Tools Tab
Note: Available commands vary based on the editing mode selected.
Recalculate
Recalculates the entire document.
Auto Recalculate
Toggles whether changes to cells and related objects will trigger a recalculation of the document.
Auto Pagination
Toggles automatically inserted page breaks throughout the document.
Rounding
In Form Mode, you can toggle rounding for the document.
In Design Mode, the Rounding dialog opens to configure rounding settings and rounding relations.
Rounding Relations
Turns the rounding relations feature on or off while in the Form Mode (with or without editing enabled). This feature will work only if the Allow disabling of rounding relations in the Form Mode option in the Rounding dialog (see the Rounding command help for more information) is enabled.
Note: Only available in Form Mode.
Sort
In Form Mode, the Section Sort dialog opens to sort the section.
In Design Mode, you can select to sort various components of the document.
Linkage
Launches the Linkage Worksheet to link account information from the accounting database to a cell in CaseView.
Calculation Tool
Opens the Calculation Tool dialog to see an overview of any cells that are connected to the selected cell.
Calculation Organizer
Opens the Calculation Organizer dialog to easily view and edit the document's calculations.
Images
Opens the Image Manager where images are stored and categorized.
Repository
Access the repository.
Manage Repository
Opens the Manage Repository dialog to view the repositories available.
Refresh Repository Cache
Updates all repository entries.
User Defined Data
Opens the User Defined Data dialog to enter information client specific information in user defined fields. This saves retyping information that you must enter repeatedly.
Diagnostics
Run or configure diagnostics for the current document.
List
Opens the Diagnostics Lists dialog to perform automatic diagnostics.
Configure
Opens the Diagnostics Configuration dialog to set parameters for running diagnostics in both the Design and the Form Modes.
Browses
Opens the Configure Browses dialog.
XBRL
Access eXtensible Business Reporting Language features for the document.
Global Settings...
Opens the XBRL for Financial Statements dialog to configure the XBRL version and taxonomy.
Tags
Opens the XBRL for Financial Statements dialog to prepare the document for XBRL tagging by ensuring the taxonomy is configured correctly.
Footnotes
Opens the XBRL for Financial Statements dialog to create and manage footnotes for tagging.
Review
Opens the XBRL for Financial Statements dialog to review the tags that you have applied and refine the metadata included in each applied tag.
Options
Opens the XBRL Options dialog to manage export options, diagnostic settings, and schema data.
Who Am I?
If protection is enabled in Working Papers, this command will display information about the current active user.
Global Font Change
Opens the Global Font Change dialog to perform a find/replace for font settings in the document.
Auto Copy
If you are in a section that allows copies, the Auto Copy Text dialog will display to select which auto copy text should be inserted in the document.
Options
Opens the Application Options dialog to configure various global settings.