• Menus and commands
  • File Tab
  • Home Tab
  • View Tab
  • Insert Tab
  • Document Tab
  • Tools Tab

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.

• Paragraphs
• Selection
• Sections

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.