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Creating a Cross-Reference Note Number
You can only cross reference an existing note. Create a new note before cross-referencing it.
- Position the insertion point in the paragraph where you would like to insert the cross-reference.
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On the Insert tab, click Note Number Reference.
- Click New. A blank line is added to the cross-reference list.
- In the Cross-reference from box, select the note number identifier for the note number you want to cross-reference. A new cross-reference can be created by typing a name in the box.
- If applicable, select any other formats for the cross-reference. For instance, the note number reference symbol can be hidden in Form Mode when they are not being used in a document, by selecting the Hide unreferenced cross-references in Form Mode option.
- If applicable, set different formats for single note numbers vs. multiple note numbers. CaseView dynamically detects the format that is required and then displays the appropriate format in the document. To enter a calculation for the format, click to access the Calculation Editor.
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Click OK.
Notes
- Cross-referencing note numbers enables you to refer readers to another part of the document. In the case of financial statements, use cross-referencing on a statement to refer readers to the financial statement notes for further explanation of an account balance.
- Display only text for button cells cannot be used for a note number cross-reference.
- Right-clicking on a note number or cross-reference while in the Design Mode displays the context menu options Goto Note and Edit Note Number. If the cross-reference is to more than one note, CaseView provides a list to select from.