About The Visual Compare and Merge
CaseView's Visual Compare and Merge features allow replaced content to be reviewed and either accepted or salvaged. When running a comparison of documents or of a document to a Knowledge Library, when the Section Comparison dialog opens, look to see if the Visual Compare button is activated. If so, run a visual compare and merge which shows differences at the word level.
The Visual Compare screen allows users to keep changes that have been made to document content (such as notes to the financial statements) after they have been updated from content stored in Knowledge Libraries or to revert to text appearing in the original document's pane.
To help illustrate the functionality let us look at an example.
Example
In completing the financial statement, an accountant had to modify several notes to reflect the company’s circumstances more accurately. A year goes by. The accountant rolls forward the client file and wants to start work on this year’s financial statement. She would like to use updated notes that include both firm-specific and legislative changes; but she does not want to lose all the modification to the notes done in the previous year. The Visual Compare/Merge can guide the user through this process.
Following the update procedure, the financial statements now reflect the new standards without last years’ modifications. The Visual Compare/Merge functionality displays the updated document in the top pane and the original document in the bottom pane. The accountant can review the changes quickly and efficiently with the aid of the customizable Visual Compare/Merge color coding system. At this point, she can copy and paste text from last year's content or type in the changes she wishes to bring forward into the new financial statements with original content displayed for reference.
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