Help->CaseWare on the Web	Backstage->Help page
Technical Support	Help->Technical Support	Backstage->Help page
Licensing	Help->Licensing	Backstage->Licensing	L (L)
Revoke License	Help->Revoke License	Backstage->Licensing	O (none in 2014)
Check License	Help->Check License	Backstage->Licensing	k (none in 2014)
About Working Papers	Help->About Working Papers	Backstage->Help page
Recent files	File->MRU	Backstage
Exit	File->Exit	Backstage	X (X)

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Home

The Home ribbon includes commands related to the interface and working with files.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
From Document library	only button on toolbar	Home (D)	Y (was not in 2014)
Folder	only button on toolbar	Home (D)	O (not in 2014)
automatic document	only button on toolbar	Home (D)	A (not in 2014)
CaseView	only button on toolbar	Home (D)	H (not in 2014)
manual	only button on toolbar	Home (D)	M (not in 2014)
link	only button on toolbar	Home (D)	K (not in 2014)
word	only button on toolbar	Home (D)	W (not in 2014)
excel	only button on toolbar	Home (D)	E (not in 2014)
Commentary	insert->Commentary	Home (A/B)	O (C)
Global	only button on toolbar	Home (A/B)	G (not in 2014)
Line	insert->line annotation	Home (A/B)	A (A)
Total	insert->total annotation	Home (A/B)	J (T)
Cut	Edit->Cut	All Home Ribbons	X (T)
Copy	Edit->Copy	All Home Ribbons	C (C)
Paste	Edit->Paste	All Home Ribbons	V (P)
Delete	Edit->Delete	All Home Ribbons	L (L)
Delete line	Edit->Delete Line	All Home Ribbons	D (D)
Find	Edit->Find	All Home Ribbons	F (F)
Replace	Edit->Replace	All Home Ribbons	R (R)
Select	Edit->Select Line	All Home Ribbons	S (S)
Shuflle up	Edit->Shuffle Up	Browse home Ribbon	H (H)
Shuffle down	Edit->Shuffle Down	Browse home Ribbons	W (W)
Properties	Document->Properties, TB->Properties button, Context menus	All Home Ribbons->Properties	P (P)
New Line	Insert->New Line,Toolbar	Home->New	N (N)
Delete Line	Edit->Delete Line,Toolbar	Home->Delete Line	L (L)
New Document issue	Insert->New Document Issue	Home	I (I)
Line Issue	Insert->Line Issue	Home(B), Home(A)	U (not in 2014)
Annotations commands	Insert->Annotation Commands...	Home(A), Home(B)	n/a
New Document	Document->New	Home(D)->Insert Line	N (N)
Delete	Document->Delete	Home(D)->Delete Line	L (D)
Document Tags	Document->Tags	Home(D)->Tags	T (T)
New Account	Account->New	Home(B)->Insert Line/Account New	N (N)
Delete Account	Account->Delete	Home(B)->Delete Line/Account Delete	D (D)
Account Properties	Account->Properties	Home(B)->Properties/Account Properties	P (P)
Account Tags	Account->Tags	Home(B)->Tags	T (T)

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View

Settings that control the appearance of your file are located on the View ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Fold	View->Fold	View Ribbon	F (F)
Set Fold line	View->Set Fold line	View Ribbon	L (L)
Restore Columns	View->Restore Columns/Browse context menu	View Ribbon (Restore Columns)	E (E)
Default Ordering	Browse context menu	View Ribbon (Restore Columns)
Reorder Columns	View->Reorder Columns/Browse context menu	View Ribbon	O (O)
Freeze	only right click while in an auto doc	view Ribbon (enabled while in automatic documents)	M (not in 2014)
Comparison Details	View->Comparison Details	Document->Comparison Details	C (C)
Toggle auto-compare	View->Toggle Document Auto Compare	View Ribbon	A (A)
All Notes	n/a was a button in the anno toolbar	view Ribbon	N (N)
Filter by	View->Filter By	View Ribbon	Y (Y)
Zoom	View->Zoom, Toolbar	View Ribbon	Z (Z)
Year to date balances	View->Year to date balances	View Ribbon->New Line	D (D)
Toolbars	View->Toolbars	some options merted into view->toolbars ribbon drop down	T (T)
Misc view options	View->Toolbars....	Merged into View->toobars ribbon dropdown
Docking View	Window->Docking View	View->Docking View	W (D)
Close	Window->Close	Window->Close	C (O)
Close All	Window->Close All	Window->Close All	R (L)
Minimize All		No Ribbon Equivalent
Save Layout	Window->Save layout	Window->Save layout	S (S)
Cascade	Window->Cascade	Window->Cascade	K (C)
Tile Horizontally	Window->Tile Horizontally	Window->Tile Horizontally	H (H)
Tile Vertically	Window->Tile Horizontally	Window->Tile Horizontally	V (T)

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Engagement

Commands that help you to manage your engagement are located on the Engagement ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Import	File->Import	Engagament Ribbon	I (I)
Export	File->Export	Engagament Ribbon	E (T)
Print Batch	File->Print Batch	Engagament Ribbon	B (B)
Engagement Properties	Engagement->Properties	Engagement Ribbon	P (P)
Sign in/out	Engagement->Sign in/out (or File menu when no file opened)	Engagement Ribbon and Backstage	S (S)
Check out	Engagement->Check out	Engagement Ribbon	Q (U)
Check in	Engagement->Check in	Engagement Ribbon	K (K)
Consolidate	Engagement->Consolidate	Engagement Ribbon	C (C)
History	Engagement->History	Engagement Ribbon	H (H)
Mapping	Engagement->Mapping	Engagement Ribbon	M (M)
Grouping	Engagement->Grouping	Engagement Ribbon	G (G)
Structures	Engagement->Structures	Engagement Ribbon	R (S)
Tickmarks	Engagement->Tickmarks	Engagement Ribbon	T (T)
Engagement DMS entry	Engagement->"Custom wording"	Engagement Ribbon (backstage when no file opened)	x (eng ribbon) D no file open (not in 2014)
Cleanup	Engagement->Cleanup	Engagement Ribbon	U (U)
Year end Close	Engagement->YEC	Engagement Ribbon	Y (Y)
Lockdown	Engagement->Lockdown	Engagement Ribbon	L (L)
Save as Web Pages/PDF/Excel	Engagement->Save as Web...	Engagement Ribbon	A (not in 2014)
Send to...	Engagement->Send to...	Engagement Ribbon	D (D)

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Document

Commands for working with the documents in your file are located on the Document ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Page Setup	File->Page setup	Document Ribbon	G (G)
Print Preview	File->Print Preview	Document Ribbon	V (V)
Print	File->Print	Document Ribbon	R (P)
Check out	Document->Check out	Document->Checkout	U (U)
Check in	Document->Check in	Document->Checkin	I (I)
Assign Users	Document->Assign Users	Document Ribbon	N (A)
Compare	Document->Compare	Document Ribbon	O (C)

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Account

Commands related to accounts and other financial tools are located on the Account ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Account Renumber	Account->Renumber	Account->Renumber	U (U)
Adjusting Journal Entries	Account->AJE	Account->Adjusting Entry	A (A)
Other Journal Entires	Account->OJE	Account->Other Journal Entries	O (O)
Working Trial Balance	Account->Working Trial Balance	Account->Working Trial Balance	W (W)
Mapping Grouping Balances	Account->Map/grp balances	Account->Mapping Grouping Balances	B (B)
Assign Mapping Numbers	Account->Assign Mapping Numbers	Account->Assign Mappings	S (S)
Assign Groupings	Account->Assign Groupings	Account->Assign Groupings	R (R)
Assign Tax Export Codes	Account->Assign Tax Export Codes	Account->Assign Groupings	R (R)
Assign GIFI Codes	Account->Assign GII codes	Account->Assign Groupings	R (R)	Canadian version only
Assign M3 codes	Account->Assign M3 codes	Account->Assign Groupings	R (R)	US version only
Assign Entities	Account->Assign entities	Account->Assign Entities	E (E)

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SmartSync

Commands related to SmartSync operations are now located on the SmartSync ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Publish to Server	File->Publish to Server	Smart Sync Ribbon	U (U)	SmartSync version. Client file open
Create	File->Work offline	Smart Sync Ribbon	W (W)	SmartSync version. Client file open
Delete Synchronized Copy	File->Delete Synchronized Copy	Smart Sync Ribbon	Y (Y)	SmartSync version. Client file open and sync child
Clear Synchronization Information	File->Clear Synchronization Information	Smart Sync Ribbon	Y (Y)	SmartSync version. Client file open and synchronized to parent file
Show version	Show version, on right click in Document Manager	Smart Sync Ribbon	(V)
Sync Now	Sync Now, on right click in Document Manager	Smart Sync Ribbon	(S)

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Tools

Various commands for additional functionality are located on the Tools ribbon.

Command	2014.00 Equivalent	New Location	Short cut key: new (old)	Condition
Repair file	Tools->Repair File	Tools->Repair File	I (R)
Maintenance	Tools->Maintenance	Tools->Maintenance	M (M)
Diagnostics	Tools->Diagnostics	Tools->Diagnostics	D (D)
Recalculate Adjusting Entries	Tools->Recalculate Adjusting Entries	Tools->Recalculate Adjusting Entries	A (A)
SmartSync Repair	Tools->SmartSync Repair	Smart Sync Ribbon	N (N)
Templates	Tools->Templates	Tools->Templates (backstage if no file opened)	T (T)
Template versions	Tools->Template versions	Tools->Template versions	E (E)	Template Mode only
Template toolbar	Tools->Template toolbar	Tools->Template toolbar	B (b)	Template Mode only
Convert Currency	Tools->Convert currency	Tools->Convert currency	V (V)	Specific countries only
Map XBRL Taxonomy	Tools->Map XBRL Taxonomy	Tools->Map XBRL Taxonomy	X (X)
Helper Applications	Tools->Helper Applications	Tools->Helper Applications	H (H)
Change Identity	Tools->Change Identity	Tools->Change Identity	Y (Y)
Protection	Tools->Protection (entire submenu)	Tools->Protection (as a dropdown)	R (P)
Customize	Tools->Customize	Tools->Customize	C (C)
Font settings	tools->font setting	tools ribbon	F (F)
Options	Tools->Options	Tools->Options and in Backstage	P (O)
Spelling	Tools->Spelling	Tools->Spelling	S (S)

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No Ribbon Equivalent

The commands listed here were available in the legacy interface but are not located on the ribbons interface.

Command	2014.00 Equivalent	New Location
DMS File Entry	File->DMS File Entry	No Ribbon Equivalent
Undo	Edit->Undo	No Ribbon Equivalent
Expand	Edit->Expand	No Ribbon Equivalent
List	Edit->List	No Ribbon Equivalent
Goto	View->Goto	No Ribbon Equivalent
Back	View->Goto->Back	No Ribbon Equivalent
Forward	View->Goto->Forward	No Ribbon Equivalent
Home	View->Goto->Home	No Ribbon Equivalent
Stop	View->Stop	No Ribbon Equivalent
Refresh	View->Refresh	No Ribbon Equivalent
Open	Document->Open	No Ribbon Equivalent
Restore	Document->Restore	No Ribbon Equivalent
Empty Recycle bin	Document->Empty Recycle Bin	No Ribbon Equivalent
Web Server	Tools->Web Server	No Ribbon Equivalent
Minimize All		No Ribbon Equivalent

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