• About Issues
• About the Issues Viewer
• To add a new issue type
• To add an Issue
• To find the identifier of a tab in the Issues pane
• Issues menu
• Customize Issue Type Layout
• Drill Down command
• Edit Issue dialog
• Edit Type dialog
• Edit View dialog
• Issue Types dialog
• Issue Views dialog
• View Columns dialog
• View Filter dialog
• View Grouping dialog
• View Sort dialog

Issues Menu

New Issue

Add a new issue to the selected document. The New Issue dialog opens and enables you to create a new issue, assign it to another user, fill in details, set a reminder and due date for the issue.

Edit Issue

Launch the Edit Issue dialog to configure an existing issue.

Delete Issue

Delete the selected issue. Issues can be deleted only by the person who created them.

Note: An issue can also be deleted in the Issue Pane by clicking in the issue and pressing Ctrl+D.

Drill Down

Navigate by drilling down to the document or area of the program associated with the issue.

Send As Email

Send the summary details of the issue to an email recipient. A text-only version of the issue appears in the body of an email using the Windows mapi function. The message includes the client file name, the file's year-end date, and the unique identifiers for both the client file and the document to which the issue is attached.

Complete

Mark the Issue as completed.

Clear

Mark the Issue as cleared.

Undo

Undo the last performed action.

Cut

Copy the currently selected content to the clipboard and remove it from the CaseView document.

Copy

Copy the currently selected content to the clipboard and also retain it within the document.

Paste

Paste the contents of the clipboard to the CaseView document at the cursor's current location.

Delete

Delete the currently selected content (typically text).

Settings

Customize Views

Launch the Issue Views dialog to create, configure, or remove Issue Views.

Customize Types

Launch the Issue Types dialog to create, configure, or remove Issue Types.

Show Columns

Select the columns to display. Columns currently showing are indicated by a checkmark next to their names.

Set Filter

Open the View Filter dialog to limit the contents of the Issue view based on set criteria.

Set Grouping

Configure the View groupings using the View Grouping dialog.

Set Sort

Open the View Sort dialog to set the sorting order for the view.

Set Columns

Open the View Columns dialog to pick which columns appear in the view and to sort the columns that display.

Set Alternate Color

Change the alternative color for the Issues Pane. A color selection dialog allows you to pick the color or create a custom color.

Find

Configure a Find session within the Issues list.

Refresh

Reload the screen, updating it for any changes.

Export to Excel

Save the contents of the current Issues view to an Excel spreadsheet (.XLS or .XLSX).