• About annotation
• About note numbering
• About the note numbering pool
• Add/Remove Note Numbers dialog
• Annotation dialog
• Go To Note Reference dialog
• To add annotation in Form mode
• To copy annotation from Working Papers
• To copy annotation to another CaseView document
• To copy annotation within the same CaseView document
• To create a cross-reference note number
• To create automatically incremented note numbers

Annotation Dialog

Use this dialog to enter annotation in the document. In the Form mode, the options available may be limited by options set in the Design Mode.

Reference

Type or select an optional document reference. Once a document reference number has been added to a line in a document, clicking the referenced document automatically opens the referenced document, double-clicking the line automatically opens the document annotated.

To enter a generic annotation rather than a specific document reference, from the list, select Manual reference and then enter the desired text in the field that appears to the right of the selection.

Tickmark

Select the appropriate tickmark from the list. To create a new tickmark, on the Home tab in Working Papers or Time click New Tickmark.

Note: This represents an optional annotation note used for additional explanations of non-standard audit/accounting work done.