• 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

Copying Annotation to Another CaseView Document

Annotations can be copied from within CaseView documents and from Working Papers to CaseView.

Where an annotation includes a note, reference, and tickmark, it is possible to copy all the items that are part of the annotation or to select just one component of the annotation to copy. For example, just the note but not the reference and tickmark.

To quickly update multiple annotations, update one annotation, copy it and paste it over top of the other of the annotations that need updating.

Note: If copying one annotation to another, the existing note, reference, or tickmark is replaced if you click directly on the annotation. To add additional annotations, click to the right of the current annotation and then paste the annotation that you are adding.

Copying an annotation within CaseView:

1. In a CaseView document in Form mode, do one of the following:
   • To copy all items in the annotation, place your cursor before the annotation you want to copy, right-click and select Copy.
   • To copy only one item in the annotation, for example only the tickmark, right-click the item in the annotation and select Copy.

2. Place your cursor in the paragraph or table row where you want the annotation, right-click and select Paste. Where placeholders are displayed in Form mode, position the cursor in front of the placeholder.

   To copy the same annotation to multiple paragraphs or table rows, repeat this step.

Copying an annotation from Working Papers to CaseView is very similar to copying within CaseView, only the command names you select are different.

Copying an annotation from Working Papers to CaseView

1. In Working Papers, do one of the following:
   • To copy all items in the annotation, highlight the row where the annotations are located, right-click and select Copy Annotation.
   • To copy only one item in the annotation, for example only the tickmark, right-click the item in the annotation and select the respective Copy command; for example, Copy Tickmark.

2. In CaseView, place your cursor in the paragraph or table row where you want the annotation, right-click and select Paste. Where placeholders are displayed in Form mode, position the cursor in front of the placeholder.

   To copy the same annotation to multiple paragraphs or table rows, repeat this step.

Related Topics

• Copying Annotation Within the Same CaseView Document